Tearsheet

Fidelity National Information Services (FIS)


Market Price (5/7/2026): $45.98 | Market Cap: $23.8 Bil
Sector: Financials | Industry: Transaction & Payment Processing Services

Fidelity National Information Services (FIS)


Market Price (5/7/2026): $45.98
Market Cap: $23.8 Bil
Sector: Financials
Industry: Transaction & Payment Processing Services

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.2%, Dividend Yield is 3.6%, FCF Yield is 7.7%

Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 26%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 17%, CFO LTM is 2.8 Bil

Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -32%

Low stock price volatility
Vol 12M is 28%

Megatrend and thematic drivers
Megatrends include Fintech & Digital Payments, and AI in Financial Services. Themes include Digital Payments, Online Banking & Lending, Show more.

Weak multi-year price returns
2Y Excs Rtn is -75%, 3Y Excs Rtn is -89%

Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 54%

Expensive valuation multiples
P/EPrice/Earnings or Price/(Net Income) is 62x

Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -3.5%

Key risks
FIS key risks include [1] failing to innovate against intense fintech competition, Show more.

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.2%, Dividend Yield is 3.6%, FCF Yield is 7.7%
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 26%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 17%, CFO LTM is 2.8 Bil
2 Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -32%
3 Low stock price volatility
Vol 12M is 28%
4 Megatrend and thematic drivers
Megatrends include Fintech & Digital Payments, and AI in Financial Services. Themes include Digital Payments, Online Banking & Lending, Show more.
5 Weak multi-year price returns
2Y Excs Rtn is -75%, 3Y Excs Rtn is -89%
6 Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 54%
7 Expensive valuation multiples
P/EPrice/Earnings or Price/(Net Income) is 62x
8 Weak revenue growth
Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -3.5%
9 Key risks
FIS key risks include [1] failing to innovate against intense fintech competition, Show more.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Fidelity National Information Services (FIS) stock has lost about 15% since 1/31/2026 because of the following key factors:

1. Strategic Portfolio Shift and Earnings Miss Creating Uncertainty. Fidelity National Information Services (FIS) underwent a significant portfolio restructuring in January 2026, completing the acquisition of Global Payments' Issuer Solutions business and divesting its remaining 45% stake in Worldpay. This major shift, while intended to drive growth, led to a "reset in earnings expectations" and created investor uncertainty. The company reported fourth-quarter 2025 adjusted earnings per share (EPS) of $1.68, slightly missing the consensus estimate of $1.69 or $1.70.

2. Heightened Balance Sheet Concerns Due to Increased Debt. The acquisition of the Issuer Solutions business resulted in FIS issuing senior notes to refinance short-term debt, increasing the company's net debt to $12.7 billion. This elevated debt level led to concerns among investors regarding the company's financial risk, with a focus on its ability to generate sufficient free cash flow to reduce leverage. Furthermore, management announced a temporary pause in share repurchases to prioritize debt reduction, targeting a gross leverage ratio of 2.8x.

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Stock Movement Drivers

Fundamental Drivers

The -16.1% change in FIS stock from 1/31/2026 to 5/6/2026 was primarily driven by a -66.8% change in the company's P/E Multiple.
(LTM values as of)13120265062026Change
Stock Price ($)54.7845.97-16.1%
Change Contribution By: 
Total Revenues ($ Mil)10,46410,6772.0%
Net Income Margin (%)1.5%3.6%145.7%
P/E Multiple187.862.4-66.8%
Shares Outstanding (Mil)5215170.8%
Cumulative Contribution-16.1%

LTM = Last Twelve Months as of date shown

Market Drivers

1/31/2026 to 5/6/2026
ReturnCorrelation
FIS-16.1% 
Market (SPY)3.6%26.1%
Sector (XLF)-2.5%52.3%

Fundamental Drivers

The -25.4% change in FIS stock from 10/31/2025 to 5/6/2026 was primarily driven by a -78.4% change in the company's P/E Multiple.
(LTM values as of)103120255062026Change
Stock Price ($)61.6145.97-25.4%
Change Contribution By: 
Total Revenues ($ Mil)10,31710,6773.5%
Net Income Margin (%)1.1%3.6%228.7%
P/E Multiple288.862.4-78.4%
Shares Outstanding (Mil)5255171.5%
Cumulative Contribution-25.4%

