Fiserv: Growth Increasing, Stock Massively Underpriced

Oct. 15, 2022 1:06 AM ETFiserv, Inc. (FI) StockFI13 Comments
Khaveen Investments
7.74K Followers

Summary

  • We believe Fiserv’s stock decline of 10.4% does not reflect its positive YoY and QoQ growth, as well as an 8.8% beat in analyst revenue estimates.
  • For the company's Fintech and Payment segments, we projected growth at an average of 5.1% and 6.3% through 2025.
  • Whereas for its merchant acceptance segment, we projected it with an average revenue growth of 13.8% driven by Clover and Carat growth of 27.1% and 13.3%.

Fiserv Beaverton Office

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In this analysis of Fiserv, Inc. (FISV), we examine the company as its YoY and YTD revenue growth for Q2 FY2022 was 12% and 11% respectively. Furthermore, management raised its 2022 organic revenue growth outlook from 9% to 11%, higher than our previous projection of

This article was written by

7.74K Followers
Khaveen Investments is a global Investment Advisory Firm dedicated to serving the investment needs of clients worldwide including high-net-worth individuals, corporations, associations, and institutions. We provide comprehensive services ranging from market and security research to business valuation and wealth management. Our flagship Macroquantamental Hedge Fund maintains a diversified portfolio with exposure to hundreds of investments across various asset classes, geographies, sectors, and industries. We employ a multifaceted investment approach that integrates top-down and bottom-up analysis, blending three core strategies: global macro, fundamental, and quantitative. Our core expertise lies in disruptive technologies that are reshaping the landscape of modern industries including Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT).www.khaveen.com

Analyst’s Disclosure:I/we have a beneficial long position in the shares of FISV either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

No information in this publication is intended as investment, tax, accounting, or legal advice, or as an offer/solicitation to sell or buy. Material provided in this publication is for educational purposes only, and was prepared from sources and data believed to be reliable, but we do not guarantee its accuracy or completeness.

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