{"id":6587,"date":"2026-02-23T17:59:30","date_gmt":"2026-02-23T16:59:30","guid":{"rendered":"https:\/\/jeme.it\/?p=6587"},"modified":"2026-03-06T20:31:53","modified_gmt":"2026-03-06T19:31:53","slug":"visa-equity-research","status":"publish","type":"post","link":"https:\/\/jeme.it\/en\/visa-equity-research\/","title":{"rendered":"VISA EQUITY RESEARCH"},"content":{"rendered":"\n<p>JEME Capital is proud to present our Equity Research on Visa, the world\u2019s leading digital payments company and a foundation of the cashless world.<\/p>\n\n\n\n<p>Our report focuses on the major investment themes:<br>-Duopolistic Market Structure alongside Mastercard, with powerful network effects and strong entry barriers<br>-High-Margin Business Model, with EBITDA margin above 60% and strong free cash flow conversion<br>-Cross-Border &amp; International Transactions as a structural growth driver, fueled by global mobility and e-commerce growth<br>-Value-Added Services &amp; AI-powered fraud protection, propelling Visa from a pure payment infrastructure to a data and security partner<br>-Target Price of $378.53, reflecting a 17.9% upside, underpinning a BUY rating<\/p>\n\n\n\n<p>Despite recent market volatility driven by regulatory worries and political statements, we think that the market could be factoring in too pessimistic a view of Visa\u2019s long-term growth outlook. Learn more about how Visa is further solidifying its world leadership position while adapting to tokenization, instant payments, and new digital flows.<\/p>\n\n\n\n<p>Read the full report below!<\/p>\n\n\n\n<div data-wp-interactive=\"core\/file\" class=\"wp-block-file\"><object data-wp-bind--hidden=\"!state.hasPdfPreview\" hidden class=\"wp-block-file__embed\" data=\"https:\/\/jeme.it\/wp-content\/uploads\/2026\/02\/JEME-CAPITAL-Visa-Equity-Research.pdf\" type=\"application\/pdf\" style=\"width:100%;height:600px\" aria-label=\"Embed of [JEME CAPITAL] Visa Equity Research.\"><\/object><a id=\"wp-block-file--media-2fde16d4-3732-4fc0-8ee3-c016ea3a8d14\" href=\"https:\/\/jeme.it\/wp-content\/uploads\/2026\/02\/JEME-CAPITAL-Visa-Equity-Research.pdf\">[JEME CAPITAL] Visa Equity Research<\/a><a href=\"https:\/\/jeme.it\/wp-content\/uploads\/2026\/02\/JEME-CAPITAL-Visa-Equity-Research.pdf\" class=\"wp-block-file__button wp-element-button\" download aria-describedby=\"wp-block-file--media-2fde16d4-3732-4fc0-8ee3-c016ea3a8d14\">Download<\/a><\/div>\n","protected":false},"excerpt":{"rendered":"<p>JEME Capital is proud to present our Equity Research on Visa, the world\u2019s leading digital payments company and a foundation [&hellip;]<\/p>\n","protected":false},"author":30,"featured_media":6615,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"ocean_post_layout":"","ocean_both_sidebars_style":"","ocean_both_sidebars_content_width":0,"ocean_both_sidebars_sidebars_width":0,"ocean_sidebar":"","ocean_second_sidebar":"","ocean_disable_margins":"enable","ocean_add_body_class":"","ocean_shortcode_before_top_bar":"","ocean_shortcode_after_top_bar":"","ocean_shortcode_before_header":"","ocean_shortcode_after_header":"","ocean_has_shortcode":"","ocean_shortcode_after_title":"","ocean_shortcode_before_footer_widgets":"","ocean_shortcode_after_footer_widgets":"","ocean_shortcode_before_footer_bottom":"","ocean_shortcode_after_footer_bottom":"","ocean_display_top_bar":"default","ocean_display_header":"default","ocean_header_style":"","ocean_center_header_left_menu":"","ocean_custom_header_template":"","ocean_custom_logo":0,"ocean_custom_retina