Added to YB: 2026-03-18
Pitch date: 2026-03-16
V [bullish]
Visa Inc.
+7.22%
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
$614.9B
Pitch Price
$310.68
Price Target
N/A
Dividend
0.82%
EV/EBITDA
20.62
P/E
28.46
EV/Sales
14.54
Sector
Financial Services
Category
turnaround
Built to Last: 10 AI-proof SaaS Rebounds for 2026 - Visa Inc.
V: Global payments network w/ 4B+ cards, millions of merchants, decades of fraud detection across 200 countries. Network effects + data moat = AI-proof. Regulatory risk (Trump's 10% rate cap proposal, CCCA mandating dual routing) drove selloff. Agentic AI = higher transaction volume. Trades 30x PE on HSD% growth; attractive at 20x PE despite regulatory tail risk.
Read full article (2 min)