Added to YB: 2026-03-13
Pitch date: 2026-03-11
V [neutral]
Visa Inc.
-0.53%
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
$599.3B
Pitch Price
$308.14
Price Target
404.00 (+31%)
Dividend
0.85%
EV/EBITDA
20.72
P/E
29.53
EV/Sales
14.61
Sector
Financial Services
Category
value
Visa Inc update
V (holding update): After Q1 deep dive on payment networks, set purchase multiples: V 25x, MA 26x, AXP 18x 2026E earnings to achieve min 15% 5yr IRR. V & MA now 13% of fund. AXP dropped 21% YTD on Trump's proposed 10% CC cap & agentic commerce fears, now in buy range but holding for portfolio risk mgmt—need 10% IRR spread to justify swap.
Read full article (2 min)