Fiserv Inc.

FI
Financial Analysis · Updated May 12, 2026 · Coverage 2026-Q2
Latest Q Revenue
$5.3B
Q3 2025 · +3% YoY
TTM ROIC
6.8%
FY2025 · NOPAT (adj, excl. amortization) / Total Invested Capital (incl. goodwill) · WACC ~8.25% · Moat spread +-1.45pp

Financial Snapshot


ticker: FI step: 04 generated: 2026-05-12 source: quick-research

Fiserv, Inc. (FI) — Financial Snapshot

Income Statement Summary

Metric FY2022 FY2023 FY2024 FY2025 YoY (25)
Revenue $17.7B $19.1B $20.5B $21.6B +5.4%
Organic Growth +11% +12% +16% +4.0%
Adj Operating Margin 36.5% 38.7% 39.4% 37.4%
Net Income (GAAP) $2.5B $3.1B $3.5B $3.3B -6%
Adjusted EPS $6.65 $7.52 $8.80 $8.64 -2%

FY24 organic growth +16% (Argentina inflation tailwind). FY25 normalized to +4% as Argentina inflation flow-through reversed + Clover Argentina challenges + guidance cut. Adj op margin -200bps YoY on mix shift.

Cash Flow & Balance Sheet (FY2024)

Metric Value
Operating Cash Flow ~$5.0B
Free Cash Flow ~$4.6B
FCF Conversion ~85%
Cash & Equivalents ~$1.5B
Total Debt ~$25B
Net Debt/EBITDA ~3.0x

Key Ratios (approximate)

  • P/E: ~10x GAAP / ~9x Adj | EV/EBITDA: ~11x | FCF Yield: ~9%
  • Revenue Growth (TTM): ~5% | Op Margin: ~37%
  • No dividend | Aggressive buybacks: $3B+ annually

Growth Profile

FY24 was inflated by Argentina hyperinflation pass-through. FY25 normalized growth profile is mid-single-digit organic (excluding Argentina) + ~10% adj EPS growth model. Clover targeted to reach $3.3B revenue (cut from $3.5B). Carat enterprise commerce growing +20%. Financial Solutions ~2% organic. Long-term: 7-9% organic + 11-13% EPS.

Forward Estimates

  • FY 2026: Organic +3.5-4%; adj EPS $8.50-8.60 (essentially flat YoY)
  • FY 2027: Adj EPS forecast cut ~30% from prior path — now ~$9.50
  • Lower trajectory reflects Argentina normalization + Clover deceleration + Financial Solutions weakness
  • Stock at distressed multiple — ~9x P/E reflects skepticism

Deeper Financial Analysis

The fundamental tier adds 9 additional research dimensions for $FI.

Revenue Breakdown
Segment revenue, geographic mix, product-line contribution margins, and cohort dynamics.
Financial Trends
Quarter-over-quarter momentum, leading indicators, and inflection point analysis.
Balance Sheet
Debt structure, liquidity runway, dilution risk, and working capital dynamics.
Capital Allocation
Buyback cadence, M&A appetite, dividend policy, and reinvestment priorities.
Returns on Capital (ROIC)
Multi-year ROIC vs. WACC, marginal returns on reinvestment, sales-to-invested-capital efficiency, and moat spread.
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Markdown: /stocks/fi/financials/md · → thesis · → memo