Fiserv Inc

Fiserv - Investing In Transforming Leaders Rather Than Disruptors

Equity Bottom-Up
133 Views, 17 Jan 2022 10:48
EXECUTIVE SUMMARY
  • 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.
detail (11-minute read)
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Vladimir Dimitrov, CFA
Value Investing
Equity Bottom-Up

I am a former strategy consultant with heavy exposure to business and intangible assets valuation. Throughout my career ... 

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