Added to YB: 2026-02-20
Pitch date: 2026-02-18
V [neutral]
Visa Inc.
+0.45%
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
$609.0B
Pitch Price
$317.49
Price Target
380.00 (+19%)
Dividend
0.84%
EV/EBITDA
21.05
P/E
30.01
EV/Sales
14.84
Sector
Financial Services
Category
growth
Why I Keep Betting on the King of Digital Payments - Visa Inc.
V (earnings): Q1 FY26 beat w/ $10.9B rev (+15% YoY), $3.17 non-GAAP EPS (+15%), absorbed $708M litigation hit. Cross-border +11%, VAS +28% (AI fraud tools via Featurespace). 69.4B transactions (+9%), >40% ROIC, $6.4B Q1 FCF. $24B FY25 returns. Mgmt guides low-double-digit growth. PT $380 (+15% upside, 28x FY26 P/E). Risks: CCCA regulation, fintech competition.
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