Capital One Financial Stock Analysis

COF Stock  USD 148.89  4.38  3.03%   
Capital One Financial is overvalued with Real Value of 125.87 and Target Price of 110.11. The main objective of Capital One stock analysis is to determine its intrinsic value, which is an estimate of what Capital One Financial is worth, separate from its market price. There are two main types of Capital One's stock analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic factors that affect Capital One's performance, such as revenue growth, earnings, and financial stability. Technical analysis, on the other hand, focuses on the price and volume data of Capital One's stock to identify patterns and trends that may indicate its future price movements.
The Capital One stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. Capital One is usually not traded on Thanksgiving Day, Christmas Day, New Year 's Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday, Memorial Day, Juneteenth Holiday, Independence Day, Labour Day. Capital Stock trading window is adjusted to America/New York timezone. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and Capital One's ongoing operational relationships across important fundamental and technical indicators.
  
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Capital One Financial. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in persons.

Capital Stock Analysis Notes

About 88.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 0.92. Some equities with similar Price to Book (P/B) outperform the market in the long run. Capital One Financial has Price/Earnings To Growth (PEG) ratio of 1.91. The entity recorded earning per share (EPS) of 11.96. The firm last dividend was issued on the 9th of February 2024. Capital One had 3:1 split on the 2nd of June 1999. Capital One Financial Corporation operates as the financial services holding company for the Capital One Bank , National Association and Capital One, National Association, which provides various financial products and services in the United States, Canada, and the United Kingdom. Capital One Financial Corporation was founded in 1988 and is headquartered in McLean, Virginia. Capital One operates under Credit Services classification in the United States and is traded on New York Stock Exchange. It employs 55100 people. For more info on Capital One Financial please contact John Finneran at 703 720 1000 or go to https://www.capitalone.com.

Capital One Quarterly Total Revenue

13.13 Billion

Capital One Financial Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Capital One's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Capital One Financial or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
Capital One has a strong financial position based on the latest SEC filings
Over 88.0% of the company shares are held by institutions such as insurance companies
On 23rd of February 2024 Capital One paid $ 0.6 per share dividend to its current shareholders
Latest headline from americanbanker.com: Antitrust issues take center stage in Capital One-Discover deal

Capital One Financial Upcoming and Recent Events

Earnings reports are used by Capital One to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Capital One previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
25th of April 2024
Upcoming Quarterly Report
View
18th of July 2024
Next Financial Report
View
31st of March 2024
Next Fiscal Quarter End
View
23rd of January 2025
Next Fiscal Year End
View
31st of December 2023
Last Quarter Report
View
31st of December 2023
Last Financial Announcement
View

Capital Largest EPS Surprises

Earnings surprises can significantly impact Capital One's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
1998-04-16
1998-03-310.280.320.0414 
2007-10-18
2007-09-30-0.3-0.210.0930 
2009-07-23
2009-06-30-0.76-0.650.1114 
View All Earnings Estimates

Capital One Thematic Classifications

In addition to having Capital One stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Warren Buffett Holdings Idea
Warren Buffett Holdings
Equities that Berkshire Hathaway invests in via either BRK-A or BRK-B common stocks
FinTech Idea
FinTech
A collection of large financial service, investment, and banking companies

Capital Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Capital One is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Capital One Financial backward and forwards among themselves. Capital One's institutional investor refers to the entity that pools money to purchase Capital One's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Jpmorgan Chase & Co2023-12-31
8.1 M
Pzena Investment Management, Llc2023-12-31
7.8 M
Geode Capital Management, Llc2023-12-31
7.3 M
Goldman Sachs Group Inc2023-12-31
6.1 M
Eagle Capital Management Llc2023-12-31
5.5 M
Dimensional Fund Advisors, Inc.2023-12-31
3.9 M
Northern Trust Corp2023-12-31
3.8 M
Arrowstreet Capital Limited Partnership2023-12-31
3.5 M
Franklin Resources Inc2023-12-31
3.4 M
Vanguard Group Inc2023-12-31
30.7 M
Dodge & Cox2023-12-31
25.2 M
Note, although Capital One's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Capital Market Capitalization

The company currently falls under 'Large-Cap' category with a total capitalization of 53.57 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Capital One's market, we take the total number of its shares issued and multiply it by Capital One's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Capital Profitablity

Capital One's profitability indicators refer to fundamental financial ratios that showcase Capital One's ability to generate income relative to its revenue or operating costs. If, let's say, Capital One is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Capital One's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Capital One's profitability requires more research than a typical breakdown of Capital One's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin of 0.19 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.14 %, which entails that for every 100 dollars of revenue, it generated $0.14 of operating income.
Last ReportedProjected for 2024
Return On Capital Employed(0.0000089)(0.000008)
Return On Assets 0.01  0.02 
Return On Equity 0.08  0.14 

