Added to YB: 2025-08-06
Pitch date: 2025-06-19
PBI [bullish]
Pitney Bowes Inc.
-0.83%
current return
Author Info
No bio for this author
Company Info
Pitney Bowes Inc., operates as a technology-driven company that provides SaaS shipping solutions, mailing innovation, and financial services to small businesses, large enterprises, and government entities around the world.
Market Cap
$1.5B
Pitch Price
$10.32
Price Target
19.00 (+86%)
Dividend
3.49%
EV/EBITDA
7.55
P/E
21.71
EV/Sales
1.74
Sector
Commercial Services and Supplies
Category
turnaround
Pitney Bowes Inc. - $PBI
PBI: Near-monopoly (70% share in mail meters, 25% in mail sorting) trading at 5.4x FCF (~18.6% yield). New CEO Kurt Wolf is largest shareholder/successful activist. Post e-commerce unit sale, two segments: SendTech (33.5% EBITDA margin) & Presort (32.3%). $330-370M FCF guidance for 2025. Catalyst: $150M buyback with potential increase after hitting 3.0x leverage target in Q2.
Read full article (8 min)