Pitney Bowes (PBI) AI Stock Analysis

• Market Cap: $1.67B
• Dividend Yield: 2.28%
• Average Volume (3M): 1.89M
• Price to Earnings (P/E): 35.8
• Beta (1Y): 1.86
• Revenue Growth: -29.43%
• EPS Growth: N/A
• Country: US
• Employees: 7,200
• Sector: Industrials
• Sector Strength: 90
• Industry: Integrated Freight & Logistics
• EPS (TTM): 0.33
• Shares Outstanding: 181,253,370
• 10 Day Avg. Volume: 1,977,231
• 30 Day Avg. Volume: 1,892,536
• PEG Ratio: -0.17
• Price to Book (P/B): -2.88
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 10.83
• Enterprise Value/Market Cap: 1.96
• Enterprise Value/Revenue: 0.27
• Enterprise Value/Gross Profit: 2.61
• Enterprise Value/Ebitda: 58.09
• 1Y Price Target: $17.00
• Price Target Upside: 86.81% Upside
• Rating Consensus: Hold
• Number of Analyst Covering: 1

• Rating: 49 Neutral
• Price Target: $9.50 ▲( 4.40% Upside)

Pitney Bowes' overall stock score is impacted by significant financial challenges, including declining revenue, persistent losses, and negative equity. Despite these issues, the company shows some promise through technical indicators suggesting upward momentum and strategic initiatives such as cost-saving measures and a share repurchase program. Valuation concerns remain due to a high P/E ratio, but the dividend yield offers some investor appeal. The recent earnings call highlights improvements in profitability metrics, but revenue declines continue to pose risks.

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 primarily through the sale and leasing of mailing and shipping equipment, as well as providing related software and services. The company's revenue streams include equipment sales, software licensing, subscription services, and service contracts. Additionally, Pitney Bowes earns money through its e-commerce solutions, which offer logistics and fulfillment services to online retailers, and through financing services that support customer purchases of its equipment. Strategic partnerships with carriers and technological integration with commerce platforms also contribute to its earnings by enhancing the value and reach of its service offerings.

Pitney Bowes Financial Statement Overview

Summary

Pitney Bowes faces significant financial challenges with declining revenue, persistent losses, and negative equity. Despite some improvements in free cash flow, the overall financial health is weak with significant leverage and potential insolvency risks. Strategic restructuring and improved revenue generation are essential for stabilization.

Income Statement

Pitney Bowes has experienced a significant decline in total revenue over recent years, from $3.67 billion in 2021 to $2.03 billion in 2024. The negative net profit margin and EBIT margin in 2024 indicate a lack of profitability, with net income showing a substantial loss. This reflects ongoing challenges in revenue generation and cost management.

Balance Sheet

The company's financial stability is concerning with a negative stockholders' equity of $578 million in 2024, indicating potential insolvency risk. The debt-to-equity ratio cannot be calculated due to negative equity, highlighting a reliance on debt financing. The equity ratio is negative, suggesting more liabilities than assets, which undermines financial stability.

Cash Flow

While free cash flow has improved to $204 million in 2024, the overall cash flow situation remains tenuous. The operating cash flow to net income ratio is positive, signaling some ability to generate cash despite negative net income. However, the trend of negative free cash flow in previous years suggests inconsistent cash management.

Breakdown
Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement		Total Revenue
2.03B	3.27B	3.54B	3.67B	3.55B
	Gross Profit
1.13B	1.02B	1.08B	1.12B	1.15B
	EBIT
102.50M	-385.63M	-15.24M	-54.38M	-20.92M
	EBITDA
235.85M	-135.92M	148.57M	108.47M	83.01M
	Net Income Common Stockholders
-203.60M	-385.63M	36.94M	3.51M	-191.66M
Balance Sheet		Cash, Cash Equivalents and Short-Term Investments
486.10M	623.22M	681.15M	746.92M	940.42M
	Total Assets
3.40B	4.27B	4.74B	4.96B	5.22B
	Total Debt
2.05B	2.48B	2.52B	2.56B	2.78B
	Net Debt
1.58B	1.88B	1.85B	1.82B	1.86B
	Total Liabilities
3.98B	4.64B	4.68B	4.84B	5.15B
	Stockholders Equity
-578.43M	-368.58M	60.65M	112.63M	66.39M
Cash Flow		Free Cash Flow
156.77M	-23.41M	51.14M	117.47M	196.99M
	Operating Cash Flow
229.17M	79.47M	175.98M	301.51M	301.97M
	Investing Cash Flow
-49.06M	-122.83M	-24.27M	-155.25M	-75.69M
	Financing Cash Flow
-305.45M	-31.27M	-198.08M	-330.37M	-235.37M

Pitney Bowes Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 9.10
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For PBI, the sentiment is Positive. The current price of 9.1 is above the 20-day moving average (MA) of 9.00, above the 50-day MA of 8.82, and above the 200-day MA of 7.92, indicating a bullish trend. The MACD of 0.18 indicates Negative momentum. The RSI at 53.26 is Neutral, neither overbought nor oversold. The STOCH value of 28.12 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for PBI.

Pitney Bowes Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
FDX	77 Outperform	$52.98B	13.88	14.74%	2.50%	0.34%	-8.45%
EXPD	71 Outperform	$15.94B	19.33	37.70%	1.29%	24.07%	27.40%
UPS	71 Outperform	$82.61B	14.23	35.96%	6.81%	1.30%	-0.76%
LSTR	68 Neutral	$4.99B	28.34	18.34%	0.99%	-4.72%	-22.46%
JBHT	65 Neutral	$14.39B	26.33	13.97%	1.24%	-3.82%	-12.80%
Sector *	64 Neutral	$4.46B	11.94	5.17%	249.36%	4.00%	-12.35%
PBI	49 Neutral	$1.67B	35.82	35.20%	2.28%	-29.43%	―

Pitney Bowes Corporate Events

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.