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Postal Realty Trust, Inc. (PSTL) Fundamental Analysis & AI Grade 2026

PSTL NYSE Real Estate Investment Trusts MD CIK: 0001759774
Updated This Month • Analysis: May 6, 2026 • SEC Data: 2026-03-31
Combined AI Grade
C
72% Confidence
N/A
C
72% Conf
Pending
Analysis scheduled

📊 PSTL Key Takeaways

Revenue: $26.6M
Net Margin: 14.4%
Free Cash Flow: $-1.6M
Current Ratio: N/A
Debt/Equity: 1.32x
EPS: $0.11
AI Grade: C with 72% confidence
Postal Realty Trust, Inc. (PSTL) receives a C fundamental grade with 72% confidence from our AI analysis based on SEC 10-K filings. With revenue of $26.6M, net profit margin of 14.4%, and return on equity (ROE) of 1.3%, Postal Realty Trust, Inc. demonstrates mixed fundamentals in the Real Estate sector. Below is our complete PSTL stock analysis for 2026.

Is Postal Realty Trust, Inc. (PSTL) a Good Investment?

Claude

While Postal Realty Trust demonstrates exceptional revenue growth of 691.5% YoY and a strong 34.7% operating margin, the company faces significant financial stress with critically low interest coverage of 1.1x, negative free cash flow of -$1.6M, and minimal cash reserves of $1.3M against $386.1M in debt. The high leverage ratio of 1.32x and negligible ROE/ROA despite strong operating margins suggest the capital structure is unsustainable and poses refinancing risk.

Postal Realty Trust, Inc. Key Strengths (PSTL)

Claude
  • + Exceptional year-over-year revenue growth of 691.5%
  • + Strong operating margin of 34.7% indicating efficient operations
  • + Growing net income (+23.1% YoY) and EPS (+123.8% YoY)

PSTL Stock Risks: Postal Realty Trust, Inc. Investment Risks

Claude
  • ! Critical interest coverage ratio of 1.1x leaves virtually no margin for error in debt servicing
  • ! Negative free cash flow of -$1.6M despite positive operating cash flow indicates unsustainable capital expenditure
  • ! Dangerously low cash position of $1.3M relative to $386.1M debt and $422.1M liabilities
  • ! High leverage ratio of 1.32x with limited liquidity to refinance or absorb operational disruptions
  • ! Sustainability concerns regarding 691.5% revenue growth rate and quality of earnings
  • ! Low ROE (1.3%) and ROA (0.5%) suggest poor capital efficiency despite operational performance

Key Metrics to Watch

Claude
  • * Interest coverage ratio trending and debt refinancing schedule
  • * Free cash flow sustainability and capital expenditure levels
  • * Cash reserves and short-term liquidity needs
  • * Debt maturity schedule and refinancing capacity
  • * Quality and sustainability of 691.5% revenue growth

Postal Realty Trust, Inc. (PSTL) Financial Metrics & Key Ratios

Revenue
$26.6M
Net Income
$3.8M
EPS (Diluted)
$0.11
Free Cash Flow
$-1.6M
Total Assets
$792.5M
Cash Position
$1.3M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

PSTL Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 34.7%
Net Margin 14.4%
ROE 1.3%
ROA 0.5%
FCF Margin -5.9%

PSTL vs Real Estate Sector: How Postal Realty Trust, Inc. Compares

How Postal Realty Trust, Inc. compares to Real Estate sector averages

Net Margin
PSTL 14.4%
vs
Sector Avg 20.0%
PSTL Sector
ROE
PSTL 1.3%
vs
Sector Avg 8.0%
PSTL Sector
Current Ratio
PSTL 0.0x
vs
Sector Avg 1.5x
PSTL Sector
Debt/Equity
PSTL 1.3x
vs
Sector Avg 1.5x
PSTL Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Postal Realty Trust, Inc. Stock Overvalued? PSTL Valuation Analysis 2026

Based on fundamental analysis, Postal Realty Trust, Inc. shows some fundamental concerns relative to the Real Estate sector in 2026.

