Deluxe vs Pitney Bowes
DLX and PBI side by side. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How DLX and PBI compare
Pitney Bowes is the larger company, worth 1.7 times as much as Deluxe ($2.1B against $1.2B).
On earnings, Pitney Bowes is cheaper: it trades at 12.1× trailing earnings, against 15.6× for Deluxe.
Deluxe grew revenue faster over the last twelve months (0.37% versus −3.5% for Pitney Bowes).
Pitney Bowes keeps more of each dollar of sales as profit, with a net margin of 10.1% compared with 3.8% at Deluxe.
Both pay dividends: Deluxe yields 4.5% and Pitney Bowes 1.9%.
Pitney Bowes scores higher on the StockData Score (13 against 12 for Deluxe), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | DLX | PBI |
|---|---|---|
| Size and price | ||
| Market cap | $1.2B | $2.1B |
| Share price | $26.78 | $15.59 |
| Change, 1 year | 29.2% | 66.7% |
| Change, 5 years | −25.2% | 109% |
| Beta (5Y) | 1.08 | 1.34 |
| Employees | 4,571 | 6,600 |
| StockData Score | ||
| Total score | 12 | 13 (better) |
| Valuation score | 2 | 5 (better) |
| Growth score | 1 | 2 (better) |
| Performance score | 3 (better) | 2 |
| Health score | 1 | 1 |
| Dividend score | 5 (better) | 3 |
| Valuation | ||
| P/E | 15.6× | 12.1× (better) |
| P/S | 0.6× (better) | 1.1× |
| EV/EBITDA | 8.2× | – |
| P/FCF | 5.7× | 4.2× (better) |
| PEG | 2.48 | 0.21 (better) |
| FCF yield | 17.5% | 23.9% (better) |
| Fair value | $27.31 | $22.84 |
| Margin of safety | 1.9% | 31.7% (better) |
| Growth | ||
| Revenue growth (TTM) | 0.37% (better) | −3.5% |
| Revenue growth, 5Y average | 3.6% (better) | −11.8% |
| Net income growth (TTM) | −3.4% | 135% (better) |
| EPS growth (TTM) | −6.0% | 187% (better) |
| EPS growth, 5Y average | 74.9% | – |
| Profitability | ||
| Gross margin | 52.0% | – |
| Operating margin | 10.7% | – |
| Net margin | 3.8% | 10.1% (better) |
| FCF margin | 10.1% | 27.1% (better) |
| Financial health | ||
| Net debt / EBITDA | 5.04 | – |
| Interest coverage | 1.9× | – |
| Current ratio | 1.07 (better) | 0.70 |
| Altman Z-score | 1.40 | 2.05 (better) |
| Piotroski F-score | 7 (better) | 6 |
| Dividends and buybacks | ||
| Dividend yield | 4.5% (better) | 1.9% |
| Payout ratio | 70.8% | 29.1% |
| Years of dividend growth | 0 | 1 (better) |
| Dividend growth, 5Y average | 0.00% | 8.4% (better) |
| Buyback yield | – | 15.7% |
| Shareholder yield | 4.5% | 17.6% (better) |
| Ownership | ||
| Held by institutions | 88.0% | 89.9% |
| Held by insiders | 3.2% | 5.6% |
| Insider net buying, 12 months | $3.8K (better) | −$92.3M |
| Short interest, % of float | 9.2% | 14.9% |
Go deeper
- DLX stock overview
- DLX income statement
- DLX valuation and score
- PBI stock overview
- PBI income statement
- PBI valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.