Fiserv, inc. FI.US Value Analysis

US StockIndustrials

FI Value Score

3

24

15

Limited Growth
  • AI analysis rates FI  with a lower value score of 2.
  • It is mainly due to  potential higher debt, along with potential value may be lower.
  • Over the past 3 months, FI has maintained a consecutive value rating of 2.0, higher than the rating of 3.6 over the past 3 years, indicating noticeable decrease in enterprise value.
  • Compared to all stocks in the Industrials sector, FI has a lower value rating.

FI Value Reference Factors

The Value score is derived from various data and factor information, integrated through AI algorithms. The following factors are part of the evaluation used by AI value scores.

Update to 2023/07/13 (Weekly Update)

FI Financial Forecast

Unit : USD

Update to 2024/11/2 (Quarterly Update)

FI Earnings Table

Unit : USD

QTRNon-GAAP EPSEPS YoYEPS Surprise %SalesSales YoYSales Surprise %NPM
Current
2.3
17.3%
1.7%
4.88B
5.8%
-0.4%
10.9%
2024Q2
2.13
17.7%
1.4%
4.79B
6.4%
-0.5%
17.6%
2024Q1
1.88
19%
5.2%
4.54B
6.1%
-0.6%
15.2%
2023Q4
2.19
14.7%
1.8%
4.64B
6.4%
-1%
17.8%
2023Q3
1.96
20.2%
1.5%
4.62B
8%
0.2%
19.7%

Update to 2024/11/2 (Quarterly Update)

FI Historical Value Score

You can use historical scores of 3 or above to observe potential performance and make investment decisions.

FI Value Strategy Backtest

The following backtest is based on specified rules since 2007. Price chart shows buy/sell time, cumulative returns, and backtesting statistics.

Entry
Exit

The Backtest Result of FI from 2007/01 till Now

1060.99%
Cumulative Return
14.77%
Annual Return
25.49%
Volatility
0.58
Sharpe Ratio

Statistics data for entering at or above a Value score of 4 and exiting at or below a Value score of 2 from January, 2007 to November, 2024. (Total Trades: 1)

FISectorUS Overall Market
Wining Rate100%62%55%
Avg Return1044.9%87.2%76.8%
Avg Profit1044.9%161.6%166.6%
Avg Loss--33.7%-34.6%
Avg Risk-Reward Ratio-479.4%481.3%

Update to 2024/11/1 (Daily Update)

Top 10 High Relevance to FI Value Score