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bpost SA (BPOSY)
OTHER OTC:BPOSY
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bpost SA
(OTC:BPOSY)
Select Model
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Rating:51Neutral
Price Target:
$2.50
▼(-5.66% Downside)
bpost SA's overall stock score reflects significant financial challenges, particularly in profitability and leverage, which are partially offset by positive cash flow management. Technical indicators show moderate strength, but valuation remains a concern due to negative earnings. The earnings call suggests cautious optimism, but external challenges persist.
bpost SA (BPOSY) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$518.42M
Dividend Yield3.27%
Average Volume (3M)0.00
Price to Earnings (P/E)4.7
Beta (1Y)0.51
Revenue Growth9.85%
EPS Growth-684.15%
CountryUS
Employees36,527
SectorIndustrials
Sector Strength72
IndustryIntegrated Freight & Logistics
Share Statistics
EPS (TTM)<0.01
Shares Outstanding200,001,000
10 Day Avg. Volume0
30 Day Avg. Volume0
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market Cap5.03
Enterprise Value/Revenue0.57
Enterprise Value/Gross Profit13.22
Enterprise Value/Ebitda4.67
Forecast
1Y Price Target
$2.50Price Target Upside-5.66% Downside
Rating ConsensusHold
Number of Analyst Covering0
bpost SA Business Overview & Revenue Model
Company Descriptionbpost NV/SA, together with its subsidiaries, provides mail and parcel services to consumers, businesses, and government in Belgium, rest of Europe, the United States, and internationally. The company operates in three segments: Mail & Retail; PaLo N. Am.; and PaLo Eurasia. Its mail and parcels services include collection, transport, sorting, and distribution of addressed and non-addressed mail, printed documents, newspapers, and parcels, as well as banking and financial products, e-commerce logistics, express delivery, proximity and convenience, document management, and related services. The company also offers transactional mails, advertising mails, press, domestic and international parcels, logistic solutions, and cross-border products, as well as value-added services. bpost NV/SA was incorporated in 1830 and is headquartered in Brussels, Belgium.
How the Company Makes Moneybpost generates revenue primarily through its mail and parcel delivery services. The company earns income from the distribution of letters, direct mail, and parcels, with a significant emphasis on e-commerce logistics, which has seen growth due to the rise in online shopping. Key revenue streams include domestic and international mail services, parcel delivery fees, and logistics solutions for businesses. Additionally, bpost has established partnerships with various e-commerce platforms and retailers, enhancing its service offerings and expanding its customer base. The company also generates revenue through its financial services, which include payment and banking solutions, further diversifying its income sources.
bpost SA Earnings Call Summary
Earnings Call Date:Aug 08, 2025
(Q2-2025)
| % Change Since: |
Next Earnings Date:Nov 05, 2025
Earnings Call Sentiment Neutral
The earnings call presented a mixed picture. While there were notable achievements such as increased operating income, improved outlook, and successful strategic initiatives, the company faced significant challenges including declines in mail volume, financial results, and certain segments' revenues. The balance of these factors suggests a cautious outlook with room for optimism.Q2-2025 Updates
Positive Updates
Operating Income Increase
Group operating income for Q2 stood at EUR 1.092 billion, an increase year-over-year by 10.5%.
Parcel Revenue Growth
Parcels revenue increased by EUR 4 million or 3.1% year-on-year, reflecting a volume growth of 4.1%.
Improved Outlook
The company reaffirmed its guidance and now targets the higher end of the EBIT range for 2025.
Radial U.S. Performance
Radial U.S. maintained stable EBIT despite a 23% revenue drop, thanks to effective margin actions.
Cross-Selling Success
Staci and Active Ants demonstrated successful cross-selling and geographical expansion.
Negative Updates
Decrease in Operating Income at Constant Perimeter
Operating income decreased by 9% or EUR 91 million at constant perimeter, mainly due to contract terminations in North America and lower domestic mail revenue.
BeNe Last Mile Segment Challenges
EBIT for the BeNe Last Mile segment decreased due to lower press and mail revenue.
Financial Result Decline
Financial result decreased by EUR 44 million, mainly due to high interest expenses and noncash items like unrealized FX impact.
3PL Revenue Decline
3PL revenues declined by EUR 54 million or 20% when excluding the EUR 197 million contribution from Staci consolidation.
Mail Volume Decline
Mail recorded an underlying volume decline of minus 12.4% for the quarter.
