Pitney Bowes Inc. (PBI) has a MoatMap StockRank of 99/100 based on Quality (55/100), Value (73/100), and Momentum (77/100) factor scores. The current signal is STRONG BUY. Pitney Bowes, a legacy player in mailing, is attempting a turnaround into e-commerce logistics. The fund's philosophy explicitly states, 'You never own turnarounds' and seeks quality compounders. While 'Reshoring & Resilient Supply Chains' offers tailwinds for logistics, PBI's established competitive position in this new area is questionable, and it lacks the clear durable moat, asset-light structure, and consistent high ROIC of a quality compounder. The inherent challenges of transforming a legacy business make it a speculative bet rather than an asymmetric opportunity rooted in core business strength.
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.
| Price | $15.25 |
| Market Cap | $2.1B |
| P/E (TTM) | 15.01 |
| P/E (Forward) | 8.92 |
| Price/Book | -2.42 |
| Return on Invested Capital | 18.1% |
| Gross Margin | 54.1% |
| Operating Margin | 23.4% |
| Revenue Growth | -3.2% |
| Dividend Yield | 2.6% |
| Free Cash Flow | $255M |
Pitney Bowes Inc. operates in the Integrated Freight & Logistics industry, part of the Industrials sector (United States).