Fidelity National Information Services Inc (FIS)vsSeagate Technology PLC (STX)
FIS
Fidelity National Information Services Inc
$49.79
+1.08%
TECHNOLOGY · Cap: $25.78B
STX
Seagate Technology PLC
$411.23
-5.38%
TECHNOLOGY · Cap: $97.36B
Smart Verdict
WallStSmart Research — data-driven comparison
Fidelity National Information Services Inc generates 6% more annual revenue ($10.68B vs $10.06B). STX leads profitability with a 19.6% profit margin vs 3.6%. FIS appears more attractively valued with a PEG of 0.28. STX earns a higher WallStSmart Score of 72/100 (B).
FIS
Strong Buy67
out of 100
Grade: B-
STX
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-39.5%
Fair Value
$34.63
Current Price
$49.79
$15.16 premium
Margin of Safety
+1.9%
Fair Value
$415.12
Current Price
$411.23
$3.89 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Earnings expanding 88.1% YoY
Reasonable price relative to book value
Strong operational efficiency at 24.6%
Earnings expanding 67.7% YoY
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Growing faster than its price suggests
Strong operational efficiency at 29.9%
Revenue surging 21.5% year-over-year
Areas to Watch
ROE of 2.6% — below average capital efficiency
3.6% margin — thin
Premium valuation, high expectations priced in
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 195.8x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : FIS
The strongest argument for FIS centers on PEG Ratio, EPS Growth, Price/Book. PEG of 0.28 suggests the stock is reasonably priced for its growth.
Bull Case : STX
The strongest argument for STX centers on EPS Growth, Market Cap, Return on Equity. Profitability is solid with margins at 19.6% and operating margin at 29.9%. Revenue growth of 21.5% demonstrates continued momentum.
Bear Case : FIS
The primary concerns for FIS are Return on Equity, Profit Margin, P/E Ratio. A P/E of 67.3x leaves little room for execution misses. Thin 3.6% margins leave little buffer for downturns.
Bear Case : STX
The primary concerns for STX are P/E Ratio, Price/Book. A P/E of 49.0x leaves little room for execution misses.
Key Dynamics to Monitor
FIS profiles as a value stock while STX is a growth play — different risk/reward profiles.
STX carries more volatility with a beta of 1.65 — expect wider price swings.
STX is growing revenue faster at 21.5% — sustainability is the question.
FIS generates stronger free cash flow (779M), providing more financial flexibility.
Bottom Line
STX scores higher overall (72/100 vs 67/100), backed by strong 19.6% margins and 21.5% revenue growth. Both earn "Strong 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.
Seagate Technology PLC
TECHNOLOGY · COMPUTER HARDWARE · USA
Seagate Technology Holdings plc, an Irish public limited company (commonly referred to as Seagate) is an American data storage company.
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