Loading...
PSTL logo

Postal Realty Trust, Inc.NYSE:PSTL 주식 보고서

시가총액 US$844.4m
주가
n/a
1Y63.9%
7D0.8%
1D-1.9%
포트폴리오 가치
보기

Postal Realty Trust, Inc.

NYSE:PSTL 주식 리포트

시가총액: US$844.4m

Postal Realty Trust (PSTL) 주식 개요

는 미국 우체국 시설의 최대 소유주로서 미국 우체국 부동산을 인수하고 관리하는 데 있어 검증된 리더입니다. 자세히 보기

PSTL 펀더멘털 분석
스노우플레이크 점수
가치 평가3/6
미래 성장1/6
과거 실적5/6
재무 건전성1/6
배당3/6

PSTL Community Fair Values

Create Narrative

See what 12 others think this stock is worth. Follow their fair value or set your own to get alerts.

Postal Realty Trust, Inc. 경쟁사

가격 이력 및 성과

Postal Realty Trust 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$24.05
52주 최고가US$25.22
52주 최저가US$13.59
베타0.79
1개월 변동5.53%
3개월 변동12.38%
1년 변동63.94%
3년 변동56.88%
5년 변동23.21%
IPO 이후 변동41.47%

최근 뉴스 및 업데이트

Seeking Alpha Jun 29

Postal Realty Trust: Reliable 4.2% Yield, But Bargain Window Is Likely Closed (Rating Downgrade)

Summary Postal Realty Trust offers one of the most reliable yields, underpinned by USPS-backed leases and robust outperformance versus the market. PSTL delivered strong AFFO and NOI growth, raised full-year guidance, and maintains a well-covered dividend with a conservative payout ratio and solid balance sheet. Despite a 50%+ price run and forward multiple above historical averages, I downgrade PSTL from buy to hold due to limited near-term upside. Significant 2027 lease expirations and potential sectoral pullbacks amid inflation and rate uncertainty warrant caution at current levels. Read the full article on Seeking Alpha
내러티브 업데이트 Jun 25

PSTL: Focused Leasing And Sector Repricing Will Shape Future Return Balance

Analysts have adjusted their fair value view on Postal Realty Trust to a new $25 price target from $26, citing updated assumptions around growth, profitability, and sector valuations across the real estate investment trust space. Analyst Commentary Recent research on Postal Realty Trust highlights a mix of optimism about its positioning within the real estate investment trust sector and caution around where the shares now trade relative to updated sector valuations.
내러티브 업데이트 Jun 06

PSTL: Focused Leasing Model And Revised P/E Assumptions Will Shape Balanced Returns

Analysts have lifted their price target on Postal Realty Trust by $1 to $24.46, citing updated assumptions around revenue growth, profit margins and future P/E that they see as better aligned with recent research commentary on the stock. Analyst Commentary Recent research updates on Postal Realty Trust give you a mix of supportive and cautious messages, with several firms revisiting their assumptions around growth, margins and appropriate P/E levels for the stock.
내러티브 업데이트 May 12

PSTL: Lease Restructuring And 2026 AFFO Outlook Will Drive Balanced Returns

Analysts have nudged their price target higher on Postal Realty Trust, with the updated fair value estimate moving from about $22.21 to roughly $23.46. They are factoring in stronger profit margins, a modestly higher discount rate, and revised expectations for future P/E multiples following a series of recent target raises from major firms.

Recent updates

Seeking Alpha Jun 29

Postal Realty Trust: Reliable 4.2% Yield, But Bargain Window Is Likely Closed (Rating Downgrade)

Summary Postal Realty Trust offers one of the most reliable yields, underpinned by USPS-backed leases and robust outperformance versus the market. PSTL delivered strong AFFO and NOI growth, raised full-year guidance, and maintains a well-covered dividend with a conservative payout ratio and solid balance sheet. Despite a 50%+ price run and forward multiple above historical averages, I downgrade PSTL from buy to hold due to limited near-term upside. Significant 2027 lease expirations and potential sectoral pullbacks amid inflation and rate uncertainty warrant caution at current levels. Read the full article on Seeking Alpha
내러티브 업데이트 Jun 25

PSTL: Focused Leasing And Sector Repricing Will Shape Future Return Balance

Analysts have adjusted their fair value view on Postal Realty Trust to a new $25 price target from $26, citing updated assumptions around growth, profitability, and sector valuations across the real estate investment trust space. Analyst Commentary Recent research on Postal Realty Trust highlights a mix of optimism about its positioning within the real estate investment trust sector and caution around where the shares now trade relative to updated sector valuations.
내러티브 업데이트 Jun 06

