Professional
Added to YB: 2024-12-06
Pitch date: 2024-09-30
V [bullish]
Visa Inc.
+16.43%
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
$609.0B
Pitch Price
$273.93
Price Target
550.00 (+72%)
Dividend
0.84%
EV/EBITDA
21.05
P/E
30.01
EV/Sales
14.84
Sector
Financial Services
Category
growth
Mar Vista Focus Strategy New Position: Visa Inc.
V: Dominant e-payments network with 68% op margins, 70% incremental margins, 3-4% capex/sales. 8-10% rev growth expected from consumer spending, e-transaction penetration, B2B expansion. 2-3% annual buybacks. ROIC to reach 100% in 5 yrs. 10-13% intrinsic value CAGR. Underperformed markets, now at realistic valuation.
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