PBF Logistics LP (PBFX)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
PBF Logistics LP (PBFX) trades at $19.90. PBF Logistics LP owns and operates crude oil and refined petroleum product logistics assets in the United States. The company focuses on transportation, terminaling, and storage services within the energy sector. Sector: Energy.
Price live · AI analysis from Mar 16, 2026Analyst Coverage for PBFX: PBFX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates PBFX against Energy peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
PBFX: 1/1 perspectives are bearish.
How is this calculated? →PBF Logistics LP (PBFX) Energy Operations & Outlook
PBF Logistics LP specializes in owning and operating crude oil and refined petroleum product logistics assets, including terminals, pipelines, and storage facilities, primarily in the United States. With a focus on transportation and terminaling, the company supports the energy sector through its strategic infrastructure and services.
What Is the Investment Thesis for PBFX?
PBF Logistics LP presents a compelling investment case due to its strategic asset base and stable revenue streams derived from long-term contracts. The company's focus on transportation, terminaling, and storage services within the energy sector provides a degree of insulation from commodity price volatility. With a dividend yield of 6.03% and a profit margin of 31.8%, PBF Logistics offers attractive income potential. The company's beta of 1.27 indicates a moderate level of volatility compared to the broader market. Growth catalysts include potential expansions of existing assets and strategic acquisitions to increase its footprint. However, investors may want to evaluate regulatory risks and the potential impact of energy transition policies on the demand for fossil fuels. The P/E ratio of 11.08 suggests a reasonable valuation relative to earnings.
Based on FMP financials and quantitative analysis
PBFX Key Highlights
- PBF Logistics LP operates in two segments: Transportation and Terminaling, and Storage, providing diversified revenue streams.
- The company's gross margin of 89.4% indicates efficient operations and strong pricing power.
- PBF Logistics LP offers a dividend yield of 6.03%, providing an attractive income stream for investors.
- The company's profit margin of 31.8% demonstrates strong profitability in the midstream energy sector.
- PBF Logistics LP's beta of 1.27 suggests moderate volatility compared to the overall market.
Who Are PBFX's Competitors?
PBFX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| ACDC ProFrac Holding Corp. | $4.85 | -5.82% | $877.48M | — |
| CEQP Crestwood Equity Partners LP | $28.26 | +4.36% | $2.97B | 48 |
| DO Diamond Offshore Drilling, Inc. | $13.99 | -2.44% | $1.44B | 56 |
| FLMN Falcon Minerals Corporation | $7.77 | +0.52% | $1.21B | 59 |
| GLOG-PA GasLog Ltd. | $25.70 | +0.04% | $1.41B | 50 |
| VG Venture Global, Inc. | $10.87 | -2.38% | $26.53B | 65 |
| GLNG Golar LNG Limited | $49.35 | +0.69% | $5.02B | 64 |
| OKE ONEOK, Inc. | $87.27 | -0.64% | $54.98B | 64 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are PBFX's Key Strengths?
- Strategic asset locations in key energy markets.
- Stable revenue streams from long-term contracts.
- Experienced management team with industry expertise.
- Strong financial position with access to capital.
What Are PBFX's Weaknesses?
- Dependence on the energy sector and commodity prices.
- Exposure to regulatory risks and environmental regulations.
- Limited diversification beyond traditional energy logistics.
- Potential for operational disruptions due to weather or accidents.
What Could Drive PBFX Stock Higher?
- Potential acquisitions of complementary assets to expand the company's footprint. Upcoming:
- Increased demand for energy infrastructure to support growing production and consumption. Ongoing:
- Expansion of existing terminals, pipelines, and storage facilities. Ongoing:
- Development of new infrastructure projects to meet evolving customer needs. Ongoing:
What Are the Key Risks for PBFX?
- Decline in demand for fossil fuels due to the energy transition. Potential:
- Increased competition from other midstream companies. Ongoing:
- Changes in regulatory policies affecting the energy sector. Potential:
- Economic downturns impacting energy consumption. Potential:
- Operational disruptions due to weather or accidents. Potential:
What Are the Growth Opportunities for PBFX?
- Expansion of Existing Assets: PBF Logistics LP can expand its existing terminals, pipelines, and storage facilities to increase capacity and serve growing demand in key markets. This includes potential investments in the DCR rail terminal and the Toledo storage facility. The market for midstream infrastructure is expected to grow as energy production increases, presenting opportunities for PBF Logistics to capitalize on this trend. Timeline: Ongoing.
