High insider ownership in Fiserv may indicate management's alignment with shareholders' interests. However, insiders selling shares below the current price over the past year could be a negative signal.
The market's opinion of the business has improved over the past five years, likely due to consistent earnings growth. The recent stock performance and business momentum suggest it may be a good time to investigate the stock further.
Baird analysts consider the current environment fairly healthy and expect implementations of FedNow, an instant payment service developed by the Federal Reserve, to be a tailwind to core processing revenue growth. They also favor Fiserv among the high-quality/stable/steady growers.
Fiserv's high P/E ratio is backed by a promising earnings outlook, according to analysts. Even though P/E ratio is on the higher side, investors are confident in the company's position and are willing to pay a premium.
first of all we got the chance to buy these at a multiyear valuation low and for some at a decade and more low. Now to what most do not realize. The combination of higher prices and higher borrowing costs has caused consumers to pull back on discretionary spending more broadly. Typically, merchants swiftly receive deposits for credit and debit card sales within a few days of the transaction. However, the collection of interchange and merchant processing fees is d...
Recent insider selling at Fiserv raises concerns, particularly as no insider purchases occurred over the past year. Despite Fiserv's profitability and expansion, the lack of insider buying paired with recent selling may shake investor confidence in the company's prospects.
Despite insiders selling shares, they still own a substantial part of the company implying that management's interests echo shareholders'. However, no insider buy transactions in the last year might cause unease about the company's future.
費哲金融服務股票討論區
1986年上市的美國公司,主要做金融技術服務業務,主要市場在美國,當前價格153.82。
2019年公司大幅併購後高速成長了一段時間,近期增速開始放緩,近3年營收平均增速8.7%,營業利潤受毛利率持續提升影響平均增速達到52%,歸普淨利平均增速達到47.4%。2023年利息費用佔營業利潤的20%,利息負擔很重,這也是比較疑惑的地方,淨利潤已經達到了30多億,債務負擔仍然在提高。毛利率近4年從47.4%提升到了59.8%,淨利率從6.6%提升到了16.4%,淨資產收益率從2.9%提升到了10.1%。
2024Q1營收增長7.4%,營業利潤增長25.9%,淨利潤增長30.6%。
5年來資產負債率從55%提高到了66.3%,總資產增加不少,但是淨資產卻減少了,主要可能是庫存股造成的,目前已經達到了129億。 應收的比例和增速比較正常,商譽及其他無形資產484.15億,是306.69億淨資產的1.6倍,長期借款達到了231.05億,是2023年淨利潤的7...
Now to what most do not realize.
The combination of higher prices and higher borrowing costs has caused consumers to pull back on discretionary spending more broadly.
Typically, merchants swiftly receive deposits for credit and debit card sales within a few days of the transaction. However, the collection of interchange and merchant processing fees is d...
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