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PostNL N.V.ENXTAM:PNL Stock Report

Market Cap €522.9m
Share Price
€1.03
My Fair Value
€1.2
14.3% undervalued intrinsic discount
1Y-16.7%
7D-0.7%
Portfolio Value
​
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PostNL N.V.

ENXTAM:PNL Stock Report

Market Cap: €522.9m

PostNL (PNL) Stock Overview

Provides postal and logistics services to businesses and consumers in the Netherlands, rest of Europe, and internationally. More details

PNL fundamental analysis
Snowflake Score
Valuation5/6
Future Growth3/6
Past Performance0/6
Financial Health2/6
Dividends2/6

Rewards

Trading at 69.3% below our estimate of its fair value

Earnings are forecast to grow 58.21% per year

Trading at good value compared to peers and industry

Risk Analysis

Dividend of 6.81% is not well covered by earnings or free cash flows

Interest payments are not well covered by earnings


PNL Community Fair Values

Create Narrative

See what 34 others think this stock is worth. Follow their fair value or set your own to get alerts.

PNL logo
PostNL

Digitalization And E-Commerce Will Enable Sustainable Parcel Advances

Key Takeaways Expansion of parcel lockers, digitalization, and automation are expected to significantly enhance margins and earnings resilience by reducing costs and supporting scale. Strong ESG credentials and a shift to an asset-light, cross-border delivery model boost revenue growth prospects and set PostNL apart from slower competitors.
View narrative
€1.2
FV
14.3% undervalued intrinsic discount
2.20%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
21 days ago author updated this narrative
PNL logo
PostNL

Declining Dutch Mail And Rising Costs Will Limit Upside

Key Takeaways Ongoing structural decline in core mail and rising labor costs are driving persistent losses and weak margins, limiting profitability and cash flow recovery prospects. Competitive and regulatory pressures, plus rising capex for sustainability, are constraining investment and threatening market share, further limiting growth and financial flexibility.
View narrative
€0.8
FV
28.5% overvalued intrinsic discount
2.23%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
28 days ago author updated this narrative
PNL logo
PostNL

E-commerce Expansion And Automation Will Boost Parcel Efficiency

Key Takeaways E-commerce growth, international expansion, and pricing strategies are boosting revenue, operational efficiency, and driving broader margin improvement. Investments in automation and sustainability, along with strong ESG positioning, enhance resilience and support long-term profitability and market share.
View narrative
€0.97
FV
6.0% overvalued intrinsic discount
1.99%
Revenue growth p.a.
2users have liked this narrative
0users have commented on this narrative
26users have followed this narrative
28 days ago author updated this narrative
View Stock Community

PostNL N.V. Competitors

Price History & Performance

Summary of share price highs, lows and changes for PostNL
Historical stock prices
Current Share Price€1.03
52 Week High€1.25
52 Week Low€0.81
Beta0.52
1 Month Change6.86%
3 Month Change5.22%
1 Year Change-16.69%
3 Year Change-40.70%
5 Year Change-66.82%
Change since IPO-94.72%

Recent News & Updates

Is PostNL (AMS:PNL) Using Too Much Debt?

Jul 25
Is PostNL (AMS:PNL) Using Too Much Debt?

Recent updates

Is PostNL (AMS:PNL) Using Too Much Debt?

Jul 25
Is PostNL (AMS:PNL) Using Too Much Debt?

Market Participants Recognise PostNL N.V.'s (AMS:PNL) Earnings

May 07
Market Participants Recognise PostNL N.V.'s (AMS:PNL) Earnings

We Think PostNL N.V.'s (AMS:PNL) CEO Compensation Package Needs To Be Put Under A Microscope

Apr 08
We Think PostNL N.V.'s (AMS:PNL) CEO Compensation Package Needs To Be Put Under A Microscope

Some Investors May Be Willing To Look Past PostNL's (AMS:PNL) Soft Earnings

Mar 03
Some Investors May Be Willing To Look Past PostNL's (AMS:PNL) Soft Earnings
User avatar

International Expansion And Parcel Lockers Will Strengthen Future E-Commerce Operations

Strategic expansion in e-commerce and parcel lockers supports revenue growth, leveraging strong free cash flow for dividends and investor confidence.

PostNL N.V. (AMS:PNL) Just Released Its Third-Quarter Results And Analysts Are Updating Their Estimates

Nov 07
PostNL N.V. (AMS:PNL) Just Released Its Third-Quarter Results And Analysts Are Updating Their Estimates

PostNL's (AMS:PNL) Earnings Offer More Than Meets The Eye

Aug 12
PostNL's (AMS:PNL) Earnings Offer More Than Meets The Eye

We Think Shareholders May Want To Consider A Review Of PostNL N.V.'s (AMS:PNL) CEO Compensation Package

Apr 10
We Think Shareholders May Want To Consider A Review Of PostNL N.V.'s (AMS:PNL) CEO Compensation Package

Is PostNL (AMS:PNL) A Risky Investment?

Feb 17
Is PostNL (AMS:PNL) A Risky Investment?

Estimating The Intrinsic Value Of PostNL N.V. (AMS:PNL)

Sep 23
Estimating The Intrinsic Value Of PostNL N.V. (AMS:PNL)

Is PostNL (AMS:PNL) Using Debt Sensibly?

Sep 02
Is PostNL (AMS:PNL) Using Debt Sensibly?

