V Share Price Performance
US$323.77
13.87 (4.48%)
17.3% undervalued intrinsic discount
US$391.39
Fair Value
Price US$323.77
AnalystConsensusTarget US$391.39
QuanD US$463.49
Richard_Bowman US$284.00
Fair ValueUS$391.46
Share Pricen/a
- 4 Narratives written by author
- 5 Comments on narratives written by author
- 1037 Fair Values set on narratives written by author
V Community Narratives
AN
Fair Value US$391.46 17.3% undervalued intrinsic discount
Global E-Commerce And Remittance Trends Will Transform Digital Payments
5users have liked this narrative
2users have commented on this narrative
202users have followed this narrative
QU
Fair Value US$463.49 30.1% undervalued intrinsic discount
Stable growth fintech safe bet
2users have liked this narrative
0users have commented on this narrative
11users have followed this narrative
RI
Fair Value US$284 14.0% overvalued intrinsic discount
Inflation, New Initiatives and Scale Will Grow EPS
16users have liked this narrative
2users have commented on this narrative
13users have followed this narrative
Stable growth fintech safe bet
At the core of Visa's strength is its vast and resilient global payments network. This network connects millions of merchants with thousands of financial institutions and their cardholders, creating a powerful moat that deters competition.Read more
2users have liked this narrative
0users have commented on this narrative
11users have followed this narrative
QU
US$463.49
30.1% undervalued intrinsic discount
QuanD Fair Value
Revenue growth
10% p.a.
Profit Margin
51.58%
Future PE
30x
Share price in 2035
US$955.57
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
16users have liked this narrative
2users have commented on this narrative
13users have followed this narrative
RI
US$284
14.0% overvalued intrinsic discount
Richard_Bowman Fair Value
Revenue growth
11.5% p.a.
Profit Margin
53.5%
Future PE
30x
Share price in 2028
US$503.37
Regulation and Market Maturity Will Limit Earnings Growth Potential
Key Takeaways Well-positioned to benefit from the continued growth of digital payments and the international market Investing heavily in B2B and cross border payments for new revenue growth Has a wide moat, and a large serviceable market, but investor expectations are already high Additionally the Credit Card Competition Act could be a major negative catalyst Risks to my narrative include stronger than expected US consumer, and increased use of Visa network from future Fintech. Catalysts The Benefits of Visa’s Global Reach Visa processes more than $11.6 trillion in gross dollar volume (GDV), made up primarily of digital payments with the remainder being things like ATM withdrawals, B2B transactions, etc.Read more
7users have liked this narrative
1users have commented on this narrative
15users have followed this narrative
GO
US$243.09
33.2% overvalued intrinsic discount
Goran_Damchevski Fair Value
Revenue growth
9.1% p.a.
Profit Margin
50%
Future PE
22x
Share price in 2029
US$294.02
Global E-Commerce And Remittance Trends Will Transform Digital Payments
Key Takeaways Growing digital adoption, e-commerce expansion, and emerging market initiatives are strengthening Visa's payment volumes and supporting long-term revenue growth. Accelerating value-added services and cross-border solutions are increasing higher-margin business mix and broadening Visa's revenue streams.Read more
5users have liked this narrative
2users have commented on this narrative
202users have followed this narrative
AN
US$391.46
17.3% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
10.09% p.a.
Profit Margin
52.97%
Future PE
32.43x
Share price in 2028
US$486.1
Recently Updated Narratives
QU
Stable growth fintech safe bet
Fair Value: US$463.49 30.1% undervalued intrinsic discount
11 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
GO
Regulation and Market Maturity Will Limit Earnings Growth Potential
Fair Value: US$243.09 33.2% overvalued intrinsic discount
15 followersusers have followed this narrative
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
RI
Inflation, New Initiatives and Scale Will Grow EPS
Fair Value: US$284 14.0% overvalued intrinsic discount
13 followersusers have followed this narrative
2 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Visa Inc. Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
- 10.37
- 97.77%
- 49.63%
- 66.4%
About V
- Founded
- 1958
- Employees
- 34100
- CEO
- WebsiteView website
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. It also offers credit, debit, and prepaid card products; tap to pay, tokenization, and click to pay services; Visa Direct, a platform which facilitates money movement, enabling clients to collect, hold, convert, and send funds across its network; and issuing solutions, such as airport lounge access, dining reservations, shopping experiences, event tickets, and seller offers. In addition, the company provides acceptance solutions, an omnichannel payment integration with e-commerce platforms; risk detection and prevention solutions; and advisory and other services comprising consulting practice, proprietary analytics models, data scientists and economists, marketing services, and managed services. It provides its services under the Visa, Visa Electron, V PAY, Interlink, and PLUS brands. The company serves consumers, sellers, financial institutions, and government entities. Visa Inc. was founded in 1958 and is headquartered in San Francisco, California.
