Professional
Added to YB: 2025-08-01
Pitch date: 2025-07-11
FIV.F [bullish]
Fiserv, Inc.
-58.75%
current return
Author Info
No bio for this author
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
$35.8B
Pitch Price
$166.65
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.97
P/E
10.28
EV/Sales
3.08
Sector
Financial Services
Category
growth
Giverny Capital Added On Portfolio Holding: Fiserv, Inc.
FIV.F new position: Fiserv down 30% on Clover payment terminal growth (8% vs expected 10%), though Clover only 15% of business. 39-year track record of 10%+ earnings growth. Regional bank tech provider with strong distribution network. 15% EPS growth to ~$10 in 2024, $12 by 2026. Trades at 14x forward vs market 20x.
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