NYSE: PBI · Integrated Freight & Logistics
Pitney Bowes (PBI) fair value and price range
As of 26 Sep 2026, Faircurve's model values Pitney Bowes (PBI) at $17.65 a share. The stock last closed at $16.76, which puts the model's fair value 5.3% above the price. The model grades the evidence behind this valuation as low, so no verdict is shown. The grade looks at how complete the inputs are, how many comparable companies there are and how closely they agree, and how wide the range of outcomes is. It does not say how likely the fair value is to be right.
Revalued . Price is the close of 2 Oct 2026. Pitney Bowes Inc.
Faircurve Insights · 26 Sep 2026
Pitney Bowes Inc. operates as a prominent global provider of shipping and mailing services.
Faircurve's model found a fair value of $17.65 a share on 26 Sep 2026, the midpoint of 2,000 simulations. The fair value moved -6.8% from the previous run on 19 Sep 2026, which gave $18.93. The calibrated range over 63 trading days is $14.81 to $21.52, built from the fair value since there is no live options data for the stock, and it held the price 60% of the time at this horizon. The model grades the evidence behind this valuation as low, so no verdict is shown.
The company has an overall quality score of 71 out of 100 against comparable companies. Its quality factors include Profitability 100, Earnings quality 100, Growth quality 29, Capital discipline 78, Balance sheet 24, and Stability 45. The model compares it with GXO Logistics, Inc., Landstar System, Inc., FedEx Freight Holding Company, Inc., C.H. Robinson Worldwide, Inc., J.B. Hunt Transport Services, Inc., and Expeditors International of Washington, Inc., along with Hub Group, Inc. and Forward Air Corporation which have no verdict on this date. The stock's median move around its last 8 earnings reports, ignoring direction, was 6.1%.
Written from the figures on this page for the 26 Sep 2026 valuation and checked by rule before publishing: every number is one printed here, no forecast, no instruction. The price, the gap and the verdict are the page's own and change daily. Not a recommendation.
What price range does the model give PBI?
The calibrated range for PBI over 63 trading days is $14.81 to $21.52. There is no live options data for this stock, so the range is built from the fair value and calibrated weekly against realised prices (n = 4,327 past valuations, refreshed 26 Sep 2026). Ranges built this way held the price 60% of the time at this horizon.
The model's own simulated range, from the 20th to the 80th percentile of its runs, is $7.85 to $31.33. In 54% of the simulations the fair value came out above the price the model ran on.
How does PBI score on business quality?
Pitney Bowes's overall quality score is 71 out of 100. Each factor below is a score against comparable companies, not a percentile of the metric beside it.
| Factor | Score (0 to 100) | Headline measure | Peer median |
|---|---|---|---|
| ProfitabilityReturn on invested capital against the peer group, with a bonus for an improving trend. | 100 | 30.9%ROIC | 10.1% |
| Earnings qualityHow much of reported profit is cash: free cash flow to net income, and the accrual ratio (the share of earnings that is not cash). | 100 | 2.25xFCF / net income | 1.23x |
| Growth qualityTrailing revenue growth, forward growth from consensus, and the direction of analyst estimate revisions. | 29 | -6.6%Revenue growth, trailing | -4.1% |
| Capital disciplineReinvestment efficiency (capital spending per unit of revenue) and net buybacks. | 78 | 21.2%Net buybacks / market value | 2.9% |
| Balance sheetNet debt to EBITDA and interest coverage. | 24 | 4.08xNet debt / EBITDA | 0.49x |
| StabilityDownside volatility of the EBITDA margin over the last five years. | 45 | 2.5 ptsEBITDA margin downside volatility, 5y | 1.3 pts |
How does PBI compare with similar companies?
