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Side-by-side financial comparison of Fidelity National Information Services (FIS) and Tapestry, Inc. (TPR). Click either name above to swap in a different company.
Fidelity National Information Services is the larger business by last-quarter revenue ($2.8B vs $2.5B, roughly 1.1× Tapestry, Inc.). Tapestry, Inc. runs the higher net margin — 22.4% vs 18.2%, a 4.3% gap on every dollar of revenue. On growth, Tapestry, Inc. posted the faster year-over-year revenue change (14.0% vs 8.1%). Tapestry, Inc. produced more free cash flow last quarter ($1.0B vs $739.0M). Over the past eight quarters, Tapestry, Inc.'s revenue compounded faster (29.9% CAGR vs 6.8%).
Fidelity National Information Services, Inc. (FIS) is an American multinational corporation which offers a wide range of financial products and services. FIS is most known for its development of Financial Technology, or FinTech. Annually, FIS facilitates the movement of roughly US$9 trillion through the processing of approximately 75 billion transactions in service to more than 20,000 clients around the globe.
Tapestry, Inc. is a leading American multinational luxury fashion holding company. It owns three iconic lifestyle brands: Coach, Kate Spade New York, and Stuart Weitzman, offering premium handbags, apparel, footwear, accessories, and fragrances to global consumers via physical retail stores and e-commerce platforms.
FIS vs TPR — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.8B | $2.5B |
| Net Profit | $511.0M | $561.3M |
| Gross Margin | 38.3% | 75.5% |
| Operating Margin | 18.8% | 28.6% |
| Net Margin | 18.2% | 22.4% |
| Revenue YoY | 8.1% | 14.0% |
| Net Profit YoY | 97.3% | 80.8% |
| EPS (diluted) | $0.98 | $2.68 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $2.8B | $2.5B | ||
| Q3 25 | $2.7B | $1.7B | ||
| Q2 25 | $2.6B | $1.7B | ||
| Q1 25 | $2.5B | $1.6B | ||
| Q4 24 | $2.6B | $2.2B | ||
| Q3 24 | $2.6B | $1.5B | ||
| Q2 24 | $2.5B | $1.6B | ||
| Q1 24 | $2.5B | $1.5B |
| Q4 25 | $511.0M | $561.3M | ||
| Q3 25 | $264.0M | $274.8M | ||
| Q2 25 | $-470.0M | $-517.1M | ||
| Q1 25 | $77.0M | $203.3M | ||
| Q4 24 | $259.0M | $310.4M | ||
| Q3 24 | $224.0M | $186.6M | ||
| Q2 24 | $243.0M | $159.3M | ||
| Q1 24 | $724.0M | $139.4M |
| Q4 25 | 38.3% | 75.5% | ||
| Q3 25 | 37.8% | 76.3% | ||
| Q2 25 | 36.4% | 76.3% | ||
| Q1 25 | 34.7% | 76.1% | ||
| Q4 24 | 36.9% | 74.4% | ||
| Q3 24 | 38.0% | 75.3% | ||
| Q2 24 | 38.2% | 74.9% | ||
| Q1 24 | 37.1% | 74.7% |
| Q4 25 | 18.8% | 28.6% | ||
| Q3 25 | 16.8% | 19.3% | ||
| Q2 25 | 15.6% | -33.9% | ||
| Q1 25 | 13.7% | 16.0% | ||
| Q4 24 | 18.5% | 22.4% | ||
| Q3 24 | 19.1% | 16.7% | ||
| Q2 24 | 15.2% | 14.8% | ||
| Q1 24 | 14.6% | 13.8% |
| Q4 25 | 18.2% | 22.4% | ||
| Q3 25 | 9.7% | 16.1% | ||
| Q2 25 | -18.0% | -30.0% | ||
| Q1 25 | 3.0% | 12.8% | ||
| Q4 24 | 10.0% | 14.1% | ||
| Q3 24 | 8.7% | 12.4% | ||
| Q2 24 | 9.8% | 10.0% | ||
| Q1 24 | 29.3% | 9.4% |
| Q4 25 | $0.98 | $2.68 | ||
| Q3 25 | $0.50 | $1.28 | ||
| Q2 25 | $-0.90 | $-2.30 | ||
| Q1 25 | $0.15 | $0.95 | ||
| Q4 24 | $0.51 | $1.38 | ||
| Q3 24 | $0.41 | $0.79 | ||
| Q2 24 | $0.44 | $0.67 | ||
| Q1 24 | $1.25 | $0.60 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $599.0M | $1.1B |
