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PostNL N.V (PNL) Fair Value & Analysis

Industrials · NL · Market cap €512M

PN PostNL N.V PNL · AS
Price€0.9075
Fair Value€1.56
Upside+71.9%
Quality95/100
Evidence: High Range €1.17 – €1.95

Fair value as of: Jun 24, 2026

From 17 valuation models · updated 5 days ago

Fair value updated Jun 24, 2026 — revised from €2.53 to €1.56 (−38.3%) since Jun 23, 2026. Share price −9.3% over the past month.

Price vs Fair Value (12 months)

€1.20 €0.8752 Fair Value €1.56 Jul 2025 Jun 2026

12‑month range €0.8752 – €1.20 · fair‑value band €1.17 – €1.95 · the €0.9075 price screens below the €1.56 fair value. As of Jun 24, 2026.

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Analysis

PostNL N.V (PNL) currently trades at €0.9075, while our model-based Fair Value estimate is €1.56 — implying the stock looks roughly 71.9% undervalued today. We read business quality at 95/100 (high quality), in the Industrials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high) — always confirm before acting.

Over the trailing twelve months, PostNL N.V generated revenue of €3.3B at a net margin of -0.5%. Revenue grew 2.2% year over year. It earns a return on equity of -9.4%. Net debt stands at €652M. Fundamentals as of Jun 24, 2026

Key figures & financial health

Revenue (TTM) €3.3B
Revenue growth (YoY) +2.2%
Net margin -0.5%
Return on equity -9.4%
Free cash flow €128M FY2025
Operating margin 8.1%
More key figures
EPS (TTM) €-0.0400
Dividend yield 4.0%
EPS growth (YoY) -7.4%
Net debt €652M FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 24, 2026. TTM = trailing twelve months.

About the company

PostNL N.V. provides postal and logistics services to businesses and consumers in the Netherlands, rest of Europe, and internationally. The company in two segments, Parcels and Mail in the Netherlands, and PostNL Other. It collects, sorts, transports, and delivers letters and parcels; and offers data management, direct marketing, and fulfillment services, as well as cross-border mail and parcels solutions. The company was formerly known as TNT N.V. and changed its name to PostNL N.V. in May 2011. The company is based in The Hague, the Netherlands.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

PostNL N.V reported revenue of €3.3B in FY2025 versus €3.5B in FY2021, a compound −1.2%/yr. Reported net income was −€17.0M in FY2025.

Revenue −1.2%/yr
FY21 €3.5B
FY22 €3.1B
FY23 €3.2B
FY24 €3.3B
FY25 €3.3B
Net income
FY21 €257M
FY22 −€981M
FY23 €55.0M
FY24 €17.0M
FY25 −€17.0M

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Similar stocks

6 more Integrated Freight & Logistics stocks, each showing price versus our Fair Value estimate (as of Jun 24, 2026).

Stock Price Fair Value vs Fair Value
FedEx Corporation FDX €283.50 €233.43 -18%
United Parcel Service, Inc UPS $107.24 $104.49 -3%
Deutsche Post AG DPSTF $60.85 $74.58 +23%
DSV DSV kr 1,540 kr 1,188 -23%
DSDVF DSDVF $233.10 $107.85 -54%
DSDVY DSDVY $116.93 $102.87 -12%

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Frequently asked questions

Is PostNL N.V (PNL) undervalued?
As of Jun 24, 2026, our model estimates a fair value of €1.56 versus a price of €0.9075 — about +72% (undervalued). Model-based estimate, not financial advice.
What is the fair value of PNL?
Our 21-model fair value for PostNL N.V is €1.56 (as of Jun 24, 2026), built from audited fundamentals. The current price is €0.9075.
What is the quality score of PNL?
PostNL N.V has a Quality Score of 95/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of PostNL N.V (PNL)?
PostNL N.V reported trailing-twelve-month revenue of about €3.3B (latest available figure, as of Jun 24, 2026).
What is the net profit margin of PNL?
The net profit margin of PostNL N.V is about -0.5%, meaning it is currently running at a net loss. Based on the latest reported figures.
Does PostNL N.V pay a dividend?
PostNL N.V currently shows a dividend yield of about 3.95% relative to its recent price (as of Jun 24, 2026).

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.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.