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Upturn AI Summary - About
Pitney Bowes Inc(PBI)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for PBI
10/28/2026: PBI (3-star) is a STRONG-BUY. BUY for 4 days. Simulated Profits (0.52%). Updated daily EoD!
Pitney Bowes is a legacy logistics and technology company currently undergoing a complex strategic transition. While it maintains a strong, entrenched position in the SMB mailing and postage meter market, its primary investment story revolves around its ability to pivot toward high-growth e-commerce shipping and logistics. The company faces significant risks from high debt levels, declining legacy revenue, and intense competition from larger logistics carriers. It may best suit value-oriented investors willing to monitor the progress of its operational turnaround. Key developments to watch include debt reduction progress and the profitability improvements within its global e-commerce business segment.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | The company is currently focused on stabilization and turnaround rather than high-growth scaling. |
| Momentum investor | Weak fit | The stock has not demonstrated the consistent upward momentum typically sought by this style. |
| Value investor | Mixed fit | Value investors may be interested in the stock's low multiples, but the debt profile and business headwinds warrant caution. |
| Dividend investor | Weak fit | Management has prioritized cash preservation and debt reduction over consistent dividend payments. |
| Low-risk investor | Weak fit | The company's significant debt load and operational volatility make it unsuitable for conservative risk profiles. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock frequently experiences significant price swings due to earnings uncertainty. |
| Valuation risk | Medium | While the stock appears inexpensive, valuation is tied to the successful execution of a complex turnaround. |
| Competition risk (Logistics & Software) | High | Pitney Bowes faces intense competition from larger carriers and specialized software providers. |
| Business quality | Medium | The legacy business is declining, creating pressure to build quality in new, competitive segments. |
| Dividend income | High | Dividends are not guaranteed and have been subject to strategic adjustments. |
| Execution risk | High | Success depends entirely on management's ability to navigate a difficult multi-year strategic transformation. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 2.34% | Avg. Invested days 34 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/28/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.39B USD | Price to earnings Ratio 14.18 | 1Y Target Price 19.56 |
Price to earnings Ratio 14.18 | 1Y Target Price 19.56 | ||
Volume (30-day avg) 1.7M shares | Beta 1.65 | 52 Weeks Range 8.77 - 18.96 | Updated Date 10/28/2026 |
52 Weeks Range 8.77 - 18.96 | Updated Date 10/28/2026 | ||
Dividends yield (FY) 2.08% | Basic EPS (TTM) 1.23 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| SendTech Solutions | Postage meters, shipping software, and financing. | This is the company's reliable but slow-growth core business. |
| Global Ecommerce | E-commerce logistics, fulfillment, and cross-border services. | This is the high-growth potential, yet highly competitive, business segment. |
| Presort Services | Sorting services for mail and parcels. | This provides essential logistics volume but operates on thin margins. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-10-28 | When After Market | Estimate 0.36 | Actual - |
Profitability
Profit Margin 10.04% | Operating Margin (TTM) 21.68% |
Management Effectiveness
Return on Assets (TTM) 8.41% | Return on Equity (TTM) 10.97% |
Valuation
Trailing PE 14.18 | Forward PE 9.61 | Enterprise Value 4.25B | Price to Sales(TTM) 1.28 |
Enterprise Value 4.25B | Price to Sales(TTM) 1.28 | ||
Enterprise Value to Revenue 2.28 | Enterprise Value to EBITDA 9.18 | Shares Outstanding 137.09M | Shares Floating 134.63M |
Shares Outstanding 137.09M | Shares Floating 134.63M | ||
Percent Insiders 1.7 | Percent Institutions 93.41 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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