Value Investing with Sven Carlin, Ph.D.Published 2026-08-27
“10 Stocks to Buy! Value Investing Quadrant Update 2H 2026”
$FISVNo side taken
Fiserv's value depends on hitting 2027-2028 targets for an 8x P ratio and 15% growth; currently held but no immediate buy signal.
another one ferf and it is down. New CEO doesn't look that great but the stock price has stabilized. P ratio is low. Some segments like Clover is still growing there. And this is really a 2027 2028 situation.
If they hit some of their targets, the P ratio will be eight and the business will be growing 8 time 15. That's much better than the current stock price, but not yet. I have also updated on my research platform a little bit and now it's to see the strategy.
I own it in my diversified portfolio and we'll see whether I will add more next month. So, it stays there.
What they said to watch for