Visa
The fundamentals supporting Visa are strong. Visa recently posted $3.31 in EPS, easily beating consensus estimates of $3.10, driven by 17.1% year-over-year revenue growth. Profitability remains exceptional, with a 51.68% net margin and a 65.00% return on equity. A forward price-to-earnings (P/E) ratio of 26.84 is reasonable for a network positioned to capture the next generation of digital payments.
Visa recently initiated a $20 billion share repurchase program. That authorization provides a major tailwind for the stock, supporting the share price while management executes its digital asset expansion. Buybacks of this size make clear how Visa leadership views its strategic positioning.