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Fiserv Inc. (FI)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US3377381088

CUSIP

N33462107

IPO Date

Aug 9, 2013

Highlights

Market Cap

$98.20B

EPS (TTM)

$5.65

PE Ratio

31.51

PEG Ratio

1.03

Total Revenue (TTM)

$20.70B

Gross Profit (TTM)

$14.69B

EBITDA (TTM)

$8.26B

Year Range

$146.25 - $238.59

Target Price

$226.66

Short %

1.60%

Short Ratio

2.69

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Fiserv Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


200.00%400.00%600.00%800.00%1,000.00%1,200.00%NovemberDecember2025FebruaryMarchApril
853.73%
228.77%
FI (Fiserv Inc.)
Benchmark (^GSPC)

Returns By Period

Fiserv Inc. had a return of -9.80% year-to-date (YTD) and 20.07% in the last 12 months. Over the past 10 years, Fiserv Inc. had an annualized return of 18.45%, outperforming the S&P 500 benchmark which had an annualized return of 10.21%.


FI

YTD

-9.80%

1M

-14.27%

6M

-7.77%

1Y

20.07%

5Y*

12.50%

10Y*

18.45%

^GSPC (Benchmark)

YTD

-5.45%

1M

-0.36%

6M

-4.66%

1Y

8.69%

5Y*

13.87%

10Y*

10.21%

*Annualized

Monthly Returns

The table below presents the monthly returns of FI, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20255.17%9.10%-6.30%-16.09%-9.80%
20246.80%5.22%7.07%-4.47%-1.91%-0.48%9.75%6.74%2.89%10.16%11.65%-7.03%54.64%
20235.55%7.88%-1.79%8.04%-8.13%12.44%0.05%-3.82%-6.94%0.70%14.82%1.71%31.43%
20221.84%-7.60%3.82%-3.43%2.31%-11.19%18.78%-4.25%-7.53%9.80%1.58%-3.15%-2.62%
2021-9.81%12.35%3.18%0.91%-4.10%-7.21%7.69%2.33%-7.89%-9.23%-2.00%7.53%-8.84%
20202.58%-7.80%-13.14%8.50%3.60%-8.57%2.22%-0.21%3.48%-7.36%20.65%-1.15%-1.53%
201912.85%2.12%4.24%-1.18%-1.58%6.17%15.65%1.43%-3.13%2.46%9.52%-0.52%57.34%
20187.40%1.81%-0.54%-0.63%2.46%2.05%1.88%6.08%2.88%-3.74%-0.21%-7.13%12.09%
20171.08%7.42%0.70%3.32%5.92%-2.35%5.04%-3.02%4.24%0.36%1.56%-0.24%26.17%
20163.39%1.13%9.29%-4.74%7.79%5.02%1.50%-5.80%-3.47%-1.00%7.15%1.59%22.56%
20152.20%7.64%4.09%-2.27%3.29%5.71%4.87%0.30%1.57%11.43%1.62%-4.97%40.47%
2014-5.08%5.22%-2.34%7.21%0.40%0.35%2.24%7.54%0.26%7.50%5.58%-0.73%30.85%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 76, FI is among the top 24% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of FI is 7676
Overall Rank
The Sharpe Ratio Rank of FI is 7676
Sharpe Ratio Rank
The Sortino Ratio Rank of FI is 6565
Sortino Ratio Rank
The Omega Ratio Rank of FI is 7575
Omega Ratio Rank
The Calmar Ratio Rank of FI is 8282
Calmar Ratio Rank
The Martin Ratio Rank of FI is 8181
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Fiserv Inc. (FI) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for FI, currently valued at 0.68, compared to the broader market-2.00-1.000.001.002.003.00
FI: 0.68
^GSPC: 0.52
The chart of Sortino ratio for FI, currently valued at 0.96, compared to the broader market-6.00-4.00-2.000.002.004.00
FI: 0.96
^GSPC: 0.86
The chart of Omega ratio for FI, currently valued at 1.18, compared to the broader market0.501.001.502.00
FI: 1.18
^GSPC: 1.13
The chart of Calmar ratio for FI, currently valued at 0.82, compared to the broader market0.001.002.003.004.005.00
FI: 0.82
^GSPC: 0.54
The chart of Martin ratio for FI, currently valued at 3.47, compared to the broader market-5.000.005.0010.0015.0020.00
FI: 3.47
^GSPC: 2.16

The current Fiserv Inc. Sharpe ratio is 0.68. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Fiserv Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.004.005.00NovemberDecember2025FebruaryMarchApril
0.68
0.52
FI (Fiserv Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Fiserv Inc. provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%2.00%4.00%6.00%8.00%$0.00$1.00$2.00$3.00$4.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.35$2.70$3.60$2.70

Dividend yield

0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%2.06%5.08%7.87%7.61%

Monthly Dividends

The table displays the monthly dividend distributions for Fiserv Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2017$0.00$0.00$0.45$0.00$0.45$0.00$0.00$0.45$0.00$0.00$0.00$0.00$1.35
2016$0.00$0.00$0.90$0.00$0.00$0.90$0.00$0.45$0.00$0.00$0.45$0.00$2.70
2015$0.00$0.00$0.90$0.00$0.00$0.90$0.00$0.90$0.00$0.00$0.90$0.00$3.60
2014$0.45$0.00$0.00$0.45$0.00$0.00$0.90$0.00$0.00$0.90$0.00$2.70

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-22.08%
-9.49%
FI (Fiserv Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Fiserv Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Fiserv Inc. was 37.85%, occurring on Mar 23, 2020. Recovery took 244 trading sessions.

The current Fiserv Inc. drawdown is 22.08%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-37.85%Feb 5, 202033Mar 23, 2020244Mar 11, 2021277
-30.16%Apr 27, 2021289Jun 16, 2022265Jul 10, 2023554
-25.61%Mar 4, 202537Apr 24, 2025
-16.24%Oct 1, 201859Dec 24, 201820Jan 24, 201979
-15.72%Jul 26, 202363Oct 23, 202327Nov 30, 202390

Volatility

Volatility Chart

The current Fiserv Inc. volatility is 25.37%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%25.00%NovemberDecember2025FebruaryMarchApril
25.37%
14.11%
FI (Fiserv Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Fiserv Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Fiserv Inc., comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 3.1% positive surprise.

-1.000.001.002.003.0020212022202320242025
2.14
2.08
Actual
Estimate

Valuation

The Valuation section provides an overview of how Fiserv Inc. is priced in the market compared to other companies in the Information Technology Services industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio
20.040.060.080.0100.0
FI: 31.5
The chart displays the Price-to-Earnings (P/E) ratio for FI, comparing it with other companies in the Information Technology Services industry. Currently, FI has a P/E ratio of 31.5. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
1.02.03.04.05.06.07.0
FI: 1.0
The chart shows the Price/Earnings to Growth (PEG) ratio for FI compared to other companies in the Information Technology Services industry. FI currently has a PEG ratio of 1.0. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.
PS Ratio
2.04.06.08.010.0
FI: 4.7
This chart shows the Price-to-Sales (P/S) ratio for FI relative to other companies in the Information Technology Services industry. Currently, FI has a P/S ratio of 4.7. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
2.04.06.08.010.0
FI: 3.8
The chart illustrates the Price-to-Book (P/B) ratio for FI in comparison with other companies in the Information Technology Services industry. Currently, FI has a P/B value of 3.8. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items