PBF Energy vs Plug Power

This page compares PBF Energy Inc. and Plug Power Inc., and outlines their business models, financial performance, and market context in neutral terms. It presents findings without judgement to help readers understand the sector landscape. Educational content, not financial advice.

This page compares PBF Energy Inc. and Plug Power Inc., and outlines their business models, financial performance, and market context in neutral terms. It presents findings without judgement to help r...

About The Companies

PBF Energy (PBF)

PBF Energy Inc. (PBF) is an independent US petroleum refiner and supplier that converts crude oil into fuels and feedstocks such as gasoline, diesel, jet fuel, heating oil and asphalt. With a market capitalisation of about $3.25 billion, PBF’s performance is closely tied to refining margins, utilisation rates and the price and availability of crude. The company’s business is capital-intensive and cyclical: profits can expand when margins widen and crude costs stabilise, but shrink when margins compress or demand softens. Investors should weigh operational strengths — such as refinery complexity and location advantages — against risks including volatile commodity prices, environmental regulation, and cyclical demand. Financial flexibility, including balance-sheet strength and capital allocation (debt, dividends, reinvestment), also materially affects resilience. This summary is for educational purposes only and not financial advice; returns are not guaranteed and investments can fall as well as rise.

Plug Power (PLUG)

Plug Power Inc. (PLUG) is a provider of hydrogen fuel-cell systems and electrolysers, targeting material handling, stationary power and transport applications. With a market capitalisation of approximately $3.69 billion, the company positions itself in the nascent green-hydrogen and fuel-cell market, aiming to supply integrated hydrogen solutions from production to end-use. Key investor considerations include growth potential from decarbonisation policies, industrial partnerships and expanding electrolyser deployments, alongside high capital intensity, execution risk and competitive pressure. Revenue and profitability can be volatile as the business scales and invests in manufacturing and infrastructure. Investors should weigh long-term opportunity against near-term financial and operational challenges. This summary provides educational information only and is not personal financial advice — outcomes can vary and past performance is not a guarantee of future returns.

Comparison Snapshot

Key Financial Metrics

PBF

Metric

PLUG

$3.52B

Market Cap

$3.23B

4.03%

Potential Profit

25.68%

Hold

Analyst Rating

Hold

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Venezuelan Oil's Return to U.S. Refiners

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Investment Analysis

PBF Energy

PBF

Pros

PBF Energy reported a strong operational income of $285.9 million in Q3 2025, a turnaround from a loss of $386.3 million the previous year.
The company declared a dividend of $0.275 per share, yielding approximately 4.13%, providing income for shareholders.
PBF Energy benefits from diversified refining and logistics operations with products sold across multiple U.S. regions, reducing geographic risk.

Considerations

Consensus analyst price targets suggest a nearly 20% decrease in PBF Energy's stock price over the next year, indicating limited near-term upside.
The company reported a net loss in the trailing twelve months with negative earnings per share, reflecting ongoing profitability challenges.
PBF Energy's stock exhibits high volatility and faces a bearish technical outlook with predicted price declines in the coming months.

Plug Power

PLUG

Pros

Plug Power is actively expanding globally, securing major supply agreements such as a binding deal for up to 2 gigawatts of electrolyzer capacity.
The company is innovating with new pricing strategies and strategic pivots to navigate uncertainties in the U.S. hydrogen market.
Plug Power has demonstrated revenue growth and improving margins despite operating in a volatile and emerging hydrogen fuel cell industry.

Considerations

Plug Power’s shares have declined about 28% in the past 30 days, reflecting recent investor caution amid market volatility.
The company continues to face significant cash burn and a revised financial outlook, highlighting execution and sustainability risks.
Analysts have a wide range of price targets, reflecting uncertainty about Plug Power’s ability to achieve consistent profitability soon.

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About The Companies

Comparison Snapshot

Which Baskets Do They Appear In?

EV Slowdown Stocks | Automaker Pivot Opportunities

Downstream Winners From Falling Oil Prices in 2025

Oil Price Shift Overview: OPEC+ Production Strategy

Which Baskets Do They Appear In?

EV Slowdown Stocks | Automaker Pivot Opportunities

Downstream Winners From Falling Oil Prices in 2025

Oil Price Shift Overview: OPEC+ Production Strategy