Visa is a payments technology company. The company's primary products consist of business solutions, which include small business, corporate cards, purchasing cards, virtual accounts, and disbursement accounts; credit, which allows consumers and businesses to access credit to pay for goods and services; debit, which allows consumers and small businesses to purchase goods and services using funds in their demand deposit accounts; prepaid, which addresses consumer-use cases and needs including, general purpose reloadable and payroll; and global ATM, which provides account holders with cash access through issuing and acquiring partnerships with financial institutions and independent ATM operators.
  • TickerV
  • ISINUS92826C8394
  • ExchangeNew York Stock Exchange
  • SectorFinancial Services
  • CountryUnited States
Moshe Katri ...
  • Ryan Campbell

PSCU Data Updates; SMB Survey On Mobile Platform Preference; PYPL Dominates

ValuEngine Rating and Forecast Report for V

ValuEngine Rating and Forecast Report for V

Valens Research

Valens Equity Insights and Inflections - 2020 05 19

LVS currently trades above corporate averages relative to Uniform earnings, with a 47.4x Uniform P/E (Fwd V/E'). Even at these levels, the market is pricing in expectations for Uniform ROA to decline from 16% in 2019 to 12% in 2024, accompanied by 1% Uniform asset growth going forward. Meanwhile, analysts have similar expectations, projecting Uniform ROA to only rebound to 13% in 2021 after a poor 2020, accompanied by 2% Uniform asset shrinkage. That said, management is confident about Macao revenue growth, their Singapore investments, and cost controls. Current valuations appear to be pricing...

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

Dave Nicoski ...
  • Ross LaDuke

Vermilion Macro Vision: Sector Synopsis

The following synopsis provides Summary details of our current investment outlook: • U.S. dollar: The U.S. dollar had attempted a breakdown but has thus far held firm at the 96.61 level. However, the longer-term downtrend remains intact with the dollar unable to overtake its 200-day moving average at 97.70. A break to the downside will tip the scale in the direction of emerging markets and precious metals, while a break to the upside will likely foster another surge into growth related names. • High yield spreads: Spreads continue to narrow and suggest a risk-on environment. The Fed remain...

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • A number of significant Communications names are developing bullishly. (ex. GOOG, FB, and NWS) • Consumer Discretionary names continue to develop positively. (ex. THRM, LEA, WYNN, PENN, CMG, KMX, and AMZN) • Energy Sector names continue to attempt to carve out bottoms. (ex. OXY, VAL) • Financial Sector names continue to develop bullishly (ex. C, UMPQ, EWBC, TROW, MSCI, SPGI, GS, and MS)

Dave Nicoski ...
  • Ross LaDuke

Insights: Bullish Stocks

Payment Processors Enjoying the Holidays -- Buy MA, V, EEFT, and PYPL The secular growth story in electronic payments is far from over, with room to run in both penetration rates and an ever-expanding addressable market. At the same time, we know that a good story does not necessarily equate to a good investment opportunity, as the price must be right and the technicals should confirm the story. In this case, the technicals are confirming the story, suggesting now is the time to add exposure. • After several months of price and RS consolidation, several payment processor/mobile payment stock...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Macro Vision: U.S. Equity Strategy

The S&P 500 continues its march higher, however the troops have been unable to keep up with the generals and with this is an ounce of concern. Sending the generals into battle often ends up with no more leaders. Our view of the markets is to deploy a barbell approach of growth and safety. While growth continues to outperform, it does so without the small-caps. Meanwhile utilities and staples continue to march just behind the growth areas of the market, and have been unable to reach new RS highs since the December decline. In this report we detail our investment thesis and outlook for U.S. equi...

GMR Weekly Notes - 23 April 2018

Markets This Week: Rates: US 10s; US 30s; 2s/10s; EDZ8 Stocks: Visa (V); Microsoft (MSFT); Facebook (FB); China Petroleum & Chemcal (SNP); 58.COM (WUBA) FX; USDBRL; EURCHF Comm: WTI Crude (CL1)

Moshe Katri ...
  • Ryan Campbell

PSCU Data Updates; SMB Survey On Mobile Platform Preference; PYPL Dominates

Valens Research

Valens Equity Insights and Inflections - 2020 05 19

LVS currently trades above corporate averages relative to Uniform earnings, with a 47.4x Uniform P/E (Fwd V/E'). Even at these levels, the market is pricing in expectations for Uniform ROA to decline from 16% in 2019 to 12% in 2024, accompanied by 1% Uniform asset growth going forward. Meanwhile, analysts have similar expectations, projecting Uniform ROA to only rebound to 13% in 2021 after a poor 2020, accompanied by 2% Uniform asset shrinkage. That said, management is confident about Macao revenue growth, their Singapore investments, and cost controls. Current valuations appear to be pricing...

Moshe Katri ...
  • Ryan Campbell

Adjusts FY20 Guidance; Signals Stabilizing Trends, Solid New Wins

GMR Macro Technicals - 31 October 2018

The retreat in Visa (V) hit and held its Q4 uptrend, It remains a key focus. S&P has potential to rebound, but remains a sale on strength to weekly downtrend/Nov resistance. US Treasuries are neutral and a sale on strength to monthly downtrends. EUR is beairsh and headed for +/-1.12. See GMR Macro Technicals for specific price levels and detailed Trade Strategy.

GMR Weekly Notes - 27 August 2018

An increasing number of single names and ETFs are approaching 2018 Yearly targets. A number are outlined this week. Markets: Stocks: Visa (V); Microsoft (MSFT); Cree (CREE); XLY; XLV; Tesla (TSLA) Forex: DXY; EURGBP; USDSGD; Gold (XAU) Rates: 2s/10s; BTPs (GBTPGR10).

GMR Weekly Notes - 30 July 2018

Markets This Week: Stocks: Apple (AAPL); Pandora (P); Pfizer (P); Procter&Gamble (PG); Alibaba (BABA); Tesla (TSLA); Visa (V) Rates: EDZ9; 10s/30s Forex: USDMXN; CADMXN; GBPCAD

GMR Weekly Notes - 16 July 2018

Netflix (NFLX), ahead of earnings, saw weekly trend fall neutral - nearly identical to the structure that triggered an -18% correction in March/April. Other Markets This Week: Stocks: Dish Network (DISH); Nexstar Media (NXST); Visa (V); Bank of America (BAC); Microsoft (MSFT); Utilities Select SPDR (XLU) Forex: AUDNZD; AUDJPY; EURCHF Rates: 2s/5s/10s Butterfly (BF020510); OATs (GFRN10)

GMR Weekly Notes - 14 May 2018

Markets this Week: Equities: Walmart (WMT); Apple (AAPL); Baidu (BIDU); Visa (V) ETFs: XPH (Pharma); XLF (Financials) FX: NZDUSD; USDTWD; EURNOK; XAUEUR; Rates: 5s/30s; Italy 10s (GBTPGR10).

ValuEngine Rating and Forecast Report for V

ValuEngine Rating and Forecast Report for V

ValuEngine Rating and Forecast Report for V

ValuEngine Rating and Forecast Report for V

ValuEngine Rating and Forecast Report for V

ValuEngine Rating and Forecast Report for V

ValuEngine Rating and Forecast Report for V

ValuEngine Rating and Forecast Report for V

ValuEngine Rating and Forecast Report for V

ValuEngine Rating and Forecast Report for V

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