DashboardPortfoliosWatchlistCommunityDiscoverScreener
NOT FOR DISTRIBUTION
Loading...
  • Stocks
  • /
  • Commercial Services
Updated 1m ago
PBI logo

Pitney Bowes Inc.NYSE:PBI Stock Report

Market Cap US$2.3b
Updated 1m ago
Share Price
n/a
1Y42.9%
7D-1.2%
1D-2.7%
Portfolio Value
​
View

Pitney Bowes Inc.

NYSE:PBI Stock Report

Market Cap: US$2.3b

  • Company Overview
    • Valuation
    • Future Growth
    • Past Performance
    • Financial Health
    • Dividend
  • Management
  • Ownership
  • Other Information
  • Stock Community

Pitney Bowes (PBI) Stock Overview

Provides digital shipping solutions, mailing innovation, and financial services worldwide. More details

PBI fundamental analysis
Snowflake Score
Valuation5/6
Future Growth1/6
Past Performance4/6
Financial Health2/6
Dividends3/6

Rewards

Trading at 64.5% below our estimate of its fair value

Earnings are forecast to grow 13.49% per year

Earnings grew by 28.4% over the past year

Trading at good value compared to peers and industry

Risk Analysis

Significant insider selling over the past 3 months

Unstable dividend track record

Has a high level of debt


PBI Community Fair Values

Create Narrative

See what 21 others think this stock is worth. Follow their fair value or set your own to get alerts.

Analyst Price Targets

AN
AnalystConsensusTarget
13.9% undervalued intrinsic discount
AnalystConsensusTarget
•29d ago

PBI: Share Buyback Program Will Drive Future Shareholder Returns

547
0
11
AN
AnalystLowTarget
2.6% undervalued intrinsic discount
AnalystLowTarget
•1mo ago

Presort Challenges And Cost Pressures Will Shape Earnings Quality Over The Next Few Years

43
0
0
AN
AnalystHighTarget
23.4% undervalued intrinsic discount
AnalystHighTarget
•15d ago

Presort Consolidation And Cost Program Will Transform Margins And Support Long Term Upside

27
0
0

Top Analyst Narratives

AN
AnalystConsensusTarget
13.9% undervalued intrinsic discount
AnalystConsensusTarget
•29d ago

PBI: Share Buyback Program Will Drive Future Shareholder Returns

547
0
11
AN
AnalystLowTarget
2.6% undervalued intrinsic discount
AnalystLowTarget
•1mo ago

Presort Challenges And Cost Pressures Will Shape Earnings Quality Over The Next Few Years

43
0
0
AN
AnalystHighTarget
23.4% undervalued intrinsic discount
AnalystHighTarget
•15d ago

Presort Consolidation And Cost Program Will Transform Margins And Support Long Term Upside

27
0
0
View all narratives

Pitney Bowes Inc. Competitors

Interface

Symbol: NasdaqGS:TILE
Market cap: US$2.0b

MillerKnoll

Symbol: NasdaqGS:MLKN
Market cap: US$1.4b

MSA Safety

Symbol: NYSE:MSA
Market cap: US$6.9b

CompX International

Symbol: NYSEAM:CIX
Market cap: US$460.9m

Price History & Performance

Summary of share price highs, lows and changes for Pitney Bowes
Historical stock prices
Current Share PriceUS$16.85
52 Week HighUS$19.07
52 Week LowUS$8.95
Beta1.63
1 Month Change2.25%
3 Month Change-1.69%
1 Year Change42.92%
3 Year Change452.46%
5 Year Change126.78%
Change since IPO678.63%

Recent News & Updates

User avatar
Narrative Update • Sep 04

PBI: Raised Guidance And Review Process Will Support Future Upside Potential

Analysts lifted the Pitney Bowes fair value estimate from $20.00 to $22.00, citing higher Street price targets built on recent Q2 and Q1 outperformance, raised guidance for FY26, and improved earnings visibility. Analyst Commentary Bullish analysts point to recent quarterly results and updated guidance as key reasons for lifting price targets on Pitney Bowes.
User avatar
Narrative Update • Aug 21

