NYSE:V
199.12
0.32
(0.16%)
Visa Inc. is an American multinational financial services corporation headquartered in Foster City, California, United States.
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Visa Inc.
V-N
Analysis and Opinions about V-N
Signal
Opinion
Expert
SELL
SELL
September 30, 2020
Expensive, close to 40x earnings. Somewhat impacted by Covid. First year in history that revenue has fallen. Transactions have dropped, but this is an unusual time. Still, you're not getting a discount. He sold, and moved into a better risk/reward.
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Expensive, close to 40x earnings. Somewhat impacted by Covid. First year in history that revenue has fallen. Transactions have dropped, but this is an unusual time. Still, you're not getting a discount. He sold, and moved into a better risk/reward.
SELL
SELL
August 27, 2020
Has done extremely well on both organic growth and on the market's re-rating. Will be beneficiaries as we move more to plastic in the post-pandemic world. Trading at a high 30s multiple, a bit extreme. Fewer opportunities and more risk in the face of Square, PayPal, and the like.
TOP PICK
TOP PICK
August 20, 2020
No credit risk, just a toll booth. 55,000 transactions a second. Great opportunity for secular growth over the next several years, as people transition from cash. Pandemic has increased card use. Good global growth, especially with emerging markets. Good free cash flow and dividend growth potential, asset light. Yield is 0.59%. (Analysts’ price target is $220.37)
Show full opinionHide full opinionNo credit risk, just a toll booth. 55,000 transactions a second. Great opportunity for secular growth over the next several years, as people transition from cash. Pandemic has increased card use. Good global growth, especially with emerging markets. Good free cash flow and dividend growth potential, asset light. Yield is 0.59%. (Analysts’ price target is $220.37)
PAST TOP PICK
PAST TOP PICK
August 13, 2020
(A Top Pick Jul 12/19, Up 11%) Still likes it. Trend to cashless society is getting more entrenched. Impacted by lower economic activity, but rebounded nicely. Trades more like a tech stock than a consumer stock.
Show full opinionHide full opinion(A Top Pick Jul 12/19, Up 11%) Still likes it. Trend to cashless society is getting more entrenched. Impacted by lower economic activity, but rebounded nicely. Trades more like a tech stock than a consumer stock.
SELL
SELL
July 23, 2020
V vs. MA Both too expensive. Trading at double market multiple, which is extreme for what they offer. Stepped aside because of valuation.
Show full opinionHide full opinionV vs. MA Both too expensive. Trading at double market multiple, which is extreme for what they offer. Stepped aside because of valuation.
BUY WEAKNESS
BUY WEAKNESS
July 8, 2020
Warren Buffet has 43% of his portfolio in APPL. APPL is a wonderful brand and strong company. He does not own it today. What worries him a little is that more than half of their revenues come from iPhone sales. They are diversifying, but it will take time. People are tending to keep their phones a year or two longer today it seems. The valuation has made it quite expensive. He would wait for a pullback or consider V, GOOG or MSFT. Warren Buffet must have some amazing incite to take on that concentration in the portfolio.
Warren Buffet has 43% of his portfolio in APPL. APPL is a wonderful brand and strong company. He does not own it today. What worries him a little is that more than half of their revenues come from iPhone sales. They are diversifying, but it will take time. People are tending to keep their phones a year or two longer today it seems. The valuation has made it quite expensive. He would wait for a pullback or consider V, GOOG or MSFT. Warren Buffet must have some amazing incite to take on that concentration in the portfolio.
PAST TOP PICK
PAST TOP PICK
June 26, 2020
(A Top Pick Jul 02/19, Up 10%) He continues to own this. It is really a toll booth -- they don't take on any credit risks, just the banks do. They have good organic growth and high teens earnings growth plus good cash flow. They use M&A and fintech to grow the business. The world is accelerating to a cashless society due to the pandemic.
Show full opinionHide full opinion(A Top Pick Jul 02/19, Up 10%) He continues to own this. It is really a toll booth -- they don't take on any credit risks, just the banks do. They have good organic growth and high teens earnings growth plus good cash flow. They use M&A and fintech to grow the business. The world is accelerating to a cashless society due to the pandemic.
BUY WEAKNESS
BUY WEAKNESS
June 24, 2020
She continues to own this. It has a strong secular growth outlook in digital commerce. Cash is still a large component of payment in many countries, which gives Visa a tail wing going into the future. It is a bit expensive here. Wait for a pullback to buy.
Show full opinionHide full opinionShe continues to own this. It has a strong secular growth outlook in digital commerce. Cash is still a large component of payment in many countries, which gives Visa a tail wing going into the future. It is a bit expensive here. Wait for a pullback to buy.