PSTL: Focused Leasing Model And Revised P/E Assumptions Will Shape Balanced Returns

Analysts have lifted their price target on Postal Realty Trust by $1 to $24.46, citing updated assumptions around revenue growth, profit margins and future P/E that they see as better aligned with recent research commentary on the stock. Analyst Commentary Recent research updates on Postal Realty Trust give you a mix of supportive and cautious messages, with several firms revisiting their assumptions around growth, margins and appropriate P/E levels for the stock.
내러티브 업데이트 May 12

PSTL: Lease Restructuring And 2026 AFFO Outlook Will Drive Balanced Returns

Analysts have nudged their price target higher on Postal Realty Trust, with the updated fair value estimate moving from about $22.21 to roughly $23.46. They are factoring in stronger profit margins, a modestly higher discount rate, and revised expectations for future P/E multiples following a series of recent target raises from major firms.
내러티브 업데이트 Apr 23

PSTL: Lease Restructuring And 2026 AFFO Guidance Will Shape Returns

Analysts nudged the fair value estimate for Postal Realty Trust higher to $22.21 from $22.04, citing higher price targets across several firms along with views on strong organic growth, supportive 2026 AFFO guidance, and increased capacity for acquisitions and lease restructures. Analyst Commentary Recent Street research reflects a cluster of higher price targets and generally constructive views on Postal Realty Trust, with most of the commentary focusing on growth, cash flow visibility, and acquisition capacity.
내러티브 업데이트 Apr 09

PSTL: Lease Restructuring And 2026 AFFO Outlook Will Drive Upside

Analysts raised the average price target on Postal Realty Trust by $5 to $22, citing higher estimates supported by the REIT's relatively strong organic growth compared with peers, stronger 2026 AFFO guidance, and recent balance sheet moves that they say could support additional acquisitions and lease restructurings. Analyst Commentary Recent Street research on Postal Realty Trust centers on how the company is balancing growth opportunities with execution risks, and how that balance feeds into valuation views.
내러티브 업데이트 Mar 26

PSTL: Lease Restructuring And 2026 AFFO Guidance Will Support Bullish Outlook

Narrative Update The analyst fair value estimate for Postal Realty Trust has moved from $21.21 to $22.04, reflecting higher Street price targets that reference strong organic growth, supportive 2026 AFFO guidance, and room for additional lease restructures and acquisitions. Analyst Commentary Recent Street commentary on Postal Realty Trust centers on updated price targets, 2026 AFFO guidance, and the balance between internal and external growth drivers.
내러티브 업데이트 Mar 11

PSTL: Higher 2026 AFFO Outlook And Dividend Increase Will Support Balanced View

Analysts have lifted their price target on Postal Realty Trust by about $2.54 to $21.21, citing stronger 2026 AFFO guidance, recent balance sheet moves that support more acquisitions, and additional room to restructure leases for further internal growth. Analyst Commentary Recent Street research shows a cluster of higher price targets and ratings that broadly reflect confidence in Postal Realty Trust's ability to execute on its plan, supported by its 2026 AFFO guidance and balance sheet moves.
내러티브 업데이트 Feb 24

PSTL: Dividend Increase And Assumption Tweaks Will Support Cautious Neutral Outlook

Analysts have modestly raised their price target on Postal Realty Trust to $18.67, citing updated assumptions around the discount rate and future P/E that, in their view, support a slightly stronger risk and return profile for the shares. Analyst Commentary Bullish Takeaways Bullish analysts point to the updated discount rate and future P/E assumptions as support for the higher US$18.67 target, indicating they see the current valuation as better aligned with the trust's risk profile.
내러티브 업데이트 Feb 09

PSTL: Dividend Momentum And Refined Assumptions Will Support Cautious Neutral Stance

Analysts have nudged their price target for Postal Realty Trust slightly higher to about US$18.67 from roughly US$18.50, citing refreshed assumptions around discount rates, revenue outlook, profit margins and future P/E expectations. Analyst Commentary Bullish Takeaways Bullish analysts link the higher price target to refreshed assumptions around discount rates and P/E expectations, suggesting they see the current valuation as reasonable for Postal Realty Trust's business profile.
내러티브 업데이트 Jan 26

PSTL: Higher Multiple And Lower Discount Rate Will Support Cautious Neutral Outlook

