Fidelity National Information Services Inc (FIS)vsVertiv Holdings Co (VRT)
FIS
Fidelity National Information Services Inc
$42.36
-2.60%
TECHNOLOGY · Cap: $22.48B
VRT
Vertiv Holdings Co
$367.92
+8.22%
INDUSTRIALS · Cap: $130.60B
Smart Verdict
WallStSmart Research — data-driven comparison
Fidelity National Information Services Inc generates 6% more annual revenue ($11.44B vs $10.84B). FIS leads profitability with a 23.4% profit margin vs 14.4%. FIS appears more attractively valued with a PEG of 0.24. FIS earns a higher WallStSmart Score of 87/100 (A).
FIS
Exceptional Buy87
out of 100
Grade: A
VRT
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+29.1%
Fair Value
$68.14
Current Price
$42.36
$25.78 discount
Intrinsic value data unavailable for VRT.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Revenue surging 30.1% year-over-year
Earnings expanding 3041.0% YoY
Keeps 23 of every $100 in revenue as profit
Reasonable price relative to book value
Every $100 of equity generates 45 in profit
Revenue surging 30.1% year-over-year
Earnings expanding 135.7% YoY
Large-cap with strong market position
Areas to Watch
Premium valuation, high expectations priced in
Distress zone — elevated risk
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 35.7x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : FIS
The strongest argument for FIS centers on PEG Ratio, Revenue Growth, EPS Growth. Profitability is solid with margins at 23.4% and operating margin at 16.4%. Revenue growth of 30.1% demonstrates continued momentum.
Bull Case : VRT
The strongest argument for VRT centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 30.1% demonstrates continued momentum.
Bear Case : FIS
The primary concerns for FIS are P/E Ratio, Altman Z-Score. A P/E of 59.6x leaves little room for execution misses.
Bear Case : VRT
The primary concerns for VRT are PEG Ratio, P/E Ratio, Price/Book. A P/E of 85.4x leaves little room for execution misses.
Key Dynamics to Monitor
VRT carries more volatility with a beta of 2.10 — expect wider price swings.
VRT is growing revenue faster at 30.1% — sustainability is the question.
FIS generates stronger free cash flow (663M), providing more financial flexibility.
Monitor INFORMATION TECHNOLOGY SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FIS scores higher overall (87/100 vs 67/100), backed by strong 23.4% margins and 30.1% revenue growth. Both earn "Exceptional Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Fidelity National Information Services Inc
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
FIS is an American Fortune 500 company which offers a wide range of financial products and services. Headquartered in Jacksonville, Florida, FIS employs approximately 63,000 people worldwide. FIS is most known for its development of Financial Technology, or FinTech, and as of Q2 2020 it offers its solutions in three primary segments: Merchant Solutions, Banking Solutions, and Capital Market Solutions.
Vertiv Holdings Co
INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA
Vertiv Holdings Co designs, manufactures and services critical digital infrastructure technologies and lifecycle services for data centers, communication networks, and commercial and industrial environments in the Americas, Asia Pacific, Europe, the Middle East, and Africa. The company is headquartered in Columbus, Ohio.
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