Community Contributor
Member since 2020
Views
219 Total number of views
Fair Values Set
5 Total number of fair values set
Comments
1 Total number of comments
Followers
0 Total number of followers

International Investor, Hedge Fund Manager, and Author

https://theinternationalinvestor.substack.com
V logo
Visa

Inflation, New Initiatives and Scale Will Grow EPS

Key Takeaways Visa is a very high-quality business with an enviable market share and margins. New initiatives like Visa Direct will offset the loss of momentum from legacy growth drivers EPS growth will be driven by ‘higher for longer’ inflation, slightly wider margins, and buybacks.Read more

View narrative
US$284
15.5% overvalued intrinsic discount
Fair Value
Revenue
11.5% p.a.
Profit Margin
53.5%
Future PE
30x
Price in 2028
US$503.37