Visa is piloting a stablecoin settlement with Brale’s SBC stablecoin on the Canton Network to enable privacy-enabled programmable clearing for institutional payments. Intensifying DOJ litigation over swipe fees has compressed Visa’s valuation multiples to near-historical lows, while analysts cite a roughly $400 intrinsic share value as a buying opportunity.
Visa has initiated a proof-of-concept with Brale to settle institutional payments using SBC, a U.S. dollar-backed stablecoin, on the Canton Network. The trial will assess programmable, privacy-enabled clearing infrastructure aimed at faster settlement and controlled data visibility for financial institutions and payment companies.
The U.S. Department of Justice lawsuit targets Visa’s swipe fee practices and alleged anti-competitive conduct, generating legal headwinds that have compressed the company’s valuation multiples to near-historical lows. Despite potential revenue pressures, Visa’s capital-light network model and global transaction volume underpin its resilient fee-based earnings.
A recent discounted cash flow analysis yields an intrinsic share value of roughly $400, factoring in projected double-digit top-line growth and expanding value-added services. The outlook emphasizes robust free cash flow generation and ongoing share buybacks and dividends, presenting a favorable risk-reward profile for investors.
