Pitney Bowes, Inc. (PBI)
NYSEIndustrialsIntegrated Freight & LogisticsSnapshot 2026-09-04
$17.40-1.02%
Close 2026-09-04 · 1-day change
NYSEIndustrialsIntegrated Freight & LogisticsSnapshot 2026-09-04
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.
Recent financial performance freshly dropped to the bottom half of its industry.
View ThesisRevenue is contracting — down about 5% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 4%.
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 RiskPBI's growth has to stabilize and improve to justify its current valuation. Revenue has been weak, with a recent decline in financial performance. It trades at 10× P/E versus a peer median of 24×, indicating that the price reflects less growth than expected. The recent drop in performance puts the next-quarter miss probability at 20%. Peer multiples imply a price about 0% below where it trades. The thesis has broken due to the recent decline in financial performance.
Trailing returns as of 2026-09-04. 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 Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare PBI with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| 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 our valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No fair value published
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
This applies to all three horizons. The trailing multiples, peer comparison, and quality and trajectory reads on this page are unaffected. Names move in and out of this state day to day as the methods converge or diverge. Method agreement on this name is low.
Bottom 25% on quality vs scored peers
A price-focused, side-by-side fair-value read versus Office Services & Supplies — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put PBI next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Accretive capital allocation with share repurchases and debt reduction
Debt tender offer supports capital allocation strategy.
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 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
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.
Advances: Improve operating income and adjusted EBIT
Exceeding expectations indicates improved operating income and EBIT.