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Fiserv Inc (FISV)

Investor Insights
star iconApr 16, 2025, 12:00 am

This summary was created by AI, based on 3 opinions in the last 12 months.

Fiserv Inc has shown strong growth potential, with analysts noting a valuation at 23 times earnings, suggesting it is an attractive investment. Despite recent pullbacks, particularly following the departure of the CEO, many view this as a long-term buying opportunity. The company's history of CEO transitions doesn't appear to significantly deter its stock performance, which has generally trended upward over decades. Concerns have been raised about high leverage and the potential impact of a tough year-over-year comparison in Q1. Overall, while there are risks involved, particularly in a stagnant market, many experts still consider Fiserv a high-quality name with good prospects for the future.

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Consensus
Positive
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Valuation
Fair Value
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ACIWorldwide, ACI
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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)
BUY
It trades at a rational PE. Unlike high-PE peers like PayPal, shares are not plunging, but stable and flat, even on down days like today.
BUY
It trades at a rational valuation. Valuations and not stories count now.
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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 Sep 03/20, Up 9.6%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with FISV has triggered its stop at $110. To remain disciplined, we recommend covering the balance of the position at this time. Combined with the previous recommendation to cover half the position, this results in a net investment return of 17%.
PAST TOP PICK
(A Top Pick Jul 03/20, Up 11%) Digital infrastructure provider. Collect a fee for connecting a consumer to a business. Navigated Covid crisis well, and 2020 showed how this type of business is essential. Risks are overblown. Continued strong growth. Undervalued. They are buyers at these levels.
PAST TOP PICK
(A Top Pick Jul 03/20, Up 25%) A payment processor for banks and merchants. They reported healthy earnings today and raised guidance and announced growth initiatives. IT's positioned very well during the reopening/recovery, and will benefit from investments they've made in the fintech space. He's a long-term holder and would buy on dips
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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 Sep 03/20, Up 24.5%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with FISV has achieved its $125 analyst expectation. To be disciplined, we are recommending to cover 50% of the position and trail up the stop to $110 (from $100). If triggered this would all but guarantee a return on investment exceeding 17%.
BUY ON WEAKNESS
A company worth taking a look at. It is active in the payment processing space and outsourcing IT for banking. Very good company that does many acquisitions. Revenue growth has been meaningful. The only problem is that the valuation is very stretched. It does not pay a dividend either. It will continue to work but will reset if there is a decline due to the high valuation. A dividend introduction or pull back would make it attractive.
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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 Sep 03/20, Up 13.8%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with FISV is progressing well. We are recommending trailing up the stop from $94 to $100 -- just under our initial recommending entry level.
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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 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)

WEAK BUY

One of the digital payment network operators. Merger scared investors, but it's worked out well. Last decade, one of the best performers. A long-term hold. Doesn't own it, because he owns Visa and the like, and FISV is a bit further down the food chain.

TOP PICK
A play on infrastructure technology in the payment processing space. They will benefit from the continued growth in digitization and e-commerce. It trades at a discount to its peers. Yield 0% (Analysts’ price target is $120.70)
PAST TOP PICK

(A Top Pick April 13/16. Up 19%.) He likes FinTech. They are a network of pipes that connect the merchants’ processing and the banks.

PAST TOP PICK

(A Top Pick Aug 13/15. Up 11.98%.) Financial technology. This has pulled back a little, about 10% off of its highs. Fundamentally it is performing very well.

TOP PICK

Electronic transactions. This benefits from many of the same trends as MasterCard (MC-N). It does electronic merchant acquiring, bill payments, network connections between ATMs, banks and merchants. Every time you do one of these transactions, they collect $.07, $.08, $.09. It is a volume business, and they keep churning. Extremely cash flow positive. In the last 10 years they have bought back a 3rd of the company.

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