Visa Inc. (V)
NYSEFinancialsFinancial - Credit ServicesSnapshot 2026-09-14
NYSEFinancialsFinancial - Credit ServicesSnapshot 2026-09-14
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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: EPS guidance $2.97 vs $3.14 target.
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, earnings delivery, market reaction to earnings.
View ManagementExpectations look high — the market is pricing in about 90% growth a year, above the roughly 14% analysts expect, leaving little room for error.
View ValuationRelatively steady — typically moves about 1% a day.
View RiskVisa's growth depends on expanding its role in agentic payments. The company must keep compounding to justify its current valuation. Revenue grew 14% year over year, and the last quarter beat expectations. Visa trades at a high multiple compared to its peers. The market expects more growth than Visa forecasts, making the valuation look full. If Visa cuts guidance, it could negatively impact the stock. The thesis has broken since EPS guidance is below target. Peer multiples imply a price about 87% below where it trades. This read is provisional.
Trailing returns as of 2026-09-14. 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 Sep 2026).
Based on 15 Wall Street analysts offering 12-month price targets for V in the last 4 months.
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Compare V with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| 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 5 valuation methods, at three horizons. As of 2026-09-14. 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: Enhance Visa as a Service technology stack
Supports enhancement of Visa's technology stack.
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 2026-09-14. EPS is implied from price ÷ P/E. Not investment advice.
Current $375.28
The last 12 months of price, then the range of analyst 12-month targets from today’s $375.28.
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.
Advances: Drive growth through payments volume and transaction expansion
Supports growth in payments volume through tourism offerings.
Advances: Drive growth through payments volume and transaction expansion
Key announcements likely drive growth and innovation.

Advances: Drive growth through payments volume and transaction expansion
Collaboration enhances growth through expanded payment solutions.

Advances: Enhance Visa as a Service technology stack
Stablecoin growth aligns with enhancing technology stack.

Advances: Drive growth through payments volume and transaction expansion
Indicates growth potential in payments volume.

Threatens: Drive growth through payments volume and transaction expansion
UPI's growth may hinder Visa's transaction expansion.

Advances: Drive growth through payments volume and transaction expansion
Growth in stablecoin card network supports transaction expansion.
