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FI vs. V
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between FI and V is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.7

Performance

FI vs. V - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fiserv Inc. (FI) and Visa Inc. (V). The values are adjusted to include any dividend payments, if applicable.

600.00%700.00%800.00%900.00%1,000.00%1,100.00%NovemberDecember2025FebruaryMarchApril
850.02%
735.15%
FI
V

Key characteristics

Sharpe Ratio

FI:

0.60

V:

1.22

Sortino Ratio

FI:

0.88

V:

1.71

Omega Ratio

FI:

1.17

V:

1.25

Calmar Ratio

FI:

0.72

V:

1.79

Martin Ratio

FI:

3.01

V:

6.04

Ulcer Index

FI:

6.11%

V:

4.44%

Daily Std Dev

FI:

30.79%

V:

21.92%

Max Drawdown

FI:

-37.85%

V:

-51.90%

Current Drawdown

FI:

-22.38%

V:

-4.74%

Fundamentals

Market Cap

FI:

$102.73B

V:

$652.11B

EPS

FI:

$5.65

V:

$9.92

PE Ratio

FI:

32.79

V:

34.02

PEG Ratio

FI:

1.03

V:

2.25

PS Ratio

FI:

4.74

V:

17.51

PB Ratio

FI:

3.78

V:

17.62

Total Revenue (TTM)

FI:

$20.70B

V:

$37.62B

Gross Profit (TTM)

FI:

$12.62B

V:

$29.99B

EBITDA (TTM)

FI:

$9.02B

V:

$25.52B

Returns By Period

In the year-to-date period, FI achieves a -10.15% return, which is significantly lower than V's 9.51% return. Both investments have delivered pretty close results over the past 10 years, with FI having a 18.40% annualized return and V not far ahead at 18.92%.


FI

YTD

-10.15%

1M

-16.42%

6M

-7.63%

1Y

20.89%

5Y*

13.04%

10Y*

18.40%

V

YTD

9.51%

1M

-1.42%

6M

19.50%

1Y

29.59%

5Y*

15.38%

10Y*

18.92%

*Annualized

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Risk-Adjusted Performance

FI vs. V — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FI
The Risk-Adjusted Performance Rank of FI is 7373
Overall Rank
The Sharpe Ratio Rank of FI is 7474
Sharpe Ratio Rank
The Sortino Ratio Rank of FI is 6262
Sortino Ratio Rank
The Omega Ratio Rank of FI is 7171
Omega Ratio Rank
The Calmar Ratio Rank of FI is 7979
Calmar Ratio Rank
The Martin Ratio Rank of FI is 7979
Martin Ratio Rank

V
The Risk-Adjusted Performance Rank of V is 8787
Overall Rank
The Sharpe Ratio Rank of V is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of V is 8181
Sortino Ratio Rank
The Omega Ratio Rank of V is 8383
Omega Ratio Rank
The Calmar Ratio Rank of V is 9292
Calmar Ratio Rank
The Martin Ratio Rank of V is 8989
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.

FI vs. V - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fiserv Inc. (FI) and Visa Inc. (V). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The chart of Sharpe ratio for FI, currently valued at 0.60, compared to the broader market-2.00-1.000.001.002.003.00
FI: 0.60
V: 1.22
The chart of Sortino ratio for FI, currently valued at 0.88, compared to the broader market-6.00-4.00-2.000.002.004.00
FI: 0.88
V: 1.71
The chart of Omega ratio for FI, currently valued at 1.17, compared to the broader market0.501.001.502.00
FI: 1.17
V: 1.25
The chart of Calmar ratio for FI, currently valued at 0.72, compared to the broader market0.001.002.003.004.005.00
FI: 0.72
V: 1.79
The chart of Martin ratio for FI, currently valued at 3.01, compared to the broader market-10.00-5.000.005.0010.0015.0020.00
FI: 3.01
V: 6.04

The current FI Sharpe Ratio is 0.60, which is lower than the V Sharpe Ratio of 1.22. The chart below compares the historical Sharpe Ratios of FI and V, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.005.00NovemberDecember2025FebruaryMarchApril
0.60
1.22
FI
V

Dividends

FI vs. V - Dividend Comparison

FI has not paid dividends to shareholders, while V's dividend yield for the trailing twelve months is around 0.64%.


TTM20242023202220212020201920182017201620152014
FI
Fiserv Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%2.06%5.08%7.87%7.61%
V
Visa Inc.
0.64%0.68%0.72%0.76%0.62%0.56%0.56%0.67%0.61%0.75%0.64%0.64%

Drawdowns

FI vs. V - Drawdown Comparison

The maximum FI drawdown since its inception was -37.85%, smaller than the maximum V drawdown of -51.90%. Use the drawdown chart below to compare losses from any high point for FI and V. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-22.38%
-4.74%
FI
V

Volatility

FI vs. V - Volatility Comparison

Fiserv Inc. (FI) has a higher volatility of 25.20% compared to Visa Inc. (V) at 13.32%. This indicates that FI's price experiences larger fluctuations and is considered to be riskier than V based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%25.00%NovemberDecember2025FebruaryMarchApril
25.20%
13.32%
FI
V

Financials

FI vs. V - Financials Comparison

This section allows you to compare key financial metrics between Fiserv Inc. and Visa Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


3.00B4.00B5.00B6.00B7.00B8.00B9.00B10.00B20212022202320242025
5.13B
9.59B
(FI) Total Revenue
(V) Total Revenue
Values in USD except per share items

FI vs. V - Profitability Comparison

The chart below illustrates the profitability comparison between Fiserv Inc. and Visa Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

40.0%50.0%60.0%70.0%80.0%20212022202320242025
59.6%
79.0%
(FI) Gross Margin
(V) Gross Margin
FI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Fiserv Inc. reported a gross profit of 3.06B and revenue of 5.13B. Therefore, the gross margin over that period was 59.6%.
V - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Visa Inc. reported a gross profit of 7.57B and revenue of 9.59B. Therefore, the gross margin over that period was 79.0%.
FI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Fiserv Inc. reported an operating income of 1.40B and revenue of 5.13B, resulting in an operating margin of 27.2%.
V - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Visa Inc. reported an operating income of 5.44B and revenue of 9.59B, resulting in an operating margin of 56.7%.
FI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Fiserv Inc. reported a net income of 851.00M and revenue of 5.13B, resulting in a net margin of 16.6%.
V - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Visa Inc. reported a net income of 4.58B and revenue of 9.59B, resulting in a net margin of 47.7%.