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Visa Inc (3V64.DE)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS92826C8394
SectorFinancial Services
IndustryCredit Services

Highlights

Market Cap€521.16B
EPS (TTM)€8.94
PE Ratio29.94
PEG Ratio1.83
Total Revenue (TTM)€26.31B
Gross Profit (TTM)€21.08B
EBITDA (TTM)€18.46B
Year Range€223.46 - €272.50

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons: 3V64.DE vs. MOH.DE, 3V64.DE vs. ASME.DE, 3V64.DE vs. CCH.L, 3V64.DE vs. SXRV.DE, 3V64.DE vs. LIN.DE, 3V64.DE vs. FOO.DE, 3V64.DE vs. W1TB.DE, 3V64.DE vs. AMZ.DE, 3V64.DE vs. QDVE.DE, 3V64.DE vs. MOAT

Performance

Performance Chart

The chart shows the growth of an initial investment of €10,000 in Visa Inc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-10.00%-5.00%0.00%5.00%10.00%JuneJulyAugustSeptemberOctoberNovember
5.56%
9.67%
3V64.DE (Visa Inc)
Benchmark (^GSPC)

Returns By Period

Visa Inc had a return of 14.90% year-to-date (YTD) and 19.31% in the last 12 months. Over the past 10 years, Visa Inc had an annualized return of 19.09%, outperforming the S&P 500 benchmark which had an annualized return of 11.05%.


PeriodReturnBenchmark
Year-To-Date14.90%21.24%
1 month6.77%0.55%
6 months5.56%11.47%
1 year19.31%32.45%
5 years (annualized)11.26%13.43%
10 years (annualized)19.09%11.05%

Monthly Returns

The table below presents the monthly returns of 3V64.DE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20247.64%3.80%-1.66%-1.82%-1.91%0.16%-1.21%1.50%-1.03%8.59%14.90%
20239.02%-1.24%-1.08%2.28%-2.95%6.47%-0.85%6.00%-3.78%1.32%5.60%0.62%22.55%
20223.86%-3.03%3.75%2.26%-3.65%-4.78%9.53%-2.83%-6.73%12.45%-2.77%-4.73%1.38%
2021-7.83%9.18%3.21%6.84%-3.42%6.49%4.70%-5.51%-0.86%-5.21%-7.08%12.67%11.08%
20206.28%-10.71%-5.05%7.70%5.41%-1.52%-5.58%11.13%-4.04%-9.69%11.82%1.12%3.58%
20191.74%10.24%8.15%4.50%-1.06%3.84%8.67%1.09%-2.58%0.05%4.40%1.65%47.97%
20184.81%1.72%-5.77%9.84%7.08%1.71%2.20%8.89%2.33%-7.03%1.92%-5.94%21.98%
20172.60%8.91%0.32%0.46%1.12%-2.07%2.03%2.97%2.32%5.92%-1.01%2.65%29.03%
2016-7.06%0.81%-0.51%1.00%5.07%-4.73%5.63%1.70%0.59%3.65%-1.61%0.72%4.62%
20154.61%7.10%0.67%-2.94%5.12%-4.81%15.36%-6.60%-3.89%14.68%5.90%-3.64%32.76%
20140.79%2.93%-5.06%-6.46%9.59%-2.51%0.64%3.65%4.56%14.20%8.14%4.91%39.09%
20131.97%5.04%8.97%-3.06%8.54%1.44%-3.32%-3.21%7.26%3.01%3.47%6.01%41.30%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of 3V64.DE is 72, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.


The Risk-Adjusted Performance Rank of 3V64.DE is 7272
Combined Rank
The Sharpe Ratio Rank of 3V64.DE is 7474Sharpe Ratio Rank
The Sortino Ratio Rank of 3V64.DE is 6666Sortino Ratio Rank
The Omega Ratio Rank of 3V64.DE is 6565Omega Ratio Rank
The Calmar Ratio Rank of 3V64.DE is 8585Calmar Ratio Rank
The Martin Ratio Rank of 3V64.DE is 7070Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Visa Inc (3V64.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


3V64.DE
Sharpe ratio
The chart of Sharpe ratio for 3V64.DE, currently valued at 1.15, compared to the broader market-4.00-2.000.002.001.15
Sortino ratio
The chart of Sortino ratio for 3V64.DE, currently valued at 1.58, compared to the broader market-4.00-2.000.002.004.001.58
Omega ratio
The chart of Omega ratio for 3V64.DE, currently valued at 1.21, compared to the broader market0.501.001.502.001.21
Calmar ratio
The chart of Calmar ratio for 3V64.DE, currently valued at 1.58, compared to the broader market0.002.004.006.001.58
Martin ratio
The chart of Martin ratio for 3V64.DE, currently valued at 3.82, compared to the broader market-10.000.0010.0020.0030.003.82
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.70, compared to the broader market-4.00-2.000.002.002.70
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.58, compared to the broader market-4.00-2.000.002.004.003.58
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.50, compared to the broader market0.501.001.502.001.50
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 3.49, compared to the broader market0.002.004.006.003.49
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 17.22, compared to the broader market-10.000.0010.0020.0030.0017.22

