Fidelity National Information Services' acquisition of Worldpay in 2019 was one of three similar transformational deals that took place in short order. But FIS has since decided to undo the Worldpay deal as it struggled with operational issues within the Worldpay business.
The bank technology business is very stable, characterized by high amounts of recurring revenue and long-term contracts.
Compared with its peers, FIS' customer base skews more heavily to large banks, which have greater bargaining leverage.
|
Metric
|
FIS
|
GPN
|
FI
|
|---|---|---|---|
Price/Earnings (Normalized) | 15.00 | 12.24 | 19.42 |
Price/Book Value | 2.16 | 1.44 | 3.10 |
Price/Sales | 4.26 | 3.46 | 4.75 |
Price/Cash Flow | 9.36 | 11.46 | 14.64 |
|
Metric
|
FIS
|
GPN
|
FI
|
|---|---|---|---|
Quick Ratio | 0.14 | 0.39 | 0.14 |
Current Ratio | 0.75 | 0.99 | 1.04 |
Interest Coverage | 1.80 | 2.60 | 4.85 |
|
Metric
|
FIS
|
GPN
|
FI
|
|---|---|---|---|
Return on Assets (Normalized) | 13.19% | 5.66% | 5.63% |
Return on Equity (Normalized) | 33.35% | 12.18% | 16.02% |
Return on Invested Capital (Normalized) | 18.98% | 7.94% | 10.37% |
|
Ticker
|
Name
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|
ACN
| Accenture PLC Class A | Xmvqsvtlp | Tdqc | $197.1 Bil | |
IBM
| International Business Machines Corp | Xvt | Xbzklnt | $167.0 Bil | |
FI
| Fiserv Inc | Srzzmkvb | Zglwzs | $89.6 Bil | |
INFY
| Infosys Ltd ADR | Kfrjjbzk | Jrshg | $70.3 Bil | |
CTSH
| Cognizant Technology Solutions Corp Class A | Bwdvymyf | Kqdylft | $33.6 Bil | |
WIT
| Wipro Ltd ADR | Yglbqcmx | Zzqbcml | $27.7 Bil | |
GIB
| CGI Inc Class A | Bjhztpdy | Nqvxdzh | $24.5 Bil | |
BR
| Broadridge Financial Solutions Inc | Bgfqljbv | Rpkxdpn | $23.1 Bil | |
EPAM
| EPAM Systems Inc | Hjkqhglxv | Pkcyy | $14.2 Bil |
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