LTM = Last Twelve Months as of date shown

Market Drivers

10/31/2025 to 5/6/2026
ReturnCorrelation
FIS-25.4% 
Market (SPY)5.5%30.1%
Sector (XLF)-0.2%53.0%

Fundamental Drivers

The -40.2% change in FIS stock from 4/30/2025 to 5/6/2026 was primarily driven by a -75.1% change in the company's Net Income Margin (%).
(LTM values as of)43020255062026Change
Stock Price ($)76.9045.97-40.2%
Change Contribution By: 
Total Revenues ($ Mil)10,12710,6775.4%
Net Income Margin (%)14.3%3.6%-75.1%
P/E Multiple28.662.4118.5%
Shares Outstanding (Mil)5385174.1%
Cumulative Contribution-40.2%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2025 to 5/6/2026
ReturnCorrelation
FIS-40.2% 
Market (SPY)30.4%33.4%
Sector (XLF)8.0%53.3%

Fundamental Drivers

The -15.4% change in FIS stock from 4/30/2023 to 5/6/2026 was primarily driven by a -15.9% change in the company's P/S Multiple.
(LTM values as of)43020235062026Change
Stock Price ($)54.3545.97-15.4%
Change Contribution By: 
Total Revenues ($ Mil)12,15210,677-12.1%
P/S Multiple2.62.2-15.9%
Shares Outstanding (Mil)59251714.5%
Cumulative Contribution-15.4%

LTM = Last Twelve Months as of date shown

Market Drivers

4/30/2023 to 5/6/2026
ReturnCorrelation
FIS-15.4% 
Market (SPY)78.7%38.6%
Sector (XLF)64.0%51.5%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
FIS Return-22%-36%-8%37%-16%-29%-63%
Peers Return-6%-16%29%27%-20%-16%-14%
S&P 500 Return27%-19%24%23%16%6%93%

Monthly Win Rates [3]
FIS Win Rate42%42%50%67%58%20% 
Peers Win Rate48%42%60%62%43%24% 
S&P 500 Win Rate75%42%67%75%67%60% 

Max Drawdowns [4]
FIS Max Drawdown-27%-47%-29%-2%-23%-34% 
Peers Max Drawdown-21%-24%-8%-9%-30%-22% 
S&P 500 Max Drawdown-1%-25%-1%-2%-15%-7% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: FISV, GPN, JKHY, BR, ACIW. See FIS Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 5/6/2026 (YTD)

How Low Can It Go

EventFISS&P 500
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-23.4%-9.5%
  % Gain to Breakeven30.5%10.5%
  Time to Breakeven70 days24 days
2023 SVB Regional Banking Crisis
  % Loss-24.1%-6.7%
  % Gain to Breakeven31.7%7.1%
  Time to Breakeven335 days31 days
2020 COVID-19 Crash
  % Loss-34.7%-33.7%
  % Gain to Breakeven53.1%50.9%
  Time to Breakeven402 days140 days
Q4 2018 Fed Policy Error / Growth Scare
  % Loss-11.0%-19.2%
  % Gain to Breakeven12.4%23.7%
  Time to Breakeven42 days105 days
2015-2016 China Devaluation / Global Growth Scare
  % Loss-20.9%-12.2%
  % Gain to Breakeven26.5%13.9%
  Time to Breakeven85 days62 days
2011 US Debt Ceiling Crisis & European Contagion
  % Loss-22.9%-17.9%
  % Gain to Breakeven29.7%21.8%
  Time to Breakeven134 days123 days

