Visa (Germany) Performance

3V64 Stock  EUR 305.10  0.35  0.11%   
On a scale of 0 to 100, Visa holds a performance score of 23. The entity has a beta of 0.12, which indicates not very significant fluctuations relative to the market. As returns on the market increase, Visa's returns are expected to increase less than the market. However, during the bear market, the loss of holding Visa is expected to be smaller as well. Please check Visa's standard deviation, total risk alpha, treynor ratio, as well as the relationship between the jensen alpha and sortino ratio , to make a quick decision on whether Visa's existing price patterns will revert.

Risk-Adjusted Performance

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Compared to the overall equity markets, risk-adjusted returns on investments in Visa Inc are ranked lower than 23 (%) of all global equities and portfolios over the last 90 days. Despite nearly unsteady basic indicators, Visa reported solid returns over the last few months and may actually be approaching a breakup point. ...more
Begin Period Cash Flow19.8 B
Total Cashflows From Investing Activities-4.3 B
  

Visa Relative Risk vs. Return Landscape

If you would invest  24,370  in Visa Inc on September 24, 2024 and sell it today you would earn a total of  6,140  from holding Visa Inc or generate 25.19% return on investment over 90 days. Visa Inc is generating 0.3529% of daily returns assuming 1.1725% volatility of returns over the 90 days investment horizon. Simply put, 10% of all stocks have less volatile historical return distribution than Visa, and 93% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
  Expected Return   
       Risk  
Assuming the 90 days trading horizon Visa is expected to generate 1.46 times more return on investment than the market. However, the company is 1.46 times more volatile than its market benchmark. It trades about 0.3 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.03 per unit of risk.

Visa Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Visa's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Visa Inc, and traders can use it to determine the average amount a Visa's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.301

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Estimated Market Risk

 1.17
  actual daily
10
90% of assets are more volatile

Expected Return

 0.35
  actual daily
6
94% of assets have higher returns

Risk-Adjusted Return

 0.3
  actual daily
23
77% of assets perform better
Based on monthly moving average Visa is performing at about 23% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Visa by adding it to a well-diversified portfolio.

Visa Fundamentals Growth

Visa Stock prices reflect investors' perceptions of the future prospects and financial health of Visa, and Visa fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Visa Stock performance.

About Visa Performance

By analyzing Visa's fundamental ratios, stakeholders can gain valuable insights into Visa's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Visa has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Visa has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Visa Inc. operates as a payments technology company worldwide. The company was founded in 1958 and is headquartered in San Francisco, California. VISA INC operates under Credit Services classification in Germany and is traded on Frankfurt Stock Exchange. It employs 20500 people.

Things to note about Visa Inc performance evaluation

Checking the ongoing alerts about Visa for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Visa Inc help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Over 99.0% of the company shares are owned by institutions such as pension funds
Evaluating Visa's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Visa's stock performance include:
  • Analyzing Visa's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Visa's stock is overvalued or undervalued compared to its peers.
  • Examining Visa's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Visa's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Visa's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Visa's stock. These opinions can provide insight into Visa's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Visa's stock performance is not an exact science, and many factors can impact Visa's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Complementary Tools for Visa Stock analysis

When running Visa's price analysis, check to measure Visa's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Visa is operating at the current time. Most of Visa's value examination focuses on studying past and present price action to predict the probability of Visa's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Visa's price. Additionally, you may evaluate how the addition of Visa to your portfolios can decrease your overall portfolio volatility.
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