PBI: Business Review And Earnings Progress Will Drive Future Re Rating

Pitney Bowes' fair value estimate has been raised from $17.14 to $19.56 as analysts update their price targets and models to reflect recent earnings outperformance, higher FY26 guidance, and improving visibility on margins and long term earnings power. Analyst Commentary Recent research on Pitney Bowes points to a split view among Wall Street, with some analysts highlighting improving execution and others staying cautious around revenue trends and the ongoing review of the business.
User avatar
Narrative Update • Aug 07

PBI: Postal Pricing And Review Outcomes Will Shape Balanced Future Returns

The updated analyst price target for Pitney Bowes rises from $15.00 to $17.30 as analysts factor in stronger recent earnings trends, slightly steadier revenue expectations, firmer profit margins, and a higher assumed future P/E multiple. Analyst Commentary Recent research on Pitney Bowes shows a mix of optimism around earnings trends and guidance alongside several areas where analysts remain cautious.

Recent updates

User avatar
Narrative Update • Sep 04

PBI: Raised Guidance And Review Process Will Support Future Upside Potential

Analysts lifted the Pitney Bowes fair value estimate from $20.00 to $22.00, citing higher Street price targets built on recent Q2 and Q1 outperformance, raised guidance for FY26, and improved earnings visibility. Analyst Commentary Bullish analysts point to recent quarterly results and updated guidance as key reasons for lifting price targets on Pitney Bowes.
User avatar
Narrative Update • Aug 21

PBI: Business Review And Earnings Progress Will Drive Future Re Rating

Pitney Bowes' fair value estimate has been raised from $17.14 to $19.56 as analysts update their price targets and models to reflect recent earnings outperformance, higher FY26 guidance, and improving visibility on margins and long term earnings power. Analyst Commentary Recent research on Pitney Bowes points to a split view among Wall Street, with some analysts highlighting improving execution and others staying cautious around revenue trends and the ongoing review of the business.
User avatar
Narrative Update • Aug 07

PBI: Postal Pricing And Review Outcomes Will Shape Balanced Future Returns

The updated analyst price target for Pitney Bowes rises from $15.00 to $17.30 as analysts factor in stronger recent earnings trends, slightly steadier revenue expectations, firmer profit margins, and a higher assumed future P/E multiple. Analyst Commentary Recent research on Pitney Bowes shows a mix of optimism around earnings trends and guidance alongside several areas where analysts remain cautious.
Seeking Alpha • Jul 30

Pitney Bowes Strategic Review Adds Optionality

Summary Pitney Bowes maintains a Buy rating, driven by robust free cash flow, disciplined cost controls, and increased capital returns to shareholders. PBI's Q2 2026 adjusted free cash flow rose 39% to $148 million, with EBIT up 13%, primarily from expense reductions rather than revenue growth. Management raised 2026 guidance for adjusted free cash flow ($360–$410M), EBIT ($445–$475M), and EPS ($1.55–$1.70), while deleveraging and boosting dividends and buybacks. Valuation remains attractive at 5.6x forward cash flow and 7.8x EV/EBITDA, with further upside possible from strategic review outcomes or sustained operational execution. Read the full article on Seeking Alpha
User avatar
Narrative Update • Jul 24

PBI: Reliance On Postal Pricing Upside Will Likely Pressure Future Returns

Analysts have raised their Pitney Bowes fair value estimate from $11.00 to $15.00. They point to a lower assumed discount rate, a slightly less severe revenue decline outlook, and Street research highlighting improved credit terms and supportive postal pricing changes as key reasons for the shift.
User avatar
Narrative Update • Jul 10

PBI: Lower Funding Costs Will Support Future Upside Potential

Pitney Bowes' analyst fair value estimate has been raised from $17.00 to $20.00 as analysts cite a lower assessed cost of capital, updated views on long term revenue and margin profiles, and a somewhat higher assumed future P/E multiple following recent research and credit developments. Analyst Commentary Recent research on Pitney Bowes points to a more constructive tone, with several bullish analysts adjusting fair value and price targets higher and highlighting company specific catalysts tied to capital structure, pricing changes in mail services, and early signs of operational progress.
User avatar
Narrative Update • Jun 26

PBI: Credit Upgrade And Postal Pricing Changes Will Shape Fairly Valued Shares

Analysts have lifted the implied fair value estimate for Pitney Bowes from $15.05 to $17.14, reflecting higher Street price targets and commentary that points to a lower cost of capital alongside modestly improved revenue and margin assumptions. Analyst Commentary Recent research on Pitney Bowes points to a mix of optimism and caution as analysts reassess the company’s risk profile, funding costs, and exposure to postal pricing changes.
Analysis Article • Jun 16

