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Opinions The Panic-Proof Portfolio (Stockchase Research)
Fiserv IncFISVTOP PICKSep 03, 2020
Stock price when the opinion was issued
As of Jun 12, 2026. Market Open.
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Huge moat in terms of backbone -- back-end processing platform for billions of transactions per year. The business isn't going away, but what's the valuation? Definitely worth more than current trading price (though not sure about Morningstar's prediction of double). So he's held on, though down substantially.
Fell 68% last year. Is trading at a super-low valuation. Has a built-in technology at all the major banks. Yes, they had a major stumble, concerning sales in Argentina. They have things like Clover. Still an amazing company with strong cash flow. If they return to around 10% earnings growth at the current PE, hold onto it. The new CEO is excellent.
With good growth expected and at 23X earnings, we think it looks good. The stock has done well over the past year and is up nicely in 2025. Note that leverage is fairly high and the Q1 may look weaker because of tough year over year comparisons as last year's Q1 was very strong. But we think it is fine overall assuming a decent holding period.
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Following the stock's pullback amid the CEO's departure, several analysts have increased their price targets on the company today, and we view this pullback as a good long-term buying opportunity. We continue to view the company as a high-quality name, and while there is increased uncertainty around its future given the CEO's departure, it has had four CEOs since 1984, all while its shares have generally traded up and to the right.
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Better than it used to be, spinout makes a lot of sense. But at the end of the day, servicing an end market that's not growing and they're trying to sell more into it. Open to risk from other players that have pure-play solutions. More reasons to be negative than positive.
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Stockchase Research Editor: Michael O'Reilly This is a financial services technology company with business worldwide. It provides mobile e-commerce services direct to the consumer. They just partnered with Amazon and ExxonMobil to develop "Alexa, pay for gas" service now in place at 11,500 Exxon and Mobil stations in the US. There are 22 analysts with a buy rating presently and it is held by 85 hedge funds. Technically, the stock has shown momentum that could see a re-test of $109 soon and then a move to analyst expectations of $125 -- 25% upside. We would buy this with a relatively tight stop-loss at $194. Yield 0% (Analysts’ price target is $125.41)