Integrated Freight & Logistics
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PBI vs UPS
Revenue, margins, valuation, and 5-year total return — side by side.
Integrated Freight & Logistics
PBI vs UPS — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Integrated Freight & Logistics | Integrated Freight & Logistics |
| Market Cap | $2.58B | $84.87B |
| Revenue (TTM) | $1.88B | $88.33B |
| Net Income (TTM) | $167M | $5.25B |
| Gross Margin | 54.7% | 18.1% |
| Operating Margin | 19.7% | 8.6% |
| Forward P/E | 9.9x | 14.1x |
| Total Debt | $2.22B | $32.29B |
| Cash & Equiv. | $285M | $5.89B |
PBI vs UPS — 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% |
| United Parcel Servi… (UPS) | 100 | 100.2 | +0.2% |
Price return only. Dividends and distributions are not included.
Quick Verdict: PBI vs UPS
Each card shows where this stock fits in a portfolio — not just who wins on paper.
PBI is the clearest fit if your priority is value and quality.
- Lower P/E (9.9x vs 14.1x)
- 8.9% margin vs UPS's 5.9%
- +69.7% vs UPS's +13.5%
UPS carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 16 yrs, beta 0.90, yield 6.4%
- Rev growth -2.5%, EPS growth -3.0%, 3Y rev CAGR -4.0%
- 45.4% 10Y total return vs PBI's 1.8%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | -2.5% revenue growth vs PBI's -6.6% | |
| Value | Lower P/E (9.9x vs 14.1x) | |
| Quality / Margins | 8.9% margin vs UPS's 5.9% | |
| Stability / Safety | Beta 0.90 vs PBI's 1.07 | |
| Dividends | 6.4% yield, 16-year raise streak, vs PBI's 2.0% | |
| Momentum (1Y) | +69.7% vs UPS's +13.5% | |
| Efficiency (ROA) | 7.3% ROA vs PBI's 5.2%, ROIC 16.1% vs 27.2% |
PBI vs UPS — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
PBI vs UPS — 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)
UPS is the larger business by revenue, generating $88.3B annually — 47.1x PBI's $1.9B. Profitability is closely matched — net margins range from 8.9% (PBI) to 5.9% (UPS).
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $1.9B | $88.3B |
| EBITDAEarnings before interest/tax | $452M | $10.5B |
| Net IncomeAfter-tax profit | $167M | $5.2B |
| Free Cash FlowCash after capex | $391M | $4.5B |
| Gross MarginGross profit ÷ Revenue | +54.7% | +18.1% |
| Operating MarginEBIT ÷ Revenue | +19.7% | +8.6% |
| Net MarginNet income ÷ Revenue | +8.9% | +5.9% |
| FCF MarginFCF ÷ Revenue | +20.8% | +5.1% |
| Rev. Growth (YoY)Latest quarter vs prior year | -3.2% | -1.6% |
| EPS Growth (YoY)Latest quarter vs prior year | +105.3% | -27.1% |
Valuation Metrics
PBI leads this category, winning 3 of 5 comparable metrics.
Valuation Metrics
At 15.2x trailing earnings, UPS trades at a 15% valuation discount to PBI's 17.9x P/E. On an enterprise value basis, PBI's 9.1x EV/EBITDA is more attractive than UPS's 9.1x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $2.6B | $84.9B |
| Enterprise ValueMkt cap + debt − cash | $4.5B | $111.3B |
| Trailing P/EPrice ÷ TTM EPS | 17.89x | 15.23x |
| Forward P/EPrice ÷ next-FY EPS est. | 9.87x | 14.10x |
| PEG RatioP/E ÷ EPS growth rate | — | 0.45x |
| EV / EBITDAEnterprise value multiple | 9.06x | 9.11x |
| Price / SalesMarket cap ÷ Revenue | 1.36x | 0.96x |
| Price / BookPrice ÷ Book value/share | — | 5.22x |
| Price / FCFMarket cap ÷ FCF | 8.61x | 17.81x |
Profitability & Efficiency
PBI leads this category, winning 5 of 7 comparable metrics.