Compare to FISV, GPN, JKHY, BR, ACIW

In The Past

Fidelity National Information Services's stock fell -1.3% during the 2025 US Tariff Shock. Such a loss loss requires a 1.3% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventFISS&P 500
Summer-Fall 2023 Five Percent Yield Shock
  % Loss-23.4%-9.5%
  % Gain to Breakeven30.5%10.5%
  Time to Breakeven70 days24 days
2023 SVB Regional Banking Crisis
  % Loss-24.1%-6.7%
  % Gain to Breakeven31.7%7.1%
  Time to Breakeven335 days31 days
2020 COVID-19 Crash
  % Loss-34.7%-33.7%
  % Gain to Breakeven53.1%50.9%
  Time to Breakeven402 days140 days
2015-2016 China Devaluation / Global Growth Scare
  % Loss-20.9%-12.2%
  % Gain to Breakeven26.5%13.9%
  Time to Breakeven85 days62 days
2011 US Debt Ceiling Crisis & European Contagion
  % Loss-22.9%-17.9%
  % Gain to Breakeven29.7%21.8%
  Time to Breakeven134 days123 days
2008-2009 Global Financial Crisis
  % Loss-69.1%-53.4%
  % Gain to Breakeven223.2%114.4%
  Time to Breakeven1590 days1085 days
Summer 2007 Credit Crunch
  % Loss-21.4%-8.6%
  % Gain to Breakeven27.2%9.5%
  Time to Breakeven2250 days47 days

Compare to FISV, GPN, JKHY, BR, ACIW

In The Past

Fidelity National Information Services's stock fell -1.3% during the 2025 US Tariff Shock. Such a loss loss requires a 1.3% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Fidelity National Information Services (FIS)

Fidelity National Information Services, Inc. provides technology solutions for merchants, banks, and capital markets firms worldwide. It operates through Merchant Solutions, Banking Solutions, and Capital Market Solutions segments. The Merchant Solutions segment offers enterprise acquiring, software-led small- to medium-sized businesses acquiring, and global e-commerce solutions. The Banking Solutions segment provides core processing and ancillary applications; digital solutions, including Internet, mobile, and e-banking; fraud, risk management, and compliance solutions; electronic funds transfer and network services; card and retail payment solutions; wealth and retirement solutions; and item processing and output services. The Capital Market Solutions segment offers securities processing and finance, global trading, asset management and insurance, and corporate liquidity solutions. Fidelity National Information Services, Inc. was founded in 1968 and is headquartered in Jacksonville, Florida.

AI Analysis | Feedback

Here are 1-3 brief analogies for Fidelity National Information Services (FIS):

  • Fidelity National Information Services (FIS) is like the Oracle or SAP for the financial industry, providing the essential enterprise software and technology that powers banks, merchants, and capital markets firms.
  • Think of FIS as the Amazon Web Services (AWS) for financial institutions, building and running the critical technological infrastructure for everything from online banking to global trading.

AI Analysis | Feedback

  • Merchant Solutions: Provides technology and services enabling businesses worldwide to accept various forms of payments, including enterprise acquiring, software-led SMB acquiring, and global e-commerce solutions.
  • Banking Solutions: Offers comprehensive technology services for banks, covering core processing, digital banking platforms, fraud and risk management, payment solutions, and wealth management.
  • Capital Market Solutions: Delivers technology solutions for capital market firms, including securities processing, global trading, asset management and insurance, and corporate liquidity solutions.

AI Analysis | Feedback

Fidelity National Information Services (FIS) sells primarily to other companies, rather than individuals. Given the nature of its business as a technology solutions provider for financial services, FIS serves a vast global customer base across several categories rather than a short list of specific "major" named public companies. Based on the company's description, its major customers fall into the following categories:

  • Merchants: This category includes a wide range of businesses, from small-to-medium-sized businesses (SMBs) requiring software-led acquiring solutions to large enterprises needing global e-commerce and payment processing services.
  • Banks (Financial Institutions): This includes various types of banks and credit unions worldwide that utilize FIS for core processing, digital banking solutions (Internet, mobile, e-banking), fraud and risk management, electronic funds transfer, card and retail payment solutions, wealth and retirement services, and more.
  • Capital Markets Firms: This segment serves firms involved in securities processing and finance, global trading, asset management, insurance, and corporate liquidity solutions.