Pitney Bowes (PBI) Stock Could Be 64% Below Fair Value After Fresh Analyst Attention

Why recent analyst attention is putting Pitney Bowes stock on more radar screens Recent analyst coverage citing strong buy ratings, higher dividend yield, and growth efforts in shipping software has pushed Pitney Bowes (PBI) into sharper focus for income oriented and value focused investors. See our latest analysis for Pitney Bowes. The recent analyst enthusiasm comes after a strong run in Pitney Bowes' share price, with a 90 day share price return of 66.25% and a 1 year total shareholder...
User avatar
Narrative Update • May 02

PBI: Buybacks And Operating Progress Will Shape Fairly Valued Shares

Analysts have lifted the Pitney Bowes fair value estimate from $12.70 to $15.05, citing updated assumptions around the discount rate, profit margin and future P/E, along with recent Street price target increases from firms that reference buyback-driven earnings support and the need for clearer operating improvement. Analyst Commentary Recent Street research around Pitney Bowes focuses on how much support buybacks can provide to earnings, how realistic current margin and P/E assumptions look, and what kind of operating progress is needed to justify higher fair value estimates.
User avatar
Narrative Update • Apr 25

Pitney Bowes Inc. Q3 Reports - Improved Profitability Amid Revenue Headwinds and Strategic Reset

Analyst: Qudus Adebara Executive Summary Pitney Bowes Inc. (“PBI”) delivered a notable earnings turnaround in the third quarter ended September 30, 2025, posting net income of $52.0 million compared to a net loss of $138.5 million in Q3 2024.
User avatar
Narrative Update • Apr 17

PBI: Buybacks And 2026 Outlook Will Shape Fairly Valued Shares

Analysts have nudged the Pitney Bowes fair value estimate slightly higher to $12.70 from $12.50, citing updated assumptions around discount rates, profit margins, and a higher future P/E multiple. This comes alongside recent Street price target increases to $9.50 that continue to lean on buybacks while flagging the need for clearer operating improvement.
User avatar
Narrative Update • Apr 03

PBI: Buybacks And 2026 Earnings Guidance Will Support Future Upside Potential

Analysts have raised their price target on Pitney Bowes by $0.50 to $9.50, citing share buybacks as a key earnings driver and indicating that any additional upside will likely depend on clearer evidence of improving operating results. Analyst Commentary Recent research points to a mixed setup for Pitney Bowes, with the new US$9.50 price target sitting close to prior estimates and the stock still carrying an Underperform rating.
User avatar
Narrative Update • Mar 19

PBI: Buybacks And 2026 Guidance Will Drive Upside Potential

Narrative Update on Pitney Bowes Analysts have raised their price target for Pitney Bowes by $0.50 to $9.50, citing buybacks as a key earnings driver while noting that further upside may depend on clearer signs of improvement in operating results. Analyst Commentary Recent Street commentary around Pitney Bowes centers on how much of the equity story is driven by capital returns versus underlying business execution, and what that means for the current valuation.
User avatar
Narrative Update • Mar 05

PBI: Buybacks And 2026 Guidance May Support Future Upside

Narrative Update on Pitney Bowes The analyst price target for Pitney Bowes has moved modestly higher to $9.50 from $9.00. Analysts point to updated assumptions around profit margins, P/E expectations, and the ongoing but potentially moderating role of buybacks in supporting earnings.
User avatar
Narrative Update • Feb 19

PBI: Sector Tailwinds And 2026 Revenue Guidance May Support Future Upside

Analysts have trimmed their Pitney Bowes price target from $13 to $12.40, citing updated assumptions around profit margins, a slightly different discount rate and a revised future P/E that keep them cautious, even though broader sector expectations call for revenue, EPS and free cash flow growth into 2026. Analyst Commentary Bullish Takeaways Bullish analysts point to the broader group view, where average revenue, EPS and free cash flow are expected to grow into 2026, as a sign that Pitney Bowes could benefit if it can keep pace with peers on execution.
User avatar
Narrative Update • Feb 04

