Visa（V）株式概要
Visa Inc.は、米国および国際的な決済テクノロジー企業として事業を展開している。 詳細
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Visa Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$327.24 |
| 52週高値 | US$359.66 |
| 52週安値 | US$293.89 |
| ベータ | 0.76 |
| 1ヶ月の変化 | -0.50% |
| 3ヶ月変化 | 7.73% |
| 1年変化 | -4.80% |
| 3年間の変化 | 44.60% |
| 5年間の変化 | 39.79% |
| IPOからの変化 | 2,216.74% |
最新ニュース
分析記事 • Jun 16
Visa (V) Stock Could Be 24.6% Undervalued After OpenAI And Stablecoin Push
Visa (V) has put AI driven commerce and programmable money at the center of its story, with new capabilities around agentic payments, stablecoin settlement and tokenized deposits drawing fresh attention to Visa stock. See our latest analysis for Visa. Visa stock has been in focus after the OpenAI partnership and new AI, stablecoin and token capabilities, yet the share price is still down year to date, with long term total shareholder returns remaining solid over three and five years. If...
ナラティブの更新 • Jun 09
V: Stablecoin And AI Initiatives Will Sustain Network Advantage Into New Partnerships
Visa's analyst price target has been nudged higher by about $0.09, with analysts citing slight adjustments in discount rates, revenue growth, profit margins, and expected future P/E as the basis for the change. Analyst Commentary Recent Street research on Visa shows a mix of fresh bullish initiations, target increases, and meaningful target cuts.Seeking Alpha • Jun 04
Visa: Why The DOJ Lawsuit Has Created A Rare Buying Opportunity
Summary Visa maintains a near-monopoly, capital-light model, and durable competitive advantages, historically justifying premium valuation multiples. Litigation and regulatory scrutiny over swipe fees and alleged anti-competitive practices introduce headline risk and a persistent valuation discount. Current legal pressures have made V’s valuation more attractive relative to its historical levels. I establish a DCF-based baseline valuation and assess the material impact of ongoing litigation risks on V’s investment case. Read the full article on Seeking AlphaRecent updates
分析記事 • Jun 16
Visa (V) Stock Could Be 24.6% Undervalued After OpenAI And Stablecoin Push
Visa (V) has put AI driven commerce and programmable money at the center of its story, with new capabilities around agentic payments, stablecoin settlement and tokenized deposits drawing fresh attention to Visa stock. See our latest analysis for Visa. Visa stock has been in focus after the OpenAI partnership and new AI, stablecoin and token capabilities, yet the share price is still down year to date, with long term total shareholder returns remaining solid over three and five years. If...ナラティブの更新 • Jun 09
V: Stablecoin And AI Initiatives Will Sustain Network Advantage Into New Partnerships
Visa's analyst price target has been nudged higher by about $0.09, with analysts citing slight adjustments in discount rates, revenue growth, profit margins, and expected future P/E as the basis for the change. Analyst Commentary Recent Street research on Visa shows a mix of fresh bullish initiations, target increases, and meaningful target cuts.Seeking Alpha • Jun 04
Visa: Why The DOJ Lawsuit Has Created A Rare Buying Opportunity
Summary Visa maintains a near-monopoly, capital-light model, and durable competitive advantages, historically justifying premium valuation multiples. Litigation and regulatory scrutiny over swipe fees and alleged anti-competitive practices introduce headline risk and a persistent valuation discount. Current legal pressures have made V’s valuation more attractive relative to its historical levels. I establish a DCF-based baseline valuation and assess the material impact of ongoing litigation risks on V’s investment case. Read the full article on Seeking Alphaナラティブの更新 • May 26
V: Preferred List Support Will Sustain Network Advantage Into New Partnerships
Visa's analyst fair value target has been adjusted slightly higher to about $399 as analysts factor in updated assumptions for discount rate, growth, profitability and future P/E, following a mix of recent target increases and reductions across Wall Street coverage. Analyst Commentary Recent research on Visa highlights a mix of higher and lower price targets, along with fresh initiations, which together help explain why the overall analyst fair value estimate has shifted only modestly.ナラティブの更新 • Apr 30
V: Preferred List Support And New Partnerships Will Sustain Network Advantage
Visa's analyst price target is effectively unchanged, with a slight move to $395.71, as analysts balance revised fair value and P/E expectations against updated assumptions for revenue growth and profit margins. Analyst Commentary Recent research shows a mix of optimism and caution around Visa, with several firms adjusting price targets and ratings in both directions.
