Added to YB: 2026-05-20
Pitch date: 2026-03-15
PBI [bearish]
Pitney Bowes Inc.
-52.44%
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
$10.24
Price Target
7.12 (-54%)
Dividend
2.54%
EV/EBITDA
7.41
P/E
15.37
EV/Sales
2.18
Sector
Commercial Services and Supplies
Category
value
Pitney Bowes Inc. - $PBI
PBI (short): Presort overearning from one-time USPS discount increases (2020-24) now exhausted; Q3'25 presort rev -11% YoY, EBIT -29% on volume loss & competition. SendTech leading indicators (lease receivables, service backlog) worsening throughout 2025, pointing to continued MSD declines. Est 2027 EBITDA $494M vs consensus $555M. 5x LTM EBITDA (vs 5.7x today) = $7.12 PT, 23% downside. Hestia selling aggressively via 10b5-1.
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