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Poste Italiane Community
BIT:PST Community
3
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Poste Italiane
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Poste Italiane
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
E-commerce And Digital Payments Will Secure A Robust Market Future
Key Takeaways Expansion in e-commerce logistics and digital delivery is driving market share gains and supporting future revenue and margin growth amid declining mail volumes. Digital payments, insurance, and omnichannel strategies are boosting profitability, recurring fee income, and customer retention, enhancing long-term earnings resilience.
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€19.24
FV
3.9% undervalued
intrinsic discount
0.33%
Revenue growth p.a.
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about 13 hours ago
author updated this narrative
Poste Italiane
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
European Digitalization And Aging Will Expand Omnichannel Services
Key Takeaways Accelerating parcel, insurance, and digital payments growth, combined with omnichannel expansion, positions the company for sustained market share gains and stronger-than-expected recurring revenues. Unrecognized partnership synergies and strategic customer data utilization support durable margin expansion, with tailored ESG-linked offerings driving long-term profitability and market outperformance.
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€21.00
FV
11.9% undervalued
intrinsic discount
1.69%
Revenue growth p.a.
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0
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10 days ago
author updated this narrative
Poste Italiane
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Legacy Networks And Fintech Rivals Will Erode Future Prospects
Key Takeaways Structural decline in mail revenues and legacy cost burdens threaten margins, while digital disruption and new competitors pressure growth in core business segments. Shifting consumer preferences, regulatory challenges, and state ownership risks may limit innovation, revenue growth, and capital returns in the long term.
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€15.05
FV
22.9% overvalued
intrinsic discount
-0.64%
Revenue growth p.a.
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users have followed this narrative
22 days ago
author updated this narrative
Your Valuation for
PST
PST
Poste Italiane
Your Fair Value
€
Current Price
€18.50
110.7% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
34b
2015
2018
2021
2024
2025
2027
2030
Revenue €14.4b
Earnings €2.2b
Advanced
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