Postal Realty Trust Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Postal Realty Trust Inc (PSTL) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Postal Realty Trust Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 106M vs 10,907M combined for tracked competitors (1.0% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+8.3% annualized vs trailing 12 months), vs accelerating (+3.1%) for its tracked peer group.
- Growth: Postal Realty Trust Inc generated 22.4% revenue growth year over year in Q2 2026, vs 10.4% for its tracked competitors combined.
- Profitability: Its 22.4% net margin compares with 28.8% for the peer group.
- Scale: Postal Realty Trust Inc ranks #114 of 189 companies by market capitalization in the Real Estate Investment Trusts industry, holding 0.0% of industry market cap.
- Peer revenue share: Postal Realty Trust Inc accounted for 1.0% of combined revenue among its tracked peer group, up from 0.9% a year earlier.
- Peer differentiation: Revenue per employee of $2.51M compares with $7.12M for the peer group (0.4x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
PSTL Sales vs. its Competitors, Q2 2026
Postal Realty Trust Inc reported revenue growth of 22.40 % year on year in Q2 2026, above its competitors' combined revenue growth of 10.40 %.
With a net margin of 22.40 %, Postal Realty Trust Inc reported lower profitability than its competitors (28.84 %).
Postal Realty Trust Inc generated 1.01 % of the combined sales of its peer group, up from 0.91 % a year earlier.
Postal Realty Trust Inc vs. its Competitors, Q2 2026
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Postal Realty Trust Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Postal Realty Trust Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (9) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (5) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Postal Realty Trust Inc's competitor groups requires a Commercial License.
For context: the Real Estate Investment Trusts industry grew revenue -0.8% year over year, combined, vs 22.4% for Postal Realty Trust Inc. Postal Realty Trust Inc's share of combined industry revenue moved from 0.03% to 0.04%, a gain of 0.01 percentage points.
Postal Realty Trust Inc's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Postal Realty Trust Inc | Yes | Yes | Yes | No |
| Competitors combined (7) | ||||
| Similar-Size Competitors (10) | ||||
| Similar Growth & Profitability (8) | 87.50 % (7 of 8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 12.50 % (1 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
PSTL Stock Performance relative to its Competitors
PSTL Stock Performance relative to Similar-Size Competitors
PSTL Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Federal Realty Investment Trust | 282.9% | Outperformed |
| 2 | Kimco Realty Corporation | 282.9% | Outperformed |
| 3 | Store Capital Llc | 282.9% | Outperformed |
| 4 | Nnn Reit Inc | 282.9% | Outperformed |
| 5 | Agree Realty Corporation | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Postal Realty Trust Inc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Publicly Traded Peers of Postal Realty Trust Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Postal Realty Trust Inc | 645.94 | 105.55 |
| Realty Income Corporation | 50,906.37 | 6,054.93 |
| Kimco Realty Corporation | 15,012.88 | 2,161.51 |
| W P Carey Inc | 14,748.54 | 1,791.42 |
| Federal Realty Investment Trust | 9,449.19 | 1,310.91 |
| Agree Realty Corporation | 8,120.84 | 779.62 |
| SUBTOTAL | 106,688.53 | 14,484.60 |
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Sources: Postal Realty Trust Inc's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Postal Realty Trust Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Postal Realty Trust Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Postal Realty Trust Inc | 646 | 2,513,143 | 524,095 |
| Realty Income Corporation | 50,906 | 11,130,390 | 2,409,482 |
| Kimco Realty Corporation | 15,013 | 3,275,012 | 946,445 |
| W P Carey Inc | 14,749 | 9,002,126 | 3,306,241 |
| Federal Realty Investment Trust | 9,449 | 4,096,578 | 1,619,188 |
| Agree Realty Corporation | 8,121 | 8,662,422 | 2,505,867 |
| PEERS TOTAL | 106,043 | 7,121,866 | 1,972,615 |
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Postal Realty Trust Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 182 companies in Postal Realty Trust Inc's industry classification, broader than the peer set above. Market cap in millions of $.Postal Realty Trust Inc ranks #114 of 182 companies by market capitalization in its industry, holding 0.05 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 417, indicating a unconcentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Welltower Inc | 168,589 | 11.91 % |
| 2 | Prologis Inc | 125,838 | 8.89 % |
| 3 | Equinix Inc | 99,953 | 7.06 % |
| 4 | American Tower Corporation | 77,111 | 5.45 % |
| 5 | Simon Property Group inc | 1,234 | 5.2% |
| 6 | Digital Realty Trust Inc | 1,234 | 5.2% |
| 7 | Realty Income Corporation | 1,234 | 5.2% |
| 8 | Public Storage | 1,234 | 5.2% |
| 9 | Ventas inc | 1,234 | 5.2% |
| 10 | Iron Mountain Inc | 1,234 | 5.2% |
| 114 | Postal Realty Trust Inc | 646 | 0.05 % |
Market cap and industry share for the rest of Postal Realty Trust Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-30.
