Visa Inc. (V) is a transaction & payment processing services company in the Financials sector. Listed on the NASDAQ, Visa Inc. is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $322.96.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $322.96 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 9.74% |
| Risk / Std Dev (Annualized) | 22.82% |
| Sharpe Ratio (rf=4.5%) | 0.23 |
S&P 500 Context
- Sector: Financials
- Sub-Industry: Transaction & Payment Processing Services
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 9.74% with an annualized volatility of 22.82%. The Sharpe ratio of 0.23 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 614.19B |
| Enterprise Value | 619.19B |
| Trailing P/E | 28.16 |
| Forward P/E | 21.73 |
| Price to Book | 17.32 |
| Price to Sales | 14.27 |
| EV/Revenue | 14.39 |
| EV/EBITDA | 20.54 |
| Profitability | | | Profit Margin | 51.68% | | Operating Margin | 67.35% | | ROE | 60.35% | | ROA | 19.19% |
| Growth | | | Revenue Growth | 17.1% | | Earnings Growth | 35.5% |
| Dividend | | | Dividend Yield | 83.0% | | Payout Ratio | 21.97% | | 5Y Avg Yield | 70.0% |
| Financial Health | | | Total Revenue | 43.03B | | Total Debt | 23.98B | | Total Cash | 13.91B | | Free Cash Flow | 20.84B | | Operating Cash Flow | 22.76B |
| Price & Technical | | | 52W High | $374.17$ | | 52W Low | $293.89$ | | 50-Day Avg | $317.78$ | | 200-Day Avg | $329.96$ | | Beta | 0.77 | | Shares Outstanding | 1.66B | | Float Shares | 1.69B | | Insider Holdings | 0.08% | | Institutional Holdings | 91.69% | | Short Ratio | 2.58 | | Short % of Float | 1.29% |
| Analyst Targets | | | Target High | $450.0$ | | Target Low | $330.0$ | | Target Mean | $398.83$ | | Target Median | $400.3$ | | # of Analysts | 36 | | Recommendation | strong_buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.