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Former investment analyst who writes about contrarian investments approaching upward inflection points. Check out my Substack for additional content.

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Fiserv

Temporary "perfect storm" leads to opportunity to buy financial services leader for less than 5x long-term earnings

Fiserv is getting punished after leadership shake-ups, customer pushback, and missteps that shook confidence in its payment and banking tech businesses. The bull case is that new leaders can rebuild trust, keep key customers locked in, and use strong cash generation to shrink the share count if performance steadies.Read more

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US$119.99
56.5% undervalued intrinsic discount
Fair Value
Revenue
27.15% p.a.
Profit Margin
15.17%
Future PE
8.45x
Price in 2031
US$185.59