Invest Shift 株式投資ブログ


VISA(V)2019Q4決算 好決算


・発表日 2019/10/24 アフターマーケット
・売上 $6.14B +13.1% コンセンサス予想より+$60M
・non-GAAP EPS $1.47 +21% コンセンサス予想より+$0.04
GAAP EPS $1.34
GAAP net income $3B
・non-GAAP operating margin 67%(2018Q4 66%)
・2020FY 予想売上 +low double digit
・2020FY 予想non-GAAP EPS +mid-teens

・決算発表後の株価 アフターマーケットで+0.13.%
・2020FYコンセンサス予想PER 176.16/6.24=28.23
・2021FYコンセンサス予想PER 176.16/7.24=24.33

VISA Directのtransactionは2Bを超えてきています。

To start, over 180 billion payment transactions leveraged our network in fiscal 2019, of which we processed about 75%. This represented almost $9 trillion in commerce on 3.4 billion credentials, all with the security and protections that our customers value. Relative to growing acceptance, we now have over 61 million physical merchant locations, increasing 14% from 2018. And again, keep in mind that this number is 10s of millions higher as partners like PayPal, Stripe and Square only count as one location each. And new payment flows have crossed the $1 trillion mark for B2B payments volume, representing 12% of our business. We also continue to grow Visa Direct, which supports P2P, B2B and P2C in triple digits with over two billion transactions.


Payments volume $2.29T +7%(為替を除くと+9%


Credit $1.24T +6%(為替を除くと+7%

Debit $1.02T +9%(為替を除くと+11%

Total proceeded transactions(VISAによるtransaction)36.4B +11%

Service 売上 $2.5B +9%

Data processing 売上 $2.8B +16%

International transaction 売上 $2.2B +11%

Other 売上 $345M +35%

Client incentives $1.7B グロス売上の21.6%(2018Q4 $1.5B グロス売上の21.7%)



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