Visa: The Market Is Still Underestimating This Resilient Growth Story

IWA Research 3.58K Followers Follow Summary Visa remains a Buy, trading at a discount to intrinsic value with robust fundamentals and strong long-term tailwinds. Q3 results exceeded expectations: net revenue up 14%, EPS up 11%, and free cash flow reached ~$6.14 billion. V is actively expanding in value-added services and forging strategic partnerships to address disruption and diversify growth. Macro risks and global economic headwinds persist, but V's resilience and leadership position support an attractive long-term risk-reward. FinkAvenue/iStock Editorial via Getty Images Introduction The first time I covered Visa ( V ), I initiated coverage with a Buy rating, highlighting the company's strong growth while the valuation offered a solid margin of safety. Following another solid quarter, Visa's Buy rating This article was written by IWA Research 3.58K Followers Follow I've been researching companies in-depth for over a decade, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investing-focused YouTube channel, where I researched hundreds of different companies so far. I would say my favorite type of company to cover are metals and mining stocks, but I am comfortable with several other industries, such as consumer discretionary/staples, REITs and utilities. Analyst’s Disclosure: I/we have a beneficial long position in the shares of V, MA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.