Added to YB: 2024-09-04
Pitch date: 2024-09-02
V [neutral]
Visa Inc.
+10.05%
current return
Author Info
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Company Info
Visa Inc. operates as a payment technology company in the United States and internationally. The company operates VisaNet, a transaction processing network that enables authorization, clearing, and settlement of payment transactions.
Market Cap
$563.3B
Pitch Price
$273.34
Price Target
602.00 (+100%)
Dividend
0.91%
EV/EBITDA
19.48
P/E
27.76
EV/Sales
13.74
Sector
Financial Services
Category
growth
Visa ($V) | Solid Growth, Stupid Buybacks
V (waiting for drop to $150): 8% annual revenue growth to $75.4B by 2034, 57.2% FCF margin ($43.13B FCF). 8.6% CAGR to $602 PT. Strong market share, high FCF margins. Concerns: inefficient capital use (buybacks vs. reinvestment). Pass unless significant price drop. Management incentives misaligned with long-term growth.
Read full article (7 min)