Pitney Bowes vs RBC Bearings
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KIRA’s take AI analyst
I put Pitney Bowes and RBC Bearings side by side, using each one’s latest annual report. Here is what stands out:
- Pitney Bowes is the larger business, with $1.9B of revenue in fiscal 2025 against $1.9B for RBC Bearings.
- RBC Bearings grew revenue faster (14.3%, against −6.6%).
- RBC Bearings turned more of its sales into free cash flow (18.3% FCF margin, against 16.8%).
- Pitney Bowes earned a higher return on the capital invested in it (27.7%, against 8.0%).
- Investors pay more for each dollar of RBC Bearings’s earnings: a P/E of 46.6x against 14.1x for Pitney Bowes.
Who comes out ahead
Of the 8 measures where higher (or lower) is clearly better, how many each company leads.
Pitney Bowes
PBI
2/8
Return on capitalShare count change
RBC Bearings
RBC
5/8
Revenue growth5-year growthNet marginFCF marginNet debt / EBITDA
Side by side
Best in the row
| Latest fiscal year | PBI FY25 | RBC FY26 |
|---|---|---|
| Size | ||
| Market cap | $2.4B | $15.0B |
| Revenue | $1.9B | $1.9B |
| Free cash flow | $317M | $343M |
| Net income | $145M | $288M |
| Growth | ||
| Revenue growth | −6.6% | 14.3% |
| 5-year growth | −11.8% | 25.2% |
| Share count change | −5.2% | 4.2% |
| Profitability | ||
| Gross margin | — | 44.4% |
| Operating margin | — | 22.5% |
| Net margin | 7.7% | 15.4% |
| FCF margin | 16.8% | 18.3% |
| Return on capital | 27.7% | 8.0% |
| Return on equity | — | 9.0% |
| Balance sheet | ||
| Net debt | $1.7B | $864M |
| Net debt / EBITDA | 3.9x | 1.6x |
| Dividends and buybacks | $430M | $0.0M |
| Valuation & quality | ||
| P/E | 14.1x | 46.6x |
| Piotroski F-score | 6 | 6 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.