Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
PBI
STRONG BUYREMOVEPitney Bowes Inc. · Industrials · United States · $2.5B · Avg Vol: $52M/d
Pitney Bowes represents a legacy business model currently struggling with structural decline. Despite the 'strong buy' signal, it lacks the 'un-copyable moat' or 'long reinvestment runway' required under the Terry Smith lens. It is effectively a value trap masquerading as a recovery play.
COMPANY DESCRIPTION
Pitney Bowes Inc. provides shipping and mailing solutions, encompassing postage meters, parcel shipping, e-commerce logistics, and supporting software. It holds a long-standing market leadership position in postage metering while actively transitioning to e-commerce fulfillment and shipping services. The company serves small and medium businesses (SMBs) and enterprise clients, adapting to digital transformation.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2.5B | 2.1B | 2.0B | 1.9B | -8.7% | 1.9B | 1.8B | 1.8B | -1.6% |
| EPS | 0.21 | -2.20 | -1.13 | 0.84 | 58.7% | 1.06 | 1.01 | 1.09 | 13.9% |
| Shares | 174.0M | 176.4M | 182.4M | 150.7M | -13.4% | 135.4M | — | — | — |
| Debt | 2.5B | 2.3B | 2.0B | 2.1B | -5.6% | 2.3B | — | — | — |
| Equity | 60.7M | -368.6M | -578.4M | -802.4M | — | — | — | — | — |
| Op CF | 175.0M | 80.1M | 229.2M | 383.3M | 29.9% | 444.1M | — | — | — |
| Inv CF | -24.3M | -124.1M | -49.1M | -125.1M | — | — | — | — | — |
| Fin CF | -198.1M | -30.0M | -305.5M | -445.4M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of PBI are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| PBI | Pitney Bowes Inc.(you) | $2.5B | 99 | STRONG BUY |
| LSTR | Landstar System, Inc. | $7.1B | 88 | STRONG BUY |
| HUBG | Hub Group, Inc. | $2.7B | 60 | HOLD |
| EXPD | Expeditors International of Washington, Inc. | $21.0B | 89 | STRONG BUY |
| JBHT | J.B. Hunt Transport Services, Inc. | $26.4B | 84 | STRONG BUY |
| CHRW | C.H. Robinson Worldwide, Inc. | $21.1B | 77 | BUY |
| CYRX | Cryoport, Inc. | $806M | 50 | HOLD |
| GXO | GXO Logistics, Inc. | $5.8B | 41 | HOLD |
| FDX.DE | FedEx Corporation | $76.9B | 87 | STRONG BUY |
| UPS | United Parcel Service, Inc. | $91.9B | 85 | STRONG BUY |
Peer medians: ROE 11.3% · P/E 29.9x · Gross margin 28.3%