Postal Realty Trust Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 109 | Arbor Realty Trust Inc | 758 | -66.93 % |
| 110 | Saul Centers Inc | 742 | -3.12 % |
| 111 | Adamas Trust Inc | 733 | 15.91 % |
| 112 | Pennymac Mortgage Investment Trust | 700 | -34.05 % |
| 113 | Cto Realty Growth Inc | 1,234 | 12.3% |
| 114 | Postal Realty Trust Inc | 646 | 48.82 % |
| 115 | Chatham Lodging Trust | 1,234 | 12.3% |
| 116 | Summit Hotel Properties inc | 1,234 | 12.3% |
| 117 | Jbg Smith Properties | 1,234 | 12.3% |
| 118 | Invesco Mortgage Capital Inc | 1,234 | 12.3% |
| 119 | Franklin Bsp Realty Trust Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Postal Realty Trust Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-30. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Postal Realty Trust Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Real Estate Investment Trusts industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (193 companies). See the full Real Estate Investment Trusts industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | - | 71.06 % (avg) | - |
| Operating Margin | 28.02 % | industry median | +0.0 pp |
| EBITDA Margin | 53.37 % | 37.73 % (avg) | +15.6 pp |
| Capital Intensity (Capex / Revenue) | 79.23 % | 24.12 % (avg) | +55.1 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Postal Realty Trust Inc's Valuation vs Competitive Position
Valuation multiples vs the Real Estate Investment Trusts industry average (193 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Real Estate Investment Trusts industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 42.8x | 33.2x | +9.6x |
| EV / EBITDA | 17.7x | 17.7x | +0.0x |
| P/B | 1.7x | 2.0x | -0.3x |
| Return on Equity | 5.89 % | industry aggregate | -0.06 % |
| Return on Invested Capital | 2.49 % | 2.03 % (avg) | 0.46 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Postal Realty Trust Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue Growth | - | 19.87 % | 25.47 % |
| Operating Margin | - | - | 25.09 % |
| Return on Invested Capital | - | - | 2.25 % |
| P/E | - | 64.3x | 34.2x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Postal Realty Trust Inc's Strategic Group Map
Every company in Postal Realty Trust Inc's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Postal Realty Trust Inc is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Postal Realty Trust Inc's BCG Growth-Share Matrix
Relative market share (vs Postal Realty Trust Inc's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.
Postal Realty Trust Inc falls in the Dog quadrant: relative market share of 0.00x vs its largest competitor, in an industry growing revenue 1.9% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Postal Realty Trust Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | High | Industry HHI of 417 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | High (capital intensive) | Capital intensity (capex / revenue) of 79.23 % vs industry average 24.12 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Postal Realty Trust Inc's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Postal Realty Trust Inc's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Postal Realty Trust Inc's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Postal Realty Trust Inc falls in the Medium attractiveness / Medium strength cell: Selective.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Postal Realty Trust Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+8.3% annualized vs trailing 12 months).
- Outperforming the U.S.A. 500 over the trailing 12 months.
Weaknesses
- Low relative market share vs the industry leader (0.00x).
Opportunities
No rule matched.
Threats
- High capital intensity requires continuous reinvestment just to keep pace with the industry.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Postal Realty Trust Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Postal Realty Trust Inc | 0.02 | 0.09 | 0.94 |
| Realty Income Corporation | 0.30 | 1.20 | 0.06 |
| Kimco Realty Corporation | - | 1.62 | 0.11 |
| W P Carey Inc | 0.31 | 0.78 | 1.05 |
| Federal Realty Investment Trust | 0.60 | 1.75 | 0.60 |
| Agree Realty Corporation | 0.11 | 0.91 | 0.13 |
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Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Postal Realty Trust Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Postal Realty Trust Inc | Q2 2026 | +22.4 % | +37.1 % |
| Realty Income Corporation | Q2 2026 | +9.7 % | +86.2 % |
| Kimco Realty Corporation | Q1 2026 | +4.0 % | +23.7 % |
| W P Carey Inc | Q2 2026 | +7.0 % | +261.8 % |
| Federal Realty Investment Trust | Q1 2026 | +10.3 % | +141.9 % |
| Agree Realty Corporation | Q2 2026 | +16.8 % | +11.1 % |
| PEERS TOTAL | +9.5 % | +80.6 % |
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Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Postal Realty Trust Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Postal Realty Trust Inc | Q2 2026 | - | +119.0 % |
| Realty Income Corporation | Q2 2026 | +10.3 % | +85.4 % |
| Kimco Realty Corporation | Q1 2026 | - | - |
| W P Carey Inc | Q2 2026 | - | +96.1 % |
| Federal Realty Investment Trust | Q1 2026 | - | -45.4 % |
| Agree Realty Corporation | Q2 2026 | - | +40.3 % |
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Postal Realty Trust Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Postal Realty Trust Inc | 2.82% | 2.71% | 5.89% |
| Realty Income Corporation | 1.78% | 1.77% | 3.23% |
| Kimco Realty Corporation | 3.16% | 2.03% | 5.89% |
| W P Carey Inc | 3.61% | 3.67% | 7.89% |
| Federal Realty Investment Trust | 5.80% | 3.83% | 15.58% |
| Agree Realty Corporation | 2.25% | 2.05% | 3.62% |
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ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Postal Realty Trust Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Postal Realty Trust Inc | 42.35 | 6.12 |
| Realty Income Corporation | 39.47 | 8.41 |
| Kimco Realty Corporation | 25.65 | 6.95 |
| W P Carey Inc | 22.18 | 8.23 |
| Federal Realty Investment Trust | 18.93 | 7.21 |
| Agree Realty Corporation | 36.04 | 10.42 |
| PEERS AVERAGE | 26.64 | 7.37 |
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P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.