PBI: Share Repurchases And Dividend Will Support Future Upside Potential

Analysts have modestly revised their price target for Pitney Bowes to US$13.00, reflecting updated assumptions for the discount rate, long term revenue trends, profit margins, and future P/E expectations. Valuation Changes Fair Value: The model fair value estimate is maintained at US$13.00 per share.
User avatar
Narrative Update • Jan 21

PBI: Share Repurchases And Dividend Will Support Future Upside Potential

Analysts have kept their fair value estimate for Pitney Bowes steady at US$13.00, with only slight tweaks to the discount rate, long term revenue and margin assumptions, and future P/E. This suggests their overall price target framework is broadly unchanged despite refreshed model inputs.
User avatar
Narrative Update • Jan 05

PBI: Share Repurchases And Dividend Will Support Future Share Price Repricing

Analysts have adjusted their price target on Pitney Bowes slightly, with modest changes to assumptions around discount rate, revenue growth, profit margin, and future P/E. This has led to a small revision in the estimated fair value per share, which is now framed at about $13.00.
User avatar
Narrative Update • Dec 16

PBI: Expanded Buybacks And Dividend Will Support Stronger Future Share Repricing

Analysts have trimmed their price target on Pitney Bowes by approximately $1.00 to about $13.00 per share, reflecting expectations for slightly weaker top line growth, partially offset by improved profit margins and a lower anticipated future earnings multiple. What's in the News Pitney Bowes expanded its share repurchase authorization by an additional $100 million in October 2025, bringing the total program size to $500 million (Key Developments).
User avatar
Narrative Update • Dec 02

PBI: Share Buyback and Dividend Move Will Drive Positive Repricing

Analysts have updated the price target for Pitney Bowes to $14.00, reaffirming their outlook. Modest changes in financial assumptions have left the company’s valuation expectations largely unchanged.
User avatar
Narrative Update • Nov 18

PBI: Share Buyback Expansion And Dividend Will Support Bullish Outlook

Narrative Update: Analyst Price Target Change for Pitney Bowes Analysts have maintained their price target for Pitney Bowes at $14.00, citing minimal changes in key financial projections and an unchanged assessment of fair value. What's in the News The company completed the repurchase of 25,744,283 shares, amounting to 14.48% of its common stock for $279.77 million under its current buyback program.
User avatar
Narrative Update • Nov 03

PBI: Share Buyback Program Will Drive Future Shareholder Returns

Analysts have lowered their fair value estimate for Pitney Bowes from $17.00 to $14.00. They cite modestly improved revenue growth, but note headwinds from reduced profit margin expectations and a higher required rate of return.
Analysis Article • Jul 02

Pitney Bowes Inc.'s (NYSE:PBI) Shareholders Might Be Looking For Exit

There wouldn't be many who think Pitney Bowes Inc.'s ( NYSE:PBI ) price-to-sales (or "P/S") ratio of 1x is worth a...
Analysis Article • Jun 11

At US$10.49, Is It Time To Put Pitney Bowes Inc. (NYSE:PBI) On Your Watch List?

Pitney Bowes Inc. ( NYSE:PBI ), might not be a large cap stock, but it led the NYSE gainers with a relatively large...
Analysis Article • May 16

Shareholders Will Be Pleased With The Quality of Pitney Bowes' (NYSE:PBI) Earnings

Pitney Bowes Inc. ( NYSE:PBI ) recently posted some strong earnings, and the market responded positively. Our analysis...
User avatar
New Narrative • May 01

Simplified Model Will Unlock $170M Savings In Shipping Technology

Strategic exits and focus on high-margin opportunities are expected to enhance profitability by simplifying the business model and boosting net margins.
Analysis Article • Apr 16

Pitney Bowes (NYSE:PBI) Might Have The Makings Of A Multi-Bagger

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
Seeking Alpha • Feb 20

Pitney Bowes: Defying The Bears, Embracing The Way Of The Wolf, And Reshaping Its Future

Summary Pitney Bowes exceeded 2024 EBIT and EPS estimates, announced a $150M share repurchase plan, and increased the dividend rate by 20%. The company achieved significant debt reduction and refinancing, saving over $45M annually in interest and improving financial flexibility. Pitney Bowes' cost-cutting measures have consistently surpassed expectations, with projected cuts now between $170M and $190M, potentially exceeding $200M. Focus on core business units and cost efficiency, rather than acquisitions, is driving growth, with SendTech SaaS revenue up 33% YOY in Q4. Partial USPS privatization by Elon Musk and Donald Trump could result in billions of additional revenue for Pitney Bowes. Read the full article on Seeking Alpha
Analysis Article • Feb 13

Optimistic Investors Push Pitney Bowes Inc. (NYSE:PBI) Shares Up 39% But Growth Is Lacking

Pitney Bowes Inc. ( NYSE:PBI ) shareholders have had their patience rewarded with a 39% share price jump in the last...

