Added to YB: 2025-09-04
Pitch date: 2025-09-02
PBI [bullish]
Pitney Bowes Inc.
-14%
current return
Author Info
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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
$11.90
Price Target
N/A
Dividend
3.49%
EV/EBITDA
7.55
P/E
21.71
EV/Sales
1.74
Sector
Commercial Services and Supplies
Category
turnaround
Quick Value #282 LIVE - Pitney Bowes (PBI)
PBI: New CEO Kurt Wolf (Hestia Capital) initiated aggressive buybacks ($400M auth, 13% mkt cap) after exiting loss-making ecommerce segment. Core biz trades 9x earnings, <3x net leverage. SendTech declining but cash generative; Presort growing 4-5% annually. $330-370M FCF guide vs $270M normalized.
Read full article (6 min)