Pitney Bowes, Inc. (PBI)
NYSEIndustrialsIntegrated Freight & LogisticsSnapshot 2026-10-29
$16.31-0.91%
Close 2026-10-30 · 1-day change
NYSEIndustrialsIntegrated Freight & LogisticsSnapshot 2026-10-29
Research Workspace
Put PBI beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Industrials is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Revenue stabilizes near $1.82 billion in FY26: Revenue: $456.18M.
View ThesisRevenue is contracting — down about 4% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 3%.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 19% in its worst 12-month stretch.
View RiskPBI’s revenue-stabilization and profitable-growth effort is the central claim, with revenue still declining year over year. Revenue declines narrowed from 3% to 1%, and Q3 2026 earnings beat. PBI trades at 10× P/E versus a 23× peer median; expectations look modest versus our view. A projected $60M-$80M SendTech revenue headwind in 2027 pressures stabilization. The next-quarter miss probability is 28%. Peer multiples imply a price about 78% above where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-30. PBI is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 5 analysts currently covering PBI (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare PBI with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Compare now without an account. Saving and monitoring require an account.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| PBI Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 9 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Office Services & Supplies — fair value, gap to price, and forward P/E.
Compare the value case
Put PBI next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Stabilize revenue and pursue profitable growth
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Projected SendTech revenue headwind challenges revenue stabilization despite a longer-term profitable-growth target.
Advances: Accretive capital allocation with share repurchases and debt reduction
Debt tender offer supports capital allocation strategy.
Advances: Improve operating income and adjusted EBIT
Margin expansion supports improved operating income and adjusted EBIT.
Advances: Stabilize and grow revenue amid market challenges
Lifting guidance indicates improved revenue stability and growth potential.
Advances: Enhance free cash flow and cash from operations
Raised earnings guidance enhances cash flow expectations.
Advances: Accretive capital allocation with share repurchases and debt reduction
Raised guidance and debt reduction support capital allocation objective.
Advances: Accretive capital allocation with share repurchases and debt reduction
Debt maturity extension supports capital allocation strategy.
Advances: Improve operating income and adjusted EBIT
Margins expanding supports improved operating income objective.
