NTRS vs FI

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

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

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

NTRS vs FI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

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

Market Cap

NTRS

$33B

Winner

$33B

Max Drawdown

Winner

NTRS

68.66%

80.16%

Sharpe Ratio

Winner

NTRS

1.67

-1.80

5Y Beta

NTRS

1.02

N/A

Industry

NTRS

Asset Management

Information Technology Services

P/E Ratio

NTRS

18.06

Winner

9.50

Forward P/E

NTRS

17.54

N/A

PEG Ratio

NTRS

1.42

Winner

0.41

Dividend Yield

NTRS

1.72%

N/A

5Y Dividends CAGR

NTRS

7.12%

N/A

5Y EPS CAGR

NTRS

11.13%

N/A

Debt to Equity

Winner

NTRS

0.00%

120.10%

Free Cash Flow Yield

NTRS

7.19%

Winner

13.87%

P/S Ratio

NTRS

3.98

Winner

1.57

P/B Ratio

NTRS

2.77

Winner

1.32

NTRS vs FI - Historical Returns

Returns include dividend reinvestment.

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

Winner

NTRS

+8.06%

+3.40%

Winner

NTRS

+20.34%

-16.06%

Winner

NTRS

+29.75%

-26.61%

Winner

NTRS

+50.84%

-70.34%

5Y(CAGR)

Winner

NTRS

+13.86%

-14.71%

10Y(CAGR)

Winner

NTRS

+13.89%

-1.09%

Max(CAGR)

NTRS

+7.47%

Winner

+8.84%

NTRS vs FI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

NTRS vs FI Drawdown Comparison

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

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

The current FI drawdown is -79.17%.

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