FI vs NTRS

Comparison between Fiserv, Inc. (FI, Company) and Northern Trust Corp (NTRS, Company).

FI is from the Technology sector, while NTRS is from the Financial Services sector.

5-Year PerformanceNTRS has outperformed FI, delivering a return of +13.9% compared to -14.7%

FI vs NTRS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FI(COMPANY)	NTRS(COMPANY)
Market Cap	$33B	$33B
Max Drawdown	80.16%	68.66%
Sharpe Ratio	-1.80	1.67
5Y Beta	N/A	1.02
Industry	Information Technology Services	Asset Management
P/E Ratio	9.50	18.06
Forward P/E	N/A	17.54
PEG Ratio	0.41	1.42
Dividend Yield	N/A	1.72%
5Y Dividends CAGR	N/A	7.12%
5Y EPS CAGR	N/A	11.13%
Debt to Equity	120.10%	0.00%
Free Cash Flow Yield	13.87%	7.19%
P/S Ratio	1.57	3.98
P/B Ratio	1.32	2.77

Market Cap

Winner

$33B

NTRS

$33B

Max Drawdown

80.16%

Winner

NTRS

68.66%

Sharpe Ratio

-1.80

Winner

NTRS

1.67

5Y Beta

N/A

NTRS

1.02

Industry

Information Technology Services

NTRS

Asset Management

P/E Ratio

Winner

9.50

NTRS

18.06

Forward P/E

N/A

NTRS

17.54

PEG Ratio

Winner

0.41

NTRS

1.42

Dividend Yield

N/A

NTRS

1.72%

5Y Dividends CAGR

N/A

NTRS

7.12%

5Y EPS CAGR

N/A

NTRS

11.13%

Debt to Equity

120.10%

Winner

NTRS

0.00%

Free Cash Flow Yield

Winner

13.87%

NTRS

7.19%

P/S Ratio

Winner

1.57

NTRS

3.98

P/B Ratio

Winner

1.32

NTRS

2.77

FI vs NTRS - Historical Returns

Returns include dividend reinvestment.

Period	FI	NTRS
1 month	+3.40%	+8.06%
3 months	-16.06%	+20.34%
6 months	-26.61%	+29.75%
1 year	-70.34%	+50.84%
5 years(CAGR)	-14.71%	+13.86%
10 years(CAGR)	-1.09%	+13.89%
Max(CAGR)	+8.84%	+7.47%

+3.40%

Winner

NTRS

+8.06%

-16.06%

Winner

NTRS

+20.34%

-26.61%

Winner

NTRS

+29.75%

-70.34%

Winner

NTRS

+50.84%

5Y(CAGR)

-14.71%

Winner

NTRS

+13.86%

10Y(CAGR)

-1.09%

Winner

NTRS

+13.89%

Max(CAGR)

Winner

+8.84%

NTRS

+7.47%

FI vs NTRS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FI	NTRS
2026	-24.47%	+35.41%
2025	-67.39%	+36.23%
2024	+54.36%	+24.92%
2023	+31.25%	-2.39%
2022	-6.09%	-24.51%
2021	-7.26%	+32.55%
2020	-1.44%	-10.25%
2019	+60.13%	+29.86%
2018	+12.76%	-14.31%
2017	+22.16%	+13.41%
2016	+18.75%	+28.77%
2015	+29.51%	+8.83%
2014	+21.94%	+12.92%
2013	+45.30%	+22.10%
2012	+34.96%	+26.63%
2011	-1.28%	-27.24%
2010	+18.47%	+7.82%
2009	+26.94%	+0.61%
2008	-34.18%	-28.41%
2007	+7.60%	+26.89%
2006	+19.98%	+18.00%
2005	+8.12%	+11.22%
2004	+2.89%	+7.00%
2003	+10.94%	+29.21%
2002	-20.84%	-40.27%
2001	+43.04%	-24.00%
2000	+24.55%	+62.85%
1999	+23.82%	+9.29%

FI vs NTRS Drawdown Comparison

The maximum drawdown for FI was -80.16%, occurring on Jun 22, 2026. This drawdown has not yet recovered.

The maximum drawdown for NTRS was -67.67%, occurring on Mar 11, 2003. Recovery took 1913 trading sessions.

The current FI drawdown is -79.17%.

Rank	FI	NTRS
#1	-80.16% Mar 3, 2025 - Jun 22, 2026	-67.67% Dec 7, 2000 - Jul 22, 2008
#2	-51.50% Mar 19, 2002 - Aug 15, 2005	-60.45% Sep 11, 2008 - May 18, 2015
#3	-51.14% May 31, 2007 - Dec 14, 2010	-50.00% Jan 14, 2022 - Jun 23, 2025
#4	-37.85% Feb 4, 2020 - Mar 11, 2021	-42.75% Dec 12, 2019 - Mar 26, 2021
#5	-32.23% Dec 23, 1999 - Apr 25, 2000	-30.01% Jul 16, 2015 - Nov 9, 2016
#6	-30.16% Apr 26, 2021 - Jul 10, 2023	-29.98% Jul 24, 2018 - Dec 6, 2019
#7	-29.99% Sep 28, 2000 - Jun 26, 2001	-21.14% Mar 22, 2000 - Jul 14, 2000
#8	-25.14% Jun 29, 2001 - Dec 17, 2001	-18.83% Sep 12, 2000 - Dec 7, 2000
#9	-24.10% Jul 7, 2011 - Feb 3, 2012	-13.51% Feb 1, 2000 - Mar 16, 2000
#10	-16.24% Sep 28, 2018 - Jan 24, 2019	-13.12% Aug 27, 2021 - Oct 15, 2021
#11	-15.72% Jul 25, 2023 - Nov 30, 2023	-12.37% Feb 9, 2026 - Apr 13, 2026
#12	-14.85% May 1, 2000 - May 31, 2000	-12.34% Dec 30, 1999 - Jan 13, 2000
#13	-13.43% Jun 19, 2000 - Jul 25, 2000	-12.18% Jul 5, 2017 - Dec 4, 2017
#14	-13.14% Aug 15, 2005 - Sep 13, 2006	-10.61% Jun 1, 2021 - Aug 27, 2021
#15	-12.77% Jul 26, 2016 - Feb 15, 2017	-10.45% Jan 22, 2018 - Feb 26, 2018