Company Guidance
During the bpost Group's Second Quarter 2025 Analyst Conference Call, CEO Christiaan Peeters and CFO Philippe Dartienne provided a comprehensive overview of the company's financial performance and future outlook. The group's Q2 operating income was reported at EUR 1.092 billion, marking a 10.5% increase year-over-year, although it decreased by 9% when excluding the EUR 195 million impact from the Staci consolidation. The adjusted EBIT stood at EUR 58.3 million with a 5.3% margin. Notably, the BeNe Last Mile segment saw a decline in EBIT due to lower press and domestic mail revenues. Meanwhile, the 3PL segment, excluding Staci, saw a 20% revenue decline, but Radial U.S. managed to maintain a stable EBIT. The financial outlook is optimistic, targeting the higher end of the EUR 150 million to EUR 180 million EBIT range for 2025, supported by productivity gains at Radial U.S. and cost control in Belgium. However, the company remains cautious about external factors that could impact their performance.bpost SA Financial Statement Overview
Summary
bpost SA faces significant financial challenges with declining profitability and high leverage. The income statement shows pressure on margins and profitability, while the balance sheet indicates high debt levels and financial instability. Cash flow management is a relative bright spot, with improvements in free cash flow.Income Statement
The income statement reflects a challenging period for bpost SA, with declining profitability and margins. The TTM data shows a negative net profit margin of -6.22% and an EBIT margin of -2.45%, indicating operational difficulties. Revenue growth is modest at 2.29%, but the company has struggled to maintain gross profit margins, which have decreased over time. These factors suggest pressure on profitability and operational efficiency.45
Neutral
Balance Sheet
The balance sheet reveals high leverage, with a debt-to-equity ratio of 4.08 in the TTM period, indicating significant reliance on debt financing. Return on equity is negative, reflecting losses and reduced shareholder value. The equity ratio is relatively low, suggesting limited financial stability. These metrics highlight potential risks associated with high debt levels and financial vulnerability.40
Negative
Cash Flow
Cash flow analysis shows some positive aspects, with a 25.02% growth in free cash flow in the TTM period. The operating cash flow to net income ratio is 0.32, indicating decent cash generation relative to net income. However, the free cash flow to net income ratio of 0.70 suggests that while cash flow is improving, it is not yet sufficient to cover net losses fully. Overall, cash flow management appears to be a relative strength amidst financial challenges.55
Neutral
| Breakdown | TTM | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 | Dec 2020 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 4.55B | 4.33B | 4.26B | 4.37B | 4.28B | 4.12B |
| Gross Profit | 197.20M | 220.00M | 688.30M | 550.90M | 570.00M | 430.40M |
| EBITDA | 557.80M | 551.30M | 475.20M | 608.30M | 622.50M | 523.80M |
| Net Income | -283.40M | -205.10M | 65.70M | 232.50M | 250.90M | -19.20M |
Balance Sheet | ||||||
| Total Assets | 5.49B | 5.35B | 4.12B | 4.36B | 4.14B | 3.87B |
| Cash, Cash Equivalents and Short-Term Investments | 1.25B | 747.40M | 870.60M | 1.05B | 907.50M | 948.10M |
| Total Debt | 3.04B | 2.55B | 1.29B | 1.49B | 1.38B | 1.44B |
| Total Liabilities | 4.75B | 4.49B | 3.09B | 3.29B | 3.26B | 3.29B |
| Stockholders Equity | 746.90M | 859.50M | 1.03B | 1.07B | 884.80M | 582.50M |
Cash Flow | ||||||
| Free Cash Flow | 330.80M | 388.30M | 221.50M | 258.00M | 226.10M | 423.60M |
| Operating Cash Flow | 494.90M | 534.90M | 376.20M | 422.40M | 398.20M | 571.30M |
| Investing Cash Flow | -1.44B | -1.42B | -152.40M | -19.20M | -145.00M | -127.60M |
| Financing Cash Flow | 1.32B | 758.60M | -428.70M | -262.10M | -309.10M | -138.80M |
bpost SA Technical Analysis
Neutral
2.65
Price Trends
2.66
Negative
2.48
Positive
2.14
Positive
Market Momentum
0.03
Positive
42.99
Neutral
1.14
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BPOSY, the sentiment is Neutral. The current price of 2.65 is below the 20-day moving average (MA) of 2.71, below the 50-day MA of 2.66, and above the 200-day MA of 2.14, indicating a neutral trend. The MACD of 0.03 indicates Positive momentum. The RSI at 42.99 is Neutral, neither overbought nor oversold. The STOCH value of 1.14 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for BPOSY.
bpost SA Peers Comparison
UnderperformOutperform
Sector (63)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
74 Outperform | $56.52B | 14.00 | 14.84% | 2.34% | 1.14% | 4.99% | |
72 Outperform | $16.49B | 19.83 | 38.85% | 1.22% | 23.70% | 31.33% | |
64 Neutral | $2.05B | 20.30 | 5.97% | 1.48% | -5.37% | -11.26% | |
64 Neutral | $12.84B | 24.11 | 15.15% | 1.30% | -2.24% | -5.43% | |
51 Neutral | $518.42M | 4.73 | -29.59% | 3.27% | 9.85% | -684.15% | |
51 Neutral | $1.94B | 20.21 | 20.57% | 2.31% | -39.89% | ― | |
63 Neutral | $10.79B | 15.43 | 7.44% | 2.01% | 2.89% | -14.66% |
* Industrials Sector Average
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bpost SA
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-6.03%
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Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.