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Pitney Bowes (PBI)

Market Price (5/8/2026): $15.575 | Market Cap: $2.3 Bil
Sector: Industrials | Industry: Office Services & Supplies

Pitney Bowes (PBI)

Market Price (5/8/2026): $15.575
Market Cap: $2.3 Bil
Sector: Industrials
Industry: Office Services & Supplies

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 8.5%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 4.2%, FCF Yield is 17%

Attractive operating margins
Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 21%

Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 24%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 20%

Low stock price volatility
Vol 12M is 38%

Megatrend and thematic drivers
Megatrends include E-commerce & Digital Retail, and Automation & Robotics. Themes include Direct-to-Consumer Brands, Last-Mile Delivery, Show more.

Trading close to highs
Dist 52W High is -1.5%, Dist 3Y High is -1.5%

Meaningful short interest
Short Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 10.58, Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 15%

Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 85%

Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -6.1%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -7.6%, Rev Chg QQuarterly Revenue Change % is -3.2%

Key risks
PBI key risks include [1] a significant debt burden restricting financial flexibility, Show more.

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 8.5%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 4.2%, FCF Yield is 17%
1 Attractive operating margins
Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 21%
2 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 24%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 20%
3 Low stock price volatility
Vol 12M is 38%
4 Megatrend and thematic drivers
Megatrends include E-commerce & Digital Retail, and Automation & Robotics. Themes include Direct-to-Consumer Brands, Last-Mile Delivery, Show more.
5 Trading close to highs
Dist 52W High is -1.5%, Dist 3Y High is -1.5%
6 Meaningful short interest
Short Interest Days-to-CoverDTC = (Short Interest Share Quantity) / (Average Daily Trading Volume). Reflects how many days it would take to cover (close out) the short interest based on average volumes. High DTC can signify an increased risk of a short squeeze. is 10.58, Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 15%
7 Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 85%
8 Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -6.1%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -7.6%, Rev Chg QQuarterly Revenue Change % is -3.2%
9 Key risks
PBI key risks include [1] a significant debt burden restricting financial flexibility, Show more.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Pitney Bowes (PBI) stock has gained about 50% since 1/31/2026 because of the following key factors:

1. Strong Earnings Performance and Upgraded Financial Guidance Fueled Investor Confidence.

Pitney Bowes' stock gained significantly following better-than-expected earnings reports and optimistic outlooks. The company reported a Q4 2025 Adjusted EPS of $0.45, surpassing analysts' consensus of $0.38 by $0.07. This was coupled with a 50% year-over-year increase in Q4 2025 free cash flow, reaching $212 million. In Q1 2026, the company's Adjusted EPS of $0.47 met consensus estimates and was a substantial improvement from $0.33 in Q1 2025. Additionally, Q1 2026 saw a positive free cash flow of $44 million, a significant turnaround from a negative $20 million in the prior year. The company further bolstered sentiment by raising its full-year 2026 guidance, projecting revenue between $1.8 billion and $1.86 billion, Adjusted EBIT of $425 million to $465 million, and free cash flow of $345 million to $380 million, citing "strong execution" and "competitive wins."

2. Strategic Business Model Transformation and Shareholder Returns.

Pitney Bowes' focused strategic shift towards high-margin mailing, software, and financial services, after exiting its Global Ecommerce business in late 2024–early 2025, has been a key factor in its stock appreciation. This repositioning aims to restore profitability and leverage legacy strengths. The company actively engaged in capital allocation strategies that benefited shareholders, repurchasing 12.6 million shares for $127 million in Q4 2025. This aggressive share buyback program continued into 2026, with 17.2 million shares repurchased for $186 million year-to-date through May 1, 2026, reducing the share count by 5.20% in one year. Furthermore, Pitney Bowes demonstrated a commitment to shareholder returns by increasing its quarterly dividend from $0.09 to $0.10 per share, marking the fifth increase in six quarters.

