Key events, in time order
全球炼油产能超过500万桶/日处于离线状态，全球炼油利用率同比下降约10%。
EPS of $6.22 beat estimates; operating income $1.27B; reduced debt by over $1B
Institutional buying contrasts with recent insider selling, indicating capital moves.
Multiple independent sources confirm PBF Energy hit a 52-week high on July 13-14, extending the prior 8% rally
Adjusted net loss of $0.88 per share and adjusted EBITDA of $68.7 million for Q1 2026, excluding special items
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PBF Energy is trading cheaply relative to its earnings, with a significant upside potential based on industry multiples. The discussion is a fundamental thesis on valuation.
Main discussion
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Trader's glance - $PBF $73.53. 🟢 𝘾𝙝𝙚𝙖𝙥 against its earnings. PBF Energy works in the refining and supplying of petroleum products. It trades at 6x earnings. Oil and gas producers usually get 14x. Fair sits $112.38 to $143.03. That's 14x mid-cycle $9.12 a share, give or take 12%.
$DINO $XOM $CVX $PBF $CLMT Thanks, Darren! Comments from an industry expert below. Get involved. As a side note, think about the volume of information and the number of access occurrences on EIA websites that my Analyst Agents have generated since I began digging into the refinin
$DINO $XOM $CVX $PBF $CLMT U.S. BASE-OIL REFINERY CRUDE SOURCING: FACILITY-LEVEL MAP AND CANADIAN SUPPLY RISK EXECUTIVE CONCLUSION The crude sourcing of U.S. base-oil refineries can be identified with high confidence for imported barrels and with moderate-to-low confidence for do
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Facts and opinions separated · All items sourced · Not investment advice
PBF Energy refines and distributes fuels like gasoline and diesel, similar to a gas station operator but on a massive industrial scale.
Money comes from selling refined petroleum products. The company's 2023 net income was USD 2.14B, with a net margin of 5.59%.
The oil refining industry is highly competitive, with many players like Marathon Petroleum and Valero Energy. PBF's scale and logistics network offer some advantage, but it's not a durable moat.
Strong Buy (sector percentile 100) — value A+, growth A+, profitability C-, momentum A+, revisions A-. Updated daily, sector-relative, identical for every user.