新しいナラティブ • Apr 18
Visa 04-2026
Visa executes steadily on its three-pillar strategy: Consumer Payments volume growing 8-9% in constant dollars driven by secular cash-to-card conversion and cross-border recovery; CMS at ~20% initially decelerating to ~12% by FY30; VAS sustaining 20-25% growth before decelerating to ~15% by FY32 as the business matures. The DOJ antitrust case resolves with a monetary settlement and limited routing adjustments — painful but not structurally disruptive to the debit network economics.
新しいナラティブ • Apr 11
Visa and the Case for Patience in Premium Businesses
When considering the hypothetical question of what I would buy in the aftermath of another global financial crisis–type event, a few key criteria come to mind. The ideal company should be financially sound, likely to be indiscriminately sold off alongside other financial stocks and well positioned to recover strongly regardless of the future direction of the economic system.ナラティブの更新 • Apr 03
V: Preferred List Support And New Partnerships Will Sustain Network Moat
Visa's analyst price target has been trimmed by about $3 to roughly $397, as analysts fine tune fair value, growth, and P/E assumptions following a mix of target cuts and fresh bullish initiations across recent research. Analyst Commentary Recent research shows a split view on Visa, with some firms trimming price targets while others are initiating or reinstating coverage with constructive ratings and inclusion on preferred lists.
新しいナラティブ • Mar 28
Visa - A Fundamental and Historical Valuation
Business Overview Key Metrics Total: 9.5/17 +2✅✅ Projected Operating Margin: 65.63% +0 ⚠️ Projected 5-Year Revenue CAGR: 9.43% +2 ✅✅ Last 5-Year ROIC: 39.70% +1 ✅ Estimated Cost of Capital: 6.26% (lower than ROIC) -1 ❌ Last 5-Year Shares Outstanding CAGR: +0.15% +1 ✅ Projected 5-Year EPS CAGR: 12.38% +1 ✅ Projected 5-Year Dividend CAGR: 12.50% +1.5 ✅ Estimated Debt Rating: Aa3 +2 ✅✅ Morningstar Moat: Wide +0 ⚠️ Morningstar Uncertainty: Medium Business Valuation To calculate the intrinsic value of the company I'll use multiple methods: Discounted Cash Flows (DCF) - Intrinsic value is estimated by projecting its free cash flows over the next 10 years and discounting them to present value using the estimated cost of capital ; EPS Growth - the fair value is estimated by projected the Earnings Per Share CAGR for the next 5 Years and then, given its current and historic values of PE, come up with a PE for the 5th Year. This will give us its price 5 Years from now using the formula: Price = EPS x PE that we then discount using the estimated cost of capital; Historical P/E - we assume mean reversion to the historical P/E values; Historical EV/EBITDA - we assume mean reversion to the historical EV/EBITDA values.ナラティブの更新 • Mar 19
V: Cross Border Partnerships And Preferred List Status Will Sustain Network Moat
Visa analyst price targets have edged higher to $400.20, with analysts citing continued inclusion on preferred idea lists, recent upgrades, and generally constructive views on large card networks as reasons to maintain a premium P/E assumption. Analyst Commentary Recent research on Visa reflects a mix of optimism around execution and resilience, alongside some valuation and sector level caution.ナラティブの更新 • Mar 05
V: Stablecoin Settlement And Cross Border Partnerships Will Sustain Network Moat
The analyst price target for Visa has been reduced by about $0.60 to roughly $400, as analysts refine their discount rate and P/E assumptions while still highlighting recurring inclusion on preferred idea lists and multiple Buy ratings as support for the long-term story. Analyst Commentary Recent research shows a mix of optimism around Visa long term positioning alongside some valuation and regulatory caution.ナラティブの更新 • Feb 19