AI Analysis | Feedback

Microsoft (MSFT)

AI Analysis | Feedback

Stephanie Ferris, Chief Executive Officer and President
Stephanie Ferris became FIS' President in February 2022 and Chief Executive Officer in December 2022. She also joined the Board of Directors in October 2022. Prior to her current role, she served as Chief Operating Officer and Chief Administrative Officer of FIS, overseeing global strategy, technology transformation, and the integration of FIS and Worldpay. Ferris joined FIS as the Chief Financial Officer of Worldpay, Inc., which FIS acquired in July 2019. Before Worldpay, she was the Chief Financial Officer of the payments processing division of Fifth Third Bancorp, which was later spun out to become Vantiv. Vantiv subsequently acquired Worldpay Group plc to form Worldpay, Inc. She started her career in public accounting at PricewaterhouseCoopers and is a certified public accountant.

James Kehoe, Chief Financial Officer
James Kehoe was appointed Chief Financial Officer of FIS on August 21, 2023. He brings over 25 years of international finance experience. Before joining FIS, Kehoe served as Executive Vice President and Global Chief Financial Officer at Walgreens Boots Alliance since 2018. His previous roles include Global CFO and Board Director for Takeda Pharmaceutical Company, and CFO at Kraft Foods Group. Kehoe has a Bachelor of Commerce degree from the University of Galway and a Master of Business Studies (Finance) from University College Dublin.

Kelly Beatty, Chief Client Officer
Kelly Beatty is responsible for FIS’s global client servicing, support, implementation, and professional services. She has over 25 years of experience in financial services, having previously served as Senior Vice President and General Manager of Worldpay’s Merchant Solutions. Beatty holds a BBA from Wake Forest University.

David Dunn, Chief Risk Officer
David Dunn is the Chief Risk Officer at FIS, overseeing the strategy and execution of all global risk functions, including information security, risk advisory, and global business resilience. He has over 30 years of experience in technology, audit, and financial services. Dunn previously served as Executive Vice President, Senior Governance and Controls Officer, and head of enterprise technology risk at Truist. His career also includes leadership roles at PNC Financial Services Group, Bank of America, Royal Bank of Scotland (Citizens Financial Group), Capital One, and PeopleSoft. He holds MBA degrees from Cornell University and Queen's University, and a Bachelor of Science in accounting from Excelsior College.

Geddes Johnson, EVP, Strategy and M&A
Geddes Johnson serves as EVP, Strategy and M&A at FIS, where he is responsible for shaping the company's corporate strategy and mergers and acquisitions. Before joining FIS, Johnson was a managing director within the investment banking division of Goldman Sachs.

AI Analysis | Feedback

Key Risks to Fidelity National Information Services (FIS)

The key risks to Fidelity National Information Services (FIS) are primarily related to cybersecurity and data security, the evolving regulatory landscape, and intense competition and technological disruption within the financial technology sector.

  1. Cybersecurity and Data Security Threats

    Given that FIS provides technology solutions for banks, merchants, and capital markets firms worldwide, it handles vast amounts of sensitive financial and personal data. A significant cybersecurity breach or data security incident could lead to severe financial penalties, extensive reputational damage, loss of customer trust, and potential legal liabilities. Such an event could disrupt operations, necessitate costly remediation efforts, and result in a substantial decline in customer base and revenue.

  2. Regulatory Changes and Compliance Burden

    Operating within the highly regulated financial services industry, FIS is exposed to risks associated with evolving global, national, and local financial regulations. Changes in data privacy laws (e.g., GDPR, CCPA), anti-money laundering (AML) regulations, payment processing rules, or other financial compliance requirements can necessitate significant investments in systems, processes, and personnel to ensure compliance. Failure to comply with these regulations could result in hefty fines, legal sanctions, and restrictions on business operations, thereby impacting profitability and market position.

  3. Intense Competition and Technological Disruption

    The financial technology (FinTech) market is characterized by rapid technological advancements and a highly competitive environment. FIS faces significant competition from established financial technology providers, traditional financial institutions, and innovative new entrants, including smaller, agile FinTech startups. The risk lies in the potential for competitors to develop superior or more cost-effective solutions, or for emerging technologies (such as blockchain, artificial intelligence, or new payment methodologies) to disrupt existing business models. Failure to continually innovate, adapt to new technologies, or effectively compete on features and pricing could lead to loss of market share and erosion of profitability.

