Added to YB: 2025-09-30
Pitch date: 2025-09-27
PBI [bullish]
Pitney Bowes Inc.
+39.19%
current return
Author Info
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Company Info
Pitney Bowes Inc. provides digital shipping solutions, mailing innovation, and financial services worldwide.
Market Cap
$2.1B
Pitch Price
$11.14
Price Target
23.00 (+48%)
Dividend
2.54%
EV/EBITDA
7.41
P/E
15.37
EV/Sales
2.18
Sector
Commercial Services and Supplies
Category
turnaround
Pitney Bowes: Gamestop 2.0 or Value Trap?
PBI: Compelling turnaround w/ Wolf (Hestia CEO) aligned mgmt owning 8%+ shares. 2025 guidance: $450-465M adj EBIT (+20% YOY), $1.20-1.40 EPS vs $0.82, $330-370M FCF (17-19% yield). Massive $400M buyback (20%+ mkt cap). Target $23 (+100% upside) on 10-12x FCF vs tobacco comps. Downside limited to $10 support.
Read full article (6 min)