Return on Equity
1.3%
Sector avg: 8%
Net Profit Margin
14.4%
Sector avg: 20%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.32x
Sector avg: 1.5x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Postal Realty Trust, Inc. Balance Sheet: PSTL Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
1.32x
Debt/Assets
53.3%
Interest Coverage
1.05x
Long-term Debt
$386.1M

PSTL Revenue & Earnings Growth: 5-Year Financial Trend

PSTL 5-year financial data: Year 2021: Revenue $39.9M, Net Income -$352.0K, EPS $-0.10. Year 2022: Revenue $53.3M, Net Income $2.1M, EPS $0.10. Year 2023: Revenue $63.7M, Net Income $3.9M, EPS $0.15. Year 2024: Revenue $76.4M, Net Income $3.7M, EPS $0.12. Year 2025: Revenue $95.8M, Net Income $6.6M, EPS $0.21.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Postal Realty Trust, Inc.'s revenue has grown significantly by 140% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.21 reflects profitable operations.

PSTL Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-5.9%
Free cash flow / Revenue

PSTL Quarterly Earnings & Performance

Quarterly financial performance data for Postal Realty Trust, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $22.2M $2.1M $0.06
Q3 2025 $19.7M $1.1M $0.03
Q2 2025 $18.1M $817.0K $0.01
Q1 2025 $17.3M $206.0K $-0.01
Q3 2024 $16.1M $1.1M $0.03
Q2 2024 $15.5M $817.0K $0.01
Q1 2024 $15.1M $206.0K $0.00
Q3 2023 $13.8M $931.0K $0.04

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Postal Realty Trust, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$10.9M
Cash generated from operations
Capital Expenditures
$12.5M
Investment in assets
Dividends Paid
$8.8M
Returned to shareholders

PSTL SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Postal Realty Trust, Inc. (CIK: 0001759774)

📋 Recent SEC Filings

Date Form Document Action
May 19, 2026 8-K pstl-20260515.htm View →
May 5, 2026 10-Q pstl-20260331.htm View →
May 5, 2026 8-K pstl-20260505.htm View →
Apr 1, 2026 DEF 14A ny20063965x1_def14a.htm View →
Mar 17, 2026 8-K pstl-20260316.htm View →

Frequently Asked Questions about PSTL

What is the AI rating for PSTL?

Postal Realty Trust, Inc. (PSTL) has an AI grade of C with 72% confidence, based on fundamental analysis of SEC EDGAR filings.

What are PSTL's key strengths?

Claude: Exceptional year-over-year revenue growth of 691.5%. Strong operating margin of 34.7% indicating efficient operations.

What are the risks of investing in PSTL?

Claude: Critical interest coverage ratio of 1.1x leaves virtually no margin for error in debt servicing. Negative free cash flow of -$1.6M despite positive operating cash flow indicates unsustainable capital expenditure.

What is PSTL's revenue and growth?

Postal Realty Trust, Inc. reported revenue of $26.6M.

Does PSTL pay dividends?

Postal Realty Trust, Inc. pays dividends, with $8.8M distributed to shareholders in the trailing twelve months.

Where can I find PSTL SEC filings?

Official SEC filings for Postal Realty Trust, Inc. (CIK: 0001759774) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is PSTL's EPS?

Postal Realty Trust, Inc. has a diluted EPS of $0.11.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is PSTL's fundamental grade?

Based on our AI fundamental analysis in May 2026, Postal Realty Trust, Inc. has a C grade with 72% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is PSTL stock overvalued or undervalued?

Valuation metrics for PSTL: ROE of 1.3% (sector avg: 8%), net margin of 14.4% (sector avg: 20%). Compare these metrics with sector averages to assess valuation.

What is PSTL's AI grade for 2026?

Our dual AI analysis gives Postal Realty Trust, Inc. a combined C grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is PSTL's free cash flow?

Postal Realty Trust, Inc.'s operating cash flow is $10.9M, with capital expenditures of $12.5M. FCF margin is -5.9%.

How does PSTL compare to other Real Estate stocks?

Vs Real Estate sector averages: Net margin 14.4% (avg: 20%), ROE 1.3% (avg: 8%), current ratio N/A (avg: 1.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 6, 2026 | Data as of: 2026-03-31 | Powered by Claude AI