Fidelity National Information Services, Inc.

Fidelity National Information Services, Inc.

FIS

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Market Cap$22.23B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Fidelity National Information Services, Inc.Fidelity National Information Services, Inc.8.33.81%17%1.90.3

Earnings Call Q1 2026

May 8, 2026 - AI Summary

Q1 performance was strong and broad-based (beats across metrics): Pro forma revenue +6.5% (above outlook), Adj. EBITDA margin 39.6% with +87 bps expansion (mix + cost savings), Adj. EPS $1.36 (+12.4% YoY), and free cash flow $474M (+111% YoY)—a standout given Q1 is typically the lowest cash flow quarter. Shareholder return: $260M returned (primarily dividends); total debt $21B, leverage 3.6x.
Commercial momentum is accelerating—especially recurring ACV and payments/digital: Recurring ACV +24% YoY (leading indicator), with banking recurring ACV +13% and capital markets up +45%. Growth vectors highlighted: Money Movement Hub ACV tripled, lending +63%, digital ACV +25%. Management frames this as demand validating their strategy and supporting durable revenue + margin expansion in future quarters.
Full-year outlook reiterated; growth + margin expansion expected, cash flow target maintained: Company reiterates pro forma revenue growth target 5.1%–5.7%; EBITDA margin expansion +95 to +110 bps; Adj. EPS +8% to +10%. Capital markets expected to track toward the lower end of guidance due to more conservative lending assumptions; banking tracking toward the upper end (digital and network/money movement strength). Cash flow: confident in $2.1B full-year free cash flow; expects Q2 cash flow to be strong and to position for meeting/exceeding the target.

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$58.13

Target Price by Analysts

42.2% upsideFidelity National Information Services Target Price DetailsTarget Price
$110.98

Current Fair Value

171.6% upside

Undervalued by 171.6% based on the discounted cash flow analysis.

Share Statistics

Market cap$22.23 Billion
Enterprise Value$26.82 Billion
Dividend Yield$1.64 (3.81%)
Earnings per Share$0.74
Beta0.83
Outstanding Shares515,000,000

Return

Return on Equity16.72%ROE
Return on Assets6.14%
Return on Invested Capital4.95%

Valuation & Multiples

P/E Ratio8.29P/E Ratio
PEG0.28PEG
Price to Sales1.86Price to Sales
Price to Book Ratio1.32Price to Book Ratio
Enterprise Value to Revenue2.3
Enterprise Value to EBIT15.48
Enterprise Value to Net Income10
Total Debt to Enterprise0.2
Debt to Equity0.33Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 8, 2026
EPS Estimate
$1.29
Average shareholder expectation
Revenue Estimate
$3.28 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 4, 2026
EPS Estimate
$1.47
Average shareholder expectation
Revenue Estimate
$3.38 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.5951 8.53%
Total Calls1,187,900 31.64%
Total Puts706,950 20.20%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %95.06% 0.29%
Total Invested$23.10B 30.54%
Investors Holding966 62.00%

ESG Score

No data

About Fidelity National Information Services, Inc.

55,000 employees
CEO: Frank Martire

FIS is a leading provider of technology solutions for merchants, banks and capital markets firms globally. Its employees are dedicated to advancing the way the world pays, banks and invests by applying its scale, deep expertise and data-...

Relevant Senate Committees

Joint Committee on Taxation

This committee's role in developing and analyzing tax legislation, particularly corporate tax structures and capital investment credits, directly influences FIS's financial planning, profitability, and overall tax burden.

Finance

This powerful committee controls taxation and trade policy, both of which directly impact FIS's corporate profitability, global operations, and overall valuation as an international company.

Agriculture, Nutrition, and Forestry

This committee's oversight of the CFTC and its role in regulating derivatives/futures markets, as well as its evolving stance on defining cryptocurrencies, is highly relevant to FIS's solutions for capital markets firms and its FinTech offerings.

Judiciary

This committee oversees antitrust laws and intellectual property, which are crucial for a large technology provider like FIS, especially regarding M&A activity and protecting its proprietary solutions.

Banking, Housing, and Urban Affairs

This committee directly regulates the entire financial system, including banks and capital markets, which are the primary clients and industries FIS serves. Its actions on bank capital requirements and cryptocurrency regulation are highly relevant to FinTech.

Commerce, Science, and Transportation

With vast jurisdiction over interstate commerce, the FTC, and privacy laws, this committee directly impacts how FIS handles data, operates its technology solutions, and ensures fair competition in payment systems.