Pitney Bowes (PBI) AI Stock Analysis

• Market Cap: $1.94B
• Dividend Yield: 2.04%
• Average Volume (3M): 3.08M
• Price to Earnings (P/E): 20.0
• Beta (1Y): 1.82
• Revenue Growth: -39.89%
• EPS Growth: N/A
• Country: US
• Employees: 7,200
• Sector: Industrials
• Sector Strength: 86
• Industry: Integrated Freight & Logistics
• EPS (TTM): 0.27
• Shares Outstanding: 181,253,370
• 10 Day Avg. Volume: 3,827,589
• 30 Day Avg. Volume: 3,082,596
• PEG Ratio: N/A
• Price to Book (P/B): 0.00
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 0.00
• Enterprise Value/Market Cap: 1.91
• Enterprise Value/Revenue: 1.88
• Enterprise Value/Gross Profit: 3.45
• Enterprise Value/Ebitda: 29.67
• 1Y Price Target: $17.00
• Price Target Upside: 51.11% Upside
• Rating Consensus: Hold
• Number of Analyst Covering: 1

• Rating: 56 Neutral
• Price Target: $11.50 ▲(2.22%Upside)

Pitney Bowes' overall stock score reflects significant financial challenges, including declining revenue and negative net income, which weigh heavily on the score. While technical indicators show some positive trends, valuation metrics suggest fair pricing, and recent corporate events provide a positive outlook. The earnings call presents a mixed sentiment, balancing positive strategic moves with revenue guidance concerns.

Pitney Bowes Business Overview & Revenue Model

Company Description

Pitney Bowes Inc., a shipping and mailing company, provides technology, logistics, and financial services to small and medium-sized businesses, large enterprises, retailers, and government clients in the United States, Canada, and internationally. It operates through Global Ecommerce, Presort Services, and SendTech Solutions segments. The Global Ecommerce segment provides domestic parcel services, cross-border solutions, and digital delivery services. The Presort Services segment offers mail sortation services, which allow clients to qualify volumes of first-class mail, marketing mail, and bound and packet mail for postal work sharing discounts. The SendTech Solutions segment provides physical and digital mailing and shipping technology solutions, financing, services, supplies, and other applications for sending, tracking and receiving of letters, parcels, and flats. Pitney Bowes Inc. markets its products, solutions, and services through direct and inside sales force, global and regional partner channels, direct mailings, and digital channels. The company was formerly known as Pitney Bowes Postage Meter Company. Pitney Bowes Inc. was founded in 1920 and is headquartered in Stamford, Connecticut.

How the Company Makes Money

Pitney Bowes generates revenue through a diverse set of streams primarily categorized into three segments: Sending Technology Solutions, Presort Services, and Global Ecommerce. Sending Technology Solutions includes the sale and rental of mailing equipment, software, and supplies, as well as the provision of maintenance services. Presort Services offers mail sorting, processing, and related logistics services, helping customers streamline their mail operations and reduce postage costs. Global Ecommerce encompasses cross-border shipping and ecommerce logistics services, leveraging technology to enhance delivery services for international and domestic commerce. The company also benefits from partnerships with major logistics and postal organizations, enabling a comprehensive service offering to its clients. These segments create a balanced revenue model, driving profitability through both recurring service contracts and transactional sales.

Pitney Bowes Financial Statement Overview

Summary

Pitney Bowes faces challenges with negative profitability and a highly leveraged balance sheet, indicating financial instability. However, positive free cash flow demonstrates some resilience.

Income Statement

Pitney Bowes' income statement reveals challenges in profitability, with negative net income and declining revenue trends. The gross profit margin stands relatively high at 45.98% TTM, indicating effective cost control on goods sold, yet the net profit margin is negative due to high operating and interest expenses. EBIT and EBITDA margins are also low, reflecting limited operational efficiency. Revenue growth is negative, showing a contraction over the periods analyzed.

Balance Sheet

The balance sheet highlights significant financial risk due to negative stockholders' equity, resulting in an undefined debt-to-equity ratio and indicating potential solvency issues. The company is highly leveraged, with total liabilities exceeding total assets. The equity ratio is negative, further indicating financial instability. These factors suggest a precarious financial position and a need for equity improvement.