AI Analysis | Feedback

The following are clear emerging threats to Fidelity National Information Services (FIS):

  • The rise of cloud-native fintechs and neobanks, which are increasingly building modern, agile banking and payment solutions that bypass traditional legacy core processing systems and services provided by FIS.
  • The accelerating trend of embedded finance and Banking-as-a-Service (BaaS) models, allowing non-financial companies to directly offer financial services and potentially disintermediate traditional banks and their technology providers like FIS.
  • The continued development and adoption of Distributed Ledger Technology (DLT) and blockchain solutions, which have the potential to fundamentally transform payments, settlements, and securities processing, possibly rendering some of FIS's existing infrastructure and services less relevant or obsolete.

AI Analysis | Feedback

Addressable Markets for Fidelity National Information Services (FIS) Products and Services

Fidelity National Information Services (FIS) operates across three main segments: Merchant Solutions, Banking Solutions, and Capital Market Solutions. Each segment addresses significant global and regional markets with its technology offerings.

Merchant Solutions

The addressable market for FIS's Merchant Solutions, which includes enterprise acquiring, software-led small to medium-sized business (SMB) acquiring, and global e-commerce solutions, is substantial. The global payment processing solutions market size was estimated at USD 173.38 billion in 2025 and is projected to reach approximately USD 1051.93 billion by 2035. North America held the largest share of this global market, accounting for 47% in 2025.

Banking Solutions

FIS's Banking Solutions segment, encompassing core processing, digital solutions, fraud and risk management, and wealth and retirement solutions, serves a broad market. * **Core Banking Software:** The global core banking software market was valued at USD 19.67 billion in 2025. This market is projected to grow to USD 83.78 billion by 2034. North America was the dominant region in the global core banking software market, holding a 42.20% share in 2025. * **Digital Banking Platforms:** For digital solutions like Internet, mobile, and e-banking, the global digital banking platform market size was valued at USD 30.4 billion in 2023 and is projected to reach USD 168.3 billion by 2032. North America held the largest market share in the digital banking platform industry in 2023.

Capital Market Solutions

The Capital Market Solutions segment, offering securities processing, global trading, asset management, and corporate liquidity solutions, also addresses a large market. * **Overall Capital Markets Technology Solutions:** The global capital markets technology solutions market was valued at USD 126.52 billion in 2024 and is projected to reach USD 223.35 billion by 2032. North America is a dominant region in this sector, accounting for approximately 42% of the global market share in 2024. * **Asset Management Systems:** The global Asset Management System Market was valued at USD 16.97 billion in 2024 and is projected to grow to USD 26.41 billion by 2030.

AI Analysis | Feedback

Fidelity National Information Services (FIS) is poised for future revenue growth over the next 2-3 years, driven by a combination of strategic acquisitions, accelerated performance in key segments, and a focus on innovation and recurring revenue streams.

Here are 3-5 expected drivers of future revenue growth for FIS:

  1. Strategic Acquisitions and Integration: A significant driver is the acquisition and integration of strategic businesses, most notably the Total Issuing Solutions business from Global Payments, which was completed in January 2026. This acquisition is expected to significantly transform FIS's strategic profile and contribute to its 2026 revenue projections. FIS also plans to invest approximately $1 billion annually in acquisitions that enhance critical areas such as payments, digital banking, and commercial lending technology.
  2. Accelerated Growth in Banking Solutions: FIS anticipates a meaningful acceleration in its Banking Solutions segment. After growing 2% in 2023, adjusted revenue growth in Banking is projected to reach at least 3% in 2024 and between 3.7% and 4.4% in 2025. This segment also saw an 8.3% adjusted revenue growth in Q4 2025.
  3. Continued Strong Performance in Capital Market Solutions: The Capital Market Solutions segment has demonstrated robust performance and is expected to continue as a key revenue driver. This segment achieved 9% adjusted revenue growth in Q1 2025 and 5.6% adjusted revenue growth in Q4 2025. FIS forecasts another year of strong revenue growth from capital markets, with a full-year range of 6.5% to 7% in 2025.
  4. Emphasis on High-Quality Recurring Revenue and Cross-selling: FIS is strategically focused on expanding its recurring revenue base, which constitutes approximately 80% of its total revenue. In Q4 2025, recurring revenue grew by 7.8%, outpacing overall growth, while recurring annual contract value sales increased by 20% year-over-year. The company also sees substantial opportunities to drive growth through cross-selling its solutions and component capabilities across its Banking and Capital Markets segments.
  5. Investments in Innovation, Digital Transformation, and Artificial Intelligence (AI): FIS is committed to driving durable revenue growth through continuous innovation and commercial excellence. The company plans to significantly increase its investment in data and AI technologies to develop domain-specific models and agents. These advancements aim to improve fraud prevention, stimulate deposit and lending growth, and enhance operational efficiency across its platforms.