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Stock Movement Drivers

Fundamental Drivers

The 50.6% change in PBI stock from 1/31/2026 to 5/7/2026 was primarily driven by a 115.4% change in the company's Net Income Margin (%).
(LTM values as of)13120265072026Change
Stock Price ($)10.3415.5850.6%
Change Contribution By: 
Total Revenues ($ Mil)1,9311,877-2.8%
Net Income Margin (%)4.1%8.9%115.4%
P/E Multiple21.813.7-37.5%
Shares Outstanding (Mil)16914715.1%
Cumulative Contribution50.6%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2026 to 5/7/2026
ReturnCorrelation
PBI50.6% 
Market (SPY)3.6%36.0%
Sector (XLI)5.5%8.6%

Fundamental Drivers

The 60.5% change in PBI stock from 10/31/2025 to 5/7/2026 was primarily driven by a 115.4% change in the company's Net Income Margin (%).
(LTM values as of)103120255072026Change
Stock Price ($)9.7015.5860.5%
Change Contribution By: 
Total Revenues ($ Mil)1,9311,877-2.8%
Net Income Margin (%)4.1%8.9%115.4%
P/E Multiple20.513.7-33.4%
Shares Outstanding (Mil)16914715.1%
Cumulative Contribution60.5%

LTM = Last Twelve Months as of date shown

Market Drivers

10/31/2025 to 5/7/2026
ReturnCorrelation
PBI60.5% 
Market (SPY)5.5%34.9%
Sector (XLI)12.9%12.8%

Fundamental Drivers

The 85.4% change in PBI stock from 4/30/2025 to 5/7/2026 was primarily driven by a 61.5% change in the company's P/S Multiple.
(LTM values as of)43020255072026Change
Stock Price ($)8.4015.5885.4%
Change Contribution By: 
Total Revenues ($ Mil)2,0271,877-7.4%
P/S Multiple0.81.261.5%
Shares Outstanding (Mil)18214724.0%
Cumulative Contribution85.4%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2025 to 5/7/2026
ReturnCorrelation
PBI85.4% 
Market (SPY)30.4%36.4%
Sector (XLI)34.4%22.5%

Fundamental Drivers

The 398.9% change in PBI stock from 4/30/2023 to 5/7/2026 was primarily driven by a 499.6% change in the company's Net Income Margin (%).
(LTM values as of)43020235072026Change
Stock Price ($)3.1215.58398.9%
Change Contribution By: 
Total Revenues ($ Mil)2,4831,877-24.4%
Net Income Margin (%)1.5%8.9%499.6%
P/E Multiple14.713.7-7.1%
Shares Outstanding (Mil)17414718.6%
Cumulative Contribution398.9%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2023 to 5/7/2026
ReturnCorrelation
PBI398.9% 
Market (SPY)78.7%36.1%
Sector (XLI)82.0%34.7%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
PBI Return10%-40%22%71%50%43%199%
Peers Return30%-30%75%28%5%23%163%
S&P 500 Return27%-19%24%23%16%8%96%

Monthly Win Rates [3]
PBI Win Rate25%33%58%58%67%60% 
Peers Win Rate62%47%65%48%53%56% 
S&P 500 Win Rate75%42%67%75%67%60% 

Max Drawdowns [4]
PBI Max Drawdown0%-64%-23%-15%-3%-7% 
Peers Max Drawdown-9%-43%-6%-15%-29%-8% 
S&P 500 Max Drawdown-1%-25%-1%-2%-15%-7% 

[1] Cumulative total returns since the beginning of 2021
[2] Peers: IRM, FDX, UPS, XPO, SHOP. See PBI Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 5/7/2026 (YTD)

How Low Can It Go

EventPBIS&P 500
2025 US Tariff Shock
  % Loss-26.9%-18.8%
  % Gain to Breakeven36.9%23.1%
  Time to Breakeven66 days79 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-25.1%-9.5%
  % Gain to Breakeven33.6%10.5%
  Time to Breakeven52 days24 days
2023 SVB Regional Banking Crisis
  % Loss-32.2%-6.7%
  % Gain to Breakeven47.4%7.1%
  Time to Breakeven194 days31 days
2022 Inflation Shock & Fed Tightening
  % Loss-64.2%-24.5%
  % Gain to Breakeven179.6%32.4%
  Time to Breakeven640 days427 days
2020 COVID-19 Crash
  % Loss-51.6%-33.7%
  % Gain to Breakeven106.5%50.9%
  Time to Breakeven122 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-19.7%-19.2%
  % Gain to Breakeven24.5%23.7%
  Time to Breakeven22 days105 days

