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 · $2.4B · Avg Vol: $27M/d
While Pitney Bowes has shown recent operational improvements and debt reduction, the company remains a legacy player struggling in a highly commoditized logistics environment. The insider selling activity (2.01%) relative to the recent stock price rally suggests management is using the window to exit rather than signal long-term confidence.
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 | -1.5% |
| EPS | 0.21 | -2.20 | -1.13 | 0.84 | 58.7% | 1.23 | 1.04 | 1.13 | 16.2% |
| Shares | 174.0M | 176.4M | 182.4M | 150.7M | -13.4% | 137.1M | — | — | — |
| Debt | 2.5B | 2.3B | 2.0B | 2.1B | -5.6% | 2.2B | — | — | — |
| Equity | 60.7M | -368.6M | -578.4M | -802.4M | — | — | — | — | — |
| Op CF | 175.0M | 80.1M | 229.2M | 383.3M | 29.9% | 485.6M | — | — | — |
| 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) | $2.4B | 99 | Strong Buy |
| LSTR | Landstar System, Inc. | $6.1B | 76 | Buy |
| HUBG | Hub Group, Inc. | $2.4B | 57 | Hold |
| EXPD | Expeditors International of Washington, Inc. | $24.8B | 92 | Strong Buy |
| RLGT | Radiant Logistics, Inc. | $408M | 74 | Buy |
| JBHT | J.B. Hunt Transport Services, Inc. | $24.5B | 73 | Buy |
| GXO | GXO Logistics, Inc. | $5.5B | 31 | Sell |
| CHRW | C.H. Robinson Worldwide, Inc. | $17.6B | 53 | Hold |
| CYRX | Cryoport, Inc. | $815M | 27 | Sell |
| FWRD | Forward Air Corporation | $574M | 33 | Sell |
Peer medians: ROE 10.2% · P/E 28.9x · Gross margin 29.2%