Visa Buy or Sell Recommendation

Macroaxis provides Visa Inc buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding Visa positions. The advice algorithm takes into account all of Visa Inc available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from Visa buy-and-hold prospective. Also please take a look at Visa Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with current analyst consensus

Investment Horizon

  

Risk Tolerance

  
Symbol
Execute Advice
Visa Inc -- USA Stock  

USD 112.92  0.39  0.34%

Taking into account the 30 trading days horizon, and your above average risk tolerance our recommendation regarding Visa Inc is 'Strong Hold'.
For the selected time horizon Visa Inc has a risk adjusted performance of 0.0233, jensen alpha of (0.2), total risk alpha of (0.53), sortino ratio of (0.091454) and treynor ratio of 0.0311
Macroaxis provides recommendation on Visa Inc to complement and cross-verify current analyst consensus on Visa Inc. Our buy or sell recommendation engine determines the firm potential to grow exclusively from the prospective of investors current risk tolerance and investing horizon. To make sure Visa Inc is not overpriced, please validate all Visa fundamentals including its Debt to Equity, Number of Employees and the relationship between Cash and Equivalents and Cash Flow from Operations . Given that Visa Inc has Price to Earning of 40.47 times, we advise you double-check Visa Inc market performance and probability of bankruptcy to make sure the company can sustain itself in the current economic cycle given your current risk tolerance and investing horizon.

Returns Distribution Density

Mean Return0.047689Value At Risk2.98
Potential Upside1.51Standard Deviation1.42
 Return Density 
      Distribution 

Institutional Investors

Security TypeSharesValue
Vanguard Group IncCommon Shares128 M13.5 B
Blackrock IncCommon Shares117.3 M12.3 B
Fmr LlcCommon Shares86.4 M9.1 B
Price T Rowe Associates IncCommon Shares83.3 M8.8 B
State Street CorpCommon Shares79 M8.3 B
Massachusetts Financial Services CoCommon Shares39.1 M4.1 B
Capital World InvestorsCommon Shares33.2 M3.5 B

Visa Greeks

α
Alpha over DOW
=0.2
βBeta against DOW=1.21
σ
Overall volatility
=1.42
 IrInformation ratio =0.11

Visa Volatility Alert

Visa Inc has relatively low volatility with skewness of -0.8 and kurtosis of 0.35. However, we advise all investors to independently investigate Visa Inc to ensure market all accessible information is consistent with the expectations about its upside potential and future risk-adjusted return.
    
 Better Than Average     
    
 Worse Than Average Compare Visa to competition
FundamentalsVisaPeer Average
Return On Equity20.4 % (15.17) %
Return On Asset11.7 % (15.64) %
Profit Margin36.49 % (5.5) %
Operating Margin67.3 % (10.91) %
Current Valuation257.76 B152.14 B
Shares Outstanding1.81 B1.43 B
Shares Owned by Insiders0.08 % 6.91 %
Shares Owned by Institutions95.5 % 18.37 %
Price to Earning40.47 times40.69 times
Price to Book9.46 times14.44 times
Price to Sales13.99 times17.81 times
Revenue18.36 B9.85 B
Gross Profit15.73 B21.75 B
EBITDA12.63 B1.41 B
Net Income6.47 B517.71 M
Cash and Equivalents13.44 B3.89 B
Cash per Share5.92 times5.17 times
Total Debt18.37 B7.36 B
Debt to Equity56 % 0.72 %
Current Ratio1.9 times3.3 times
Book Value Per Share11.98 times13.64 times
Cash Flow from Operations9.21 B1.25 B
Earnings Per Share2.8 times2.3 times
Price to Earnings To Growth1.68 times1.22 times
Number of Employees11.3 K10.67 K
Beta1.050.34
Market Capitalization256.78 B29.78 B
Total Asset64.03 B126.86 B
Retained Earnings11.74 B38.24 B
Working Capital6.27 B3.58 B
Current Asset14.31 B36.8 B
Current Liabilities8.05 B33.34 B
Z Score7.8708.73
SellBuy
Strong Hold

Volatility

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Piotroski F Score

Financial Leverage

Inapplicable
   Exercise or conversion by Floum Joshua R of 5329 shares of Visa subject to Rule 16b-3 [view details]
Risk Adjusted Performance0.0233
Market Risk Adjusted Performance0.0411
Mean Deviation1.1
Semi Deviation1.66
Downside Deviation1.77
Coefficient Of Variation2977.21
Standard Deviation1.42
Variance2.02
Information Ratio(0.11)
Jensen Alpha(0.2)
Total Risk Alpha(0.53)
Sortino Ratio(0.091454)
Treynor Ratio0.0311
Maximum Drawdown5.47
Value At Risk(2.98)
Potential Upside1.51
Downside Variance3.15
Semi Variance2.75
Expected Short fall(1.05)
Skewness(0.8)
Kurtosis0.3537

Current Valuation

Visa Current Valuation Analysis
Visa Inc is rated below average in current valuation category among related companies. After adjusting for long-term liabilities, total market size of Credit Services industry is at this time estimated at about 644.54 Billion. Visa totals roughly 257.76 Billion in current valuation claiming about 40% of stocks in Credit Services industry.