Compare to IRM, FDX, UPS, XPO, SHOP

In The Past

Pitney Bowes's stock fell -26.9% during the 2025 US Tariff Shock. Such a loss loss requires a 36.9% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventPBIS&P 500
2025 US Tariff Shock
  % Loss-26.9%-18.8%
  % Gain to Breakeven36.9%23.1%
  Time to Breakeven66 days79 days
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-25.1%-9.5%
  % Gain to Breakeven33.6%10.5%
  Time to Breakeven52 days24 days
2023 SVB Regional Banking Crisis
  % Loss-32.2%-6.7%
  % Gain to Breakeven47.4%7.1%
  Time to Breakeven194 days31 days
2022 Inflation Shock & Fed Tightening
  % Loss-64.2%-24.5%
  % Gain to Breakeven179.6%32.4%
  Time to Breakeven640 days427 days
2020 COVID-19 Crash
  % Loss-51.6%-33.7%
  % Gain to Breakeven106.5%50.9%
  Time to Breakeven122 days140 days
2016-2017 Trump Reflation Bond Selloff
  % Loss-28.5%-3.7%
  % Gain to Breakeven39.9%3.9%
  Time to Breakeven3036 days6 days
2015-2016 China Devaluation / Global Growth Scare
  % Loss-22.1%-12.2%
  % Gain to Breakeven28.3%13.9%
  Time to Breakeven35 days62 days
2008-2009 Global Financial Crisis
  % Loss-50.8%-53.4%
  % Gain to Breakeven103.4%114.4%
  Time to Breakeven1788 days1085 days

Compare to IRM, FDX, UPS, XPO, SHOP

In The Past

Pitney Bowes's stock fell -26.9% during the 2025 US Tariff Shock. Such a loss loss requires a 36.9% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Pitney Bowes (PBI)

Pitney Bowes Inc., a shipping and mailing company, provides technology, logistics, and financial services to small and medium sized businesses, large enterprises, retailers, and government clients in the United States and internationally. It operates through Global Ecommerce, Presort Services, and SendTech Solutions segments. The Global Ecommerce segment provides domestic parcel services, cross-border solutions, and digital delivery services. The Presort Services segment offers mail sortation services, which allow clients to qualify volumes of first-class mail, marketing mail, and bound and packet mail for postal work sharing discounts. The SendTech Solutions segment provides physical and digital mailing and shipping technology solutions, financing, services, supplies, and other applications for sending, tracking and receiving of letters, parcels, and flats. Pitney Bowes Inc. markets its products, solutions, and services through direct and inside sales force, global and regional partner channels, direct mailings, and digital channels. The company was formerly known as Pitney Bowes Postage Meter Company. Pitney Bowes Inc. was founded in 1920 and is headquartered in Stamford, Connecticut.

AI Analysis | Feedback

Here are a few analogies for Pitney Bowes:

  • Like a blend of Stamps.com for business mail solutions and a specialized DHL for international e-commerce parcels.
  • Think of it as the USPS for businesses, offering optimized mail sortation, shipping technology, and cross-border e-commerce logistics.

AI Analysis | Feedback

  • Global Ecommerce Services: This segment offers domestic parcel shipping, international cross-border solutions, and digital tools to manage and optimize delivery processes.
  • Presort Services: This segment provides mail sortation services, enabling clients to qualify for postal work sharing discounts on bulk mailings.
  • SendTech Solutions: This segment delivers physical and digital technology solutions, financing, and supplies for all aspects of sending, tracking, and receiving mail and parcels.

AI Analysis | Feedback

Pitney Bowes (PBI) primarily sells its technology, logistics, and financial services to other companies and organizations, rather than to individuals.

