Added to YB: 2026-07-30
Pitch date: 2026-07-27
V [neutral]
Visa Inc.
+0.79%
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
$364.33
Price Target
N/A
Dividend
0.70%
EV/EBITDA
22.77
P/E
32.55
EV/Sales
16.02
Sector
Financial Services
Category
growth
Why I own Visa & Mastercard - $V
V (holding update): Owns Visa & Mastercard as unified bucket. Thesis: more payment volume flows through networks + rising yields via operating leverage & value-add services, despite fee pressure. Expanding moats in credit & cross-border. Visa=scale/lower cost; MA=faster growth, ex-US upside. 80% buybacks/20% div, low debt. Risks: litigation ($14.5B Visa/$7B MA over 20yrs), state networks (UPI/Pix, FedNow, digital Euro), fintech/stablecoins, saturation.
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