Added to YB: 2026-05-07
Pitch date: 2026-05-05
V [neutral]
Visa Inc.
+3.11%
current return
Author Info
No bio for this author
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
$614.9B
Pitch Price
$323.08
Price Target
N/A
Dividend
0.82%
EV/EBITDA
20.62
P/E
28.46
EV/Sales
14.54
Sector
Financial Services
Category
growth
Earnings Scorecard - Visa Inc.
V (earnings): Q2 rev $11.2B (+17% YoY), EPS $3.31 (+20%). Payments vol $3.7T (+9%), 66B transactions (+9%). VAS rev $3.3B (+27%), now 30% of total. Visa Direct 3.7B transactions (+23%). Stablecoin settlements $7B run rate (+50% QoQ), 160+ card programs (+200% vol). AI fraud model shows 5x capture improvement. $7.9B buyback (record), $20B new authorization. Key deals: TikTok Creator Card, PayPay Japan expansion, X Money via Visa Direct, Wells Fargo/Pismo migration, Argentina acquisitions (Prisma/Newpay). US consumer resilient: 8% vol growth. MEIA -2.5pts on conflict.
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