COMPARE · Reviewed August 1, 2026
PBI vs SKYW
Verdict: Side-by-side breakdown using the Bull Rankings model. PBI scored 61.1, SKYW scored 62.3 — SKYW leads.
Compare another set
PBI
Pitney Bowes Inc.
61.1
$17.53 · $2.4B
fundamentals as of
Score gap
1.2
SKYW leads
SKYW
SkyWest, Inc.
62.3
$106.97 · $4.2B
fundamentals as of
The model, pillar by pillar (0–100 each)
PBI
stronger →← stronger
SKYW
75
Qualityreturns · margins · balance sheet
71
42
Growthrevenue & earnings expansion
50
72
Valuevaluation vs sector peers
69
PBI is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
PBI
SKYW
$415mC
FCF
$909mC+
-5.3%D
Rev
+9.1%B
—
D/E
0.86C+
14.3xA-
P/E
10.6xA
0.74A-
PEG
1.66C+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
PBI
SKYW
48% below
Price vs fair valuelower is cheaper
64% below
~-11%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-18%/yr
+80%
1-yr DCF upside
+150%
+92%
5-yr DCF upside
+176%
+108%
10-yr DCF upside
+215%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
PBI
Why this score
- Buying back stock
- Raising its dividend
- Short track record
SKYW
Why this score
- Buying back stock
- Cyclical growth
The companies
PBIPitney Bowes Inc.
Why now
Integrated Freight & Logistics · market cap $2.4b. 8% off the 52-week high of $19.07. Revenue -5% — in contraction; any catalyst that reverses this triggers re-rating. PEG 0.74 — paying under fair value for the growth rate. 5 sell-side analysts rate this a Hold with a mean 1-yr target of $17.96 (implying +2% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Revenue contracting -5% — the operational turn is not yet visible in the top line. Beta 1.61 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. ROE -22% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
SKYWSkyWest, Inc.
Why now
Airlines · market cap $4.2b. 14% off the 52-week high of $123.94. 6 sell-side analysts rate this a Buy with a mean 1-yr target of $125.17 (implying +17% upside).
Moat
ROE 15% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Beta 1.46 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.