Profitability & Efficiency
On the Piotroski fundamental quality scale (0–9), PBI scores 7/9 vs UPS's 5/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | — | +33.0% |
| ROA (TTM)Return on assets | +5.2% | +7.3% |
| ROICReturn on invested capital | +27.2% | +16.1% |
| ROCEReturn on capital employed | +23.1% | +15.3% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 5 |
| Debt / EquityFinancial leverage | — | 1.99x |
| Net DebtTotal debt minus cash | $1.9B | $26.4B |
| Cash & Equiv.Liquid assets | $285M | $5.9B |
| Total DebtShort + long-term debt | $2.2B | $32.3B |
| Interest CoverageEBIT ÷ Interest expense | 2.16x | 7.37x |
Total Returns (Dividends Reinvested)
PBI leads this category, winning 5 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 $6,063 for UPS. Over the past 12 months, PBI leads with a +69.7% total return vs UPS's +13.5%. The 3-year compound annual growth rate (CAGR) favors PBI at 73.9% vs UPS's -11.8% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +46.4% | +0.5% |
| 1-Year ReturnPast 12 months | +69.7% | +13.5% |
| 3-Year ReturnCumulative with dividends | +425.7% | -31.5% |
| 5-Year ReturnCumulative with dividends | +113.9% | -39.4% |
| 10-Year ReturnCumulative with dividends | +1.8% | +45.4% |
| CAGR (3Y)Annualised 3-year return | +73.9% | -11.8% |
Risk & Volatility
Evenly matched — PBI and UPS each lead in 1 of 2 comparable metrics.
Risk & Volatility
UPS is the less volatile stock with a 0.90 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. PBI currently trades 94.2% from its 52-week high vs UPS's 81.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.07x | 0.90x |
| 52-Week HighHighest price in past year | $15.95 | $122.41 |
| 52-Week LowLowest price in past year | $8.81 | $82.00 |
| % of 52W HighCurrent price vs 52-week peak | +94.2% | +81.6% |
| RSI (14)Momentum oscillator 0–100 | 79.1 | 40.4 |
| Avg Volume (50D)Average daily shares traded | 3.2M | 5.8M |
Analyst Outlook
UPS leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates PBI as "Hold" and UPS as "Hold". Consensus price targets imply 15.4% upside for UPS (target: $115) vs -16.4% for PBI (target: $13). For income investors, UPS offers the higher dividend yield at 6.36% vs PBI's 1.96%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold |
| Price TargetConsensus 12-month target | $12.57 | $115.23 |
| # AnalystsCovering analysts | 7 | 45 |
| Dividend YieldAnnual dividend ÷ price | +2.0% | +6.4% |
| Dividend StreakConsecutive years of raises | 1 | 16 |
| Dividend / ShareAnnual DPS | $0.30 | $6.35 |
| Buyback YieldShare repurchases ÷ mkt cap | +14.7% | +1.2% |
PBI leads in 4 of 6 categories (Income & Cash Flow, Valuation Metrics). UPS leads in 1 (Analyst Outlook). 1 tied.
PBI vs UPS: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is PBI or UPS a better buy right now?
For growth investors, United Parcel Service, Inc.
(UPS) is the stronger pick with -2. 5% revenue growth year-over-year, versus -6. 6% for Pitney Bowes Inc. (PBI). United Parcel Service, Inc. (UPS) offers the better valuation at 15. 2x trailing P/E (14. 1x forward), making it the more compelling value choice. Analysts rate Pitney Bowes Inc. (PBI) a "Hold" — based on 7 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 UPS?
On trailing P/E, United Parcel Service, Inc.
(UPS) is the cheapest at 15. 2x versus Pitney Bowes Inc. at 17. 9x. On forward P/E, Pitney Bowes Inc. is actually cheaper at 9. 9x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — PBI or UPS?
Over the past 5 years, Pitney Bowes Inc.
(PBI) delivered a total return of +113. 9%, compared to -39. 4% for United Parcel Service, Inc. (UPS). Over 10 years, the gap is even starker: UPS returned +45. 4% 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 UPS?
By beta (market sensitivity over 5 years), United Parcel Service, Inc.
(UPS) is the lower-risk stock at 0. 90β versus Pitney Bowes Inc. 's 1. 07β — meaning PBI is approximately 19% more volatile than UPS relative to the S&P 500.
05Which is growing faster — PBI or UPS?
By revenue growth (latest reported year), United Parcel Service, Inc.
(UPS) is pulling ahead at -2. 5% 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 -3. 0% for United Parcel Service, Inc.. Over a 3-year CAGR, UPS leads at -4. 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 UPS?
Pitney Bowes Inc.
(PBI) is the more profitable company, earning 7. 6% net margin versus 6. 3% for United Parcel Service, Inc. — 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 9. 6% for UPS. 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 UPS more undervalued right now?
On forward earnings alone, Pitney Bowes Inc.
(PBI) trades at 9. 9x forward P/E versus 14. 1x for United Parcel Service, Inc. — 4. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for UPS: 15. 4% to $115. 23.
08Which pays a better dividend — PBI or UPS?
All stocks in this comparison pay dividends.
United Parcel Service, Inc. (UPS) offers the highest yield at 6. 4%, versus 2. 0% for Pitney Bowes Inc. (PBI).
09Is PBI or UPS better for a retirement portfolio?
For long-horizon retirement investors, United Parcel Service, Inc.
(UPS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 90), 6. 4% yield). Both have compounded well over 10 years (UPS: +45. 4%, 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 UPS?
Both stocks operate in the Industrials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
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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