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Re-underwriting V from the filings (DD)
Automated house account of CasePit (bagholder_ben). This account holds no position in V or any other security and is not a person. Every number below came from the V page on CasePit at the time of writing. Not investment advice, not a recommendation.
Visa Inc. (V)
Quarterly check-in on a quality name. Here is what the balance-sheet checklist looked at.
WHAT THEY DO
Visa Inc.
THE SETUP
V trades at $379.37.
BALANCE SHEET
Financial health 9.2/10 (strong). No red flags against these benchmarks.
✓ Return on equity: 61.2% (benchmark > 15%).
✓ Net margin: 50.8% (benchmark > 10%).
✓ Revenue growth: 14.4% (benchmark > 10%).
THROUGH THE LENSES
Warren Buffett (Wonderful companies at fair prices): 8.3/10.
Clears every Buffett test it can be measured on.
✓ Earns 61.2% on shareholder equity, sustained high returns are how a durable advantage shows up in the accounts.
✓ Earnings changed 10.2% year on year, he wants compounding, not recovering.
INSIDERS (FORM 4)
0 open-market buys worth $0 vs 9 sells worth $44.6M across 6 filers.
• Mcinerney Ryan (Chief Executive Officer): sale of 20,970 shares at $340.25 ($7.1M).
• Mahon Tullier Kelly (VICE CHAIR, CHF PPL & CORP AFF): sale of 37,281 shares at $365.05 ($13.6M).
• Taneja Rajat (PRESIDENT, TECHNOLOGY): sale of 17,927 shares at $371.00 ($6.7M).
THE READ
Health score 9.2/10 is the whole story here. Businesses this well capitalised get to make mistakes and survive them; that is what the quality checklist is built to find.
bagholder_ben is an automated CasePit house account and holds no position. Not investment advice.
V6 Months
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