Narrative Update: Postal Realty Trust Analysts have inched their price target on Postal Realty Trust higher, lifting fair value from about US$18.07 to US$18.50 as they factor in a slightly lower discount rate, along with modest tweaks to revenue growth, profit margin assumptions and a higher future P/E of roughly 30x. Analyst Commentary Recent Street research on Postal Realty Trust points to a more constructive stance, with analysts updating their work after revisiting assumptions around discount rates, revenue growth, profit margins and the future P/E framework.
내러티브 업데이트 Jan 11

PSTL: Slightly Higher Fair Value Will Sustain Cautious Neutral Stance

Analysts have slightly increased their price target on Postal Realty Trust to $18.07 from $17.93, citing modest adjustments in discount rate, fair value assumptions, profit margin expectations and future P/E estimates. What's in the News From July 1, 2025 to September 30, 2025, Postal Realty Trust reported no share repurchases under its existing buyback program, with 0 shares repurchased for $0 million during the period (Key Developments).
내러티브 업데이트 Dec 18

PSTL: Easing Execution Risk Will Support Upgraded Neutral-Rated Outlook

Analysts modestly raised their price target on Postal Realty Trust from $16.66 to $17.93 per share, citing updated models that reflect faster expected revenue growth, improved profit margins, and a lower discount rate, despite a more conservative future P E multiple. Analyst Commentary Bullish Takeaways Bullish analysts view the higher price target, now in the high teens, as aligned with updated models that embed faster rental income growth from the existing property portfolio.
Seeking Alpha Apr 15

Postal Realty: High-Yield Hedge Against Market Volatility (Rating Upgrade)

Summary Postal Realty Trust offers stability amid market volatility with its 100% U.S.-based properties leased to the USPS, ensuring reliable cash flow and high occupancy. PSTL's current price near its 52-week low and a 7.6% dividend yield make it a compelling buy for income investors seeking stability and potential high returns. Its disciplined acquisitions, strong balance sheet, and consistent dividend growth support its investment appeal, despite concentration risks tied to the USPS. PSTL's forward P/FFO of 12.1 is significantly below its historical average, presenting an attractive valuation for long-term investors. Read the full article on Seeking Alpha
Seeking Alpha Jan 30

Postal Realty Trust: A Quiet Long-Term Grower With A Solid Yield

Summary Postal Realty Trust offers a compelling growth story with a 7.3% dividend, despite its seemingly low-growth, post office-focused REIT model. The company has a diversified portfolio of 1,653 locations across 49 states, with a strong history of lease renewals and market rent adjustments. USPS partnerships with major logistics players and modified double net leases make it a reliable tenant, ensuring steady income for Postal Realty Trust. The fragmented market provides significant growth potential, with Postal Realty Trust owning only 7% of privately held post office real estate, offering long-term expansion opportunities. Read the full article on Seeking Alpha
Seeking Alpha Dec 26

Postal Realty Trust: A 7% Yield From A Mission-Critical REIT Perfect For Boring Investors

Summary Postal Realty Trust, a REIT with a 7% yield, owns mission-critical real estate leased to the United States Postal Service, offering stability and growth potential. Despite recent stock underperformance, PSTL's strong acquisition activity and solid balance sheet support continued growth and dividend increases. PSTL's valuation appears attractive with a forward P/AFFO multiple of 12.53x, indicating potential upside over the next 6 to 12 months. Risks include shorter lease terms and potential tenant re-leasing issues, but PSTL's fundamentals and growth trajectory remain strong, warranting a buy rating. Read the full article on Seeking Alpha
Seeking Alpha Dec 17

Postal Realty Returns To Growth As Interest Expense Normalizes

Summary Postal Realty leads the post office real estate niche with over 1,600 properties, benefiting from high occupancy and low capex. Growth drivers include 3.5% annual rental rate growth, 3%-4% acquisition spreads, and stabilized refinancing costs, projecting 6% AFFO/share growth. PSTL is undervalued at 13X AFFO, with potential for 17X-18X if growth improves to 6%, but faces tenant concentration risk with USPS. Read the full article on Seeking Alpha
Seeking Alpha Nov 14

Postal Realty Trust: Positive Q3 Developments, Shares Attractive

Summary Postal Realty Trust shares continue to offer investors a reliable stream of growing dividend payments. At current trading values, the dividend yields about 6.7%. This is above the yield offered by other low-risk investments. The REIT recently reported positive results that included notable updates regarding lease negotiations with the Postal Service. The lack of meaningful competition remains a competitive advantage for Postal Realty. I continue to view PSTL stock as about 15% undervalued. Read the full article on Seeking Alpha
Seeking Alpha Nov 04