BUY WEAKNESS
BUY WEAKNESS
June 17, 2020
In late-2019 it was getting too expensive. The price simply was running away from the fundamentals. It got to a 40% premium to the market multiple. When he sold it, it was twice the market average multiple.
Show full opinionHide full opinionIn late-2019 it was getting too expensive. The price simply was running away from the fundamentals. It got to a 40% premium to the market multiple. When he sold it, it was twice the market average multiple.
STRONG BUY
STRONG BUY
June 15, 2020
V-N vs. MA-N. He is so happy to own V-N and is kicking himself for not owning MasterCard. Shopping online promotes use of credit cards. There are so many long term tailwinds that you have to own them.
V-N vs. MA-N. He is so happy to own V-N and is kicking himself for not owning MasterCard. Shopping online promotes use of credit cards. There are so many long term tailwinds that you have to own them.
TOP PICK
TOP PICK
June 2, 2020
The world is shifting away from cash payments. They just did a deal with WeChat Pay, a big part of the Chinese economy One of the best value stocks he owns given its huge free cash flow, though Visa is one of the most expensive on a PE basis. Visa is incredibly entrenched and can survive rival payment systems. (Analysts’ price target is $204.35)
Show full opinionHide full opinionThe world is shifting away from cash payments. They just did a deal with WeChat Pay, a big part of the Chinese economy One of the best value stocks he owns given its huge free cash flow, though Visa is one of the most expensive on a PE basis. Visa is incredibly entrenched and can survive rival payment systems. (Analysts’ price target is $204.35)
TOP PICK
TOP PICK
May 26, 2020
A perennial grower for many years. They had a big drop-off during the lockdown as people stayed home, but online shopping enjoyed a huge surge. They have great cash flow and continue to buyback shares. Expect dividend increases again in the future. The pandemic will drive direct payments away from cash that will benefit Visa. Now is a good entry point. (Analysts’ price target is $200.85)
Show full opinionHide full opinionA perennial grower for many years. They had a big drop-off during the lockdown as people stayed home, but online shopping enjoyed a huge surge. They have great cash flow and continue to buyback shares. Expect dividend increases again in the future. The pandemic will drive direct payments away from cash that will benefit Visa. Now is a good entry point. (Analysts’ price target is $200.85)
COMMENT
COMMENT
May 12, 2020
A great company. Their business has waned a little as people stay home, but this is a temporary setback. Fintech is here to stay. The PE is too high now. He sold it last November for this reason. People will use plastic and avoid dirty cash, so this is a tailwind.
Show full opinionHide full opinionA great company. Their business has waned a little as people stay home, but this is a temporary setback. Fintech is here to stay. The PE is too high now. He sold it last November for this reason. People will use plastic and avoid dirty cash, so this is a tailwind.
BUY WEAKNESS
BUY WEAKNESS
May 8, 2020
It will have a slight impact from consumer spending declines. However, it ticks all the boxes of a Top S&P company, US markets and US dollars. He sees the recent volatility as an opportunity to buy on weakness. He would love to buy it at $135 again.
Show full opinionHide full opinionIt will have a slight impact from consumer spending declines. However, it ticks all the boxes of a Top S&P company, US markets and US dollars. He sees the recent volatility as an opportunity to buy on weakness. He would love to buy it at $135 again.
BUY
BUY
May 4, 2020
MA-N vs. V-N. Own either this or V-N. We saw adoption of tap to pay. People are doing a lot more tap to pay. Buy here. He prefers V-N over MA-N.
Visa Inc.(V-N) Rating
Ranking : 5 out of 5
Bullish - Buy Signals / Votes : 38
Neutral - Hold Signals / Votes : 5
Bearish - Sell Signals / Votes : 8
Total Signals / Votes : 51
Visa Inc.(V-N) Frequently Asked Questions
What is Visa Inc. stock symbol?
Visa Inc. is a American stock, trading under the symbol V-N on the New York Stock Exchange (V). It is usually referred to as NYSE:V or V-N
Is Visa Inc. a buy or a sell?
In the last year, 51 stock analysts published opinions about V-N. 38 analysts recommended to BUY the stock. 8 analysts recommended to SELL the stock. The latest stock analyst recommendation is SELL. Read the latest stock experts' ratings for Visa Inc..
Is Visa Inc. a good investment or a top pick?
Visa Inc. was recommended as a Top Pick by Gordon Reid on 2020-09-30. Read the latest stock experts ratings for Visa Inc..
Why is Visa Inc. stock dropping?
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
Is Visa Inc. worth watching?
51 stock analysts on Stockchase covered Visa Inc. In the last year. It is a trending stock that is worth watching.
What is Visa Inc. stock price?
On 2020-09-30, Visa Inc. (V-N) stock closed at a price of $199.12.
