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PBF Energy Inc. (PBF) Stock Fundamental Analysis & AI Rating 2026

PBF NYSE Petroleum Refining DE CIK: 0001534504
Recently Updated • Analysis: Apr 14, 2026 • SEC Data: 2025-12-31
STRONG SELL
92% Conf
Pending
Analysis scheduled

📊 PBF Key Takeaways

Revenue: $29.3B
Net Margin: -0.5%
Free Cash Flow: $-783.2M
Current Ratio: 1.21x
Debt/Equity: 0.40x
EPS: $-1.39
AI Rating: STRONG SELL with 92% confidence
PBF Energy Inc. (PBF) receives a STRONG SELL rating with 92% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $29.3B, net profit margin of -0.5%, and return on equity (ROE) of -3.0%, PBF Energy Inc. demonstrates mixed fundamentals in the Energy sector. Below is our complete PBF stock analysis for 2026.

Is PBF Energy Inc. (PBF) a Good Investment?

Claude

PBF Energy is deeply unprofitable with negative operating cash flow of -$78M and catastrophic free cash flow of -$783.2M, indicating the business is destroying value faster than it can sustain. Declining 11.4% YoY revenue combined with inability to cover interest from operations signals structural challenges beyond typical commodity cycles.

Why Buy PBF Energy Inc. Stock? PBF Key Strengths

Claude
  • + Moderate leverage with Debt/Equity ratio of 0.40x provides financial flexibility
  • + Maintains liquidity cushion of $527.9M in cash for near-term obligations
  • + Adequate current ratio of 1.21x for working capital management

PBF Stock Risks: PBF Energy Inc. Investment Risks

Claude
  • ! Severe cash burn with negative operating cash flow (-$78M) and negative free cash flow (-$783.2M) is operationally unsustainable
  • ! Negative interest coverage ratio (-0.3x) indicates inability to service debt obligations from operating profits
  • ! Declining revenue (-11.4% YoY) in cyclical refining sector facing structural energy transition headwinds
  • ! Consistent unprofitability across all metrics (Operating Margin -0.2%, Net Margin -0.5%, ROE -3.0%)

Key Metrics to Watch

Claude
  • * Operating Cash Flow trend and timeline to positive generation
  • * Interest Coverage Ratio recovery to sustainable levels
  • * Refining crack spreads and operational efficiency improvements

PBF Energy Inc. (PBF) Financial Metrics & Key Ratios

Revenue
$29.3B
Net Income
$-158.5M
EPS (Diluted)
$-1.39
Free Cash Flow
$-783.2M
Total Assets
$13.0B
Cash Position
$527.9M

💡 AI Analyst Insight

PBF Energy Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

PBF Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin -0.2%
Net Margin -0.5%
ROE -3.0%
ROA -1.2%
FCF Margin -2.7%

PBF vs Energy Sector: How PBF Energy Inc. Compares

How PBF Energy Inc. compares to Energy sector averages

Net Margin
PBF -0.5%
vs
Sector Avg 12.0%
PBF Sector
ROE
PBF -3.0%
vs
Sector Avg 14.0%
PBF Sector
Current Ratio
PBF 1.2x
vs
Sector Avg 1.3x
PBF Sector
Debt/Equity
PBF 0.4x
vs
Sector Avg 0.6x
PBF Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is PBF Energy Inc. Stock Overvalued? PBF Valuation Analysis 2026

Based on fundamental analysis, PBF Energy Inc. shows some fundamental concerns relative to the Energy sector in 2026.

Return on Equity
-3.0%
Sector avg: 14%
Net Profit Margin
-0.5%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.40x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

PBF Energy Inc. Balance Sheet: PBF Debt, Cash & Liquidity

Current Ratio
1.21x
Quick Ratio
0.51x
Debt/Equity
0.40x
Debt/Assets
58.1%
Interest Coverage
-0.30x
Long-term Debt
$2.1B

PBF Revenue & Earnings Growth: 5-Year Financial Trend

PBF 5-year financial data: Year 2021: Revenue $27.3B, Net Income $319.4M, EPS $2.64. Year 2022: Revenue $46.8B, Net Income -$1.4B, EPS $-11.64. Year 2023: Revenue $46.8B, Net Income $231.0M, EPS $1.90. Year 2024: Revenue $46.8B, Net Income $2.9B, EPS $22.84. Year 2025: Revenue $38.3B, Net Income $2.1B, EPS $16.52.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: PBF Energy Inc.'s revenue has grown significantly by 41% over the 5-year period, indicating strong business expansion. The most recent EPS of $16.52 reflects profitable operations.

PBF Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-2.7%
Free cash flow / Revenue

PBF Quarterly Earnings & Performance

Quarterly financial performance data for PBF Energy Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $7.7B $170.1M $1.45
Q2 2025 $7.5B -$5.2M $-0.05
Q1 2025 $7.1B $106.6M $0.86
Q3 2024 $8.4B -$244.5M $-2.09
Q2 2024 $8.7B $41.4M $0.33
Q1 2024 $8.6B $106.6M $0.86
Q3 2023 $10.7B $786.4M $6.11
Q2 2023 $9.2B $1.0B $7.88

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

PBF Energy Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$78.0M
Cash generated from operations
Capital Expenditures
$705.2M
Investment in assets
Dividends Paid
$143.5M
Returned to shareholders

PBF SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for PBF Energy Inc. (CIK: 0001534504)

📋 Recent SEC Filings

Date Form Document Action
Apr 8, 2026 4 xslF345X06/form4.xml View →
Apr 1, 2026 4 xslF345X06/ownership.xml View →
Apr 1, 2026 4 xslF345X06/ownership.xml View →
Apr 1, 2026 4 xslF345X06/form4.xml View →
Mar 30, 2026 4 xslF345X06/ownership.xml View →

Frequently Asked Questions about PBF

What is the AI rating for PBF?

PBF Energy Inc. (PBF) has an AI rating of STRONG SELL with 92% confidence, based on fundamental analysis of SEC EDGAR filings.

What are PBF's key strengths?

Claude: Moderate leverage with Debt/Equity ratio of 0.40x provides financial flexibility. Maintains liquidity cushion of $527.9M in cash for near-term obligations.

What are the risks of investing in PBF?

Claude: Severe cash burn with negative operating cash flow (-$78M) and negative free cash flow (-$783.2M) is operationally unsustainable. Negative interest coverage ratio (-0.3x) indicates inability to service debt obligations from operating profits.

What is PBF's revenue and growth?

PBF Energy Inc. reported revenue of $29.3B.

Does PBF pay dividends?

PBF Energy Inc. pays dividends, with $143.5M distributed to shareholders in the trailing twelve months.

Where can I find PBF SEC filings?

Official SEC filings for PBF Energy Inc. (CIK: 0001534504) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is PBF's EPS?

PBF Energy Inc. has a diluted EPS of $-1.39.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is PBF a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, PBF Energy Inc. has a STRONG SELL rating with 92% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is PBF stock overvalued or undervalued?

Valuation metrics for PBF: ROE of -3.0% (sector avg: 14%), net margin of -0.5% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy PBF stock in 2026?

Our dual AI analysis gives PBF Energy Inc. a combined STRONG SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is PBF's free cash flow?

PBF Energy Inc.'s operating cash flow is $-78.0M, with capital expenditures of $705.2M. FCF margin is -2.7%.

How does PBF compare to other Energy stocks?

Vs Energy sector averages: Net margin -0.5% (avg: 12%), ROE -3.0% (avg: 14%), current ratio 1.21 (avg: 1.3).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 14, 2026 | Data as of: 2025-12-31 | Powered by Claude AI