Pitney Bowes Inc (PBI) Fair Value & Analysis
Industrials · US · Market cap $2.5B
Pitney Bowes Inc
PBI · US
Fair value as of: Jul 14, 2026
From 19 valuation models · updated 27 days ago
Fair value updated Jul 14, 2026, revised from $11.20 to $11.39 (+1.7%) since Jun 24, 2026. Share price +0.6% over the past month.
A solid business, but screening 35% overvalued on our models.
What matters now
- A high-quality business (quality 72/100), yet the market already pays well above fair value. Quality at a full price, with little margin of safety.
- The model range is unusually wide ($7.65 to $20.36). The outcome hinges heavily on assumptions, so read the point estimate with caution.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 14, 2026.
How to read this chart
60‑month range $2.00 – $18.51 · fair‑value band $7.65 – $20.36 · the $17.42 price screens above the $11.39 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 14, 2026.
Analysis
Pitney Bowes Inc (PBI) currently trades at $17.42, while our model-based Fair Value estimate is $11.39, implying the stock looks roughly 34.6% overvalued today. The Quality Score stands at 72/100 (solid quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Pitney Bowes Inc generated revenue of $1.9B at a net margin of 8.9%. Revenue declined 3.2% year over year. It earns a return on equity of 11.0%. Net debt stands at $1.9B. Fundamentals as of Jul 14, 2026
Our scenario range runs from $7.65 (bear case) to $20.36 (bull case); at $17.42, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades near its 52-week high and 98% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -11% fair-value upside, at -35%, PBI screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 19 models by family
Widest divergence: Multiples ($22.44) versus Earnings-Based ($8.88). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 14, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 66 · Market factors (momentum, volatility) 72
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Pitney Bowes Inc. provides digital shipping solutions, mailing innovation, and financial services worldwide. It operates through SendTech Solutions and Presort Services segments.
Full company description
Pitney Bowes Inc. provides digital shipping solutions, mailing innovation, and financial services worldwide. It operates through SendTech Solutions and Presort Services segments. The SendTech Solutions segment offers physical and digital shipping and mailing technology solutions and other applications for sending, tracking, and receiving of letters, parcels and flats, as well as supplies and maintenance services. This segment also provides financing alternatives to finance other manufacturers' equipment and product purchases. The Presort Services segment operates as a workshare partner of the United States Postal Service; and offers mail sortation services. It markets its products, solutions, and services through direct and inside sales force, partner channels, direct mailings, and digital channels. The company was formerly known as Pitney Bowes Postage Meter Company. Pitney Bowes Inc. was incorporated in 1920 and is headquartered in Shelton, Connecticut.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Pitney Bowes Inc reported revenue of $1.9B in FY2025 versus $3.7B in FY2021, a compound −15.3%/yr. Reported net income was $145M in FY2025, compounding +153.4%/yr from FY2021.
PBI screens 35% overvalued. Compare with United Parcel Service, Inc →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Pitney Bowes (PBI) Lifts Guidance As Fair Value Questions Return
- How Pitney Bowes’ Raised 2026 Earnings Guidance and Dividend Move Will Impact Pitney Bowes (PBI) Investors
- Is Pitney Bowes (PBI) Stock Undervalued Right Now?
- PBI Q2 Earnings Call Highlights Debt Reduction Focus
Peer Group
Integrated Freight & Logistics · 219 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Integrated Freight & Logistics median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 66/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Integrated Freight & Logistics stocks, each showing price versus our Fair Value estimate (as of Jul 14, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| United Parcel Service, Inc UPS | $117.72 | $104.58 | -11% |
| FedEx Corporation FDX | $314.69 | $347.68 | +10% |
| Deutsche Post AG DHL | €57.22 | €53.18 | -7% |
| DSV A/S DSV | kr 1,660 | kr 712.57 | -57% |
| Kuehne + Nagel International AG KNIN | CHF 209.90 | CHF 147.92 | -30% |
| J.B. Hunt Transport Services, Inc JBHT | $291.41 | $133.80 | -54% |
| S.F. Holding 002352 | ¥31.91 | ¥48.64 | +52% |
| C.H. Robinson Worldwide, Inc CHRW | $193.50 | $86.56 | -55% |
| Expeditors International of Washington, Inc EXPD | $172.02 | $115.95 | -33% |
| ZTO Express (Cayman) Inc 2057 | HK$181.40 | HK$241.93 | +33% |
Compare Pitney Bowes Inc with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Industrials stocks →
Frequently asked questions
Is Pitney Bowes Inc (PBI) overvalued or undervalued?
What is the fair value of PBI?
What is the quality score of PBI?
What is the revenue of Pitney Bowes Inc (PBI)?
What is the net profit margin of PBI?
Does Pitney Bowes Inc pay a dividend?
How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
Track Pitney Bowes Inc and try Pro for 14 days
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.