Greystone Capital Q2 2026 Letter To Clients

Impact · against what's priced in

Pitney Bowes (PBI) appears significantly undervalued based on a 15% free cash flow yield and a strategic turnaround under new management. The combination of aggressive buybacks and potential asset monetization serves as a catalyst for price reappraisal.

PBI+0.60

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In context

The company's 15% free cash flow yield and ongoing strategic review under new management suggest the stock is mispriced relative to its cash generation and turnaround potential.

Read from the article alone

• cash flow▲12%
• valuation
• PBI
• buybacks
• industrial
• strategic review
• turnaround

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