Management Efficiency

Capital One Financial has Return on Asset of 0.0105 % which means that on every $100 spent on assets, it made $0.0105 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0883 %, implying that it generated $0.0883 on every 100 dollars invested. Capital One's management efficiency ratios could be used to measure how well Capital One manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Capital One's Return On Assets are most likely to slightly decrease in the upcoming years. The Capital One's current Return On Equity is estimated to increase to 0.14, while Return On Capital Employed is forecasted to increase to (0.000008). At this time, Capital One's Non Currrent Assets Other are most likely to decrease significantly in the upcoming years. The Capital One's current Other Assets is estimated to increase to about 433.9 B, while Intangible Assets are projected to decrease to roughly 509.6 M.
Last ReportedProjected for 2024
Price Book Value Ratio 0.86  0.82 
Enterprise Value Multiple-14.2 K-13.5 K
Price Fair Value 0.86  0.82 
The analysis of Capital One's management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze Capital One's future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of Capital Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Dividend Yield
0.017
Forward Dividend Yield
0.017
Forward Dividend Rate
2.4
Beta
1.478

Technical Drivers

As of the 28th of March, Capital One shows the Mean Deviation of 1.03, downside deviation of 1.29, and Risk Adjusted Performance of 0.079. Capital One Financial technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices. Put another way, you can use this information to find out if the firm will indeed mirror its model of historical prices and volume momentum, or the prices will eventually revert. We were able to break down and interpolate data for nineteen technical drivers for Capital One Financial, which can be compared to its rivals. Please confirm Capital One Financial maximum drawdown, and the relationship between the information ratio and downside variance to decide if Capital One Financial is priced correctly, providing market reflects its regular price of 148.89 per share. Given that Capital One has jensen alpha of 0.0303, we suggest you to validate Capital One Financial's prevailing market performance to make sure the company can sustain itself at a future point.

Capital One Financial Price Movement Analysis

Execute Study
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Capital One middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Capital One Financial. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.

Capital One Financial Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Capital One insiders, such as employees or executives, is commonly permitted as long as it does not rely on Capital One's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Capital One insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Capital One Outstanding Bonds

Capital One issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Capital One Financial uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Capital bonds can be classified according to their maturity, which is the date when Capital One Financial has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Capital One Predictive Daily Indicators

Capital One intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Capital One stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Capital One Corporate Filings

21st of March 2024
Other Reports
ViewVerify
20th of March 2024
Other Reports
ViewVerify
8K
15th of March 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
F4
13th of March 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
8K
11th of March 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
6th of March 2024
Other Reports
ViewVerify
8K
4th of March 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
8K
29th of February 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify

Capital One Forecast Models

Capital One's time-series forecasting models are one of many Capital One's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Capital One's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About Capital Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Capital One prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Capital shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as Capital One. By using and applying Capital Stock analysis, traders can create a robust methodology for identifying Capital entry and exit points for their positions.
Last ReportedProjected for 2024
Pretax Profit Margin 0.12  0.18 
Operating Profit Margin(0.000081)(0.000077)
Net Profit Margin 0.1  0.12 
Gross Profit Margin 0.60  1.02 

Current Capital Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Capital analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Capital analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
110.11Buy21Odds
Capital One Financial current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most Capital analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Capital stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Capital One Financial, talking to its executives and customers, or listening to Capital conference calls.
Capital Analyst Advice Details

Capital Stock Analysis Indicators

Capital One Financial stock analysis indicators help investors evaluate how Capital One stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Capital One shares will generate the highest return on investment. By understating and applying Capital One stock analysis, traders can identify Capital One position entry and exit signals to maximize returns.
Begin Period Cash Flow31.3 B
Long Term Debt49.3 B
Common Stock Shares Outstanding383.4 M
Total Stockholder Equity58.1 B
Tax Provision1.2 B
Quarterly Earnings Growth Y O Y-0.448
Property Plant And Equipment Net4.4 B
Cash And Short Term Investments43.3 B
Cash43.3 B
Accounts Payable649 M
Net Debt6.6 B
50 Day M A135.8092
Total Current Liabilities29.2 B
Other Operating Expenses43.4 B
Non Current Assets Total432.2 B
Forward Price Earnings10.0705
Non Currrent Assets Other27.6 B
Stock Based Compensation513 M
When determining whether Capital One Financial is a strong investment it is important to analyze Capital One's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Capital One's future performance. For an informed investment choice regarding Capital Stock, refer to the following important reports:
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Capital One Financial. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in persons.
You can also try the Stock Tickers module to use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites.

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When running Capital One's price analysis, check to measure Capital One's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Capital One is operating at the current time. Most of Capital One's value examination focuses on studying past and present price action to predict the probability of Capital One's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Capital One's price. Additionally, you may evaluate how the addition of Capital One to your portfolios can decrease your overall portfolio volatility.
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Is Capital One's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Capital One. If investors know Capital will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Capital One listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.45)
Dividend Share
2.4
Earnings Share
11.96
Revenue Per Share
68.936
Quarterly Revenue Growth
0.004
The market value of Capital One Financial is measured differently than its book value, which is the value of Capital that is recorded on the company's balance sheet. Investors also form their own opinion of Capital One's value that differs from its market value or its book value, called intrinsic value, which is Capital One's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Capital One's market value can be influenced by many factors that don't directly affect Capital One's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Capital One's value and its price as these two are different measures arrived at by different means. Investors typically determine if Capital One is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Capital One's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.