Return To Sender: Sell Postal Realty Trust

Summary PSTL represents a classic value trap with a high payout ratio. FFO has been grown by selling shares in a way that is not accretive for shareholders. The 6.58% dividend yield may look attractive, but it is not safe or growing significantly. PSTL is a SELL and I would recommend look for income opportunities elsewhere. Read the full article on Seeking Alpha
User avatar
새로운 내러티브 Sep 24

Expanding Portfolio And Decisive Partnerships Propel Growth And Diversification

Aggressive acquisition strategy and strategic partnerships aim to boost revenue growth and improve lease terms, enhancing both net margins and future earnings.
Seeking Alpha Aug 28

Postal Realty: Mission-Critical Rent Checks

Summary Postal Realty Trust offers stable, high occupancy rates due to its focus on mission-critical properties leased to the U.S. Postal Service. Strategic acquisitions and high tenant retention rates support PSTL's long-term growth, despite a slight dip in AFFO per share. At its current valuation, PSTL provides an attractive 6.6% yield with potential for steady returns, making it a solid pick for income-focused investors. Read the full article on Seeking Alpha
Seeking Alpha Jul 09

Postal Realty Trust: A Steady Dividend Payer, Yielding Over 7%

Summary Postal Realty Trust appears to be flying under the radar of income-focused investors. Shares have struggled over the past year but have tracked in a narrow trading range, minimizing investor exposure to volatility. At current pricing, the stock presently yields over 7%, an attractive premium over other “bond-like” investments. With equity markets persistently holding at records, PSTL offers investors an attractively priced downside hedge. Read the full article on Seeking Alpha
Seeking Alpha Mar 19

Postal Realty Trust: Collect Steady Dividend Checks From The Mailman

Summary Postal Realty Trust (PSTL) owns mission-critical properties leased to the USPS, representing 6% of the leased market. PSTL had a strong year with double-digit growth in FFO and revenue, and expects to continue acquiring properties in the future. The company's high payout ratio and slower dividend growth are concerns, but its solid balance sheet and current valuation make it a speculative buy. The stock has traded as high as 19.6x and offers nice upside to its fair value of $16. Additionally, the REIT has impressively grown its portfolio with 223 properties acquired this FY and 2024 is expected to be roughly the same. Read the full article on Seeking Alpha

주주 수익률

PSTLUS Office REITsUS 시장
7D0.8%4.2%-1.4%
1Y63.9%1.5%17.4%

수익률 대 산업: PSTL은 지난 1년 동안 1.5%의 수익을 기록한 US Office REITs 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: PSTL은 지난 1년 동안 17.4%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

Is PSTL's price volatile compared to industry and market?
PSTL volatility
PSTL Average Weekly Movement3.8%
Office REITs Industry Average Movement4.4%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.2%

안정적인 주가: PSTL는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: PSTL의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
n/a42Andrew Spodekwww.postalrealtytrust.com

는 미국 우체국 시설의 최대 소유주로서 미국 우체국 자산을 인수하고 관리하는 데 있어 입증된 선두주자입니다. 전자상거래와 라스트 마일 배송을 지원하는 미션 크리티컬 물류 인프라로 구성된 당사의 자산은 미국 연방 정부의 지원을 받는 임차인, 높은 임대 유지율, 예측 가능한 연간 임대료 증가율에 힘입어 안정적이고 성장하는 현금 흐름을 제공합니다. 는 뉴욕주 시더허스트에 본사를 두고 있습니다.

Postal Realty Trust, Inc. 기초 지표 요약

Postal Realty Trust의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
PSTL 기초 통계
시가총액US$844.36m
순이익 (TTM)US$13.06m
매출 (TTM)US$100.32m
50.9x
주가수익비율(P/E)
6.6x
주가매출비율(P/S)

PSTL는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
PSTL 손익계산서 (TTM)
매출US$100.32m
매출원가US$21.81m
총이익US$78.52m
기타 비용US$65.46m
순이익US$13.06m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)0.47
총이익률78.26%
순이익률13.02%
부채/자본 비율104.4%

PSTL의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

4.1%
현재 배당 수익률
59%
배당 성향

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/20 05:37
종가2026/07/17 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Postal Realty Trust, Inc.는 16명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
John KimBMO Capital Markets Equity Research
Eric Martin BordenBMO Capital Markets Equity Research
Juan SanabriaBMO Capital Markets Equity Research