Integrated Freight & Logistics
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PBI vs FDX
Revenue, margins, valuation, and 5-year total return — side by side.
Integrated Freight & Logistics
PBI vs FDX — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Integrated Freight & Logistics | Integrated Freight & Logistics |
| Market Cap | $2.58B | $88.69B |
| Revenue (TTM) | $1.88B | $91.93B |
| Net Income (TTM) | $167M | $4.48B |
| Gross Margin | 54.7% | 24.4% |
| Operating Margin | 19.7% | 6.5% |
| Forward P/E | 9.9x | 19.1x |
| Total Debt | $2.22B | $37.42B |
| Cash & Equiv. | $285M | $5.50B |
PBI vs FDX — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Pitney Bowes Inc. (PBI) | 100 | 634.2 | +534.2% |
| FedEx Corporation (FDX) | 100 | 288.9 | +188.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: PBI vs FDX
Each card shows where this stock fits in a portfolio — not just who wins on paper.
PBI carries the broadest edge in this set and is the clearest fit for value and quality.
- Lower P/E (9.9x vs 19.1x)
- 8.9% margin vs FDX's 4.9%
- 2.0% yield, 1-year raise streak, vs FDX's 1.5%
FDX is the clearest fit if your priority is income & stability and growth exposure.
- Dividend streak 4 yrs, beta 1.03, yield 1.5%
- Rev growth 0.3%, EPS growth -2.3%, 3Y rev CAGR -2.0%
- 156.2% 10Y total return vs PBI's 1.8%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 0.3% revenue growth vs PBI's -6.6% | |
| Value | Lower P/E (9.9x vs 19.1x) | |
| Quality / Margins | 8.9% margin vs FDX's 4.9% | |
| Stability / Safety | Beta 1.03 vs PBI's 1.07 | |
| Dividends | 2.0% yield, 1-year raise streak, vs FDX's 1.5% | |
| Momentum (1Y) | +79.5% vs PBI's +69.7% | |
| Efficiency (ROA) | 5.2% ROA vs FDX's 5.0%, ROIC 27.2% vs 7.7% |
PBI vs FDX — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
PBI vs FDX — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
PBI leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
FDX is the larger business by revenue, generating $91.9B annually — 49.0x PBI's $1.9B. Profitability is closely matched — net margins range from 8.9% (PBI) to 4.9% (FDX). On growth, FDX holds the edge at +8.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $1.9B | $91.9B |
| EBITDAEarnings before interest/tax | $452M | $10.3B |
| Net IncomeAfter-tax profit | $167M | $4.5B |
| Free Cash FlowCash after capex | $391M | $4.4B |
| Gross MarginGross profit ÷ Revenue | +54.7% | +24.4% |
| Operating MarginEBIT ÷ Revenue | +19.7% | +6.5% |
| Net MarginNet income ÷ Revenue | +8.9% | +4.9% |
| FCF MarginFCF ÷ Revenue | +20.8% | +4.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | -3.2% | +8.3% |
| EPS Growth (YoY)Latest quarter vs prior year | +105.3% | +15.7% |
Valuation Metrics
PBI leads this category, winning 4 of 5 comparable metrics.
Valuation Metrics
At 17.9x trailing earnings, PBI trades at a 20% valuation discount to FDX's 22.4x P/E. On an enterprise value basis, PBI's 9.1x EV/EBITDA is more attractive than FDX's 11.7x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $2.6B | $88.7B |
| Enterprise ValueMkt cap + debt − cash | $4.5B | $120.6B |
| Trailing P/EPrice ÷ TTM EPS | 17.89x | 22.44x |
| Forward P/EPrice ÷ next-FY EPS est. | 9.87x | 19.08x |
| PEG RatioP/E ÷ EPS growth rate | — | 0.80x |
| EV / EBITDAEnterprise value multiple | 9.06x | 11.66x |
| Price / SalesMarket cap ÷ Revenue | 1.36x | 1.01x |
| Price / BookPrice ÷ Book value/share | — | 3.26x |
| Price / FCFMarket cap ÷ FCF | 8.61x | 29.75x |
Profitability & Efficiency
PBI leads this category, winning 6 of 7 comparable metrics.
Profitability & Efficiency
On the Piotroski fundamental quality scale (0–9), PBI scores 7/9 vs FDX's 5/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | — | +15.8% |
| ROA (TTM)Return on assets | +5.2% | +5.0% |
| ROICReturn on invested capital | +27.2% | +7.7% |
| ROCEReturn on capital employed | +23.1% | +8.3% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 5 |
| Debt / EquityFinancial leverage | — | 1.33x |
| Net DebtTotal debt minus cash | $1.9B | $31.9B |
| Cash & Equiv.Liquid assets | $285M | $5.5B |
| Total DebtShort + long-term debt | $2.2B | $37.4B |
| Interest CoverageEBIT ÷ Interest expense | 2.16x | 16.50x |
Total Returns (Dividends Reinvested)
PBI leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in PBI five years ago would be worth $21,389 today (with dividends reinvested), compared to $12,900 for FDX. Over the past 12 months, FDX leads with a +79.5% total return vs PBI's +69.7%. The 3-year compound annual growth rate (CAGR) favors PBI at 73.9% vs FDX's 19.5% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +46.4% | +29.2% |
| 1-Year ReturnPast 12 months | +69.7% | +79.5% |
| 3-Year ReturnCumulative with dividends | +425.7% | +70.6% |
| 5-Year ReturnCumulative with dividends | +113.9% | +29.0% |
| 10-Year ReturnCumulative with dividends | +1.8% | +156.2% |
| CAGR (3Y)Annualised 3-year return | +73.9% | +19.5% |
Risk & Volatility
Evenly matched — PBI and FDX each lead in 1 of 2 comparable metrics.
