Assessing JBT Marel (JBTM) Valuation After Strong Revenue Growth And Market Share Gains

Fresh interest in JBT Marel (JBTM) has been sparked by strong business performance, including market share gains and 40% annual revenue growth over the past two years, along with faster earnings growth than peers.

See our latest analysis for JBT Marel.

The share price, which last closed at $150.59, has had a 6.8% 1 month share price return and a 5.1% 3 month share price return, while the 1 year total shareholder return sits at 18.3%. This suggests momentum has been building over both shorter and longer periods as investors react to the stronger business performance.

If JBT Marel’s run has you thinking about what else is moving, this could be a good moment to broaden your search with fast growing stocks with high insider ownership.

With the shares trading at $150.59, an intrinsic value estimate that sits about 17% higher and a modest discount to analyst targets, the key question is whether JBT Marel still offers an attractive entry point or if the market price already reflects its growth potential.

Most Popular Narrative: 3% Undervalued

With JBT Marel last closing at $150.59 against a narrative fair value of about $155.25, the current setup leans slightly in favor of the valuation case.

The ongoing global increase in protein consumption and demand for food safety/traceability is driving sustained investment in automation and integrated processing solutions, supporting a robust order backlog (notably in poultry and meat), which is likely to provide multi-year revenue growth.

Read the complete narrative.

Curious what earnings profile and margin path need to materialize to justify that fair value, and how rich a future P/E this narrative leans on?

Result: Fair Value of $155.25 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, this story can change quickly if merger integration drags on, or if tariff and supply chain pressures keep margins under more strain than expected.

Find out about the key risks to this JBT Marel narrative.

Build Your Own JBT Marel Narrative

If you see the numbers differently or simply want to stress test your own view, you can create a custom JBT Marel story in a few minutes, starting with Do it your way.

A great starting point for your JBT Marel research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.

Looking for more investment ideas?

If you stop with just one stock, you risk missing other compelling setups that match your style, so widen your search before making any big decisions.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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