Visa (V): Bull Case Theory

We came across a bullish paper on visas on maximum dividend subsacks. As of July 2nd, Visa shares were trading at $354.22. According to Yahoo Finance, V’s successor P/E was 35.60 and 27.98, respectively.

Siam Sompunya

Visa (V) is a global leader in digital payments, providing a transaction processing infrastructure that connects consumers, merchants, financial institutions and government agencies in over 200 countries. The company has a history dating back to 1958 and has established itself as a dividend with an increase in annual dividends for the 15th consecutive year. Visa’s dividend growth rate has been impressive, with a CAGR of 17.5% over the past decade and a conservative payment rate of 20-25% of revenue.

Visa’s future growth outlook is driven by the adoption of global digital payments, expansion of emerging markets, and innovation in fintech solutions. The company continues to benefit from the secular shift from cash to digital payments, with annual payments of over $16 and more than 4.8 billion cards in circulation. Key growth drivers include expansion in emerging markets, partnerships with central banks and local fintechs, and innovation in fintech and B2B payment solutions.

Visa is a resilient, growth-oriented dividend stock with a position in the dominant market, consistent free cash flow generation, and a management team that balances reinvestment and shareholder returns. With an EBITDA margin of approximately 70% and a light asset structure, Visa’s margin business model guarantees resilience to economic recession. The company’s strong financial, growth outlook, and commitment to returning capital to investors will be ideal to hold it forever, with great potential for a compelling dividend growth story and long-term wealth creation.

Previously, I covered a A bullish essay on visas On March 21, 2025, Jimmy Investor highlighted the possibility of profiting from the AI energy boom through critical infrastructure assets. Since then, stocks have not been directly covered under the same paper. This is because a previous paper – focusing on energy infrastructure and AI – did not directly coordinate with Visa’s core business. Max Dividends shares a similar view on Visa, highlighting its resilient business model, dominant market position and commitment to shareholder returns, but focuses on digital payment adoption and Fintech innovation.

Visa is not on our list 30 Most Popular Stocks of Hedge Funds. While we acknowledge the risks and possibilities as a visa investment, our conviction lies in the belief that some AI stocks hold a greater promise to offer higher returns and limited downside risk. If you’re looking for a very inexpensive AI stock that is also a major beneficiary of Trump’s tariffs and supervision, check out our free report. Best Short-Term AI Stocks.