V: Stablecoin Expansion Will Sustain Cross Border Network Moat
The analyst price target for Visa has been adjusted modestly higher to $400.81, with analysts pointing to a mix of fresh Buy and Outperform upgrades, its relative value compared to Mastercard, and generally supportive views from recent research updates. Analyst Commentary Recent research on Visa offers a mix of supportive and cautious views, with several firms updating ratings and price targets in both directions.ナラティブの更新 • Feb 05
V: Stablecoin Settlement And Advisory Work Will Sustain Cross Border Network Moat
Our analyst price target for Visa has been trimmed by about US$1 to reflect a slightly lower fair value and P/E assumption, even as analysts highlight constructive views following recent upgrades and mixed target resets across the Street. Analyst Commentary Recent Street research on Visa reflects a mix of upbeat ratings shifts and recalibrated price targets, giving you a more balanced picture of how analysts are thinking about valuation, execution and growth prospects.ナラティブの更新 • Jan 22
V: Stablecoin Settlement Push Will Sustain Defensible Cross Border Network Moat
Visa's analyst price target has been adjusted slightly higher to about US$398 from roughly US$396. Analysts point to steady assumptions around revenue growth, profit margins and future P/E as the key drivers of the updated view.ナラティブの更新 • Jan 08
V: Stablecoin Expansion And Cross Border Strength Will Sustain Defensible Network Moat
Analysts have made a modest upward adjustment to their fair value estimate for Visa to about US$395.85. This change is supported by recent initiations that highlight the company's network scale, central role in payments processing, and strong cross border trends as key factors for their higher price targets.ナラティブの更新 • Dec 22
V: Stablecoin Expansion Will Sustain Durable Network Moat In Coming Years
Analysts have nudged their blended price target on Visa slightly lower by about $0.45 per share to roughly $395, as a modestly higher discount rate partially offsets improving expectations for revenue growth, profit margins, and the long term earnings multiple. This outlook is supported by recent Buy and Overweight initiations that highlight the company's network scale, brand strength, and favorable cross border and pricing trends.ナラティブの更新 • Dec 08
V: Stablecoin Expansion And Cross-Border Trends Will Sustain Durable Network Moat
We raise our fair value estimate for Visa modestly to approximately $396 from about $391, as analysts highlight the company’s durable network moat, improving revenue growth and margin outlook, and supportive cross border and pricing trends despite isolated downgrades tied to litigation concerns. Analyst Commentary Street research remains broadly constructive on Visa, with several firms initiating coverage at positive ratings and lifting price targets, even as a couple of downgrades surface around litigation and near term earnings constraints.分析記事 • Nov 01
Visa (NYSE:V) Is Increasing Its Dividend To $0.67
Visa Inc. ( NYSE:V ) will increase its dividend from last year's comparable payment on the 1st of December to $0.67...Seeking Alpha • Apr 24
Visa: 3 Reasons To Buy, 3 Reasons To Hold, Earnings Preview
Summary Visa boasts a 97.8% gross margin, turning almost all operating cash into free cash flow due to low capex, making it highly profitable. In this article, I summarize how Visa works and why it can keep growing at a fast pace despite its massive size. I point out why Q2 earnings are crucial for Visa, as we will see how the company prepares to handle its operations in a changing trade environment. Read the full article on Seeking AlphaSeeking Alpha • Apr 14
Visa: Symbolic Of My Refusal To Chase Stocks Here
