Is Itochu or Poste Italiane SpA more undervalued?

As of Sep 5, 2026, Itochu is at +83% to fair value and Poste Italiane SpA at -72%. Itochu is the more undervalued of the two. Model-based estimate, not financial advice.

Which has higher quality, Itochu or Poste Italiane SpA?

Itochu has a quality score of 55/100 and Poste Italiane SpA 48/100. Itochu leads on quality.

STOCK COMPARISON

Itochu vs Poste Italiane SpA: Fair Value & Quality

Both stocks run through our valuation models. Here is how Itochu (ITOCHU19) and Poste Italiane SpA (PST) compare, as of Sep 5, 2026.

As of Sep 5, 2026, Fair Value Calculator sees Itochu as the more attractively valued of the two: Itochu trades at THB 7.85 versus a fair value of THB 14.40 (+83%), while Poste Italiane SpA trades at €26.90 versus €7.65 (-72%).

Itochu

ITOCHU19.BK · THB · Industrials

+83%

upside to fair value

undervalued

PriceTHB 7.85

Fair ValueTHB 14.40

Quality55/100

Poste Italiane SpA

PST.MI · EUR · Financials

-72%

upside to fair value

overvalued

Price€26.90

Fair Value€7.65

Quality48/100

Get comparisons like this free by email every month: the most undervalued quality stocks.

Head-to-head numbers

Green value = the better side for that row (for valuation multiples: lower = cheaper).

ItochuPoste Italiane SpA

Valuation

17.4×P/E (TTM)14.5×

0.95×P/S (TTM)2.81×

2.18×P/B2.93×

17.9×EV/EBITDA9.4×

2.46×PEG—

+83.4%Fair value upside−71.6%

9.4%Dividend yield6.3%

—Dividend per share€1.70

Profitability

5%Operating margin25%

0.92×EBIT margin trend (5Y)4.57×

14%Return on equity18%

3%Return on assets1%

Growth

9%Revenue growth (YoY)3%

2.1%Avg. growth/yr (3Y)-24.7%

—Avg. growth/yr (5Y)-14.6%

+14.6%Value creation/yr+16.9%

Balance & size

6.6×Interest coverage (EBIT/interest)47.3×

0.44×Debt / equity0.36×

$92BMarket cap$41B

healthyGrowth qualityweak

Valuation multiples (P/E, P/S, P/B, EV/EBITDA) are shown but not scored here: the two companies sit in different sectors, and multiples only compare fairly between similar business models. PEG stays scored, as it relates the P/E to growth.

Even match: 5 to 5 metric wins.

Dash = not meaningfully computable, for example with negative equity.

Quality in detail

The quality score, broken down into the same factor families as on the stock page, 0 to 100 per family.

Itochuof which business quality 53 · market factors 75 Poste Italiane SpAof which business quality 43 · market factors 81

ProfitabilityMargins and returns on capital today

Quality GrowthAre margins and returns improving?

CashflowEarnings quality: real cash, not paper profit

Fin. StrengthBalance sheet, leverage, solvency risk

InvestmentDisciplined investing over empire-building

Low VolatilityCalm price path (market factor)

MomentumPrice trend over the last 3–12 months (market factor)

52W MomentumDistance to the 52-week high (market factor)

Net IssuanceBuybacks instead of dilution

What the models say

How far the median fair value (base case) per model family sits from the current price, in percent. The amount in the currency of the trading venue is shown underneath.

above the price, more than 15% above close to the price, 85% to 115% of the price below the price, more than 15% below

Model family	ItochuPrice THB 7.85	Poste Italiane SpAPrice €26.90
DCF Models	+309%above the priceTHB 32.07	n/a
Earnings-Based	+213%above the priceTHB 24.60	n/a
Multiples	+420%above the priceTHB 40.79	-66%below the price€9.10
Asset-Based	+34%above the priceTHB 10.53	-73%below the price€7.17
Growth DCF	+176%above the priceTHB 21.65	n/a
Economic Profit	+151%above the priceTHB 19.72	n/a
Minimum	+34%above the priceTHB 10.53	-73%below the price€7.17
Maximum	+420%above the priceTHB 40.79	-66%below the price€9.10
Median	+195%above the priceTHB 23.12	-70%below the price€8.14
Geometric mean	+192%above the priceTHB 22.91	-70%below the price€8.08

Minimum, maximum, median and geometric mean refer to the family values in this table. Geometric because deviations are ratios: half the price and twice the price average to 100%, not 125%.

Itochu: 0 of 10 models see the stock below the current price.

Poste Italiane SpA: 2 of 2 models see the stock below the current price.

Scenario ranges

From our cautious bear case to the optimistic bull case. The white tick is the current price: left of fair value means room to run.

Itochu

Bear THB 9.14Fair Value THB 14.40Bull THB 21.81

THB 7.85 = current price (white tick)

Poste Italiane SpA

Bear €5.74Fair Value €7.65Bull €9.57

€26.90 = current price (white tick)

Compare two other stocks

Tap a field and type again, ticker or company name.

First stock

Second stock

Free, no sign-up

Ranked within their sector

Where each stock sits within its sector peer group. Band = middle 50% of peers, tick = median, dot = this stock.

Itochu · Industrials

Quality score55 · above median

Fair value upside+83% · Top 25%

Poste Italiane SpA · Financials

Quality score48 · below median

Fair value upside-72% · bottom 25%

Bottom line

Itochu has the higher quality score (55/100).

See the full analysis →

Itochu · Poste Italiane SpA

More comparisons

Popular match-ups from the same sectors, all with fair value and quality score.

Related to Itochu

Alphabet Inc Class C vs Verizon Communications Alphabet Inc Class C vs At&t Alphabet Inc Class C vs NetEase Amazon.com vs PDD Holdings

See the undervalued quality stocks every month

Just your email for the monthly Top-25 report of the most undervalued quality stocks, with fair value, quality and price target. Plus 14 days of Pro to try, no card.

Free. You confirm by email (double opt-in) and can unsubscribe anytime in one click. Not financial advice.

A model-based valuation snapshot from 26 models. Values change with price and fundamentals; the date shown above applies.