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    Pitney Bowes (PBI) Launches SendPro CX, Is The Stock Still A Bargain?

    Simply Wall St·10/20/2026 13:44:47
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    Pitney Bowes (PBI) just rolled out its SendPro CX Series, a new line of mailing and shipping devices built from direct client feedback and tied into its Shipping 360 platform.

    The SendPro CX launch lands at a moment when Pitney Bowes shares have cooled in the short term, with the 90-day share price return down 8.78%, yet the year-to-date share price return still up 63.02% and the 3-year total shareholder return at more than 4x. This indicates that long-term momentum remains strong even as near term sentiment resets around execution and risk.

    Scan beyond Pitney Bowes and consider other mailing, logistics, and business services players with resilient fundamentals using our curated list of solid balance sheet and fundamentals (25 results)

    So the question now is whether Pitney Bowes’ recent pullback says more about changing views on the stock than about any shift in the underlying business, and how that trade off is reflected in the current valuation.

    Most Popular Narrative: 14% Undervalued

    Pitney Bowes closed at $16.84, while the most followed narrative frames fair value at $19.56, so the SendPro momentum is being judged against a model that already assumes steady earnings progress and margin gains.

    The accelerating growth of the SaaS shipping segment (up 17% YoY in the quarter) points to a successful transition from legacy mailing solutions toward higher growth, technology enabled logistics services, which is likely to drive both top line revenue growth and margin expansion via increased recurring, annuity style revenues.

    What is behind this optimism in Pitney Bowes' transition story and valuation gap is captured in 11 investors see Pitney Bowes as 14% undervalued.

    Result: Fair Value of $19.56 (UNDERVALUED)

    Still, Pitney Bowes faces real pressure if mail digitization keeps shrinking Presort volumes and if its sizeable debt load raises refinancing and interest cost risks.

    Find out about the key risks to this Pitney Bowes narrative.

    Next Steps

    Mixed signals on Pitney Bowes so far. If you want to move quickly from the headline story to your own judgment, start with the full picture of 4 key rewards and 3 important warning signs.

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