By Daniel Foelber, The Motley Fool
Publication Date: 2026-01-04 13:29:00
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Visa and ExxonMobil are highly efficient businesses that return capital to shareholders through buybacks and dividends.
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Oracle is a high-risk, high-potential-reward bet on increased demand for artificial intelligence (AI) infrastructure.
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Netflix deserves a premium valuation.
Nvidia (NASDAQ: NVDA) ended 2025 as the most valuable company in the world. It is one of nine S&P 500 (SNPINDEX: ^GSPC) stocks with market capitalizations exceeding $1 trillion — the others being Apple, Alphabet, Microsoft, Amazon, Meta Platforms, Broadcom, Tesla, and Berkshire Hathaway.
Eli Lilly, Walmart, and JPMorgan Chase only need to rise 14% or less to expand the list to 12 companies.
Here’s why Visa (NYSE: V), ExxonMobil (NYSE: XOM), Oracle (NYSE: ORCL), and Netflix (NASDAQ: NFLX) have what it takes to be winning investments over the next five years and join the $1 trillion club by 2030.
Visa’s path to $1 trillion is fairly straightforward. The payment processor has high margins, a reasonable valuation, and steady earnings growth, and returns tons of capital to shareholders through buybacks and dividends.
Visa can generate high single-digit or double-digit earnings growth even during challenging periods.
Despite slowdowns in consumer spending, Visa grew non-generally accepted accounting principles (non-GAAP) earnings per…