Added to YB: 2025-02-21
Pitch date: 2025-02-19
FIS [bullish]
Fidelity National Information Services, Inc.
-1.46%
current return
Author Info
No bio for this author
Company Info
Fidelity National Information Services, Inc. engages in the provision of financial services technology solutions for financial institutions, businesses, and developers worldwide.
Market Cap
$33.3B
Pitch Price
$68.10
Price Target
N/A
Dividend
2.49%
EV/EBITDA
18.42
P/E
191.72
EV/Sales
4.37
Sector
Financial Services
Category
value
Fidelity National (FIS): A $70 Opportunity with Strong Upside Potential
FIS: New position at $70 post-earnings dip. Fintech leader, $10B rev. Sold 55% of WorldPay, refocusing on core biz: MSD rev growth, 10% earnings growth. 4Q miss in Banking seg, but 2025 outlook on track. 12x PE for 5% rev growth (recurring), 10% EPS growth is too cheap. 12% return potential, >25% if PE expands to 17x by 2026.
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