Sharpe Ratio

The current Visa Inc Sharpe ratio is 1.15. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Visa Inc with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00JuneJulyAugustSeptemberOctoberNovember
1.15
2.51
3V64.DE (Visa Inc)
Benchmark (^GSPC)

Dividends

Dividend History

Visa Inc provided a 0.72% dividend yield over the last twelve months, with an annual payout of €1.92 per share. The company has been increasing its dividends for 6 consecutive years.


0.55%0.60%0.65%0.70%0.75%0.80%0.85%0.90%€0.00€0.50€1.00€1.5020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend€1.92€1.73€1.50€1.13€1.08€0.94€0.75€0.61€0.65€0.45€0.32€0.26

Dividend yield

0.72%0.73%0.78%0.59%0.62%0.55%0.65%0.64%0.87%0.62%0.58%0.66%

Monthly Dividends

The table displays the monthly dividend distributions for Visa Inc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024€0.00€0.48€0.00€0.00€0.48€0.00€0.00€0.48€0.00€0.00€0.00€1.44
2023€0.00€0.42€0.00€0.00€0.41€0.00€0.00€0.41€0.00€0.00€0.49€0.00€1.73
2022€0.00€0.33€0.00€0.00€0.36€0.00€0.00€0.36€0.00€0.00€0.45€0.00€1.50
2021€0.00€0.26€0.00€0.00€0.26€0.00€0.00€0.27€0.00€0.00€0.33€0.00€1.13
2020€0.00€0.28€0.00€0.00€0.28€0.00€0.00€0.25€0.00€0.00€0.27€0.00€1.08
2019€0.00€0.22€0.00€0.00€0.22€0.00€0.00€0.23€0.00€0.00€0.27€0.00€0.94
2018€0.00€0.17€0.00€0.00€0.18€0.00€0.00€0.18€0.00€0.00€0.22€0.00€0.75
2017€0.00€0.16€0.00€0.00€0.15€0.00€0.00€0.14€0.00€0.00€0.17€0.00€0.61
2016€0.00€0.25€0.00€0.00€0.12€0.00€0.00€0.12€0.00€0.00€0.15€0.00€0.65
2015€0.00€0.11€0.00€0.00€0.11€0.00€0.00€0.11€0.00€0.00€0.13€0.00€0.45
2014€0.00€0.07€0.00€0.00€0.07€0.00€0.00€0.07€0.00€0.00€0.10€0.00€0.32
2013€0.06€0.00€0.00€0.06€0.00€0.00€0.06€0.00€0.00€0.07€0.00€0.26

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%0.7%
Visa Inc has a dividend yield of 0.72%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
200.0%400.0%600.0%800.0%32.2%
Visa Inc has a payout ratio of 32.18%, which is quite average when compared to the overall market. This suggests that Visa Inc strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-0.30%
-2.37%
3V64.DE (Visa Inc)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Visa Inc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Visa Inc was 44.10%, occurring on Jan 27, 2009. Recovery took 182 trading sessions.

The current Visa Inc drawdown is 0.30%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-44.1%May 9, 2008174Jan 27, 2009182Dec 15, 2009356
-36.79%Feb 20, 202023Mar 23, 2020315Jun 22, 2021338
-32.61%Apr 28, 2010204Mar 18, 2011142Dec 1, 2011346
-21.54%Nov 23, 201552Feb 8, 2016181Oct 24, 2016233
-18.99%Jul 27, 202191Nov 30, 2021163Jul 21, 2022254

Volatility

Volatility Chart

The current Visa Inc volatility is 4.35%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%JuneJulyAugustSeptemberOctoberNovember
4.35%
3.52%
3V64.DE (Visa Inc)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Visa Inc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Visa Inc compared to its peers in the Credit Services industry.


PE Ratio
20.040.060.080.0100.0120.029.9
The chart displays the price to earnings (P/E) ratio for 3V64.DE in comparison to other companies of the Credit Services industry. Currently, 3V64.DE has a PE value of 29.9. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.
PEG Ratio
-15.0-10.0-5.00.05.01.8
The chart displays the price to earnings to growth (PEG) ratio for 3V64.DE in comparison to other companies of the Credit Services industry. Currently, 3V64.DE has a PEG value of 1.8. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Visa Inc.


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Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items