_logo":0,"ocean_custom_logo_max_width":0,"ocean_custom_logo_tablet_max_width":0,"ocean_custom_logo_mobile_max_width":0,"ocean_custom_logo_max_height":0,"ocean_custom_logo_tablet_max_height":0,"ocean_custom_logo_mobile_max_height":0,"ocean_header_custom_menu":"","ocean_menu_typo_font_family":"","ocean_menu_typo_font_subset":"","ocean_menu_typo_font_size":0,"ocean_menu_typo_font_size_tablet":0,"ocean_menu_typo_font_size_mobile":0,"ocean_menu_typo_font_size_unit":"px","ocean_menu_typo_font_weight":"","ocean_menu_typo_font_weight_tablet":"","ocean_menu_typo_font_weight_mobile":"","ocean_menu_typo_transform":"","ocean_menu_typo_transform_tablet":"","ocean_menu_typo_transform_mobile":"","ocean_menu_typo_line_height":0,"ocean_menu_typo_line_height_tablet":0,"ocean_menu_typo_line_height_mobile":0,"ocean_menu_typo_line_height_unit":"","ocean_menu_typo_spacing":0,"ocean_menu_typo_spacing_tablet":0,"ocean_menu_typo_spacing_mobile":0,"ocean_menu_typo_spacing_unit":"","ocean_menu_link_color":"","ocean_menu_link_color_hover":"","ocean_menu_link_color_active":"","ocean_menu_link_background":"","ocean_menu_link_hover_background":"","ocean_menu_link_active_background":"","ocean_menu_social_links_bg":"","ocean_menu_social_hover_links_bg":"","ocean_menu_social_links_color":"","ocean_menu_social_hover_links_color":"","ocean_disable_title":"default","ocean_disable_heading":"default","ocean_post_title":"","ocean_post_subheading":"","ocean_post_title_style":"","ocean_post_title_background_color":"","ocean_post_title_background":0,"ocean_post_title_bg_image_position":"","ocean_post_title_bg_image_attachment":"","ocean_post_title_bg_image_repeat":"","ocean_post_title_bg_image_size":"","ocean_post_title_height":0,"ocean_post_title_bg_overlay":0.5,"ocean_post_title_bg_overlay_color":"","ocean_disable_breadcrumbs":"default","ocean_breadcrumbs_color":"","ocean_breadcrumbs_separator_color":"","ocean_breadcrumbs_links_color":"","ocean_breadcrumbs_links_hover_color":"","ocean_display_footer_widgets":"default","ocean_display_footer_bottom":"default","ocean_custom_footer_template":"","ocean_post_oembed":"","ocean_post_self_hosted_media":"","ocean_post_video_embed":"","ocean_link_format":"","ocean_link_format_target":"self","ocean_quote_format":"","ocean_quote_format_link":"post","ocean_gallery_link_images":"on","ocean_gallery_id":[],"footnotes":""},"press_category":[258],"class_list":{"0":"post-6587","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"press_category-equity_research","8":"entry","9":"has-media"},"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/jeme.it\/en\/wp-json\/wp\/v2\/posts\/6587","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jeme.it\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/jeme.it\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/jeme.it\/en\/wp-json\/wp\/v2\/users\/30"}],"replies":[{"embeddable":true,"href":"https:\/\/jeme.it\/en\/wp-json\/wp\/v2\/comments?post=6587"}],"version-history":[{"count":2,"href":"https:\/\/jeme.it\/en\/wp-json\/wp\/v2\/posts\/6587\/revisions"}],"predecessor-version":[{"id":6596,"href":"https:\/\/jeme.it\/en\/wp-json\/wp\/v2\/posts\/6587\/revisions\/6596"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/jeme.it\/en\/wp-json\/wp\/v2\/media\/6615"}],"wp:attachment":[{"href":"https:\/\/jeme.it\/en\/wp-json\/wp\/v2\/media?parent=6587"}],"wp:term":[{"taxonomy":"press_category","embeddable":true,"href":"https:\/\/jeme.it\/en\/wp-json\/wp\/v2\/press_category?post=6587"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}