The provided background information does not list specific names of Pitney Bowes' major customer companies. Instead, it describes the broad categories of clients that Pitney Bowes serves. These categories include:

  • Small and medium sized businesses
  • Large enterprises
  • Retailers
  • Government clients

AI Analysis | Feedback

  • United States Postal Service
  • FedEx (FDX)
  • UPS (UPS)

AI Analysis | Feedback

Kurt Wolf, Chief Executive Officer

Kurt Wolf was appointed Chief Executive Officer of Pitney Bowes in May 2025, having previously served as a sitting director on the company's board. He is recognized as an architect of Pitney Bowes' turnaround and a significant shareholder, with a background as an operating executive, entrepreneur, and strategic consultant. Wolf also served on the board of directors for GameStop Corp. alongside Paul Evans, where they collaborated on initiatives to recapitalize the balance sheet and reduce debt.

Paul Evans, Executive Vice President, Chief Financial Officer and Treasurer

Paul Evans was appointed Executive Vice President, Chief Financial Officer, and Treasurer in July 2025, after serving on Pitney Bowes' board of directors since 2024. He is an experienced public company finance executive with a history of overseeing financial initiatives and transformations. Prior to Pitney Bowes, Evans held various leadership roles, including Interim CEO at Hill International, CFO of Sevan Multi-Site Solutions, CFO at MYR Group, Inc., CEO at Conex Energy Corporation, and Treasurer and Corporate Officer at NorthWestern Energy, Inc. He also served as a director on the boards of Hill International and GameStop Corp.

Todd Everett, Executive Vice President and President, Sending Technology Solutions

Todd Everett is the Executive Vice President and President of Sending Technology Solutions at Pitney Bowes. Prior to this role, he was the CEO of Newgistics, an e-commerce and retail logistics company, which Pitney Bowes acquired in 2017. Everett joined Newgistics in 2005 as Director of Operations and became its CEO in 2015, continuing to lead the company post-acquisition within Pitney Bowes' corporate framework.

AI Analysis | Feedback

The key risks to Pitney Bowes (PBI) are:

  1. Declining Physical Mail Volumes: Pitney Bowes faces a significant challenge due to the ongoing decline in physical mail volumes, which directly impacts its core Presort Services and SendTech Solutions segments. This long-term trend, coupled with the company's financial performance being tied to the United States Postal Service's (USPS) ability to offer competitive services, poses a persistent headwind to revenue growth.
  2. Intense Competition and Market Disruption: The company operates in highly competitive mailing and shipping industries, facing numerous rivals including established players like FedEx and UPS, as well as digital-native entrants such as Stamps.com, Shopify, and Amazon Logistics. This competitive landscape leads to significant pricing pressure and necessitates continuous innovation to maintain market share and relevance.
  3. High Debt Load and Financial Health Concerns: Pitney Bowes carries a substantial amount of debt, which has been highlighted as a concern affecting its financial flexibility, profitability, and cash flow. Managing this debt burden and improving cash flow are critical for the company to invest in strategic transformations and navigate ongoing market challenges.

AI Analysis | Feedback

  • Proliferation of cloud-native, software-only shipping and mailing platforms. These platforms offer integrated, often subscription-based alternatives to traditional physical mailing equipment and dedicated software, allowing businesses to manage postage, shipping labels, and carrier integration entirely online. This shift directly challenges Pitney Bowes' physical SendTech solutions (mailing machines, meters, supplies) and associated services by providing a modern, often more flexible and cost-effective method for outbound mail and parcels.
  • Growing vertical integration of logistics by major e-commerce platforms and large retailers. Large online marketplaces and retailers are increasingly developing and expanding their own comprehensive fulfillment and delivery networks, not only for their direct sales but also for third-party sellers on their platforms. This trend directly competes with Pitney Bowes' Global Ecommerce segment by offering end-to-end logistics solutions, potentially reducing the demand for external parcel and cross-border services among their mutual business clients.

AI Analysis | Feedback

Pitney Bowes (symbol: PBI) operates in several addressable markets for its main products and services, primarily focusing on Presort Services and SendTech Solutions. The company announced its exit from the Global Ecommerce segment by early 2025 to prioritize its core offerings.