Risk & Volatility
FDX is the less volatile stock with a 1.03 beta — it tends to amplify market swings less than PBI's 1.07 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.07x | 1.03x |
| 52-Week HighHighest price in past year | $15.95 | $404.03 |
| 52-Week LowLowest price in past year | $8.81 | $212.64 |
| % of 52W HighCurrent price vs 52-week peak | +94.2% | +93.4% |
| RSI (14)Momentum oscillator 0–100 | 79.1 | 42.8 |
| Avg Volume (50D)Average daily shares traded | 3.2M | 1.8M |
Analyst Outlook
Evenly matched — PBI and FDX each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates PBI as "Hold" and FDX as "Buy". Consensus price targets imply -3.4% upside for FDX (target: $364) vs -16.4% for PBI (target: $13). For income investors, PBI offers the higher dividend yield at 1.96% vs FDX's 1.46%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $12.57 | $364.19 |
| # AnalystsCovering analysts | 7 | 49 |
| Dividend YieldAnnual dividend ÷ price | +2.0% | +1.5% |
| Dividend StreakConsecutive years of raises | 1 | 4 |
| Dividend / ShareAnnual DPS | $0.30 | $5.51 |
| Buyback YieldShare repurchases ÷ mkt cap | +14.7% | +3.4% |
PBI leads in 4 of 6 categories — strongest in Income & Cash Flow and Valuation Metrics. 2 categories are tied.
PBI vs FDX: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is PBI or FDX a better buy right now?
For growth investors, FedEx Corporation (FDX) is the stronger pick with 0.
3% revenue growth year-over-year, versus -6. 6% for Pitney Bowes Inc. (PBI). Pitney Bowes Inc. (PBI) offers the better valuation at 17. 9x trailing P/E (9. 9x forward), making it the more compelling value choice. Analysts rate FedEx Corporation (FDX) a "Buy" — based on 49 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — PBI or FDX?
On trailing P/E, Pitney Bowes Inc.
(PBI) is the cheapest at 17. 9x versus FedEx Corporation at 22. 4x. On forward P/E, Pitney Bowes Inc. is actually cheaper at 9. 9x.
03Which is the better long-term investment — PBI or FDX?
Over the past 5 years, Pitney Bowes Inc.
(PBI) delivered a total return of +113. 9%, compared to +29. 0% for FedEx Corporation (FDX). Over 10 years, the gap is even starker: FDX returned +156. 2% versus PBI's +1. 8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — PBI or FDX?
By beta (market sensitivity over 5 years), FedEx Corporation (FDX) is the lower-risk stock at 1.
03β versus Pitney Bowes Inc. 's 1. 07β — meaning PBI is approximately 5% more volatile than FDX relative to the S&P 500.
05Which is growing faster — PBI or FDX?
By revenue growth (latest reported year), FedEx Corporation (FDX) is pulling ahead at 0.
3% versus -6. 6% for Pitney Bowes Inc. (PBI). On earnings-per-share growth, the picture is similar: Pitney Bowes Inc. grew EPS 174. 3% year-over-year, compared to -2. 3% for FedEx Corporation. Over a 3-year CAGR, FDX leads at -2. 0% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — PBI or FDX?
Pitney Bowes Inc.
(PBI) is the more profitable company, earning 7. 6% net margin versus 4. 7% for FedEx Corporation — meaning it keeps 7. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: PBI leads at 20. 4% versus 6. 9% for FDX. At the gross margin level — before operating expenses — PBI leads at 54. 1%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is PBI or FDX more undervalued right now?
On forward earnings alone, Pitney Bowes Inc.
(PBI) trades at 9. 9x forward P/E versus 19. 1x for FedEx Corporation — 9. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for FDX: -3. 4% to $364. 19.
08Which pays a better dividend — PBI or FDX?
All stocks in this comparison pay dividends.
Pitney Bowes Inc. (PBI) offers the highest yield at 2. 0%, versus 1. 5% for FedEx Corporation (FDX).
09Is PBI or FDX better for a retirement portfolio?
For long-horizon retirement investors, FedEx Corporation (FDX) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1.
03), 1. 5% yield, +156. 2% 10Y return). Both have compounded well over 10 years (FDX: +156. 2%, PBI: +1. 8%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between PBI and FDX?
Both stocks operate in the Industrials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: PBI is a small-cap deep-value stock; FDX is a mid-cap quality compounder stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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