Added to YB: 2025-08-06
Pitch date: 2025-06-19
PBI [bullish]
Pitney Bowes Inc.
+60.07%
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
$2.5B
Pitch Price
$10.10
Price Target
19.00 (+18%)
Dividend
2.21%
EV/EBITDA
7.60
P/E
14.81
EV/Sales
2.33
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.
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