Presort Services

This segment provides mail sortation services to help clients achieve postal work-sharing discounts. The addressable market is related to postal automation systems and broader postal services:

  • The global postal automation systems market was valued at approximately USD 0.76 billion in 2023 and is projected to reach USD 1.38 billion by 2032, growing at a CAGR of 6.9%. North America held the largest share of this market, accounting for around 46.08% in 2023. Another estimate places the global postal automation system market size at USD 903.7 million in 2024, with a projected CAGR of 7.0% from 2025 to 2030. North America dominated globally with over 41% revenue share in 2024.
  • The broader global postal services market was estimated at USD 262.1 billion in 2024 and is anticipated to reach USD 301.2 billion by 2033, exhibiting a CAGR of 1.5%.

SendTech Solutions

This segment offers physical and digital mailing and shipping technology solutions, financing, services, and supplies for sending, tracking, and receiving letters, parcels, and flats. The addressable markets include:

  • Shipping Software Market: The global shipping software market size was USD 13.01 billion in 2023 and is projected to reach USD 28.07 billion by 2032, with a CAGR of 8.94%. North America is the largest market in this segment. Another report estimates the global shipping software market size at USD 14.26 billion in 2025, forecast to reach USD 22.23 billion in 2030, growing at a CAGR of 9.29%. North America retained the largest regional footprint.
  • Domestic Courier, Express, and Parcel (CEP) Market: The global domestic courier, express, and parcel market was valued at USD 412.68 billion in 2024 and is projected to reach USD 893.34 billion by 2033, with a CAGR of 8.96%. The United States alone constitutes a significant portion, with a market size of USD 150 billion in 2024.
  • Delivery as a Service Market: The global delivery as a service market size was valued at USD 545.64 billion in 2024 and is projected to grow from USD 597.12 billion in 2025 to USD 1,172.67 billion by 2032, exhibiting a CAGR of 10.12%. North America held the largest share of this market, approximately 34.95% in 2024.
  • Digitally Delivered Services Market: The global digitally delivered services market was valued at USD 4.24 trillion in 2023 and is expected to reach USD 9.97 trillion by 2033, growing at a CAGR of 8.93%. North America holds the largest market share in this category, accounting for approximately 38% in 2024.

AI Analysis | Feedback

Pitney Bowes (PBI) is focusing on several key areas to drive future revenue growth over the next 2-3 years, primarily by optimizing its core businesses and investing in strategic opportunities.

  1. Growth in SendTech's SaaS Shipping Technology: The company is prioritizing a shift into shipping solutions and specific growth goals in SaaS shipping technology within its SendTech Solutions segment. This business has shown strong year-over-year growth.
  2. Pricing and Mix Optimization in Presort Services: Pitney Bowes expects to drive revenue growth in its Presort Services segment through higher revenue per piece, achieved via pricing strategies, and a more attractive mail class mix.
  3. Stabilization and Future Growth from SendTech Product Migration: The completion of the product migration to new IMI (Intelligent Mail Indicator) technology in SendTech, which had caused near-term revenue softness, is anticipated to lead to a less steep year-over-year revenue decline going forward, providing a more stable base for future growth.
  4. Strategic Focus on Core, Higher-Margin Businesses and Efficient Capital Allocation: By winding down the Global Ecommerce segment and executing company-wide cost reduction programs, Pitney Bowes aims to enhance profitability and simplify its business model. This strategic streamlining is intended to free up capital for investment in high-return organic growth opportunities across its remaining core segments.

AI Analysis | Feedback

Capital Allocation Decisions for Pitney Bowes (PBI)

Share Repurchases

  • Pitney Bowes repurchased 37,039,845 shares for $390.77 million under a buyback program announced on February 11, 2025.
  • In the fourth quarter of 2025, the company repurchased 12.6 million shares for $127 million, contributing to approximately 20% of outstanding shares repurchased during 2025.
  • As of February 13, 2026, the Board of Directors increased the share repurchase authorization by $250 million, with $359 million in capacity remaining.

Share Issuance

  • In August 2025, Pitney Bowes completed a private placement offering of $230 million aggregate principal amount of 1.50% convertible senior notes due 2030, resulting in net proceeds of approximately $221.4 million.
  • The company launched a $200 million 7.250% senior unsecured notes due 2029 offering.
  • A $150 million fixed income offering of 7.250% senior unsecured notes due March 15, 2029, was completed.

