Added to YB: 2025-10-03
Pitch date: 2025-10-01
V [neutral]
Visa Inc.
-7.51%
current return
Author Info
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
$344.82
Price Target
N/A
Dividend
0.84%
EV/EBITDA
21.05
P/E
30.01
EV/Sales
14.84
Sector
Financial Services
Category
N/A
The Wolf of Harcourt Street | Portfolio Review - September 2025 - Visa Inc. (Buy List)
V (holding update): Built position at 25x forward P/E during DOJ antitrust lawsuit drawdown over alleged debit card monopoly. Stock outperformed market, now at 27x forward P/E with 3% portfolio weight. Considering adding more shares as very low-risk investment. Visa well-positioned to handle regulatory challenges.
Read full article (1 min)