Cash Flow

Cash flow analysis shows some resilience, with a positive operating cash flow to net income ratio, suggesting effective cash management despite losses. The free cash flow is positive, indicating the company's ability to generate cash after capital expenditures. However, free cash flow growth has been inconsistent, reflecting fluctuations in financial health over time.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	1.97B	2.03B	3.27B	3.54B	3.67B	3.55B
Gross Profit	1.07B	1.06B	1.02B	1.08B	1.17B	1.20B
EBITDA	124.63M	172.25M	230.85M	294.23M	312.91M	83.01M
Net Income	-110.45M	-203.60M	-385.63M	36.94M	3.51M	-180.38M
Balance Sheet
Total Assets	3.24B	3.40B	4.27B	4.74B	4.96B	5.22B
Cash, Cash Equivalents and Short-Term Investments	285.18M	486.10M	623.22M	681.15M	746.92M	940.42M
Total Debt	2.02B	2.05B	2.48B	2.52B	2.56B	2.78B
Total Liabilities	3.78B	3.98B	4.64B	4.68B	4.85B	5.15B
Stockholders Equity	-536.81M	-578.43M	-368.58M	60.65M	112.63M	70.62M
Cash Flow
Free Cash Flow	182.01M	156.77M	-23.41M	51.14M	117.47M	196.99M
Operating Cash Flow	243.55M	229.17M	79.47M	175.98M	301.51M	301.97M
Investing Cash Flow	-95.44M	-49.06M	-122.83M	-24.27M	-155.25M	-75.69M
Financing Cash Flow	-453.14M	-305.45M	-31.27M	-198.08M	-330.37M	-235.37M

Pitney Bowes Technical Analysis

• Technical Analysis Sentiment: Neutral
• Last Price: 11.25
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Positive
• RSI: Neutral
• STOCH: Positive

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For PBI, the sentiment is Neutral. The current price of 11.25 is below the 20-day moving average (MA) of 11.72, above the 50-day MA of 10.96, and above the 200-day MA of 8.97, indicating a neutral trend. The MACD of 0.21 indicates Positive momentum. The RSI at 46.15 is Neutral, neither overbought nor oversold. The STOCH value of 10.11 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for PBI.

Pitney Bowes Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
FDX	74 Outperform	$51.21B	12.91	14.68%	2.57%	0.27%	-2.64%
EXPD	72 Outperform	$15.70B	19.04	37.70%	1.31%	24.07%	27.40%
Sector *	71 Outperform	¥257.47B	14.37	8.45%	2.83%	6.40%	12.21%
UPS	67 Neutral	$71.55B	12.56	34.96%	7.74%	0.95%	9.62%
JBHT	64 Neutral	$13.51B	25.36	14.33%	1.25%	-2.24%	-5.43%
LSTR	61 Neutral	$4.45B	26.92	17.47%	2.71%	-2.10%	-22.19%
PBI	56 Neutral	$1.94B	20.01	35.20%	2.04%	-39.89%	―

Pitney Bowes Corporate Events

Pitney Bowes Announces Leadership Changes and Financial Results

On July 28, 2025, Pitney Bowes announced significant leadership changes, with Paul Evans appointed as EVP, Chief Financial Officer, and Treasurer, effective July 29, 2025. Concurrently, Brent Rosenthal was named Chair of the Audit Committee, and Peter Brimm was appointed as a director of the Board. These changes are expected to impact the company’s strategic direction and governance. Additionally, Pitney Bowes disclosed strong financial results for Q2 2025, with improvements in GAAP EPS, adjusted EPS, and net income year over year. The company also increased its share repurchase authorization and adjusted its full-year revenue and EPS guidance, reflecting ongoing strategic initiatives and market positioning.

The most recent analyst rating on (PBI) stock is a Hold with a $17.00 price target. To see the full list of analyst forecasts on Pitney Bowes stock, see the PBI Stock Forecast page.

Pitney Bowes Appoints Kurt Wolf as New CEO

On May 21, 2025, Pitney Bowes announced the appointment of Kurt Wolf as its new President and CEO, effective May 22, 2025, succeeding Lance Rosenzweig, who will transition to a consultant role. The company plans to execute a $150 million share repurchase in 2025, achieve a 3.0x adjusted leverage ratio by the end of the second quarter, and conduct a comprehensive strategic review to enhance shareholder value. The establishment of a new Executive Planning Group aims to improve connectivity and autonomy among business leaders, reinforcing Pitney Bowes’ commitment to capital allocation and strategic growth.

The most recent analyst rating on (PBI) stock is a Hold with a $17.00 price target. To see the full list of analyst forecasts on Pitney Bowes stock, see the PBI Stock Forecast page.

Pitney Bowes Stockholders Approve Key Proposals at Meeting

On May 13, 2025, Pitney Bowes Inc. held its Annual Meeting where stockholders approved several proposals, including the election of directors and the ratification of PricewaterhouseCoopers LLP as the independent registered public accountants for 2025. Additionally, the Amended Pitney Bowes Inc. 2024 Stock Plan was approved, and an advisory vote on executive compensation was passed, indicating continued support for the company’s strategic direction and governance.

The most recent analyst rating on (PBI) stock is a Hold with a $17.00 price target. To see the full list of analyst forecasts on Pitney Bowes stock, see the PBI Stock Forecast page.