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Visa Inc. - NYSE

7/10/2014, 12:43 AM ET
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  • Is Visa A Good Investment?
    IAEResearch Mon, Jun. 30 12 Comments

    Summary

    • Sanctions on Russia have hit the financial services sector and Visa's stock price has been under pressure due to the developments in the region.
    • CyberSource continues to show impressive growth (18%) and mobile payments will be a key growth driver in the future for the company.
    • Visa's strong presence in the consumer debit market will shield it from the slowdown in the consumer credit market in developed economies.
    • Emerging economies are showing attractive growth rates in the non-cash transactions segment and Visa can derive considerable revenues from these markets.
  • Visa Is The Perfect Long-Term Investment
    Jeroen Jongbloed Fri, Jun. 6 19 Comments

    Summary

    • Visa's dividend is low (0.76%), but growing quickly.
    • Visa's price-to-earnings ratio is a lot lower than MasterCard's. It's also trading well below its 5-year average p/e.
    • Huge share repurchases show dedication to shareholders.
    • The payout ratio is only 17.23% over the past 12 months.
  • Visa: Infrastructure, Emerging Market Growth And Valuations
    Jeff Williams Mon, Jun. 2 4 Comments

    Summary

    • What are the barriers of entry that are effecting growth in India?
    • How will a lack of Infrastructure effect Visa's bottom line?
    • At this point in the market what is Visa's valuation?
  • 3 Reasons To Buy Visa
    Rupinder Singh Sat, May. 31 22 Comments

    Summary

    • Running one of the world's most advanced processing networks, Visa, as a payment network business, has wide profit margins, strong and consistent revenue growth, and high returns on capital.
    • Despite being a popular way of transacting in the developed world, esp. in the US and Europe, it significantly lags in developing economies - thus providing incredible international growth opportunities.
    • Its Visa Ready Program paves the way for non-traditional payment partners to breeze through the complexities of payments ecosystem.
    • Committed to shareholder returns, consistently grown dividend and reduced shares outstanding.
  • Is It Time To Buy Visa Right Now?
    Abba's Aces Thu, May. 29 10 Comments

    Summary

    • The stock is fairly valued on 2015 earnings estimates and earnings growth potential.
    • The dividend is way too small to hide out in the name for safety.
    • On the bright side ROA and ROE have increased in the past six months.
  • Visa Inc: A Buy Or A Sell?
    Adnan Riaz Wed, May. 14 21 Comments

    Summary

    • Visa is expanding its presence in emerging markets.
    • Visa has great growth opportunities in India and China.
    • China has recently shown signs of deregulation and Visa remains optimistic for gaining market share in China.
    • Revenue and EPS are expected to improve in the next two years.
  • The Contenders To Visa's Payment Crown
    Integrator Thu, May. 1 19 Comments

    Summary

    • Visa has a dominant position in the payments ecosystem due the strong moat that it has.
    • There are a number of emerging entrants in payments, including Paypal, Google, Amazon and Apple.
    • New entrants will likely not disrupt Visa and MasterCard in the medium term given their non payments focus.
  • Visa's Sell-Off: Ignoring The Forest For The Trees
    Tradevestor Mon, Apr. 28 21 Comments

    Summary

    • Visa's recent sell-off is a buying opportunity as the long-term story remains intact.
    • Visa is one of the few stocks that provide growth, income and dividend growth.
    • Technical Indicators are in favor of the stock as well.
  • Why Visa Is Heading To $220
    Wall Street Playbook Mon, Apr. 28 2 Comments

    Summary

    • Note, during the reported quarter, Visa repurchased about 5.1 million class A common shares for a total cost of $1.1 billion.
    • I don't expect anything to impact management's prior share repurchase authorizations worth $5.0 billion.
    • At $198, value to reach $220 within the next 12 to 18 months on the basis of the company's buyback program and a resolution in Russia.
  • Visa And MasterCard: 2 Global Franchises Now At Fair Prices
    Cash Flow Investor Sun, Apr. 27 28 Comments

    Summary

    • Visa and MasterCard's recent declines present an opportunity to buy globally strong franchises at fair valuations.
    • Short-term weakness is due to geopolitical events rather than intrinsic weakness in the businesses: an attractive opportunity for investors with a long-term focus.
    • The companies' resilience since the 2008 financial crisis shows the strength of their business models.
  • Visa's Fall To $200 Is Classic Short-Term Thinking
    Tim McAleenan Jr. Sat, Apr. 26 49 Comments

    Summary

    • Visa's fall to $200 per share ignores the quality of the company's balance sheet and future growth prospects.
    • Visa is still growing revenues by 11% annually once you recognize the effects of currency translations.
    • The company is still on pace for nearly 15% annual earnings per share growth, due to 10-11% organic growth plus 3-4% annual growth from buybacks.
  • Visa's Q2 Earnings Recap And Analysis
    Ganggas Harjianto Fri, Apr. 25 10 Comments

    Summary

    • Visa posted revenue of $3.20 billion, a 7% year-over-year increase, and a diluted EPS of $2.52, a 31% year-over-year increase.
    • Estimates for Q3 are $3.24 billion in revenue and $2.19 in diluted EPS.
    • Visa has a strong financial foundation and is poised for growth.
  • Earnings Preview - Visa Q2 2014
    Selerity Research Thu, Apr. 24

    Summary

    • Visa, Inc. (V) is slated to report 2Q2014 earnings after the bell on Thursday, April 24th.
    • Adjusted Earnings Per Share (EPS): The current Street estimate is $2.18 with a range of $2.12 to $2.26. Consensus was $2.21 three months ago.
    • Revenues: Analysts expect an increase of 7.8% y/y to $3.19 bln (range $3.15 bln to $3.22 bln).
  • Visa: An Opportunity To Capture Growth Alpha
    Shiv Kapoor Thu, Apr. 17 14 Comments

    Summary

    • Visa has a PEG ratio of 1.45, compared with a market PEG of 2.64 and a financial service PEG of 2.51. Visa is cheap on a growth adjusted basis.
    • Visa has a beta of 0.80, compared with a market beta of 1. The P-RAGE Ratio (PEG Multiplied by Beta), which risk-adjusts the PEG Ratio, is attractive at 1.176.
    • The PEG for the credit services industry is 1.45 and beta 1.07. Thus, the P-RAGE Ratio for the credit services industry is 1.55, compared with 1.176 for Visa.
    • Visa offers 6.88% short-term alpha, after which it is priced to deliver a long-term return of 9.1%. On the other hand, the market is priced to deliver negative alpha.
  • Visa: High Price Should Not Prevent Exceptional Returns
    Tim McAleenan Jr. Sun, Mar. 23 56 Comments

    Summary

    • Despite seemingly high valuation of 30x profits, Visa can still make a good investment today.
    • Visa's gross dollar volume business model is resistant to recession, almost doubling profits from 2008 through 2010.
    • 30% annual growth in most of Europe should ensure high earnings per share growth for next 5+ years.
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Company Description

Visa, Inc. is a payments technology company that connects consumers, businesses, banks and governments in more than 200 countries and territories to fast, secure and reliable electronic payments.

Sector: Services
Country: United States