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Visa Inc. (V)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US92826C8394

CUSIP

92826C839

Sector

Financial Services

IPO Date

Mar 19, 2008

Highlights

Market Cap

$616.38B

EPS (TTM)

$9.74

PE Ratio

32.68

PEG Ratio

2.09

Total Revenue (TTM)

$35.93B

Gross Profit (TTM)

$28.64B

EBITDA (TTM)

$25.81B

Year Range

$251.71 - $318.84

Target Price

$326.49

Short %

1.36%

Short Ratio

3.80

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:
V vs. MA V vs. SPY V vs. HD V vs. AXP V vs. VOO V vs. NVDA V vs. TSM V vs. ASML V vs. ACN V vs. AAPL
Popular comparisons:
V vs. MA V vs. SPY V vs. HD V vs. AXP V vs. VOO V vs. NVDA V vs. TSM V vs. ASML V vs. ACN V vs. AAPL

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.


500.00%1,000.00%1,500.00%2,000.00%2,500.00%JulyAugustSeptemberOctoberNovemberDecember
2,430.51%
356.77%
V (Visa Inc.)
Benchmark (^GSPC)

Returns By Period

Visa Inc. had a return of 22.97% year-to-date (YTD) and 23.88% in the last 12 months. Over the past 10 years, Visa Inc. had an annualized return of 17.72%, outperforming the S&P 500 benchmark which had an annualized return of 11.06%.


V

YTD

22.97%

1M

2.52%

6M

15.89%

1Y

23.88%

5Y*

11.99%

10Y*

17.72%

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20244.96%3.63%-1.26%-3.75%1.62%-3.67%1.22%4.24%-0.51%5.42%8.91%22.97%
202310.81%-4.27%2.51%3.22%-4.84%7.44%0.11%3.54%-6.38%2.21%9.41%1.43%26.31%
20224.37%-4.29%2.61%-3.90%-0.26%-7.20%7.73%-6.15%-10.60%16.61%4.98%-4.26%-3.40%
2021-11.65%10.07%-0.31%10.31%-2.54%2.87%5.38%-6.89%-2.77%-4.93%-8.34%11.84%-0.31%
20205.89%-8.52%-11.36%10.92%9.43%-1.06%-1.43%11.51%-5.67%-9.13%15.94%3.98%17.12%
20192.33%9.90%5.45%5.28%-1.73%7.57%2.56%1.73%-4.87%3.98%3.33%1.84%43.33%
20188.95%-0.87%-2.70%6.07%3.19%1.32%3.24%7.58%2.18%-8.16%2.98%-6.89%16.49%
20176.01%6.53%1.06%2.64%4.58%-1.52%6.16%4.14%1.66%4.50%2.55%1.27%47.18%
2016-3.95%-2.63%5.65%0.99%2.38%-6.04%5.23%3.83%2.23%-0.23%-6.09%0.91%1.37%
2015-2.78%6.63%-3.56%0.98%4.16%-2.23%12.20%-5.21%-2.30%11.37%2.03%-1.85%19.14%
2014-3.26%5.07%-4.46%-6.14%6.23%-1.92%0.14%0.91%0.40%13.15%7.15%1.55%18.64%
20134.18%0.67%7.06%-0.81%5.94%2.59%-3.14%-1.28%9.56%2.91%3.66%9.45%48.06%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 85, V is among the top 15% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of V is 8585
Overall Rank
The Sharpe Ratio Rank of V is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of V is 8181
Sortino Ratio Rank
The Omega Ratio Rank of V is 8282
Omega Ratio Rank
The Calmar Ratio Rank of V is 9090
Calmar Ratio Rank
The Martin Ratio Rank of V is 8282
Martin 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. (V) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for V, currently valued at 1.46, compared to the broader market-4.00-2.000.002.001.462.10
The chart of Sortino ratio for V, currently valued at 1.96, compared to the broader market-4.00-2.000.002.004.001.962.80
The chart of Omega ratio for V, currently valued at 1.28, compared to the broader market0.501.001.502.001.281.39
The chart of Calmar ratio for V, currently valued at 1.97, compared to the broader market0.002.004.006.001.973.09
The chart of Martin ratio for V, currently valued at 5.00, compared to the broader market-5.000.005.0010.0015.0020.0025.005.0013.49
V
^GSPC

The current Visa Inc. Sharpe ratio is 1.46. 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 Ratio0.001.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
1.46
2.10
V (Visa Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Visa Inc. provided a 0.68% dividend yield over the last twelve months, with an annual payout of $2.15 per share. The company has been increasing its dividends for 15 consecutive years.


0.60%0.65%0.70%0.75%$0.00$0.50$1.00$1.50$2.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$2.15$1.87$1.58$1.34$1.22$1.05$0.88$0.69$0.59$0.50$0.42$0.35

Dividend yield

0.68%0.72%0.76%0.62%0.56%0.56%0.67%0.61%0.75%0.64%0.64%0.62%

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$0.52$0.00$0.00$0.52$0.00$0.00$0.52$0.00$0.00$0.59$0.00$2.15
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$1.87
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$1.58
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$1.34
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$1.22
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$1.05
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$0.88
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$0.69
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$0.59
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$0.50
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$0.42
2013$0.08$0.00$0.00$0.08$0.00$0.00$0.08$0.00$0.00$0.10$0.00$0.35

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%0.7%
Visa Inc. has a dividend yield of 0.68%, 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%21.4%
Visa Inc. has a payout ratio of 21.39%, which is below the market average. This means Visa Inc. returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

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%JulyAugustSeptemberOctoberNovemberDecember
-0.19%
-2.62%
V (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 51.90%, occurring on Jan 20, 2009. Recovery took 232 trading sessions.

The current Visa Inc. drawdown is 0.19%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-51.9%May 8, 2008177Jan 20, 2009232Dec 18, 2009409
-36.36%Feb 20, 202023Mar 23, 2020111Aug 28, 2020134
-31.99%Apr 26, 201098Sep 13, 2010298Nov 15, 2011396
-28.6%Jul 28, 2021298Sep 30, 2022231Sep 1, 2023529
-19.13%Oct 2, 201858Dec 24, 201851Mar 11, 2019109

Volatility

Volatility Chart

The current Visa Inc. volatility is 4.54%, 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%JulyAugustSeptemberOctoberNovemberDecember
4.54%
3.79%
V (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
20.040.060.080.0100.0120.032.7
The chart displays the price to earnings (P/E) ratio for V in comparison to other companies of the Credit Services industry. Currently, V has a PE value of 32.7. 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
-15.0-10.0-5.00.05.02.1
The chart displays the price to earnings to growth (PEG) ratio for V in comparison to other companies of the Credit Services industry. Currently, V has a PEG value of 2.1. 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



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
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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