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$11.20 0.65 (6.16%)
10/10/2008 4:00 PM

Stamps.com, Inc. (STMP)

CAPS Rating:
****

The Company is a provider of Internet-based postage solutions. Its core service allows customers to buy and print United States Postal Service approved postage using any PC, an ordinary inkjet or laser printer, and an internet connection.

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What the Community Thinks

Total Members

178 Outperforms
9 Underperforms
 

All-Stars

56 Outperforms
4 Underperforms
 

Wall Street

2 Outperforms
1 Underperforms
 

Members bullish on STMP are also bullish on:

Members bearish on STMP are also bearish on:

Ticker Tags

Catalog & Mail Order Houses (24), Micro Cap (4824), Mail Order Houses (12)
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Stamps.com, Inc. At A Glance

Current Price: $11.20
Last Trade Time: 10/10/2008 4:00 PM
Open: $10.07
Previous Close: $10.55
Daily Range: $9.96 - $11.37
52-Week Range: $8.47 - $15.82
Volume: 718,862
Market Cap: $204.64M
P/E Ratio: 18.51
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Stock Trends

STMP VS S&P 500 (SPY)

STMP 12 month chart vs. S&P

News & Discussion Boards

Other News Headlines for STMP

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Top Bull Pitch

Recs

1

Stamps.com, Inc. (STMP)

Avatar PolarSleuth (86.49) Submitted: 12/14/07 11:00 AM

Finally! I have seen something that makes me think this company has a chance. I went into Costco and there was a prominent display of Photostamp gift certificates.

The fundamentals of the company are strong, except for lack of revenue stream. Somehow the management believed that they were...More

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Top Bear Pitch

Recs

1

Stamps.com, Inc. (STMP)

Avatar fredmahnke (49.52) Submitted: 5/03/08 7:12 AM

Overvalued, Shows no revenue growth to support such a high PE.


Up on earnings associated with recognition of tax benefits and related full year guidance but margins are shrinking. Increased guidance in 4/07 and reversed three months later- 10.5 by 8/08

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CAPS Members

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Recs

0

 (STMP)

Avatar Tak3natheFlood (33.13) Submitted: 6/08/08 8:22 PM : Outperform Start Price: $14.80 STMP Score: 11.11

Small Cap Star

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Recs

0

 (STMP)

Avatar steadyb23 (37.35) Submitted: 5/20/08 5:34 PM : Outperform Start Price: $13.85 STMP Score: 18.46

This company is at the top of its industry and may be one of the few that is recession proof. Technically the company is very sound and the PE is a reaasonable 22

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Recs

0

 (STMP)

Avatar aparker385 (61.09) Submitted: 4/08/08 9:27 AM : Outperform Start Price: $10.72 STMP Score: 39.52

Stamps management is focusing on high margin PC postage business rather than on the barely profitable photostamps. They have detremined that each invested marketing dollar in PC postage creates significantly more than 1 dollar in value for the company. The same cannot be said for photostamps. As a result, management has ramped up its marketing spend on PC postage. Operating margins suffer in the short term as a result, however this company is creating significant long-term value.
Stamps.com enjoys enormous barriers to entry in a a large, though shrinking market. Stamps is still small and has a share of around 1% of its avaialble market, although it controls over 80% of those already using PC postage. Additionally, the R&D spend will payoff in time. Stamps wil continue to improve its multi-user and enterprise technology, while also improving its current service. As it completes these technologies, the available market for stamps could increase dramatically. The room for growth is enormous.
Management is focused on allocating capital wisely. They do keep tons of it on the balance sheet but have recently indicated that they will be repurchasing shares and increasing market spend (growing the company) rather than entering or acquiring less profitable businesses. Management understands the true value of their company and many of them and directors bought shares when the stock was around $9 in late february.
Stamps generates large amounts of recurring cash. It is the low cost, convenient alternative to mail. It has minimal competition and will likely not see any additional competition soon given the long approval process (over 3 years) that the Uinted States Postal Service requires.
Finacially, stamps has over $100 million in cash on the balance sheet and no debt. They also have a deferred tax asset in the hundreds of millions. It is hard to value this asset today but basically stamps will not pay taxes anytime soon. Given these facts, insider buys, share repurchases, large spend on growth, high cash flow, and market cap around around $200 million, stmp is cheap and I believe is a great long-term buy. My average price is around $9 - as I bought when management did. Cash flow will start to increase dramatically as marketing spend on PC postage cutomers begins to payoff. We may also see strong growth from enterprise and multi-user customers. Do not expect much from photostamps as this business is not profitable and stamps has dramatically reduced its marketing spend.

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Recs

0

 (STMP)

Avatar eden63 (82.62) Submitted: 3/24/08 11:54 PM : Outperform Start Price: $10.46 STMP Score: 41.45

More and more people are looking for a way to do task at home.

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Recs

0

 (STMP)

Avatar 5starman (69.03) Submitted: 2/26/08 11:25 AM : Outperform Start Price: $8.68 STMP Score: 63.99

I don't know, this seems like one of those little boring companies that you expect to go nowhere, but it does. I think with the recent pullback, we got a good value here and the stock should do well.

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Wall Street

Results 1 - 3 of 3  

picks per page. CHANGE

Top
Pick		Member NameMember RatingStart
Date		CallTime FrameStart
Price		Stock
Gain		S&P
Gain		ScorePitch
TrackNeedham < 20 09/22/08 Underperform NS $14.05-20.28%-28.97%-8.68
TrackBRileyandCo 99.00 04/23/07 Outperform NS $13.33-15.98%-40.34%+24.36
TrackMatrix 91.80 10/06/06 Outperform NS $19.83-43.52%-34.38%-9.14

Results 1 - 3 of 3  

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