PSTL
Postal Realty Trust, Inc.
Next earnings Aug 3, 2026 (after close) · consensus $0.14 EPS, $28.0M rev
Last earnings +2.6% on 2026-05-05
$24.88
▲ +2.22%$24.88▲ +74.91%
over 1Y
L $13.16EODHDH $24.88
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today+2.2%
1W+8.1%
1M+2.7%
3M+37.8%
YTD+58.1%
1Y+74.9%
Hold
Conviction
Horizon
Long (>12mo)
12-mo target
$•••
Street · 13 analysts
Buy
Niche USPS-landlord REIT compounding scale, but P/E 49.9 and serial equity issuance leave little upside at $23.44.
The read
Middling fundamentals and a rich price (~29% above fair value) leave little margin of safety — a wait-and-see.
Postal Realty is executing its consolidation strategy with conviction: 216 properties acquired in 2025 for ~$123.1M brings the portfolio to 1,917 buildings across 49 states and 7.1M sq ft. The financial trajectory backs the story — revenue compounded from $39.9M (FY2021) to $95.8M (FY2025), a 24% CAGR, with FY2025 alone up 25.5% YoY. Operating income jumped 62.1% to $34.3M (35.8% operating margin) and net income more than doubled to $14.1M. Operating cash flow of $44.5M comfortably covers $30.8M of dividends paid, and D&A of $24.0M means cash-flow economics are meaningfully better than GAAP earnings suggest — typical and acceptable for a REIT.
Financials · annual, by fiscal year
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $39.9M | $53.3M | $63.7M | $76.4M | $95.8M |
| Gross profit | — | — | — | — | — |
| Operating income | $5.92M | $9.70M | $14.0M | $21.2M | $34.3M |
| Net income | $2.06M | $3.85M | $3.71M | $6.60M | $14.1M |
| Diluted EPS | $0.10 | $0.15 | $0.12 | $0.21 | $0.47 |
| Net margin | 5.1% | 7.2% | 5.8% | 8.6% | 14.8% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Key statistics
Valuation
Enterprise value—
EV / EBITDA—
EV / Sales—
EV / FCF—
P / FCF—
PEG (trailing)0.46
Earnings yield2.1%
FCF yield—
Quality & risk
ROIC (est.)4.2%
Free cash flow—
Total debt$361M
Net cash-$360M
Piotroski F-Score5/7
Capital returns
Buyback yield—
Dividend yield (est.)4.5%
Shareholder yield4.5%
Shares Δ YoY+16.6%
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Disclosure timeline
SEC · 8-Ks + reportsRecent disclosure tone has been improving.
- 8-K Officer / director change2026-06-02
Executive officer change disclosed under Item 5.02; leadership transition risk
- 8-K Officer / director change2026-05-19
Annual meeting vote results and director election outcomes filed
- 8-K Earnings results2026-05-05
Q1 2026 results; portfolio growth continues post 216-property 2025 buys
- 10-Q Quarterly report2026-05-05
Q1 2026 results; portfolio growth continues post 216-property 2025 buys
- DEF 14A Proxy statement2026-04-01
2026 proxy: director slate, exec comp, auditor ratification for annual meeting
- 8-K Other event2026-03-17
Item 8.01 other-events disclosure; routine business update to investors
- 8-K Earnings results2026-02-25
Q4/FY2025 earnings release: revenue +25.5%, net income +114.5%, EPS $0.47
- 10-K Annual report2026-02-24
FY25: 1,917 properties, $95.8M rev (+25.5%); ATM raised to $300M = dilution risk
- 8-K Earnings results2026-01-08
Q4 2025 acquisition/leasing activity update furnished to investors
Recent filings
all on EDGAR ↗4Period ending 2026-06-022026-06-04open ↗4Period ending 2026-06-022026-06-04open ↗4Period ending 2026-06-022026-06-04open ↗4Period ending 2026-06-022026-06-04open ↗8-KPeriod ending 2026-06-022026-06-02open ↗8-KPeriod ending 2026-05-152026-05-19open ↗10-QPeriod ending 2026-03-312026-05-05open ↗8-KPeriod ending 2026-05-052026-05-05open ↗DEFA14AFiling2026-04-02open ↗ARSPeriod ending 2025-12-312026-04-01open ↗DEFA14AFiling2026-04-01open ↗DEF 14APeriod ending 2026-05-152026-04-01open ↗
Frequently asked
- Is Postal Realty Trust, Inc. (PSTL) a buy?
- PSTL currently carries a Hold rating with 3/5 conviction, derived from its latest SEC filings. Niche USPS-landlord REIT compounding scale, but P/E 49.9 and serial equity issuance leave little upside at $23.44.
- What is PSTL's fair value?
- A Modified-Graham model based on PSTL's SEC fundamentals estimates a fair value of about $17.55. It is an estimate from reported earnings, not a price target.
- Is PSTL overvalued or undervalued?
- Against a Modified-Graham fair-value estimate, PSTL currently appears overvalued relative to its SEC-grounded earnings power.
- What is Postal Realty Trust, Inc.'s quality score?
- PSTL scores 73.05882352941175/100 (grade B) on a SEC-grounded quality model spanning value, growth, profitability, financial health and momentum.
Sources: SEC EDGAR (CIK 0001759774, latest 10-Q filed 2026-05-05) · EODHD · analysis by claude-code · as of 6/25/2026, 2:54:29 PM.
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