Why PostNL N.V. (AMS:PNL) Could Be Worth Watching

Jul 13
Why PostNL N.V. (AMS:PNL) Could Be Worth Watching

PostNL N.V. (AMS:PNL) Shares Could Be 41% Below Their Intrinsic Value Estimate

Jun 16
PostNL N.V. (AMS:PNL) Shares Could Be 41% Below Their Intrinsic Value Estimate

These 4 Measures Indicate That PostNL (AMS:PNL) Is Using Debt Extensively

Jan 26
These 4 Measures Indicate That PostNL (AMS:PNL) Is Using Debt Extensively

Is It Time To Consider Buying PostNL N.V. (AMS:PNL)?

Nov 09
Is It Time To Consider Buying PostNL N.V. (AMS:PNL)?

Is PostNL (AMS:PNL) A Risky Investment?

Oct 23
Is PostNL (AMS:PNL) A Risky Investment?

A Look At The Fair Value Of PostNL N.V. (AMS:PNL)

Sep 07
A Look At The Fair Value Of PostNL N.V. (AMS:PNL)

Should You Think About Buying PostNL N.V. (AMS:PNL) Now?

Aug 04
Should You Think About Buying PostNL N.V. (AMS:PNL) Now?

Does PostNL (AMS:PNL) Have A Healthy Balance Sheet?

Jul 20
Does PostNL (AMS:PNL) Have A Healthy Balance Sheet?

An Intrinsic Calculation For PostNL N.V. (AMS:PNL) Suggests It's 29% Undervalued

May 26
An Intrinsic Calculation For PostNL N.V. (AMS:PNL) Suggests It's 29% Undervalued

When Should You Buy PostNL N.V. (AMS:PNL)?

Apr 21
When Should You Buy PostNL N.V. (AMS:PNL)?

Is PostNL (AMS:PNL) A Risky Investment?

Apr 01
Is PostNL (AMS:PNL) A Risky Investment?

At €3.45, Is It Time To Put PostNL N.V. (AMS:PNL) On Your Watch List?

Jan 20
At €3.45, Is It Time To Put PostNL N.V. (AMS:PNL) On Your Watch List?

Is PostNL (AMS:PNL) A Risky Investment?

Dec 14
Is PostNL (AMS:PNL) A Risky Investment?

Is Now The Time To Look At Buying PostNL N.V. (AMS:PNL)?

Oct 11
Is Now The Time To Look At Buying PostNL N.V. (AMS:PNL)?

PostNL (AMS:PNL) Seems To Use Debt Quite Sensibly

Aug 01
PostNL (AMS:PNL) Seems To Use Debt Quite Sensibly

When Should You Buy PostNL N.V. (AMS:PNL)?

Jun 22
When Should You Buy PostNL N.V. (AMS:PNL)?

With EPS Growth And More, PostNL (AMS:PNL) Is Interesting

May 25
With EPS Growth And More, PostNL (AMS:PNL) Is Interesting

An Intrinsic Calculation For PostNL N.V. (AMS:PNL) Suggests It's 44% Undervalued

May 06
An Intrinsic Calculation For PostNL N.V. (AMS:PNL) Suggests It's 44% Undervalued

Shareholder Returns

PNLNL LogisticsNL Market
7D-0.7%-1.7%1.3%
1Y-16.7%-6.9%8.1%

Return vs Industry: PNL underperformed the Dutch Logistics industry which returned -6.9% over the past year.

Return vs Market: PNL underperformed the Dutch Market which returned 8.1% over the past year.

Price Volatility

Is PNL's price volatile compared to industry and market?
PNL volatility
PNL Average Weekly Movement5.2%
Logistics Industry Average Movement3.4%
Market Average Movement4.2%
10% most volatile stocks in NL Market6.0%
10% least volatile stocks in NL Market2.3%

Stable Share Price: PNL has not had significant price volatility in the past 3 months compared to the Dutch market.

Volatility Over Time: PNL's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
n/a32,405Pim Berendsenwww.postnl.nl

PostNL N.V. provides postal and logistics services to businesses and consumers in the Netherlands, rest of Europe, and internationally. The company operates through Parcels and Mail in the Netherlands and PostNL Other segments. It collects, sorts, transports, and delivers letters and parcels; and offers data management, direct marketing, and fulfillment services, as well as cross-border mail and parcels solutions.

PostNL N.V. Fundamentals Summary

How do PostNL's earnings and revenue compare to its market cap?
PNL fundamental statistics
Market cap€522.92m
Earnings (TTM)-€16.00m
Revenue (TTM)€3.28b
0.2x
P/S Ratio
-32.7x
P/E Ratio

Is PNL overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
PNL income statement (TTM)
Revenue€3.28b
Cost of Revenue€2.94b
Gross Profit€344.00m
Other Expenses€360.00m
Earnings-€16.00m

Last Reported Earnings

Jun 28, 2025

Next Earnings Date

Nov 03, 2025

Earnings per share (EPS)-0.031
Gross Margin10.49%
Net Profit Margin-0.49%
Debt/Equity Ratio458.4%

How did PNL perform over the long term?

See historical performance and comparison

Dividends

6.8%
Current Dividend Yield
-126%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/10/01 23:55
End of Day Share Price 2025/10/01 00:00
Earnings2025/06/28
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

PostNL N.V. is covered by 33 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Maarten BakkerABN AMRO Bank N.V.
Marco LimiteBarclays
Susanna InvernizziBarclays