Stockchase Opinions

Jenny Harrington, CEO, Gilman Hill Asset Management Fiserv Inc FISV-Q BUY Apr 06, 2022

It trades at a rational valuation. Valuations and not stories count now.
$103.140

Stock price when the opinion was issued

Financial Services
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly This payment processor has seen EPS growth over 130% this year. The company is bidding on a Spanish payment services company, which accounts for 16% of the countries financial payment space. It trades at 2x book and has managed to grow its cash reserves while aggressively buying back stock. We recommend placing a stop loss at $84.50, looking to achieve $125 -- upside potential over 28%. Yield 0% (Analysts’ price target is $125.73)
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This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly We reiterate FISV, an international e-payment processor, as a TOP PICK. It trades at 2.1x book and has managed to grow its cash reserves while aggressively buying back stock. Recently reported earnings were up 11% over the year and revenues of $4.2 billion beat analyst expectations. We recommend trailing up the stop loss (from $84.50) to $87.00, looking to achieve $123 -- upside potential over 22%. Yield 0% (Analysts’ price target is $122.76)
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This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly We again reiterate this Milwaukee based financial services company, with 10,000 merchant company customers as a TOP PICK. Although recently reported earnings missed expectations by 5%, earnings growth over the quarter was 11% along with sales growth. Cash reserves are growing, despite an aggressive share buy back program. We recommend trailing up the stop-loss (from $87) to $93, looking to achieve $121 -- upside potential over 18%. Yield 0% (Analysts’ price target is $21.06)
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This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Dec 29/22, Up 17.5%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with FISV is progressing well.  To remain disciplined, we now recommend trailing up the stop (from $93) to $100.

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This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Dec 29/22, Up 15.4%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with FISV is progressing well.  We recommend trailing up the stop at this time to $107.

premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Dec 29/22, Up 22%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with FISV has achieved its target at $121.  To remain disciplined, we recommend covering half the position at this time and keeping the stop at $107.

BUY

Strong fintech business. 
Good long term hold.
Steady growth and high earnings predictability.
Good share price right now.


SELL
Record high.

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.

HOLD
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

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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BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

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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