Added to YB: 2025-07-30
Pitch date: 2025-07-28
FI [neutral]
Fiserv, Inc.
-50.95%
current return
Author Info
The Reservist is building a long-duration high growth portfolio of companies, looking to outperform the QQQ for the next 7 years. In depth stock analysis and portfolio management thoughts. Sign up for the newsletter.
Company Info
Fiserv, Inc. provides payments and financial services technology solutions in the United States, Europe, the Middle East and Africa, Latin America, the Asia-Pacific, and internationally.
Market Cap
$37.0B
Pitch Price
$140.16
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.10
P/E
10.61
EV/Sales
3.13
Sector
Financial Services
Category
N/A
Did I make a mistake with Fiserv?
FI (earnings update - sold position): Selling position after 13% post-earnings drop despite 8% rev growth, 16% EPS growth. Merchant segment concerns - Clover volume growth stalled at 8% vs 14% in Q4, 200bps YoY margin decline. Mgt lowered guidance to 'approximately 10%' from 10-12%. $7.15B buyback (130% FCF) offers support at 13.5x PE, but growth trajectory questionable vs Toast/Shift4.
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