Visa Inc. (V)
NYSEFinancialsFinancial - Credit ServicesSnapshot 2026-10-29
$410.54+2.48%
Close 2026-10-29 · 1-day change
NYSEFinancialsFinancial - Credit ServicesSnapshot 2026-10-29
Research Workspace
Put V beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Financials is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — EPS at or above $3.14 next quarter: Diluted EPS: $2.97 per share.
View ThesisRevenue growth is accelerating — up about 14% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationRelatively steady — typically moves about 1% a day.
View RiskVisa’s payment network and services growth support the thesis, despite slowing revenue growth. Revenue growth eased from 17% to 14%, then 13%; Q4 EPS beat. Visa guided for low double-digit FY2027 revenue growth and low-to-mid-20s services growth. The price reflects less growth than our forecast, though no clean multiple is available. A 16% next-quarter miss probability adds risk; next-quarter EPS missed the $3.14 pillar. Peer multiples imply a price about 20% below where it trades. The thesis has broken; this read is provisional.
Trailing returns as of 2026-10-29. V is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 40 analysts currently covering V (as of Oct 2026).
Based on 16 Wall Street analysts offering 12-month price targets for V in the last 4 months.
Continue this research
Compare V with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Compare now without an account. Saving and monitoring require an account.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| V Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 4 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Transaction & Payment Processing Services — fair value, gap to price, and forward P/E.
Compare the value case
Put V next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Expand fraud prevention and payments capabilities
Reported tenfold growth in stablecoin settlements signals expanding payments capabilities, though scale remains unclear.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $410.54
The last 12 months of price, then the range of analyst 12-month targets from today’s $410.54.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Regulatory clearance advances Visa’s China payments partnership and supports transaction growth.
Advances: Drive growth through payments volume and transaction expansion
FY27 low-double-digit revenue growth and strong VAS growth support continued payments and services expansion.
Advances: Drive growth through payments volume and transaction expansion
Higher profit alongside payment-volume and transaction growth supports core expansion objectives.
Advances: Drive growth through payments volume and transaction expansion
Earnings beat and continued volume growth support expansion, though growth eased slightly.
Advances: Drive growth through payments volume and transaction expansion
Revenue growth and strong payment volumes confirm continued progress on core growth.
Advances: Drive growth through payments volume and transaction expansion
Earnings beat and 9% payment volume growth reinforce the core growth objective.
Advances: Drive growth through payments volume and transaction expansion
Modest EPS beat is positive, while in-line revenue offers limited incremental thesis evidence.