Capital One Financial Stock Return On Equity
| COF Stock | USD 143.43 2.07 1.42% |
Capital One Financial fundamentals help investors to digest information that contributes to Capital One's financial success or failures. It also enables traders to predict the movement of Capital Stock. The fundamental analysis module provides a way to measure Capital One's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Capital One stock.
| Last Reported | Projected for Next Year | ||
| Return On Equity | 0.08 | 0.14 |
Capital | Return On Equity |
Capital One Financial Company Return On Equity Analysis
Capital One's Return on Equity or ROE tells company stockholders how effectually their money is being utilized or reinvested. It is a useful ratio when analyzing company profitability or the management effectiveness given the capital invested by the shareholders. ROE shows how efficiently a company utilizes investments to generate income.
Current Capital One Return On Equity | 0.0926 |
Most of Capital One's fundamental indicators, such as Return On Equity, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Capital One Financial is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Capital Return On Equity Driver Correlations
Understanding the fundamental principles of building solid financial models for Capital One is extremely important. It helps to project a fair market value of Capital Stock properly, considering its historical fundamentals such as Return On Equity. Since Capital One's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Capital One's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Capital One's interrelated accounts and indicators.
Click cells to compare fundamentals
Capital Return On Equity Historical Pattern
Today, most investors in Capital One Stock are looking for potential investment opportunities by analyzing not only static indicators but also various Capital One's growth ratios. Consistent increases or drops in fundamental ratios usually indicate a possible pattern that can be successfully translated into profits. However, when comparing two companies, knowing each company's return on equity growth rates may not be enough to decide which company is a better investment. That's why investors frequently use a static breakdown of Capital One return on equity as a starting point in their analysis.
Capital One Return On Equity |
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For most industries, Return on Equity between 10% and 30% are considered desirable to provide dividends to owners and have funds for the future growth of the company. Investors should be very careful using ROE as the only efficiency indicator because ROE can be high if a company is heavily leveraged.
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Capital Total Stockholder Equity
Total Stockholder Equity |
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Based on the latest financial disclosure, Capital One Financial has a Return On Equity of 0.0926. This is 93.61% lower than that of the Consumer Finance sector and 98.78% lower than that of the Financials industry. The return on equity for all United States stocks is 129.87% lower than that of the firm.
Capital Return On Equity Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Capital One's direct or indirect competition against its Return On Equity to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Capital One could also be used in its relative valuation, which is a method of valuing Capital One by comparing valuation metrics of similar companies.Capital One is currently under evaluation in return on equity category among related companies.
Capital One ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Capital One's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Capital One's managers, analysts, and investors.Environment Score | Governance Score | Social Score |
Capital Fundamentals
| Return On Equity | 0.0926 | ||||
| Return On Asset | 0.0109 | ||||
| Profit Margin | 0.19 % | ||||
| Operating Margin | 0.24 % | ||||
| Current Valuation | 59.77 B | ||||
| Shares Outstanding | 380.39 M | ||||
| Shares Owned By Insiders | 4.33 % | ||||
| Shares Owned By Institutions | 87.63 % | ||||
| Number Of Shares Shorted | 12.72 M | ||||
| Price To Earning | 5.00 X | ||||
| Price To Book | 0.91 X | ||||
| Price To Sales | 2.01 X | ||||
| Revenue | 49.48 B | ||||
| Gross Profit | 28.4 B | ||||
| EBITDA | (4 M) | ||||
| Net Income | 4.81 B | ||||
| Cash And Equivalents | 28.05 B | ||||
| Cash Per Share | 73.50 X | ||||
| Total Debt | 49.86 B | ||||
| Debt To Equity | 6.07 % | ||||
| Book Value Per Share | 138.59 X | ||||
| Cash Flow From Operations | 20.57 B | ||||
| Short Ratio | 5.36 X | ||||
| Earnings Per Share | 12.77 X | ||||
| Price To Earnings To Growth | 1.86 X | ||||
| Target Price | 152.19 | ||||
| Number Of Employees | 51.3 K | ||||
| Beta | 1.47 | ||||
| Market Capitalization | 55.62 B | ||||
| Total Asset | 478.46 B | ||||
| Retained Earnings | 60.95 B | ||||
| Annual Yield | 0.02 % | ||||
| Five Year Return | 1.67 % | ||||
| Net Asset | 478.46 B | ||||
| Last Dividend Paid | 2.4 |
About Capital One Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Capital One Financial's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Capital One using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Capital One Financial based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with Capital One
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Capital One position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Capital One will appreciate offsetting losses from the drop in the long position's value.Moving together with Capital Stock
| 0.78 | AXP | American Express Earnings Call This Week | PairCorr |
| 0.81 | OXSQ | Oxford Square Capital Earnings Call This Week | PairCorr |
| 0.87 | C | Citigroup Earnings Call This Week | PairCorr |
Moving against Capital Stock
| 0.52 | AC | Associated Capital | PairCorr |
| 0.5 | GL | Globe Life Financial Report 1st of May 2024 | PairCorr |
| 0.46 | HG | Hamilton Insurance Report 21st of October 2024 | PairCorr |
The ability to find closely correlated positions to Capital One could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Capital One when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Capital One - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Capital One Financial to buy it.
The correlation of Capital One is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Capital One moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Capital One Financial moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Capital One can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Capital One Piotroski F Score and Capital One Altman Z Score analysis. You can also try the USA ETFs module to find actively traded Exchange Traded Funds (ETF) in USA.
Complementary Tools for Capital Stock analysis
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 0.355 | Dividend Share 2.4 | Earnings Share 12.77 | Revenue Per Share 70.552 | Quarterly Revenue Growth 0.1 |
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.