| Total DebtLower is stronger | $9.1B | $2.4B |
| Stockholders' EquityBook value | $13.9B | $551.2M |
| Total Assets | $33.5B | $6.5B |
| Debt / EquityLower = less leverage | 0.65× | 4.32× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $599.0M | $1.1B | ||
| Q3 25 | $571.0M | $743.2M | ||
| Q2 25 | $581.0M | $1.1B | ||
| Q1 25 | $805.0M | $1.1B | ||
| Q4 24 | $834.0M | $1.0B | ||
| Q3 24 | $1.3B | $7.3B | ||
| Q2 24 | $2.1B | $7.2B | ||
| Q1 24 | $3.3B | $7.4B |
| Q4 25 | $9.1B | $2.4B | ||
| Q3 25 | $8.9B | $2.4B | ||
| Q2 25 | $8.9B | $2.4B | ||
| Q1 25 | $8.7B | $2.4B | ||
| Q4 24 | $9.7B | $2.4B | ||
| Q3 24 | $10.5B | $7.0B | ||
| Q2 24 | $10.6B | $6.9B | ||
| Q1 24 | $10.6B | $7.7B |
| Q4 25 | $13.9B | $551.2M | ||
| Q3 25 | $13.9B | $399.5M | ||
| Q2 25 | $14.2B | $857.8M | ||
| Q1 25 | $15.1B | $1.5B | ||
| Q4 24 | $15.7B | $1.3B | ||
| Q3 24 | $16.6B | $3.0B | ||
| Q2 24 | $17.0B | $2.9B | ||
| Q1 24 | $18.0B | $2.8B |
| Q4 25 | $33.5B | $6.5B | ||
| Q3 25 | $33.0B | $6.4B | ||
| Q2 25 | $33.4B | $6.6B | ||
| Q1 25 | $32.8B | $7.3B | ||
| Q4 24 | $33.8B | $7.3B | ||
| Q3 24 | $34.3B | $13.7B | ||
| Q2 24 | $34.6B | $13.4B | ||
| Q1 24 | $35.9B | $13.7B |
| Q4 25 | 0.65× | 4.32× | ||
| Q3 25 | 0.64× | 5.95× | ||
| Q2 25 | 0.63× | 2.77× | ||
| Q1 25 | 0.57× | 1.59× | ||
| Q4 24 | 0.62× | 1.78× | ||
| Q3 24 | 0.63× | 2.35× | ||
| Q2 24 | 0.62× | 2.39× | ||
| Q1 24 | 0.59× | 2.77× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $758.0M | $1.1B |
| Free Cash FlowOCF − Capex | $739.0M | $1.0B |
| FCF MarginFCF / Revenue | 26.3% | 41.5% |
| Capex IntensityCapex / Revenue | 0.7% | 1.7% |
| Cash ConversionOCF / Net Profit | 1.48× | 1.93× |
| TTM Free Cash FlowTrailing 4 quarters | $2.5B | $1.6B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $758.0M | $1.1B | ||
| Q3 25 | $1.0B | $112.6M | ||
| Q2 25 | $382.0M | $446.8M | ||
| Q1 25 | $457.0M | $144.3M | ||
| Q4 24 | $782.0M | $506.0M | ||
| Q3 24 | $641.0M | $119.5M | ||
| Q2 24 | $546.0M | $256.0M | ||
| Q1 24 | $206.0M | $97.8M |
| Q4 25 | $739.0M | $1.0B | ||
| Q3 25 | $952.0M | $80.2M | ||
| Q2 25 | $343.0M | $411.5M | ||
| Q1 25 | $420.0M | $113.4M | ||
| Q4 24 | $764.0M | $475.1M | ||
| Q3 24 | $605.0M | $93.9M | ||
| Q2 24 | $530.0M | $209.8M | ||
| Q1 24 | $179.0M | $78.8M |
| Q4 25 | 26.3% | 41.5% | ||
| Q3 25 | 35.0% | 4.7% | ||
| Q2 25 | 13.1% | 23.9% | ||
| Q1 25 | 16.6% | 7.2% | ||
| Q4 24 | 29.4% | 21.6% | ||
| Q3 24 | 23.5% | 6.2% | ||
| Q2 24 | 21.3% | 13.2% | ||
| Q1 24 | 7.3% | 5.3% |
| Q4 25 | 0.7% | 1.7% | ||
| Q3 25 | 2.2% | 1.9% | ||
| Q2 25 | 1.5% | 2.0% | ||
| Q1 25 | 1.5% | 2.0% | ||
| Q4 24 | 0.7% | 1.4% | ||
| Q3 24 | 1.4% | 1.7% | ||
| Q2 24 | 0.6% | 2.9% | ||
| Q1 24 | 1.1% | 1.3% |
| Q4 25 | 1.48× | 1.93× | ||
| Q3 25 | 3.83× | 0.41× | ||
| Q2 25 | — | — | ||
| Q1 25 | 5.94× | 0.71× | ||
| Q4 24 | 3.02× | 1.63× | ||
| Q3 24 | 2.86× | 0.64× | ||
| Q2 24 | 2.25× | 1.61× | ||
| Q1 24 | 0.28× | 0.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FIS
| Banking Solutions | $1.6B | 57% |
| Other | $701.0M | 25% |
| Capital Market Solutions | $508.0M | 18% |
TPR
| Coach | $1.4B | 57% |
| Other | $787.0M | 31% |
| Kate Spade Company | $290.0M | 12% |
