Value Investing

Vladimir Dimitrov, CFA

Equity Bottom-Up

<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

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 Capital Markets

<ul><li>Fiserv had a decent 2022 and managed to surpass the revenue expectations of Wall Street in its last result.</li><li>The company’s better-than-expected growth against the challenging backdrop was a result of growth in organic revenue, improvement in operating margin, and adjusted earnings per share.</li><li>Fiserv also advanced its core banking cloud roadmap for its new and existing clients with the acquisition and integration of Finxact.</li></ul>

Fiserv had a decent 2022 and managed to surpass the revenue expectations of Wall Street in its last result.The company’s better-than-expected growth against the challenging backdrop was a result of growth in organic revenue, improvement in operating margin, and adjusted earnings per share.Fiserv also advanced its core banking cloud roadmap for its new and existing clients with the acquisition and integration of Finxact.

<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 (<span class="ticker-hover-wrapper">NASDAQ:FISV</span>) 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>Fiserv had a decent quarter on the revenue front and delivered a double-digit growth as it continues to demonstrate the strength of its client base.</li><li>Merchants took advantage of the more value-added business, continued to deliver better experiences, and opened up new businesses.</li><li>Also, Fiserv was awarded another quarter with California State Comptroller for the cards that support different disbursement needs.</li></ul>

Fiserv had a decent quarter on the revenue front and delivered a double-digit growth as it continues to demonstrate the strength of its client base.Merchants took advantage of the more value-added business, continued to deliver better experiences, and opened up new businesses.Also, Fiserv was awarded another quarter with California State Comptroller for the cards that support different disbursement needs.

Fiserv Inc: The Vert Launch & Other Drivers

Credit

<ul><li>Fiserv is a major global provider of fintech solutions related to payments, account processing, e-commerce, digital banking solutions, card issuer processing, and cloud-based Point-of-Sale solutions.</li><li>Some recent client wins include Wawa, a large chain of gas stations and convenience stores, Indian Oil Corporation, and, Great Southern Bank.</li><li>The company is transforming from selling merchants’ solutions for individual points to offering operating systems: Carat for large enterprises and Clover for medium and small-sized merchants.</li></ul>

Fiserv is a major global provider of fintech solutions related to payments, account processing, e-commerce, digital banking solutions, card issuer processing, and cloud-based Point-of-Sale solutions.Some recent client wins include Wawa, a large chain of gas stations and convenience stores, Indian Oil Corporation, and, Great Southern Bank.The company is transforming from selling merchants’ solutions for individual points to offering operating systems: Carat for large enterprises and Clover for medium and small-sized merchants.

Fiserv Inc: Detailed Credit Analysis & Financial Strength Evaluation Report, Key Risks (09/2022)

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: 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 Inc.: Major Drivers

Fiserv had a decent 2022 and managed to surpass the revenue expectations of Wall Street in its last result. The company’s better-than-expected...

Baptista Research

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

Fiserv Inc: The Vert Launch & Other Drivers

Fiserv had a decent quarter on the revenue front and delivered a double-digit growth as it continues to demonstrate the strength of its client...

Baptista Research

Fiserv Inc: Detailed Credit Analysis & Financial Strength Evaluation Report, Key Risks (09/2022)

Fiserv is a major global provider of fintech solutions related to payments, account processing, e-commerce, digital banking solutions, card issuer...

Baptista Research

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