External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

Key points (machine generated)<ul><li>Fiserv is a leading global technology provider in financial services, serving over 1,000 institutions and excelling in multiple sectors.</li><li>The company has achieved nearly 40 years of double-digit adjusted EPS growth and is well-positioned for continued expansion.</li><li>Investor focus on Clover's GPV growth has overshadowed other business strengths, causing market reactions that reflect a disconnect in perception.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)Fiserv is a leading global technology provider in financial services, serving over 1,000 institutions and excelling in multiple sectors.The company has achieved nearly 40 years of double-digit adjusted EPS growth and is well-positioned for continued expansion.Investor focus on Clover's GPV growth has overshadowed other business strengths, causing market reactions that reflect a disconnect in perception.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Fiserv Inc (FI) - Wednesday, Jul 30, 2025

Value Investing

Vladimir Dimitrov, CFA

<ul>
<li>Fiserv's delivered a 30% return since October of last year, when I laid out my full investment thesis.</li>
<li>Fiserv is laying the groundwork for long-term growth, says the company's market commentators.</li>
<li>The company continues to outmaneuver its direct competitors, according to analysts.</li>
</ul>


Fiserv's delivered a 30% return since October of last year, when I laid out my full investment thesis.
Fiserv is laying the groundwork for long-term growth, says the company's market commentators.
The company continues to outmaneuver its direct competitors, according to analysts.


Fiserv: Achieving Industry-Leading Returns Is Not As Hard As You Might Think

<ul>
<li>Fiserv's latest quarterly results were largely expected, and yet the market seemed to be caught off guard.</li>
<li>Fiserv remains well-positioned to outperform most of its peers and the broader equity market in 2023, according to the company's latest results.</li>
<li>Fiserv (NASDAQ:FISV) is often seen as a slow-growth business with a significant share of legacy services and challenged profitability</li>
</ul>


Fiserv's latest quarterly results were largely expected, and yet the market seemed to be caught off guard.
Fiserv remains well-positioned to outperform most of its peers and the broader equity market in 2023, according to the company's latest results.
Fiserv (NASDAQ:FISV) is often seen as a slow-growth business with a significant share of legacy services and challenged profitability


Fiserv: Market Sentiment Is Catching Up After Recent Earnings

<ul>
<li>Well-established digital payment platforms, such as Visa, are enjoying renewed interest from long-term investors.</li>
<li>In spite of certain narratives, rotation to value stocks has little to do with Visa's recent outperformance.</li>
<li>The impact of short-term headwinds will likely remain muted due to Visa's increased penetration in certain markets and new flow channels.</li>
</ul>


Well-established digital payment platforms, such as Visa, are enjoying renewed interest from long-term investors.
In spite of certain narratives, rotation to value stocks has little to do with Visa's recent outperformance.
The impact of short-term headwinds will likely remain muted due to Visa's increased penetration in certain markets and new flow channels.


<ul>
<li>Fiserv is valued as a slow-growth and low return on capital legacy business, although this does not appear to be the case.</li>
<li>At present, the expected topline growth rate is far from spectacular, but parts of the business are growing fast and could result in a multiple repricing.</li>
<li>Due to the acquisition of First Data, the company's improving profitability is a better measure of business performance than return on capital is.</li>
</ul>


Fiserv is valued as a slow-growth and low return on capital legacy business, although this does not appear to be the case.
At present, the expected topline growth rate is far from spectacular, but parts of the business are growing fast and could result in a multiple repricing.
Due to the acquisition of First Data, the company's improving profitability is a better measure of business performance than return on capital is.


Fiserv - Investing In Transforming Leaders Rather Than Disruptors

United States

Fiserv, Inc. provides fintech solutions. The Company provides a platform that enables businesses to accept payments, track performance, and drive sales. Fiserv serves corporate and public sector, merchants, banks, credit unions, and other financial institutions globally.

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Fiserv (FI US)

Fiserv Inc (FI) - Wednesday, Jul 30, 2025

Fiserv, a leader in financial technology, serves over 1,000 institutions globally and is focused on growth, but investor attention on Clover's GPV...

Value Investors Club (VIC)

Fiserv: Achieving Industry-Leading Returns Is Not As Hard As You Might Think

Fiserv's delivered a 30% return since October of last year, when I laid out my full investment thesis. Fiserv is laying the groundwork for long...

Vladimir Dimitrov, CFA

Fiserv: Market Sentiment Is Catching Up After Recent Earnings

Fiserv remains well-positioned to outperform most of its peers and the broader equity market in 2023, according to the company's latest results.

Vladimir Dimitrov, CFA

Visa: Don't Mind The Disruptors

Well-established digital payment platforms, such as Visa, are enjoying renewed interest from long-term investors. In spite of certain narratives,...

Vladimir Dimitrov, CFA

Fiserv - Investing In Transforming Leaders Rather Than Disruptors

Fiserv is valued as a slow-growth and low return on capital legacy business, although this does not appear to be the case. At present, the...

Vladimir Dimitrov, CFA

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