AI Analysis | Feedback

Share Repurchases

  • Fidelity National Information Services (FIS) repurchased $4.0 billion of shares in 2024.
  • The company repurchased $1.3 billion of shares in 2025, exceeding its initial target of $1.2 billion.
  • FIS anticipates a temporary pause on share repurchases in 2026 as it prioritizes deleveraging.

Share Issuance

  • The number of outstanding shares for FIS decreased from 583 million in 2023 to 519 million in 2025, indicating net share repurchases rather than significant issuances.

Inbound Investments

  • No significant inbound investments by third-parties into Fidelity National Information Services were publicly reported over the last 3-5 years.

Outbound Investments

  • In January 2026, FIS completed the acquisition of Global Payments' Issuer Solutions business for an estimated $13.5 billion enterprise valuation, funded partly by the sale of its remaining equity interest in Worldpay and approximately $7.7 billion in cash.
  • In January 2024, FIS sold a 55% majority stake in its Worldpay Merchant Solutions business to private equity funds managed by GTCR.
  • Other strategic acquisitions by FIS include Amount (Omnichannel Banking solutions) in September 2025, Demica for $300 million in December 2024, Dragonfly in November 2024, Torstone Technology in February 2024, and Everlink Payment Services to aid international expansion.

Capital Expenditures

  • FIS's capital expenditures averaged $182.6 million annually for the fiscal years ending December 2021 to 2025.
  • Capital expenditures peaked at $320 million in December 2021, reached a five-year low of $97 million in December 2024, and subsequently increased to $154 million in 2025.
  • The company prioritizes investments in technological advancement, including AI and digital platforms, as a key driver for future growth.

Better Bets vs. Fidelity National Information Services (FIS)

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Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

FISFISVGPNJKHYBRACIWMedian
NameFidelity.Fiserv Global P.Jack Hen.Broadrid.ACI Worl. 
Mkt Price45.9756.1169.63142.88152.8343.2762.87
Mkt Cap23.830.016.510.317.84.517.1
Rev LTM10,67721,0908,3092,4657,3221,7607,816
Op Inc LTM1,7595,1581,5636381,2533301,408
FCF LTM1,8274,1272,0394701,2542891,541
FCF 3Y Avg2,2124,1622,1043261,0972451,601
CFO LTM2,8166,0132,6577081,3683232,012
CFO 3Y Avg3,0745,7752,7555581,2082831,981

Growth & Margins

FISFISVGPNJKHYBRACIWMedian
NameFidelity.Fiserv Global P.Jack Hen.Broadrid.ACI Worl. 
Rev Chg LTM5.4%1.9%-0.2%8.4%8.2%10.4%6.8%
Rev Chg 3Y Avg-3.5%5.2%-1.7%7.3%7.2%7.4%6.2%
Rev Chg Q8.2%-2.0%-0.0%7.9%7.8%6.3%7.1%
QoQ Delta Rev Chg LTM2.0%-0.5%-0.0%1.9%2.0%1.6%1.8%
Op Inc Chg LTM-0.2%-15.1%-12.9%24.5%10.7%7.1%3.4%
Op Inc Chg 3Y Avg8.8%11.3%-0.8%11.6%15.2%18.3%11.4%
Op Mgn LTM16.5%24.5%18.8%25.9%17.1%18.7%18.8%
Op Mgn 3Y Avg16.6%26.7%20.0%23.6%16.6%17.7%18.9%
QoQ Delta Op Mgn LTM-0.2%-2.4%-2.3%1.0%-0.1%-1.1%-0.6%
CFO/Rev LTM26.4%28.5%32.0%28.7%18.7%18.3%27.4%
CFO/Rev 3Y Avg30.3%28.2%34.4%24.1%17.6%17.5%26.1%
FCF/Rev LTM17.1%19.6%24.5%19.1%17.1%16.4%18.1%
FCF/Rev 3Y Avg21.9%20.3%26.3%14.0%16.0%15.0%18.2%

