PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Visa Inc (3V64.DE)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS92826C8394
SectorFinancial Services
IndustryCredit Services

Highlights

Market Cap€520.64B
EPS€8.16
PE Ratio30.97
PEG Ratio1.72
Revenue (TTM)€33.35B
Gross Profit (TTM)€28.57B
EBITDA (TTM)€23.42B
Year Range€201.09 - €269.50

Share Price Chart


Loading data...

Compare to other instruments

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


Visa Inc

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

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.


0.00%5.00%10.00%15.00%20.00%25.00%NovemberDecember2024FebruaryMarchApril
17.87%
20.75%
3V64.DE (Visa Inc)
Benchmark (^GSPC)

S&P 500

Returns By Period

Visa Inc had a return of 8.73% year-to-date (YTD) and 23.82% in the last 12 months. Over the past 10 years, Visa Inc had an annualized return of 22.50%, outperforming the S&P 500 benchmark which had an annualized return of 10.46%.


PeriodReturnBenchmark
Year-To-Date8.73%5.84%
1 month-2.13%-2.98%
6 months17.19%22.02%
1 year23.82%24.47%
5 years (annualized)12.67%11.44%
10 years (annualized)22.50%10.46%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20247.64%3.80%-1.66%
2023-3.78%1.32%5.60%0.62%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of 3V64.DE is 89, placing it in the top 11% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of 3V64.DE is 8989
Visa Inc(3V64.DE)
The Sharpe Ratio Rank of 3V64.DE is 8989Sharpe Ratio Rank
The Sortino Ratio Rank of 3V64.DE is 8484Sortino Ratio Rank
The Omega Ratio Rank of 3V64.DE is 8383Omega Ratio Rank
The Calmar Ratio Rank of 3V64.DE is 9797Calmar Ratio Rank
The Martin Ratio Rank of 3V64.DE is 9191Martin 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 1.62, compared to the broader market-2.00-1.000.001.002.003.004.001.62
Sortino ratio
The chart of Sortino ratio for 3V64.DE, currently valued at 2.22, compared to the broader market-4.00-2.000.002.004.006.002.22
Omega ratio
The chart of Omega ratio for 3V64.DE, currently valued at 1.28, compared to the broader market0.501.001.501.28
Calmar ratio
The chart of Calmar ratio for 3V64.DE, currently valued at 3.84, compared to the broader market0.002.004.006.003.84
Martin ratio
The chart of Martin ratio for 3V64.DE, currently valued at 9.43, compared to the broader market0.0010.0020.0030.009.43
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.05, compared to the broader market-2.00-1.000.001.002.003.004.002.05
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.98, compared to the broader market-4.00-2.000.002.004.006.002.98
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.36, compared to the broader market0.501.001.501.36
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.55, compared to the broader market0.002.004.006.001.55
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.05, compared to the broader market0.0010.0020.0030.008.05

Sharpe Ratio

The current Visa Inc Sharpe ratio is 1.62. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
1.62
2.35
3V64.DE (Visa Inc)
Benchmark (^GSPC)

Dividends

Dividend History

Visa Inc granted a 0.76% dividend yield in the last twelve months. The annual payout for that period amounted to €1.94 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend€1.94€1.87€1.58€1.34€1.22€1.05€0.88€0.69€0.59€0.50€0.42€0.35

Dividend yield

0.76%0.79%0.81%0.69%0.70%0.62%0.76%0.72%0.78%0.69%0.77%0.87%

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024€0.00€0.52€0.00
2023€0.00€0.45€0.00€0.00€0.45€0.00€0.00€0.45€0.00€0.00€0.52€0.00
2022€0.00€0.38€0.00€0.00€0.38€0.00€0.00€0.38€0.00€0.00€0.45€0.00
2021€0.00€0.32€0.00€0.00€0.32€0.00€0.00€0.32€0.00€0.00€0.38€0.00
2020€0.00€0.30€0.00€0.00€0.30€0.00€0.00€0.30€0.00€0.00€0.32€0.00
2019€0.00€0.25€0.00€0.00€0.25€0.00€0.00€0.25€0.00€0.00€0.30€0.00
2018€0.00€0.21€0.00€0.00€0.21€0.00€0.00€0.21€0.00€0.00€0.25€0.00
2017€0.00€0.17€0.00€0.00€0.17€0.00€0.00€0.17€0.00€0.00€0.20€0.00
2016€0.00€0.14€0.00€0.00€0.14€0.00€0.00€0.14€0.00€0.00€0.17€0.00
2015€0.00€0.12€0.00€0.00€0.12€0.00€0.00€0.12€0.00€0.00€0.14€0.00
2014€0.00€0.10€0.00€0.00€0.10€0.00€0.00€0.10€0.00€0.00€0.12€0.00
2013€0.08€0.00€0.00€0.08€0.00€0.00€0.08€0.00€0.00€0.10€0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%0.8%
Visa Inc has a dividend yield of 0.76%, 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
20.0%40.0%60.0%80.0%100.0%120.0%24.5%
Visa Inc has a payout ratio of 24.52%, 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.


-8.00%-6.00%-4.00%-2.00%0.00%NovemberDecember2024FebruaryMarchApril
-4.50%
-3.59%
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 4.50%.


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 4.04%, 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%NovemberDecember2024FebruaryMarchApril
4.04%
3.44%
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

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

0.00

Cost Of Revenue

0.00

Gross Profit

0.00
Operating Expenses

Selling, General & Admin Expenses

0.00

R&D Expenses

0.00

Total Operating Expenses

0.00
Income

Income Before Tax

0.00

Operating Income

0.00

EBIT

0.00

Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

0.00

Extraordinary Items

0.00

Discontinued Operations

0.00

Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items