- Strategic Acquisitions: PBF Logistics LP can pursue strategic acquisitions of complementary assets to expand its geographic footprint and service offerings. This could include acquiring additional terminals, pipelines, or storage facilities in attractive markets. The company's strong financial position and access to capital provide it with the flexibility to pursue such acquisitions. Timeline: Ongoing.
- Development of New Infrastructure: PBF Logistics LP can develop new infrastructure projects to meet the evolving needs of its customers. This could include building new pipelines to connect production areas with refineries and markets, or constructing new storage facilities to accommodate growing demand. The company's expertise in project development and its relationships with key stakeholders provide it with a competitive advantage. Timeline: Ongoing.
- Increased Throughput: PBF Logistics LP can increase the throughput of its existing assets by optimizing operations and attracting new customers. This could involve improving pipeline efficiency, expanding terminal capacity, or offering new services to customers. The company's focus on operational excellence and customer service can help it to achieve this goal. Timeline: Ongoing.
- Diversification into Renewable Energy: PBF Logistics LP can diversify into renewable energy logistics by developing infrastructure to support the transportation and storage of renewable fuels such as ethanol and biodiesel. This could involve repurposing existing assets or building new facilities to handle these fuels. The growing demand for renewable energy presents a significant growth opportunity for PBF Logistics. Timeline: Ongoing.
What Opportunities Does PBFX Have?
- Expansion of existing assets to increase capacity.
- Strategic acquisitions of complementary assets.
- Development of new infrastructure projects.
- Diversification into renewable energy logistics.
What Threats Does PBFX Face?
- Decline in demand for fossil fuels due to energy transition.
- Increased competition from other midstream companies.
- Changes in regulatory policies affecting the energy sector.
- Economic downturns impacting energy consumption.
What Are PBFX's Competitive Advantages?
- Strategic asset locations provide a competitive advantage.
- Long-term contracts ensure stable revenue streams.
- High barriers to entry due to the capital-intensive nature of the business.
- Established relationships with key customers in the energy sector.
What Does PBFX Do?
Founded in 2012 and headquartered in Parsippany, New Jersey, PBF Logistics LP is a key player in the midstream sector of the oil and gas industry. The company owns, leases, develops, and operates a network of crude oil and refined petroleum products terminals, pipelines, storage facilities, and other logistics assets across the United States. These assets are strategically located to support the efficient movement and storage of crude oil, refined products, natural gas, and intermediates. PBF Logistics operates through two primary segments: Transportation and Terminaling, and Storage. The Transportation and Terminaling segment focuses on the movement of products via pipelines, rail, and trucks, while the Storage segment provides storage solutions for various commodities. Key assets include the DCR rail terminal, Toledo Truck Terminal, DCR West Rack, Toledo storage facility, DCR products pipeline, DCR truck rack, San Joaquin Valley pipeline system, Paulsboro natural gas pipeline, Toledo rail products facility, Chalmette truck rack, Chalmette rosin yard, Paulsboro lube oil terminal, and the Delaware ethanol storage facility. These assets enable PBF Logistics to offer comprehensive logistics solutions to its customers, ensuring the reliable and efficient supply of energy products.
What Products and Services Does PBFX Offer?
- Owns and operates crude oil terminals.
- Leases refined petroleum product storage facilities.
- Acquires and develops pipeline infrastructure.
- Provides transportation services for crude oil and refined products.
- Offers storage solutions for crude oil, refined products, and natural gas.
- Handles the transfer of crude oil, refined products, and natural gas.
How Does PBFX Make Money?
- Generates revenue through transportation and terminaling fees.
- Earns income from storage fees for crude oil and refined products.
- Derives revenue from long-term contracts with customers.
- Operates and maintains its logistics assets to ensure reliable service.
What Industry Does PBFX Operate In?
PBF Logistics LP operates within the oil and gas midstream sector, which is responsible for the transportation, storage, and processing of crude oil, natural gas, and refined products. The industry is characterized by high capital expenditures and long-term contracts. Market trends include increasing demand for energy infrastructure to support growing production and consumption, as well as a focus on safety and environmental compliance. PBF Logistics competes with other midstream companies in its geographic areas. The midstream sector is influenced by factors such as commodity prices, regulatory changes, and infrastructure development.
Who Are PBFX's Key Customers?
- Refineries that require crude oil transportation and storage.
- Petroleum product distributors needing terminaling services.
- Energy companies seeking storage solutions for natural gas.
- Producers of crude oil and refined products.
Company Profile
PBF Logistics LP operates in the Oil & Gas Midstream industry within the Energy sector. It is headquartered in Parsippany, US. The company is led by CEO Thomas Nimbley. PBFX has traded publicly since 2014.
