Pitney Bowes Inc. (PBI) on Decifer

Decifer ranks PBI number 183 of 274 tracked names on durable business quality.

Why it ranks here

• It earns strong returns on the money it puts to work, around 17% and those returns have been improving and it turns most of its profit into real cash.
• Revenue is not growing right now, profits grew 1,300% over the past year, and growth is speeding up, not slowing down.
• It keeps a high share of every sale as profit, with profitability widening as it grows.
• It is riding an active market tailwind and has the balance sheet to fund its growth.
• It is not watering down its owners with new shares and it returns cash to shareholders.
• Returns near 17%, profits up 1300%, and momentum of 22 out of 35 show a business turning around, but no funded role means no demand wave to drive it.

The current read

The evidence on PBI lines up on the supportive side: the intelligence feed flags this name as connected to what is moving markets now. The independent signals we track are telling the same story.

Themes

• Industrial Warehousing & Supply Chain Logistics: E-commerce-driven warehousing demand and post-pandemic supply chain reconfiguration are reshaping industrial real estate and freight flows.

Read the full PBI research brief · See all quality rankings

Intelligence data powered by Decifer. Not financial advice. For informational purposes only.