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# Pitney Bowes: Margin Tailwinds Are A Temporary Catalyst (Archive)
- URL: https://www.huntingalphas.com/pitney-bowes-margin-tailwinds-are-a-temporary-catalyst-archive/
- Published: 2024-09-21T07:17:00.000Z
- Updated: 2026-02-27T13:25:38.000Z
- Description: Activist-led cost cuts and ecommerce exit create temporary upside despite long-term revenue headwinds.
- Author: Vish (Hunting Alphas)
- Tags: 5-Minute Pitches, #noindex, Archive, #sa-origin, PBI, Industrial

*This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.*

## Elevator Pitch

- Pitney Bowes' new activist board and management are creating a special situation in the stock.
- Margin improvements are anticipated as Pitney Bowes exits its unprofitable Global Ecommerce segment and continues cost-saving measures in SendTech Solutions and Presort Services.
- There is a sharp earnings upgrade in the stock after a long time. Coupled with a large 1-yr fwd PE discount vs comparables, this makes PBI a candidate for buys.
- Relative to the S&P500, the technicals look favorable for outperformance vs the index over the next few quarters.
- I still see PBI as a temporary bullish play, as the company is still plagued by weak revenue growth drivers due to its exposure to a secularly declining industry with high competition.

Read the full article [here](https://seekingalpha.com/article/4722446-pitney-bowes-margin-tailwinds-are-a-temporary-catalyst?ref=huntingalphas.com).

#### Disclosures and Disclaimers

**Past performance ≠ future results. Not investment advice. See* [**full Disclaimer*](https://www.huntingalphas.com/disclaimer/)**.*