Added to YB: 2025-09-17
Pitch date: 2025-07-30
FI [bullish]
Fiserv, Inc.
-50.59%
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
$139.14
Price Target
352.13 (+412%)
Dividend
N/A
EV/EBITDA
6.97
P/E
10.28
EV/Sales
3.08
Sector
Financial Services
Category
value
Fiserv, Inc. - $FI
FI: Market focused on Clover GPV growth but mgmt argues revenue growth more important. Q2 Clover rev +30% vs 8% vol (+11% ex-gateway). VAS penetration 24%, targeting 25%. On track for $3.5B Clover rev 2025. Stock down 23% on guidance cut to 10% organic growth (was 10-12%). Trading at decade-high FCF yield.
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