Added to YB: 2026-05-15
Pitch date: 2026-05-13
FISV [neutral]
Fiserv, Inc.
Author Info
Bob’s Payment Stock Substack is a former analyst and portfolio manager. Fundamental buy-and-hold investor. Talking stocks and markets. Focus on Payments, Financial Technology, and Payroll and HCM. 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
$27.9B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.54
P/E
8.86
EV/Sales
2.68
Sector
Financial Services
Category
turnaround
Payments and FinTech Earnings Recap: Q1 2026 - Fiserv, Inc.
FISV (earnings): Q1 organic rev -4%, banking rev -6% on elevated attrition & core accounts -2% from platform consolidation disruption. Adj op margin -810bps to <30%. Mgmt expects Q2 trough, but hitting 1-3% FY guide looks tough. Clover vol growth +12% (+3pts accel). Competitor Jack Henry cites Fiserv disruption as tailwind for takeaways. Trades <7x NTM EPS, cheapest ever, but MSD growth return now questioned.
Read full article (1 min)