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 108.3  0.36  0.33%

Taking into account the 30 trading days horizon, and your above average risk tolerance our recommendation regarding Visa Inc is 'Buy'.
For the selected time horizon Visa Inc has a risk adjusted performance of 0.0487, jensen alpha of (0.025033), total risk alpha of (0.28), sortino ratio of (0.008238) and treynor ratio of 0.1066
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 Revenue, Total Debt, Earnings Per Share, as well as the relationship between Net Income and Book Value Per Share . Given that Visa Inc has Price to Earning of 40.33 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 Return0.13Value At Risk-0.4463
Potential Upside0.9229Standard Deviation0.7168
 Return Density 
      Distribution 

Institutional Investors

Security TypeSharesValue
Vontobel Asset Management IncCommon Shares5.6 M602.6 M
Davenport Co LlcCommon Shares962.7 K101.3 M
Cgov Asset ManagementCommon Shares736.6 K97 M
Dnb Asset Management AsCommon Shares888.9 K93.5 M
Factory Mutual Insurance CoCommon Shares877.5 K92.3 M
Btim CorpCommon Shares784.7 K82.6 M
Waverton Investment Management LtdCommon Shares688.4 K72.5 M

Visa Greeks

α
Alpha over DOW
=(0.025033) 
βBeta against DOW= 1.13 
σ
Overall volatility
= 0.72 
 IrInformation ratio =(0.0119) 

Visa Volatility Alert

Visa Inc has relatively low volatility with skewness of -2.1 and kurtosis of 6.93. 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 Equity20.04 % (15.17) %
Return On Asset11.61 % (15.64) %
Profit Margin36.54 % (5.5) %
Operating Margin66.86 % (10.91) %
Current Valuation247.06 B152.14 B
Shares Outstanding1.83 B1.43 B
Shares Owned by Insiders0.09 % 6.91 %
Shares Owned by Institutions95.64 % 18.37 %
Number of Shares Shorted36.49 M3.24 M
Price to Earning40.33 times40.69 times
Price to Book9.39 times14.44 times
Price to Sales13.96 times17.81 times
Revenue17.76 B9.85 B
Gross Profit12.86 B21.75 B
EBITDA12.17 B1.41 B
Net Income6.28 B517.71 M
Cash and Equivalents10.19 B3.89 B
Cash per Share4.46 times5.17 times
Total Debt15.89 B7.36 B
Debt to Equity49.7 times0.72 times
Current Ratio1.65 times3.3 times
Book Value Per Share11.55 times13.64 times
Cash Flow from Operations8.89 B1.25 B
Short Ratio4.05 times2.09 times
Earnings Per Share2.69 times2.3 times
Price to Earnings To Growth1.88 times1.22 times
Number of Employees11.3 K10.67 K
Beta1.130.34
Market Capitalization247.98 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
SellBuy
Buy

Volatility

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Piotroski F Score

Financial Leverage

Inapplicable
   Acquisition by Ryan McInerney of 97850 shares of Visa subject to Rule 16b-3 [view details]
Risk Adjusted Performance0.0487
Market Risk Adjusted Performance0.1166
Mean Deviation0.4809
Semi Deviation0.8783
Downside Deviation1.04
Coefficient Of Variation550.4
Standard Deviation0.7168
Variance0.5139
Information Ratio(0.011908)
Jensen Alpha(0.025033)
Total Risk Alpha(0.28)
Sortino Ratio(0.008238)
Treynor Ratio0.1066
Maximum Drawdown2.96
Value At Risk(0.45)
Potential Upside0.9229
Downside Variance1.07
Semi Variance0.7714
Expected Short fall(0.51)
Skewness(2.1)
Kurtosis6.93

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 613.36 Billion. Visa totals roughly 247.06 Billion in current valuation claiming about 40% of stocks in Credit Services industry.