Pitney Bowes (PBI) AI Stock Analysis

• Market Cap: $2.03B
• Dividend Yield: 2.5%
• Average Volume (3M): 2.29M
• Price to Earnings (P/E): 43.6
• Beta (1Y): 1.77
• Revenue Growth: -29.43%
• EPS Growth: N/A
• Country: US
• Employees: 7,200
• Sector: Industrials
• Sector Strength: 88
• Industry: Integrated Freight & Logistics
• EPS (TTM): 0.33
• Shares Outstanding: 181,253,370
• 10 Day Avg. Volume: 2,743,618
• 30 Day Avg. Volume: 2,292,523
• PEG Ratio: 0.02
• Price to Book (P/B): 10.90
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 12.92
• Enterprise Value/Market Cap: 1.24
• Enterprise Value/Revenue: 0.22
• Enterprise Value/Gross Profit: 1.97
• Enterprise Value/Ebitda: 10.47
• 1Y Price Target: $17.00
• Price Target Upside: 51.52% Upside
• Rating Consensus: Hold
• Number of Analyst Covering: 1

• Rating: 57 Neutral
• Price Target: $11.50 ▲(2.50%Upside)

Pitney Bowes' stock is currently rated at 57, reflecting substantial financial challenges, including declining revenue and negative equity. The technical analysis shows bullish momentum, but caution is warranted due to overbought signals. Valuation concerns persist with a high P/E ratio, although dividend yield offers some investor value. Positive corporate events and strong earnings call outcomes, such as improved EPS and EBIT, provide additional support for future growth potential.

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 is facing severe financial challenges with declining revenue, persistent losses, and negative equity, indicating insolvency risks. While there have been some improvements in free cash flow, the overall financial health is weak with significant leverage.

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	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	2.30B	2.03B	3.27B	3.54B	3.67B	3.55B
Gross Profit	1.28B	1.06B	1.02B	1.08B	1.17B	1.20B
EBITDA	95.20M	182.38M	230.85M	294.23M	312.91M	83.01M
Net Income	-165.29M	-203.60M	-385.63M	36.94M	3.51M	-180.38M
Balance Sheet
Total Assets	3.27B	3.40B	4.27B	4.74B	4.96B	5.22B
Cash, Cash Equivalents and Short-Term Investments	323.79M	486.10M	623.22M	681.15M	746.92M	940.42M
Total Debt	2.04B	2.05B	2.48B	2.52B	2.56B	2.78B
Total Liabilities	3.81B	3.98B	4.64B	4.68B	4.85B	5.15B
Stockholders Equity	-535.88M	-578.43M	-368.58M	60.65M	112.63M	70.62M
Cash Flow
Free Cash Flow	155.68M	156.77M	-23.41M	51.14M	117.47M	196.99M
Operating Cash Flow	216.27M	229.17M	79.47M	175.98M	301.51M	301.97M
Investing Cash Flow	-82.75M	-49.06M	-122.83M	-24.27M	-155.25M	-75.69M
Financing Cash Flow	-332.09M	-305.45M	-31.27M	-198.08M	-330.37M	-235.37M

Pitney Bowes Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 11.22
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Negative
• STOCH: Negative

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 11.22 is above the 20-day moving average (MA) of 10.51, above the 50-day MA of 9.72, and above the 200-day MA of 8.44, indicating a bullish trend. The MACD of 0.32 indicates Negative momentum. The RSI at 71.86 is Negative, neither overbought nor oversold. The STOCH value of 80.70 is Negative, 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	75 Outperform	$56.15B	13.92	14.69%	2.55%	0.27%	―
UPS	74 Outperform	$85.68B	14.76	35.96%	6.28%	1.30%	-0.76%
EXPD	73 Outperform	$16.16B	19.59	37.70%	1.35%	24.07%	27.40%
JBHT	69 Neutral	$14.99B	27.43	13.97%	1.16%	-3.82%	-12.80%
LSTR	66 Neutral	$5.08B	28.81	18.34%	1.15%	-4.72%	-22.46%
Sector *	59 Neutral	AU$1.63B	9.42	11.29%	3.69%	6.59%	5.93%
PBI	57 Neutral	$2.03B	43.59	35.20%	2.50%	-29.43%	―

Pitney Bowes Corporate Events

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.