Capital Expenditures

  • Pitney Bowes' capital expenditures for the full year 2025 were $66.278 million, and for 2024, they were $72.403 million.
  • The company makes significant capital investments in new products and services to meet evolving customer needs, improve and grow its business, and remain competitive.
  • Ongoing investments are focused on digital transformation, operational efficiencies, and automation, which are expected to yield further improvements in net margins and free cash flow through cost reductions and modernization.

Better Bets vs. Pitney Bowes (PBI)

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RUN_4302026_Short_Squeeze04302026RUNSunrunSpecialShort Squeeze PotentialShort Squeeze Potential
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RSG_4172026_Monopoly_xInd_xCD_Getting_Cheaper04172026RSGRepublic ServicesMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple		0.8%0.8%-1.1%
VRSK_4102026_Dip_Buyer_FCFYield04102026VRSKVerisk AnalyticsDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin		12.3%12.3%0.0%
UHAL_4102026_Monopoly_xInd_xCD_Getting_Cheaper04102026UHALU-HaulMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple		0.3%0.3%-1.0%
PBI_1312021_Short_Squeeze01312021PBIPitney BowesSpecialShort Squeeze PotentialShort Squeeze Potential
Has potential for a short squeeze. High short interest, rising short interest and high debt.		-13.3%-32.4%-36.6%

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Peer Comparisons

Peers to compare with:

Financials

PBIIRMFDXUPSXPOSHOPMedian
NamePitney B.Iron Mou.FedEx United P.XPO Shopify  
Mkt Price15.58126.81375.93100.10206.88111.74119.28
Mkt Cap2.337.688.385.124.2145.661.4
Rev LTM1,8777,24590,09388,3178,29812,36610,332
Op Inc LTM4021,4896,3277,4687602,1051,797
FCF LTM379-7034,3484,5164582,1201,289
FCF 3Y Avg182-6473,6985,168-921,633907
CFO LTM4441,4818,1988,3561,0272,1471,814
CFO 3Y Avg2591,2878,2469,5598641,6581,472

Growth & Margins

PBIIRMFDXUPSXPOSHOPMedian
NamePitney B.Iron Mou.FedEx United P.XPO Shopify  
Rev Chg LTM-6.1%15.6%3.1%-2.9%3.6%31.8%3.4%
Rev Chg 3Y Avg-7.6%11.9%-1.4%-3.6%2.4%28.0%0.5%
Rev Chg Q-3.2%21.6%6.8%-1.6%7.3%34.3%7.1%
QoQ Delta Rev Chg LTM-0.8%5.0%1.7%-0.4%1.7%7.0%1.7%
Op Inc Chg LTM21.7%20.2%7.7%-12.4%9.4%45.9%14.8%
Op Inc Chg 3Y Avg19.8%11.6%2.7%-14.1%13.9%164.0%12.8%
Op Mgn LTM21.4%20.6%7.0%8.5%9.2%17.0%13.1%
Op Mgn 3Y Avg15.8%20.2%6.8%9.0%8.5%12.4%10.7%
QoQ Delta Op Mgn LTM1.0%0.2%0.2%-0.4%0.2%0.7%0.2%
CFO/Rev LTM23.7%20.4%9.1%9.5%12.4%17.4%14.9%
CFO/Rev 3Y Avg13.2%20.1%9.3%10.7%10.7%16.9%11.9%
FCF/Rev LTM20.2%-9.7%4.8%5.1%5.5%17.1%5.3%
FCF/Rev 3Y Avg9.5%-10.0%4.2%5.8%-1.3%16.6%5.0%

Valuation

PBIIRMFDXUPSXPOSHOPMedian
NamePitney B.Iron Mou.FedEx United P.XPO Shopify  
Mkt Cap2.337.688.385.124.2145.661.4
P/S1.25.21.01.02.911.82.1
P/Op Inc5.725.314.011.431.869.219.6
P/EBIT6.930.613.510.935.369.222.0
P/E13.7138.220.416.269.6109.345.0
P/CFO5.125.410.810.223.667.817.2
Total Yield8.5%3.3%6.4%12.5%1.4%0.9%4.9%
Dividend Yield1.2%2.6%1.5%6.3%0.0%0.0%1.4%
FCF Yield 3Y Avg11.5%-2.4%5.1%5.2%-1.0%1.3%3.2%
D/E1.00.50.40.30.20.00.4
Net D/E0.90.50.40.30.2-0.00.3