Valuation

FISFISVGPNJKHYBRACIWMedian
NameFidelity.Fiserv Global P.Jack Hen.Broadrid.ACI Worl. 
Mkt Cap23.830.016.510.317.84.517.1
P/S2.21.42.04.22.42.52.3
P/Op Inc13.55.810.516.214.213.513.5
P/EBIT15.25.68.215.611.812.212.0
P/E62.49.411.820.416.219.617.9
P/CFO8.45.06.214.613.013.810.7
Total Yield5.2%10.7%9.9%5.7%8.6%5.1%7.2%
Dividend Yield3.6%0.0%1.4%0.8%2.4%0.0%1.1%
FCF Yield 3Y Avg6.1%7.1%8.4%2.6%4.8%5.2%5.6%
D/E0.61.01.30.00.20.20.4
Net D/E0.51.00.8-0.00.20.10.4

Returns

FISFISVGPNJKHYBRACIWMedian
NameFidelity.Fiserv Global P.Jack Hen.Broadrid.ACI Worl. 
1M Rtn-1.5%-0.4%7.1%-9.6%-5.9%5.2%-0.9%
3M Rtn-10.1%-6.0%-1.3%-17.5%-19.2%5.6%-8.1%
6M Rtn-28.0%-12.3%-11.5%-10.0%-29.4%-10.3%-11.9%
12M Rtn-37.9%-69.7%-11.1%-15.8%-33.4%-20.5%-27.0%
3Y Rtn-10.9%-53.4%-31.5%-2.8%5.1%77.8%-6.8%
1M Excs Rtn-11.8%-9.9%-0.3%-21.1%-15.7%-5.2%-10.9%
3M Excs Rtn-17.1%-13.1%-8.3%-24.5%-26.2%-1.4%-15.1%
6M Excs Rtn-32.5%-21.4%-16.6%-12.0%-37.7%-16.7%-19.0%
12M Excs Rtn-70.1%-100.1%-41.4%-46.3%-63.4%-51.0%-57.2%
3Y Excs Rtn-89.1%-130.5%-107.0%-85.5%-65.3%-5.9%-87.3%

Comparison Analyses

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Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Banking Solutions6,8926,7436,6246,3965,944
Capital Market Solutions2,9792,7662,6312,6242,440
Corporate and Other256322464361401
Merchant Solutions   4,4963,767
Total10,1279,8319,71913,87712,552


Operating Income by Segment
$ Mil20252024202320222021
Banking Solutions3,0322,9082,8822,8742,556
Capital Market Solutions1,5191,3901,3381,2711,147
Indirect Worldpay business support costs-14-167-180  
Asset impairments-52-113-103-202-136
Corporate and Other-415-346-259-290-195
Acquisition, integration and other costs-624-482-581-845-858
Purchase accounting amortization-675-696-778-2,764-2,750
Depreciation and amortization-1,062-1,047-1,101-1,251-964
Merchant Solutions   2,2621,752
Total1,7091,4471,2181,055552


Price Behavior

Price Behavior
Market Price$45.97 
Market Cap ($ Bil)23.8 
First Trading Date06/20/2001 
Distance from 52W High-43.0% 
   50 Days200 Days
DMA Price$48.00$60.33
DMA Trenddowndown
Distance from DMA-4.2%-23.8%
 3M1YR
Volatility32.9%28.3%
Downside Capture0.590.68
Upside Capture37.6235.20
Correlation (SPY)22.5%32.5%
FIS Betas & Captures as of 4/30/2026