Summary Visa's fundamentals are excellent, with strong revenue and EPS growth, high ROIC, and efficient profitability, making it a reliable investment thesis. The company's business model avoids credit risks, generates substantial cash, and benefits from organic growth tied to nominal GDP and inflation. Despite Visa's stability and growth, its high valuation results in a modest expected total return of 7-8%, which may not justify the equity risk. Market predictability rewards Visa, but competition from fintech and emerging payment methods pose risks and uncertainties to its future performance. Read the full article on Seeking AlphaSeeking Alpha • Mar 31
Visa Is A Wonderful Business With A Price-Tag To Match
Summary Visa is an example of a truly wonderful business. While it has its own set of risks, these are manageable, especially as compared with those of other businesses. The market price for V shares currently reflects its truly wonderful nature, and thus promises lackluster returns over the next 3–5 years. Read the full article on Seeking AlphaSeeking Alpha • Mar 15
Visa Stock: Not Where Investors Want It To Be (Technical Analysis)
Summary The technicals are largely mixed for Visa stock, as there are conflicting signals on where the stock may be headed next. Most recent earnings were respectable, as strong cash from operations offset sluggish revenue growth and an EPS growth slowdown. The valuation currently seems reasonable, with the P/CFO ratio showing fair valuation relative to historic growth, while perhaps being at a slightly richer premium compared to peers. I believe Visa is a hold, with both the technicals and fundamentals offering a net neutral outlook for the stock. Read the full article on Seeking Alpha株主還元
| V | US Diversified Financial | US 市場 | |
|---|---|---|---|
| 7D | 1.1% | 0.8% | 1.4% |
| 1Y | -4.8% | -6.3% | 25.7% |
業界別リターン: V過去 1 年間で-6.3 % の収益を上げたUS Diversified Financial業界を上回りました。
リターン対市場: Vは、過去 1 年間で25.7 % のリターンを上げたUS市場を下回りました。
価格変動
| V volatility | |
|---|---|
| V Average Weekly Movement | 3.5% |
| Diversified Financial Industry Average Movement | 5.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: V 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: Vの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1958 | 34,100 | Ryan McInerney | www.visa.com |
Visa Inc.は、米国および国際的な決済テクノロジー企業として事業を展開している。同社は、決済取引の承認、清算、決済を可能にする取引処理ネットワークであるVisaNetを運営している。また、クレジットカード、デビットカード、プリペイドカード商品、タップ・トゥー・ペイ、トークン化、クリック・トゥー・ペイサービス、資金移動を促進するプラットフォームであるVisaダイレクト、顧客がネットワーク上で資金を収集、保有、変換、送金できるようにするサービス、空港ラウンジ利用、食事予約、ショッピング体験、イベントチケット、販売者オファーなどの発行ソリューションも提供している。さらに、アクセプタンス・ソリューション、eコマース・プラットフォームとのオムニチャネル決済統合、リスク検知・防止ソリューション、コンサルティング業務、独自の分析モデル、データサイエンティストやエコノミスト、マーケティングサービス、マネージドサービスからなるアドバイザリーおよびその他のサービスも提供している。Visa、Visa Electron、V PAY、Interlink、PLUSのブランドでサービスを提供している。同社は消費者、販売者、金融機関、政府機関にサービスを提供している。ビザ・インクは1958年に設立され、本社はカリフォルニア州サンフランシスコにある。
Visa Inc. 基礎のまとめ
| V 基礎統計学 | |
|---|---|
| 時価総額 | US$616.49b |
| 収益（TTM） | US$22.03b |
| 売上高(TTM) | US$43.03b |
28.0x
PER（株価収益率14.3x
P/SレシオV は割高か？
公正価値と評価分析を参照収益と収入
| V 損益計算書（TTM） | |
|---|---|
| 収益 | US$43.03b |
| 売上原価 | US$956.00m |
| 売上総利益 | US$42.07b |
| その他の費用 | US$20.04b |
| 収益 | US$22.03b |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 11.70 |
| グロス・マージン | 97.78% |
| 純利益率 | 51.21% |
| 有利子負債／自己資本比率 | 67.2% |
V の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
0.8%
現在の配当利回り23%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/22 14:15 |
| 終値 | 2026/06/18 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/09/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Visa Inc. 36 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。56
| アナリスト | 機関 |
|---|---|
| Stephen Biggar | Argus Research Company |
| David Koning | Baird |
| Harshita Rawat | Bernstein |