Returns

PBIIRMFDXUPSXPOSHOPMedian
NamePitney B.Iron Mou.FedEx United P.XPO Shopify  
1M Rtn41.6%21.1%5.3%2.6%3.3%-4.5%4.3%
3M Rtn48.5%43.7%3.7%-12.9%11.5%0.4%7.6%
6M Rtn69.3%28.1%46.6%10.3%51.8%-28.4%37.3%
12M Rtn79.8%34.9%78.3%13.8%89.0%18.2%56.6%
3Y Rtn483.7%151.0%73.5%-32.8%327.1%73.6%112.3%
1M Excs Rtn33.1%10.4%-7.5%-8.5%-10.4%-15.1%-8.0%
3M Excs Rtn40.6%35.8%-4.2%-20.8%3.5%-7.5%-0.3%
6M Excs Rtn57.2%16.7%42.3%2.4%38.7%-38.9%27.7%
12M Excs Rtn47.0%4.6%49.2%-16.9%61.2%-11.8%25.8%
3Y Excs Rtn351.0%78.9%-2.8%-112.2%291.4%60.8%69.8%

Comparison Analyses

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Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
SendTech Solutions1,3541,3281,3601,3981,414
Presort Services663618602573521
Other10133   
Global Ecommerce  1,5761,7031,619
Total2,0272,0793,5383,6743,554


Assets by Segment
$ Mil20252024202320222021
SendTech Solutions1,9822,0812,0232,0132,071
Presort Services478501510479524
Cash and cash equivalents470600670732921
Other corporate assets261285271354330
Long-term investments190250260333364
Short-term investments1622111419
Assets of discontinued operations0532   
Global Ecommerce  9961,032995
Total3,3984,2724,7414,9595,224


Price Behavior

Price Behavior
Market Price$15.58 
Market Cap ($ Bil)2.4 
First Trading Date06/01/1972 
Distance from 52W High-1.5% 
   50 Days200 Days
DMA Price$12.12$11.02
DMA Trendupup
Distance from DMA28.6%41.3%
 3M1YR
Volatility42.5%38.3%
Downside Capture0.210.39
Upside Capture197.98123.37
Correlation (SPY)35.0%36.1%
PBI Betas & Captures as of 4/30/2026

 1M2M3M6M1Y3Y
Beta-0.220.950.971.031.111.21
Up Beta0.350.470.470.861.131.01
Down Beta-17.191.961.281.561.401.23
Up Capture179%213%223%144%140%421%
Bmk +ve Days15223166141428
Stock +ve Days17294167130370
Down Capture-1132%-23%13%59%79%104%
Bmk -ve Days4183056108321
Stock -ve Days5132257117361

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return		Annualized
Volatility		Sharpe
Ratio		Correlation
with PBI
PBI78.3%38.2%1.59-
Sector ETF (XLI)32.3%15.6%1.5921.9%
Equity (SPY)29.6%12.5%1.8635.9%
Gold (GLD)37.0%27.1%1.14-10.3%
Commodities (DBC)48.7%18.0%2.12-13.0%
Real Estate (VNQ)12.9%13.5%0.6519.7%
Bitcoin (BTCUSD)-16.3%42.1%-0.3118.7%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return		Annualized
Volatility		Sharpe
Ratio		Correlation
with PBI
PBI20.5%52.2%0.55-
Sector ETF (XLI)13.0%17.4%0.5941.0%
Equity (SPY)12.8%17.1%0.5942.3%
Gold (GLD)21.1%17.9%0.961.9%
Commodities (DBC)14.1%19.1%0.6010.4%
Real Estate (VNQ)3.3%18.8%0.0838.8%
Bitcoin (BTCUSD)7.0%56.0%0.3419.4%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return		Annualized
Volatility		Sharpe
Ratio		Correlation
with PBI
PBI1.6%64.9%0.29-
Sector ETF (XLI)13.9%20.0%0.6138.9%
Equity (SPY)15.0%17.9%0.7237.4%
Gold (GLD)13.5%16.0%0.70-1.0%
Commodities (DBC)9.4%17.8%0.4413.6%
Real Estate (VNQ)5.7%20.7%0.2431.8%
Bitcoin (BTCUSD)68.2%66.9%1.079.7%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date4152026
Short Interest: Shares Quantity22.2 Mil
Short Interest: % Change Since 3312026-1.0%
Average Daily Volume2.1 Mil
Days-to-Cover Short Interest10.6 days
Basic Shares Quantity146.8 Mil
Short % of Basic Shares15.2%

