$PBI

Pitney Bowes Inc

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$PBI

Pitney Bowes Inc

Past 12mo:6mentions1voices

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All voices6 mentions since Aug 2025calls only

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Frequently asked

Who mentions $PBI most on Surfaced?

@valuedontlie (Colin King) mentions $PBI most — 6 mentions in the past 12 months.

When was $PBI first mentioned on Surfaced?

The earliest tracked mention of $PBI in the Surfaced archive was on Aug 28, 2025.

How many voices track $PBI?

1 FinTwit voice has mentioned $PBI 6 times in the past 12 months.

What kind of voices mention $PBI most?

$PBI is mentioned most by Long Research voices on Surfaced.

Recent mentions

6 mentions

@valuedontlieOct 30, 2025 · 10:10 PM

$PBI cash flows through 3Q25 Disc ops done, but bank division is consuming lots of cash via deposit outflows and loan growth https://t.co/TSQjMAyhn4

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@valuedontlieOct 3, 2025 · 1:31 PM

Does anyone prefer these longer format quick value recap posts? Recent ones: $PTLO https://t.co/UXF8IAabf5 $AXTA https://t.co/FmJQ7wU671 $NATL https://t.co/632K3fPe1N $PBI https://t.co/HqRTmI9Y7L

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@valuedontlieSep 3, 2025 · 2:14 PM

Finally got around to reviewing $PBI... more interesting than I thought... 1) An "everything" special sit - activist, mgmt change, GoodCo/BadCo, divestiture, early innings capital allocation inflection, and dash of public LBO 2) Exited money-losing segment in 2024 paving way for cash generation + capital allocation 3) Repaid ~$1.9bn debt (gross) from 2017-1H25 4) Activist investor stepped in as CEO in May 2025 with plans to ramp capital allocation... shareholder friendly comp package (low base + options at $12-16/sh) 5) GoodCo/BadCo setup - BadCo is larger & more profitable, declining 2-3% w/ stable earnings; GoodCo growing 3-4% (see table) 6) FCF (ex-divestiture) ramping from $150m to $200m and now $330m+ 7) Early innings capital allocation inflection - buybacks started April 2025, already at 6% of market cap and auth = ~13% of cap 8) Valuation very reasonable = $2.1bn mcap / $3.7bn EV = ~6.5x EBITDA, <8x FCF, <3x leverage 9) Other value levers - captive bank subsidiary (see Harley deal), cost cutting, acquisitions (~hiatus since '22) Stock is up a bunch recently, but picture is much clearer with divested segment gone... arguably still very early Hmm...

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@valuedontlieSep 1, 2025 · 11:03 PM

$PBI has some beefy cash flow statements... prob need an extra monitor to look at these... https://t.co/aFdrrOyX7M

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@valuedontlieAug 29, 2025 · 2:10 AM

Thanks again for tolerating the crude nature of these livestreams... first time looking at $PBI and still some work to do, but maybe getting on the bandwagon...

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@valuedontlieAug 28, 2025 · 5:42 PM

Doing another livestream tonight around 8:30-8:45pm ET Going to try something different this time... been meaning to get around to $PBI (have done zero work), so I'll just do my quick value write-up live youtube .com/@ valuedontlie

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