 1M2M3M6M1Y3Y
Beta0.700.320.660.670.760.69
Up Beta0.110.420.460.600.790.67
Down Beta-2.35-0.560.040.120.540.54
Up Capture46%12%40%41%25%34%
Bmk +ve Days15223166141428
Stock +ve Days10193058118377
Down Capture765%92%138%122%124%97%
Bmk -ve Days4183056108321
Stock -ve Days12243467132370

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with FIS
FIS-39.9%28.3%-1.79-
Sector ETF (XLF)6.5%14.6%0.2153.1%
Equity (SPY)28.5%12.5%1.7833.3%
Gold (GLD)40.6%27.2%1.23-18.7%
Commodities (DBC)50.9%18.0%2.20-10.6%
Real Estate (VNQ)12.8%13.5%0.6529.0%
Bitcoin (BTCUSD)-14.2%42.1%-0.2521.2%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with FIS
FIS-19.8%33.0%-0.60-
Sector ETF (XLF)9.1%18.6%0.3751.1%
Equity (SPY)12.7%17.1%0.5845.9%
Gold (GLD)21.0%17.9%0.96-2.0%
Commodities (DBC)13.9%19.1%0.608.2%
Real Estate (VNQ)3.5%18.8%0.0943.3%
Bitcoin (BTCUSD)8.7%56.1%0.3716.9%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with FIS
FIS-1.9%29.7%-0.00-
Sector ETF (XLF)12.5%22.2%0.5257.2%
Equity (SPY)14.9%17.9%0.7159.1%
Gold (GLD)13.7%16.0%0.71-0.2%
Commodities (DBC)9.5%17.7%0.4518.2%
Real Estate (VNQ)5.7%20.7%0.2452.1%
Bitcoin (BTCUSD)68.4%66.9%1.0714.2%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date4152026
Short Interest: Shares Quantity14.3 Mil
Short Interest: % Change Since 33120263.0%
Average Daily Volume7.5 Mil
Days-to-Cover Short Interest1.9 days
Basic Shares Quantity517.0 Mil
Short % of Basic Shares2.8%

Earnings Returns History

Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
2/24/20261.4%5.4%4.4%
11/5/20252.5%5.1%5.6%
8/5/2025-8.5%-11.5%-13.6%
5/6/2025-3.1%0.7%2.6%
2/11/2025-11.5%-15.7%-17.1%
11/4/20240.7%-1.2%-4.3%
8/6/20245.1%4.6%13.2%
5/6/20245.5%7.5%7.8%
...
SUMMARY STATS   
# Positive101012
# Negative141412
Median Positive2.4%5.2%8.1%
Median Negative-4.4%-3.6%-10.6%
Max Positive5.5%7.7%14.0%
Max Negative-12.5%-15.7%-28.7%

SEC Filings

Expand for More
Report DateFiling DateFiling
12/31/202502/24/202610-K
09/30/202511/05/202510-Q
06/30/202508/05/202510-Q
03/31/202505/06/202510-Q
12/31/202402/13/202510-K
09/30/202411/04/202410-Q
06/30/202408/06/202410-Q
03/31/202405/07/202410-Q
12/31/202302/26/202410-K
09/30/202311/07/202310-Q
06/30/202308/02/202310-Q
03/31/202305/02/202310-Q
12/31/202202/27/202310-K
09/30/202211/04/202210-Q
06/30/202208/04/202210-Q
03/31/202205/03/202210-Q

Insider Activity

Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Goldstein, Jeffrey A DirectBuy417202647.391,19756,726745,255Form
2Ferris, StephanieCEO and PresidentDirectBuy309202650.3919,8461,000,04014,182,669Form
3Goldstein, Jeffrey A DirectBuy120202664.1194160,328931,454Form
4Goldstein, Jeffrey A DirectBuy1017202567.6688960,150919,364Form
5Tsai, CarolineEVP CLO and Corp AffairsDirectSell911202570.001,786125,0202,611,770Form