Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

Fidelity National Info Serv / Equity Bottom-Up

<ul><li>The first quarter of 2025 results for Fidelity National Information Services, Inc. (FIS) demonstrated both operational progress and strategic initiatives that position the company robustly for future growth.</li><li>The revenue growth for the quarter was 4%, with a significant acceleration in recurring revenues, indicative of a resilient business model that thrives across different economic conditions.</li><li>The quarter was marked by strategic structural changes, notably the announced acquisition of Global Payments’ issuer business and the sale of a minority stake in Worldpay.</li></ul>

The first quarter of 2025 results for Fidelity National Information Services, Inc. (FIS) demonstrated both operational progress and strategic initiatives that position the company robustly for future growth.The revenue growth for the quarter was 4%, with a significant acceleration in recurring revenues, indicative of a resilient business model that thrives across different economic conditions.The quarter was marked by strategic structural changes, notably the announced acquisition of Global Payments’ issuer business and the sale of a minority stake in Worldpay.

Fidelity National Information Services (FIS): Is The Sales Pipeline & Recurring Revenue Growth Here To Stay?

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Garvit Bhandari

Founder, CEO

Leading Provider of Equity and Investment Research

GSBR Research

We are an independent equity research provider focused on covering global markets. The aim of the research is to provide an unbiased view of the fundamentals of the company.

<ul>
<li>FIS reported solid first-quarter 2025 results, with adjusted EPS growth of 11% YOY. Revenue at $2,532 million for Q1 2025, exceeded the high end of the guidance.</li>
<li>During Q1, FIS returned nearly $670 million to shareholders, comprising $450 million via share buyback and $220 million via dividends.</li>
<li>FIS reiterated its full-year 2025 guidance with adjusted EPS between $5.70 to $5.80. It currently trades at fwd P/E of 13.6x, below its 5-year average of 16.4x.</li>
</ul>


FIS reported solid first-quarter 2025 results, with adjusted EPS growth of 11% YOY. Revenue at $2,532 million for Q1 2025, exceeded the high end of the guidance.
During Q1, FIS returned nearly $670 million to shareholders, comprising $450 million via share buyback and $220 million via dividends.
FIS reiterated its full-year 2025 guidance with adjusted EPS between $5.70 to $5.80. It currently trades at fwd P/E of 13.6x, below its 5-year average of 16.4x.


Fidelity National Information Services Inc. (FIS) Financial Factsheet - Growth, Valuation & Peers

<ul><li>Fidelity National Information Services, Inc. (FIS) presented its financial results for the fourth quarter and full year 2024, outlining a strategic focus on driving commercial excellence, targeting growth vectors, and enhancing profitability.</li><li>The company reported overall revenue growth for 2024 and noted that its growth trajectory is set to accelerate in 2025.</li><li>In 2024, FIS reported a revenue growth rate between 3% to 4%, slightly below the company's initial expectations due to one-time items affecting the quarter.</li></ul>

Fidelity National Information Services, Inc. (FIS) presented its financial results for the fourth quarter and full year 2024, outlining a strategic focus on driving commercial excellence, targeting growth vectors, and enhancing profitability.The company reported overall revenue growth for 2024 and noted that its growth trajectory is set to accelerate in 2025.In 2024, FIS reported a revenue growth rate between 3% to 4%, slightly below the company's initial expectations due to one-time items affecting the quarter.

Fidelity National Information Services: Will Its Focus On Core Banking & Digital Transformation  Pay Off?

<ul><li>Fidelity National Information Services, Inc. (FIS) reported mixed results for the third quarter of 2024, demonstrating both strengths and potential challenges in their operations.</li><li>The company experienced a steady growth in adjusted revenue, which increased by 4% year-over-year.</li><li>This growth was primarily driven by an acceleration in recurring revenue across its segments, notably in Banking and Capital Markets, with both segments achieving margin expansion.</li></ul>

Fidelity National Information Services, Inc. (FIS) reported mixed results for the third quarter of 2024, demonstrating both strengths and potential challenges in their operations.The company experienced a steady growth in adjusted revenue, which increased by 4% year-over-year.This growth was primarily driven by an acceleration in recurring revenue across its segments, notably in Banking and Capital Markets, with both segments achieving margin expansion.