Shareholder Returns

PBIUS Commercial ServicesUS Market
7D-1.2%-1.8%-0.2%
1Y42.9%-8.1%12.1%

Return vs Industry: PBI exceeded the US Commercial Services industry which returned -8.1% over the past year.

Return vs Market: PBI exceeded the US Market which returned 12.1% over the past year.

Price Volatility

Is PBI's price volatile compared to industry and market?
PBI volatility
PBI Average Weekly Movement4.0%
Commercial Services Industry Average Movement6.4%
Market Average Movement6.8%
10% most volatile stocks in US Market15.1%
10% least volatile stocks in US Market2.9%

Stable Share Price: PBI has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: PBI's weekly volatility (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19206,600Kurt Wolfwww.pitneybowes.com

Pitney Bowes Inc. provides digital shipping solutions, mailing innovation, and financial services worldwide. It operates through SendTech Solutions and Presort Services segments. The SendTech Solutions segment offers physical and digital shipping and mailing technology solutions and other applications for sending, tracking, and receiving of letters, parcels and flats, as well as supplies and maintenance services.

Pitney Bowes Inc. Fundamentals Summary

How do Pitney Bowes's earnings and revenue compare to its market cap?
PBI fundamental statistics
Market capUS$2.31b
Earnings (TTM)US$187.35m
Revenue (TTM)US$1.87b
12.3x
P/E Ratio
1.2x
P/S Ratio

Is PBI overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
PBI income statement (TTM)
RevenueUS$1.87b
Cost of RevenueUS$803.38m
Gross ProfitUS$1.01b
Other ExpensesUS$821.93m
EarningsUS$187.35m

Last Reported Earnings

Jun 30, 2026

Next Earnings Date

n/a

Earnings per share (EPS)1.37
Gross Margin54.08%
Net Profit Margin10.04%
Debt/Equity Ratio-235.6%

How did PBI perform over the long term?

See historical performance and comparison

Dividends

2.4%
Current Dividend Yield
29%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/09/20 05:56
End of Day Share Price 2026/09/18 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
  • SEC Form 10-K
  • SEC Form 10-Q
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
  • Analyst Research Reports
  • Blue Matrix
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
  • ICE Market Data
  • SEC Form S-1
Ownership10 years
  • Top shareholders
  • Insider trading
  • SEC Form 4
  • SEC Form 13D
Management10 years
  • Leadership team
  • Board of directors
  • SEC Form 10-K
  • SEC Form DEF 14A
Key Developments10 years
  • Company announcements
  • SEC Form 8-K

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Pitney Bowes Inc. is covered by 12 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
null nullArgus Research Company
Curtis NagleBofA Global Research
null nullCitizens JMP Securities, LLC

Make Better Investing Decisions Anywhere

Scan to download
Open AppStoreOpen Google Play
Chrome Web Store
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
View Data Sources
Markets
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
Investing Ideas
  • Undervalued Companies
  • Dividend Powerhouses
  • Insider Buying
  • Nuclear Energy
  • Autonomous Vehicles
  • Artificial Intelligence
  • Crypto and Blockchain
  • Cybersecurity
  • More ideas
Stock Communities
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
Features & Tools
  • Portfolio Tracker
  • Stock Screener & Alerts
  • Narratives & Fair Values
  • Dividend Calculator
News & Discovery
  • Latest Stock News
  • Global Market Insights
  • The Foxhole
  • Investing Ideas
  • Community Narratives
  • What's New
Simply Wall St
  • Plans & Pricing
  • Advertising
  • About Us
  • Contact Us
  • Careers
  • Help Center
  • Learn Stock Investing
  • Affiliate Program
  • Business & Enterprise
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • Terms and Conditions
  • Privacy Policy
  • AI Terms
  • Financial Services Guide