Returns Analyses

Earnings Returns History

Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
5/5/2026-3.3%  
2/17/20268.6%3.8%-3.5%
10/29/2025-10.5%-15.4%-11.8%
7/30/2025-0.2%0.2%6.6%
5/7/20255.1%5.0%18.5%
1/23/202512.6%22.0%41.8%
11/7/2024-5.8%-9.8%-1.4%
8/8/202410.7%27.1%14.9%
...
SUMMARY STATS   
# Positive111312
# Negative141112
Median Positive10.7%6.4%16.7%
Median Negative-11.2%-13.6%-12.0%
Max Positive25.5%83.7%102.8%
Max Negative-28.5%-26.2%-26.7%

SEC Filings

Expand for More
Report DateFiling DateFiling
03/31/202605/06/202610-Q
12/31/202502/19/202610-K
09/30/202510/30/202510-Q
06/30/202507/31/202510-Q
03/31/202505/08/202510-Q
12/31/202402/21/202510-K
09/30/202411/08/202410-Q
06/30/202408/09/202410-Q
03/31/202405/02/202410-Q
12/31/202302/20/202410-K
09/30/202311/02/202310-Q
06/30/202308/03/202310-Q
03/31/202305/05/202310-Q
12/31/202202/17/202310-K
09/30/202211/04/202210-Q
06/30/202208/02/202210-Q

Recent Forward Guidance [BETA]

Latest: Q1 2026 Earnings Reported 5/5/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
2026 Revenue1.80 Bil1.83 Bil1.86 Bil1.1% RaisedGuidance: 1.81 Bil for 2026
2026 Adjusted EBIT425.00 Mil445.00 Mil465.00 Mil2.3% RaisedGuidance: 435.00 Mil for 2026
2026 Adjusted EPS1.51.571.655.0% RaisedGuidance: 1.5 for 2026
2026 Free Cash Flow345.00 Mil362.50 Mil380.00 Mil2.1% RaisedGuidance: 355.00 Mil for 2026

Prior: Q4 2025 Earnings Reported 2/17/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
2026 Revenue1.76 Bil1.81 Bil1.86 Bil-6.0% Lower NewActual: 1.93 Bil for 2025
2026 Adjusted EBIT410.00 Mil435.00 Mil460.00 Mil-4.9% Lower NewActual: 457.50 Mil for 2025
2026 Adjusted EPS1.41.51.615.4% Higher NewActual: 1.3 for 2025
2026 Free Cash Flow340.00 Mil355.00 Mil370.00 Mil1.4% Higher NewActual: 350.00 Mil for 2025

Insider Activity

Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value		Value of
Held Shares		Form
1Freemen-Bosworth, LaurenEVP/Gen Counsel & Corp SecDirectSell421202614.251692,408403,688Form
2Freemen-Bosworth, LaurenEVP/Gen Counsel & Corp SecDirectSell417202612.531,38717,374356,970Form
3Freemen-Bosworth, LaurenEVP/Gen Counsel & Corp SecDirectSell417202612.006517,812358,620Form
4Freemen-Bosworth, LaurenEVP/Gen Counsel & Corp SecDirectSell413202611.506937,970351,164Form
5Wolf, Kurt JamesPresident & CEOHestia Capital Partners, LPSell402202611.1436,326404,56382,591,758Form

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