Fiserv Inc vs International Business Machines Corp

We do not publish a verdict for Fiserv Inc (FISV) and International Business Machines Corp (IBM) is fairly valued.

We publish an intrinsic value for IBM but not for FISV, so the two cannot be ranked on price.

Values as of the 22 Sept 2026 close.

Fiserv Inc (FISV)

A revenue multiple, adjusted for growth and margin, would put the shares at $294.60: 6 times the price of $46.10. A gap that size says more about a model than about the market. It usually means heavy debt, where a small error in the value of the business becomes a large one in the value of the shares, or a business our method does not describe. We do not publish a verdict on this one.

Leak Score 68/100 on 10 of 12 signals

International Business Machines Corp (IBM)

Discounting its cash flows at 8.4% (average of 3 methods) values the shares at $220.67; the price of $231.38 is 5% above that value, and 78% of that value comes from beyond year five.

Leak Score 65/100 on 9 of 12 signals

MetricFISVIBM
VerdictNo reliable verdictFairly valued
Price$46.10$231.38
Intrinsic value$220.67
Margin of safety-5%
Leak Score68/100 (10/12)65/100 (9/12)
Market cap$24.5B$218.0B
Revenue growth, 5 years7.4%4.1%
Operating margin21.6%20.9%
Net margin13.4%15.5%
Return on equity10.8%34.5%
Debt to equity1.041.89
P/E8.8x20.5x
Forward P/E5.8x17.6x
P/B0.9x6.3x
Dividend yield2.9%

All stocks in Information Technology Services