Fidelity Information Services: Inside FIS’s Strategic Moves in Core Banking – A Game-Changer for Financial Institutions!  - Major Drivers

<ul><li>The latest earnings announcement by Fidelity National Information Services (FIS) reflects a company leveraging its core strengths and strategic initiatives to navigate through a competitive and dynamic financial technology landscape.</li><li>Under the leadership of CEO Stephanie Ferris and CFO James Kehoe, the company has demonstrated a sustained focus on accelerating profitable revenue growth and has reported a notable improvement in both revenue and profit margins.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

The latest earnings announcement by Fidelity National Information Services (FIS) reflects a company leveraging its core strengths and strategic initiatives to navigate through a competitive and dynamic financial technology landscape.Under the leadership of CEO Stephanie Ferris and CFO James Kehoe, the company has demonstrated a sustained focus on accelerating profitable revenue growth and has reported a notable improvement in both revenue and profit margins.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Fidelity National Information Services: Expansion into Digital and Payment Solutions While Strengthening Core Banking Services! - Major Drivers

United States

Fidelity National Information Services, Inc. is a payment services provider. The Company provides credit and debit card processing, electronic banking services, check risk management, check cashing, and merchant card processing services to financial institutions and merchants.

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Fidelity National Info Serv (FIS US)

Fidelity National Information Services (FIS): Is The Sales Pipeline & Recurring Revenue Growth Here To Stay?

The first quarter of 2025 results for Fidelity National Information Services, Inc. (FIS) demonstrated both operational progress and strategic...

Baptista Research

Fidelity National Information Services Inc. (FIS) Financial Factsheet - Growth, Valuation & Peers

FIS reported solid Q125 results, exceeding high end of its revenue guidance. Returned $670M to shareholders during Q1. Reiterated FY25 EPS...

GSBR Research

Fidelity National Information Services: Will Its Focus On Core Banking & Digital Transformation Pay Off?

Fidelity National Information Services, Inc. (FIS) presented its financial results for the fourth quarter and full year 2024, outlining a...

Baptista Research

Fidelity Information Services: Inside FIS’s Strategic Moves in Core Banking – A Game-Changer for Financial Institutions! - Major Drivers

Fidelity National Information Services, Inc. (FIS) reported mixed results for the third quarter of 2024, demonstrating both strengths and...

Baptista Research

Fidelity National Information Services: Expansion into Digital and Payment Solutions While Strengthening Core Banking Services! - Major Drivers

The latest earnings announcement by Fidelity National Information Services (FIS) reflects a company leveraging its core strengths and strategic...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Fidelity National Information Services (FIS): Is The Sales Pipeline & Recurring Revenue Growth Here To Stay?

The first quarter of 2025 results for Fidelity National Information Services, Inc. (FIS) demonstrated both operational progress and strategic...

Baptista Research

Fidelity National Information Services Inc. (FIS) Financial Factsheet - Growth, Valuation & Peers

​FIS reported solid Q125 results, exceeding high end of its revenue guidance. Returned $670M to shareholders during Q1. Reiterated FY25 EPS...

GSBR Research

Fidelity National Information Services: Will Its Focus On Core Banking & Digital Transformation Pay Off?

Fidelity National Information Services, Inc. (FIS) presented its financial results for the fourth quarter and full year 2024, outlining a...

Baptista Research

Fidelity Information Services: Inside FIS’s Strategic Moves in Core Banking – A Game-Changer for Financial Institutions! - Major Drivers

Fidelity National Information Services, Inc. (FIS) reported mixed results for the third quarter of 2024, demonstrating both strengths and...

Baptista Research

Fidelity National Information Services: Expansion into Digital and Payment Solutions While Strengthening Core Banking Services! - Major Drivers

The latest earnings announcement by Fidelity National Information Services (FIS) reflects a company leveraging its core strengths and strategic...

Baptista Research

FIS reported solid Q125 results, exceeding high end of its revenue guidance. Returned $670M to shareholders during Q1. Reiterated FY25 EPS...