NYSEIndustrialsIntegrated Freight & LogisticsSnapshot 2026-07-31
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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 steady. 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.
The reason to own it still holds.
View ThesisRevenue is contracting — down about 5% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 6%.
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 28% in its worst 12-month stretch.
View RiskPitney Bowes needs to maintain its growth momentum to justify its current price. Revenue performance has been strong, with a recent earnings beat of 26%. It trades at 11× P/E, while the peer median is 24×. This suggests that the price reflects less growth than expected. If the company cuts guidance after recently raising it, that could hurt credibility. Peer multiples imply a price about 64% above where it trades. This read is provisional.
Trailing returns as of 2026-07-31. 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 Jul 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A consensus fair price across 10 valuation methods, at three horizons. As of 2026-08-01. 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.
Advances: Stabilize and grow revenue amid market challenges
Lifting guidance indicates improved revenue stability and growth potential.
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 2026-07-31. 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.
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.
Advances: Improve operating income and adjusted EBIT
Exceeding expectations indicates improved operating income and EBIT.
Strategic review may enhance capital allocation and growth.
Improved credit outlook supports revenue stabilization and growth.
