The author predicts Visa, currently valued at $752 billion with shares at record highs and up 15% in 2026 as of Oct. 16, could reach a $1 trillion market cap by 2030. Growth drivers include the shift to digital payments and value-added services, whose revenue rose 36% year over year to $3.8 billion in the fiscal third quarter (ended June 30) and makes up 33% of the business. Visa's net profit margin of 48% compares with a 17% average for the S&P 500. Consensus estimates see EPS growing at a 14% compound annual rate from fiscal 2025 to 2028, and at 12% it could reach $21.37 by fiscal 2030. The author believes that even if the 34.6 P/E falls to 30, the market cap would still exceed $1 trillion.
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