Added to YB: 2026-08-10
Pitch date: 2026-07-31
V [neutral]
Visa Inc.
-1.7%
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
$702.0B
Pitch Price
$367.76
Price Target
N/A
Dividend
0.70%
EV/EBITDA
22.77
P/E
32.55
EV/Sales
16.02
Sector
Financial Services
Category
growth
Troy Asset Management Global Equity Strategy Portfolio Holding: Visa
V (holding update): Payments network, -1% YTD (GBP) off -16% drawdown on 4 fears: agentic commerce disintermediation, stablecoins, regulation (CCCA/DOJ/merchant settlement), maturing cash displacement. Troy sees each overstated; VAS ~30% rev +25% YoY. ~24x fwd P/E, low end of range, low double-digit rev growth. Compelling risk/reward.
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