Digital InnovationFITB has leaned into tech and digital innovation, which has enabled them to outpunch their weight in the commercial payments business.
Management StrengthA strong balance sheet position, margin defensibility against rate cuts, an attractive footprint, and consistent execution on growth strategy should lead to superior EPS growth/returns over the medium to long term.
Revenue GrowthFITB highlighted greater fees expected in commercial payments where it has historical strength and expects 10% compound annual growth rate.