- Entry
- $364.25
- Now
- $356.00 -2.3%
- Target
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- Score
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Visa is the stock where everyone agrees on the quality and argues about the price. Here's what the numbers actually say. The moat case Network effects are the core: more cardholders → more merchants accept Visa → more people want Visa cards. That loop has compounded for 60 years across 200+ countries. Moat durability estimate: 20+ years. The financials reflect it: \- Gross margin: 97.78% \- Operating margin: 67.35% (sector median: \~30%) \- ROE: 60.35% \- Free cash flow: $20.84B …
— ORIGINAL POST ·
Visa at 28x earnings: "wonderful company at fair price" or just expensive? Running it through Buffett's framework
· r/ValueInvesting
· Jun 20, 2026