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Recent

v0.1
V$322.28-1.25%
Fair $322.28+0.0%

V

Visa Inc.

Financial Services / Credit ServicesNYSE

$322.28

-4.08 (-1.25%)

Fairly Valued+0.0%Fair Value $322.28Fund rank 39/100 · Data gapFallback financials|
SA 43/C
F-Score: 5/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 100.0/100

Data gap 39/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 95/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

43/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 19Warnings: 0unknown: 19
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · VLocal privado en este navegador · Visa Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$612.9B

P/E

28.1x

↑

EV/EBITDA

27.5x

↑

ROE

52.9%

↑

Gross Margin

80.4%

↑

Debt/Equity

0.66

↑
52-Week Range$322
$294$376

TradingView lightweight chart

V price, volumen y niveles de valoración

Último $322.28Periodo +2181.6%
Fair value: $322.28

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2007–2025 · 18 años de histórico normalizado

Revenue CAGR

+14.3%

FCF CAGR

—

FCF margin

53.9%

FCF / Net income

1.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $40.00B · net income $20.06B · FCF $21.58B

2007-FY → 2025-FY

Gross margin

80.4%— pts

Operating margin

66.4%+106.8% pts

Net margin

50.1%+80.1% pts

FCF margin

53.9%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
Income Statement
Revenue$40.00B$40.00B$35.93B$32.65B$29.31B$24.11B$21.85B$22.98B$20.61B$18.36B$15.08B$13.88B$12.70B$11.78B$10.42B$9.19B$8.06B$6.91B$6.26B$3.59B
Net Income$20.06B$20.06B$19.74B$17.27B$14.96B$12.31B$10.87B$12.08B$10.30B$6.70B$5.99B$6.33B$5.44B$4.98B$2.14B$3.65B$2.97B$2.35B$804.0M$-1.08B
EBITDA$26.00B$26.00B$25.59B$22.62B$19.54B$16.61B$14.85B$15.66B$13.57B$12.70B$8.38B$9.56B$8.13B$7.64B$2.47B$5.74B$4.85B$3.76B$1.47B$-1.32B
EPS10.2010.209.738.287.00———————————————
Gross Margin80.4%80.4%80.4%79.9%80.4%———————————————
Operating Margin66.4%66.4%67.0%67.2%67.1%65.6%64.5%65.3%62.9%66.2%52.3%65.3%60.6%61.5%20.5%59.4%56.9%51.2%19.7%-40.4%
Net Margin50.1%50.1%55.0%52.9%51.0%51.1%49.7%52.6%50.0%36.5%39.7%45.6%42.8%42.3%20.6%39.7%36.8%34.0%12.8%-30.0%
Balance Sheet
Debt/Equity0.660.660.530.530.63———————————0.000.000.00—
Current Ratio1.091.09——————————————————
Cash Flow
Free Cash Flow$21.58B$21.58B$18.69B$19.70B$17.88B———————————————
Returns
ROE52.9%52.9%50.4%44.6%42.0%——————————13.8%11.9%10.1%3.8%214.8%
Valuation
P/E28.1228.1228.5628.3926.26———————————————
EV/EBITDA27.5027.5026.4026.2324.42———————————————
P/B18.6518.6517.0415.2113.22———————————————
Growth & Yield
Revenue Growth11.3%11.3%10.0%11.4%—10.3%-4.9%11.5%12.3%21.7%8.7%9.3%7.8%13.0%13.4%13.9%16.7%10.3%74.5%—
EPS Growth4.8%4.8%17.5%18.3%————————————————
Dividend Yield0.8%0.8%——————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

41.0%

muy exigente

EPS terminal req.

$28.60

Spread vs growth

-36.2%

5Y implied EPS CAGR

27.7%

muy exigente

EPS terminal req.

$34.60

Spread vs growth

-22.8%

10Y implied EPS CAGR

18.5%

exigente

EPS terminal req.

$55.73

Spread vs growth

-13.7%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -10.9%

Total return

-10.9%

Start / end P/E

37.5x → 31.6x

EPS bridge

9.73 → 10.20

Residual

-0.8%

EPS growth+4.8%
Multiple rerating-15.8%
Dividend+0.8%
Residual / FX / buybacks / cross-term-0.8%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.