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Fiserv, Inc (FISV)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

Highlights

Market Cap
$29.96B
Enterprise Value
$59.40B
EPS (TTM)
$6.40
PE Ratio
8.72
PEG Ratio
0.24
Total Revenue (TTM)
$21.19B
Gross Profit (TTM)
$9.57B
EBITDA (TTM)
$7.86B
Year Range
$52.91 - $222.62
Target Price
$105.61
ROA (TTM)
4.34%
ROE (TTM)
13.48%

Share Price Chart


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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.


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S&P 500 Index

Returns By Period

Fiserv, Inc (FISV) has returned -16.93% so far this year and -74.73% over the past 12 months. Over the last ten years, FISV has returned 0.77% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.


Fiserv, Inc

1D
2.33%
1M
-10.42%
YTD
-16.93%
6M
-56.72%
1Y
-74.73%
3Y*
-20.97%
5Y*
-14.51%
10Y*
0.77%

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns

Based on dividend-adjusted daily data since Mar 26, 1990, FISV's average daily return is +0.08%, while the average monthly return is +1.43%. At this rate, your investment would double in approximately 4.1 years.

Historically, 63% of months were positive and 37% were negative. The best month was Mar 2000 with a return of +36.5%, while the worst month was Oct 2025 at -48.3%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 5 months.

On a daily basis, FISV closed higher 50% of trading days. The best single day was Apr 22, 2004 with a return of +16.5%, while the worst single day was Oct 29, 2025 at -44.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-5.12%-2.26%-10.42%-16.93%
20255.17%9.10%-6.30%-16.42%-11.80%5.91%-19.41%-0.55%-6.69%-48.27%-7.83%9.27%-67.30%
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%

Benchmark Metrics

Fiserv, Inc has an annualized alpha of 9.78%, beta of 0.98, and R² of 0.28 versus S&P 500 Index. Calculated based on daily prices since March 27, 1990.

  • This stock captured 100.39% of S&P 500 Index gains but only 74.08% of its losses — a favorable profile for investors.
  • R² of 0.28 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
9.78%
Beta
0.98
0.28
Upside Capture
100.39%
Downside Capture
74.08%

Return for Risk

Risk / Return Rank

FISV ranks 4 for risk / return — in the bottom 4% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


FISV Risk / Return Rank: 44
Overall Rank
FISV Sharpe Ratio Rank: 11
Sharpe Ratio Rank
FISV Sortino Ratio Rank: 22
Sortino Ratio Rank
FISV Omega Ratio Rank: 11
Omega Ratio Rank
FISV Calmar Ratio Rank: 33
Calmar Ratio Rank
FISV Martin Ratio Rank: 1111
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Fiserv, Inc (FISV) and compare them to a chosen benchmark (S&P 500 Index).


FISVBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

-1.24

0.90

-2.13

Sortino ratio

Return per unit of downside risk

-2.00

1.39

-3.38

Omega ratio

Gain probability vs. loss probability

0.59

1.21

-0.62

Calmar ratio

Return relative to maximum drawdown

-0.97

1.40

-2.37

Martin ratio

Return relative to average drawdown

-1.40

6.61

-8.01

Explore FISV risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History


Fiserv, Inc doesn't pay dividends

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.


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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 77.33%, occurring on Mar 27, 2026. The portfolio has not yet recovered.

The current Fiserv, Inc drawdown is 76.53%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-77.33%Mar 4, 2025269Mar 27, 2026
-51.5%Mar 20, 2002139Oct 4, 2002720Aug 15, 2005859
-51.14%Jun 1, 2007356Oct 27, 2008537Dec 14, 2010893
-38.12%May 11, 1999112Oct 18, 1999131Apr 25, 2000243
-37.85%Feb 5, 202033Mar 23, 2020244Mar 11, 2021277

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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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

Valuation

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


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for FISV, comparing it with other companies in the Software - Application industry. Currently, FISV has a P/E ratio of 8.7. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for FISV compared to other companies in the Software - Application industry. FISV currently has a PEG ratio of 0.2. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for FISV relative to other companies in the Software - Application industry. Currently, FISV has a P/S ratio of 1.4. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for FISV in comparison with other companies in the Software - Application industry. Currently, FISV has a P/B value of 1.2. 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