Added to YB: 2026-04-24
Pitch date: 2026-04-23
FISV [bullish]
Fiserv, Inc.
-9.13%
current return
Author Info
Under the Hood is a private investor (ex-NYSE, Bridgewater, Alliance Bernstein) writing about stocks. Sign up for their 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
$29.8B
Pitch Price
$61.43
Price Target
84.00 (+50%)
Dividend
N/A
EV/EBITDA
6.76
P/E
9.45
EV/Sales
2.76
Sector
Financial Services
Category
turnaround
Throw Baby Out with 'FinTech' Bathwater
FISV: #1 US core banking (40%+ banks/CUs), largest Zelle processor, dominant PINless debit network (STAR/Accel), #1 SMB POS (Clover $1.2T GMV). Down 70% from ATH on forced conversion client losses & Argentina slowdown. Trading 7x adj P/E vs peers 15-25x. New CEO reset: client-first, ops excellence, capital discipline. Conservative PT $85 (33% upside), normalized $117 (85% upside).
Read full article (12 min)