Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
PSTL
STRONG BUYREMOVEPostal Realty Trust, Inc. · Real Estate · United States · $824M · Avg Vol: $8M/d
Postal Realty Trust is a REIT focused on properties leased to the USPS. While defensive, it lacks the pricing power, reinvestment runway, and thematic growth drivers required for our global equity fund.
COMPANY DESCRIPTION
Postal Realty Trust, Inc. is an internally managed real estate investment trust (REIT) that acquires, owns, and manages properties leased to the United States Postal Service (USPS), with its portfolio consisting primarily of mission-critical postal facilities. The company benefits from a highly stable tenant in the U.S. government and long-term lease agreements, providing predictable cash flows, while its niche focus gives it specialized expertise. Postal Realty Trust is the only publicly traded REIT exclusively focused on owning and managing properties leased to the USPS, offering a defensive investment profile.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 53.3M | 63.7M | 76.4M | 95.8M | 21.6% |
| EPS | 0.15 | 0.12 | 0.21 | 0.47 | 46.3% |
| Shares | 19.6M | 22.0M | 23.5M | 26.9M | +37.4% |
| Debt | 196.7M | 240.6M | 296.7M | 361.1M | 22.5% |
| Equity | 229.2M | 243.6M | 251.3M | 285.2M | 7.6% |
| Op CF | 24.6M | 28.4M | 33.5M | 44.5M | 21.9% |
| Inv CF | -120.1M | -72.6M | -79.1M | -123.7M | — |
| Fin CF | 90.6M | 45.0M | 45.3M | 78.7M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Real Estate, ranked by industry match, size, and score similarity. Cross-listings of PSTL are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| PSTL | Postal Realty Trust, Inc.(you) | $824M | 83 | STRONG BUY |
| DEA | Easterly Government Properties, Inc. | $1.1B | 74 | BUY |
| PDM | Piedmont Realty Trust, Inc. | $1.1B | 62 | HOLD |
| CDP | COPT Defense Properties | $3.9B | 82 | STRONG BUY |
| HIW | Highwoods Properties, Inc. | $3.3B | 75 | BUY |
| NLOP | Net Lease Office Properties | $172M | 89 | STRONG BUY |
| CUZ | Cousins Properties Incorporated | $4.7B | 63 | HOLD |
| BDN | Brandywine Realty Trust | $540M | 36 | HOLD |
| VNO | Vornado Realty Trust | $7.7B | 73 | BUY |
| DEI | Douglas Emmett, Inc. | $2.4B | 47 | HOLD |
Peer medians: ROE 5.7% · P/E 26.2x · Gross margin 67.5%