Added to YB: 2026-05-15
Pitch date: 2026-05-13
V [neutral]
Visa Inc.
Author Info
Bob’s Payment Stock Substack is a former analyst and portfolio manager. Fundamental buy-and-hold investor. Talking stocks and markets. Focus on Payments, Financial Technology, and Payroll and HCM. Sign up for the newsletter.
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
N/A
Price Target
N/A
Dividend
0.82%
EV/EBITDA
20.62
P/E
28.46
EV/Sales
14.54
Sector
Financial Services
Category
growth
Payments and FinTech Earnings Recap: Q1 2026 - Visa Inc.
V (earnings): Q1 FY26 organic net rev +15% (+2pts QoQ) on strong U.S. volume & 27% VAS growth (now 30% of total, outpacing MA by 6pts avg). FXN global PV +9%, cross-border vol +12%, processed txns +9%. Raised FY26 guidance on VAS strength & FX volatility. Risk: Olympics/World Cup may inflate VAS growth unsustainably; cross-border travel dipped in Apr. Trades 23x NTM EPS (decade trough).
Read full article (2 min)