FISFidelity National Information Services, Inc.
Services-Business Services, NEC
- Revenue
- $10.7B
- 5.4% YoY
- Operating margin
- 16.3%
- 3.4% YoY
- EBITDA
- $3.6B
- 5.2% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 4.1×
- $14.7B net debt
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear683% of net incomeCash flow under 80% of net income
- Dilutive SBCClear2% of revenueOver 10% of revenue
- Payouts exceed cash flowClear87% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyFired57% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $9.3B | $9.7B | $9.8B | $10.1B | $10.7B | 5.4% |
| Operating income | $1.0B | $1.2B | $1.4B | $1.7B | $1.7B | 1.9% |
| Net income | $417M | −$16.8B | −$6.7B | $1.4B | $382M | 74% |
| Operating cash flow | $4.8B | $3.9B | $4.3B | $2.2B | $2.6B | 20% |
| Capex | $320M | $227M | $115M | $97M | $154M | 59% |
| Stock-based comp | $383M | $189M | $120M | $186M | $181M | 2.7% |
| Buybacks | $2.1B | $1.9B | $522M | $4.0B | $1.4B | 65% |
| Dividends | $961M | $1.1B | $1.2B | $800M | $847M | 5.9% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $58K · 1
- Open-market sells, 12 mo
- $0 · 0
- Net
- $58K
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | — | — | 53 | 105 |
| FY2024 | — | — | 62 | 101 |
| FY2023 | — | — | 45 | 95 |
| FY2022 | — | — | 50 | 80 |
| FY2021 | — | — | 78 | 96 |