ROE 54%Key Financial Metrics
Return on equity for PBF Logistics LP stands at 54.3%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 12.5%, showing how much profit it generates from its asset base. PBFX trades at a trailing price-to-earnings ratio of 11.08, below the Energy sector average of ~17x. A current ratio of 3.65 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 9.0%, the inverse of the P/E and a quick read on earnings relative to price.
Net buyingInsider Activity
The most recent 12 insider filings for PBF Logistics LP break down as 11 sales and 1 purchases. On net that is roughly 32.7M shares acquired (about $0) — insiders putting money in tends to read as conviction.
PBFX Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the company's future prospects, indicating that those closest to the business believe in its potential.
- Community sentiment has shifted positively, with discussions highlighting the company's strategic role in energy logistics, especially amidst rising demand.
- Market perception is buoyed by ongoing infrastructure developments, which are expected to enhance operational efficiency and profitability.
- Investors are optimistic about potential new contracts that could significantly boost revenue streams in the coming months.
Bear Case
- Concerns about regulatory changes in the energy sector could impact the logistics business, creating uncertainty among investors.
- Social sentiment has shown caution, with some traders expressing doubts about the sustainability of recent growth in the energy market.
- Recent discussions reveal worries about potential supply chain disruptions that could affect operational capabilities and profitability.
- The overall market volatility has led some investors to reassess their positions, creating a bearish outlook among certain community members.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · April 2026
PBFX Latest News
No recent news available for PBFX.
PBFX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for PBFX.
Price Targets
Wall Street price target analysis for PBFX.
PBFX MoonshotScore
What does this score mean?
The MoonshotScore rates PBFX's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Leadership: Thomas Nimbley
CEO
Thomas Nimbley serves as the CEO of PBF Logistics LP, bringing extensive experience in the energy industry. His career spans various leadership roles in refining, logistics, and energy infrastructure. Prior to joining PBF Logistics, Nimbley held key positions at major energy companies, where he oversaw operations, strategic planning, and business development. His background includes a strong focus on operational efficiency, safety, and environmental stewardship. Nimbley's expertise is instrumental in guiding PBF Logistics' strategic direction and growth initiatives.
Track Record: Under Thomas Nimbley's leadership, PBF Logistics LP has focused on optimizing its existing asset base and pursuing strategic growth opportunities. He has overseen the expansion of key infrastructure projects and the implementation of operational improvements to enhance efficiency and profitability. Nimbley's tenure has been marked by a commitment to safety and environmental responsibility, as well as a focus on delivering value to shareholders through consistent dividend payments and strategic investments.
Common Questions About PBFX (Energy)
What does PBF Logistics LP do?
PBF Logistics LP is a midstream energy company that owns, leases, acquires, develops, and operates crude oil and refined petroleum products terminals, pipelines, storage facilities, and other logistics assets in the United States. The company's operations are divided into two segments: Transportation and Terminaling, and Storage. It provides essential services for the movement and storage of crude oil, refined products, natural gas, and intermediates, supporting the energy supply chain. PBF Logistics generates revenue through transportation fees, terminaling fees, and storage fees, primarily from long-term contracts with its customers.
What do analysts say about PBFX stock?
Analyst coverage of PBF Logistics LP (PBFX) is limited, but the general sentiment reflects a cautious outlook due to the inherent risks associated with the energy sector. Key valuation metrics, such as the P/E ratio of 11.08, suggest a reasonable valuation compared to earnings. Growth considerations include the company's ability to expand its asset base and capitalize on increasing demand for energy infrastructure. Investors should conduct their own due diligence and consider their individual risk tolerance before making any investment decisions regarding PBFX.
What are the main risks for PBFX?
PBF Logistics LP faces several risks, including the potential decline in demand for fossil fuels due to the energy transition, increased competition from other midstream companies, and changes in regulatory policies affecting the energy sector. Economic downturns could also impact energy consumption and reduce demand for the company's services. Additionally, PBF Logistics is exposed to operational risks such as weather-related disruptions and accidents, which could impact its ability to transport and store energy products. These risks could negatively impact the company's financial performance and stock price.
What are the key factors to evaluate for PBFX?
Evaluate PBFX on fundamentals, analyst consensus, and risk factors. Not financial advice.
How frequently does PBFX data refresh on this page?
PBFX prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven PBFX's recent stock price performance?
PBF Logistics LP (PBFX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strategic asset locations in key energy markets. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider PBFX overvalued or undervalued right now?
Valuing PBF Logistics LP (PBFX) requires multiple metrics. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying PBFX?
Before investing in PBF Logistics LP (PBFX), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis is pending, which may provide additional insights.
- Analyst coverage of PBFX is limited.