The companies in integrated freight & logistics closest to Pitney Bowes in market value, each on the same model and the same date.
| Company | Last close | Model fair value | Gap | Model verdict |
|---|---|---|---|---|
| HUBG Hub Group, Inc. | $29.77 | $31.90 | +7.2% | Low evidence grade |
| GXO GXO Logistics, Inc. | $46.56 | $43.84 | -5.8% | Fairly valued |
| LSTR Landstar System, Inc. | $173.48 | $148.22 | -14.6% | Fairly valued |
| FWRD Forward Air Corporation | $15.91 | $12.00 | -24.6% | Low evidence grade |
| FDXF FedEx Freight Holding Company, Inc. | $112.89 | $94.45 | -16.3% | Overvalued |
| CHRW C.H. Robinson Worldwide, Inc. | $157.72 | $142.94 | -9.4% | Fairly valued |
| JBHT J.B. Hunt Transport Services, Inc. | $234.20 | $278.61 | +19.0% | Undervalued |
| EXPD Expeditors International of Washington, Inc. | $192.47 | $183.65 | -4.6% | Fairly valued |
All integrated freight & logistics stocks ranked by gap to fair value
When does PBI report earnings, and how has the stock reacted?
Pitney Bowes's next earnings report is scheduled for 4 Nov 2026. Companies can move their dates.
Options prices on 2 Oct 2026 imply a move of about 14.0% in either direction through the nearest expiry, about 48 days out, a window that includes the report. That is the size the market is pricing, not a direction.
How PBI moved around its last 8 earnings reports
Each move runs from the last close before the report to the first close after it, so it covers companies that report before the open and after the close. The median size across these 8 reports, ignoring direction, was 6.1%.
| Report date | Two session move |
|---|---|
| 29 Jul 2026 | +1.7% |
| 5 May 2026 | -1.5% |
| 17 Feb 2026 | +8.5% |
| 29 Oct 2025 | -14.9% |
| 30 Jul 2025 | -1.8% |
| 7 May 2025 | +22.4% |
| 11 Feb 2025 | +10.7% |
| 7 Nov 2024 | -3.7% |
Pitney Bowes at a glance
Pitney Bowes Inc. (PBI) operates as a prominent global provider of shipping and mailing services.
- Market value
- $2.2B
- Sector
- Industrials
- Industry
- Integrated Freight & Logistics
- Revenue expected, next twelve months
- $1.8B
- Consensus revenue growth, next fiscal year
- -2.4%
- Analysts with estimates
- 3
- Beta to the US market
- 0.70
- First valued by Faircurve
- 11 Jul 2026
How the fair value is worked out: the model prices Pitney Bowes on the value of the whole business, debt included, against the operating profit analysts expect next year (forward EV/EBITDA), runs 2,000 simulations across its inputs and takes the midpoint. The full method is documented here.
What changed in the latest valuation?
On 19 Sep 2026 the model's fair value for PBI was $18.93. As of 26 Sep 2026 it is $17.65, a change of -6.8%. The model revalues every stock it covers each week, and again after an earnings report.
Questions about Pitney Bowes's valuation
Is Pitney Bowes stock undervalued or overvalued?
Faircurve's model puts PBI's fair value at $17.65 a share against a last close of $16.76, as of 26 Sep 2026. The model grades the evidence behind this valuation as low, so no verdict is shown. The grade looks at how complete the inputs are, how many comparable companies there are and how closely they agree, and how wide the range of outcomes is. It does not say how likely the fair value is to be right.
What is PBI's fair value?
$17.65 a share as of 26 Sep 2026, the midpoint of 2,000 simulations. The model's own 20th to 80th percentile range is $7.85 to $31.33.
What price range does the model give PBI?
$14.81 to $21.52 over 63 trading days. Ranges built this way held the price 60% of the time across 4,327 past valuations, refreshed 26 Sep 2026.
When does Pitney Bowes report earnings next?
The next report is scheduled for 4 Nov 2026. Companies can move their dates.
How much has PBI moved on past earnings reports?
Across its last 8 reports the median two session move was 6.1%, ignoring direction. The largest was +22.4% around the report of 7 May 2025.
How confident is the model in this valuation?
The model's evidence grade for PBI is low. The grade looks at how complete the inputs are, how many comparable companies there are and how closely they agree, and how wide the range of outcomes is. It is not a probability that the fair value is right, or that the price reaches it.