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Capital One Financial Corporation (COF)COF
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Upturn Advisory Summary
09/18/2024: COF (2-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Upturns
Type: Stock | Upturn Star Rating | Today’s Advisory: PASS |
Profit: 1.69% | Upturn Advisory Performance 3 | Avg. Invested days: 44 |
Profits based on simulation | Stock Returns Performance 1 | Last Close 09/18/2024 |
Type: Stock | Today’s Advisory: PASS |
Profit: 1.69% | Avg. Invested days: 44 |
Upturn Star Rating | Stock Returns Performance 1 |
Profits based on simulation Last Close 09/18/2024 | Upturn Advisory Performance 3 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 55.40B USD |
Price to earnings Ratio 13.65 | 1Y Target Price 158.43 |
Dividends yield (FY) 1.65% | Basic EPS (TTM) 10.63 |
Volume (30-day avg) 2085440 | Beta 1.45 |
52 Weeks Range 86.58 - 152.67 | Updated Date 09/17/2024 |
Company Size Large-Cap Stock | Market Capitalization 55.40B USD | Price to earnings Ratio 13.65 | 1Y Target Price 158.43 |
Dividends yield (FY) 1.65% | Basic EPS (TTM) 10.63 | Volume (30-day avg) 2085440 | Beta 1.45 |
52 Weeks Range 86.58 - 152.67 | Updated Date 09/17/2024 |
Earnings Date
Report Date - | When - |
Estimate - | Actual - |
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 16.79% | Operating Margin (TTM) 11.97% |
Management Effectiveness
Return on Assets (TTM) 0.92% | Return on Equity (TTM) 7.77% |
Revenue by Products
Revenue by Products - Current and Previous Year
Revenue by Geography
Valuation
Trailing PE 13.65 | Forward PE 10.36 |
Enterprise Value 65266688000 | Price to Sales(TTM) 2.13 |
Enterprise Value to Revenue 2.72 | Enterprise Value to EBITDA - |
Shares Outstanding 381856000 | Shares Floating 367001942 |
Percent Insiders 3.65 | Percent Institutions 89.71 |
Trailing PE 13.65 | Forward PE 10.36 | Enterprise Value 65266688000 | Price to Sales(TTM) 2.13 |
Enterprise Value to Revenue 2.72 | Enterprise Value to EBITDA - | Shares Outstanding 381856000 | Shares Floating 367001942 |
Percent Insiders 3.65 | Percent Institutions 89.71 |
Analyst Ratings
Rating 3.6 | Target Price 110.11 | Buy 4 |
Strong Buy 5 | Hold 10 | Sell - |
Strong Sell 1 |
Rating 3.6 | Target Price 110.11 | Buy 4 | Strong Buy 5 |
Hold 10 | Sell - | Strong Sell 1 |
AI Summarization
Company Profile:
Capital One Financial Corporation is a diversified financial services company headquartered in McLean, Virginia. It was founded in 1988 and has since grown to become one of the largest banks in the United States. The company's core business areas include consumer banking, commercial banking, and credit card services. Capital One operates through three primary segments: Credit Card, Consumer Banking, and Commercial Banking.
The leadership team at Capital One is led by CEO Richard Fairbank, who has been with the company since its inception. The corporate structure includes various executives responsible for different functions within the organization, such as finance, technology, marketing, and operations.
Top Products and Market Share:
Capital One Financial Corporation offers a wide range of financial products and services, including credit cards, auto loans, savings accounts, and commercial banking solutions. The company's top products include the Capital One Venture Rewards Credit Card, which offers travel rewards, and the 360 Checking Account, which provides online banking services. In terms of market share, Capital One holds a significant position in the credit card and consumer banking sectors in the United States.
Total Addressable Market:
The market that Capital One Financial Corporation operates in is vast, encompassing the entire financial services industry in the United States. With a focus on consumer banking, credit cards, and commercial banking, the company serves a broad customer base and competes with other major financial institutions in the market.
Financial Performance:
In recent years, Capital One has shown strong financial performance, with increasing revenue, net income, and profit margins. The company's earnings per share have also been on an upward trend, reflecting its growth and profitability. Year-over-year comparisons show consistent growth in key financial metrics, while cash flow statements and balance sheet health indicate a stable financial position.
Dividends and Shareholder Returns:
Capital One Financial Corporation has a history of paying dividends to its shareholders, with dividend yields and payout ratios that are competitive within the industry. Shareholder returns have been positive over various time periods, reflecting the company's stable performance and growth trajectory.
Growth Trajectory:
Historical growth analysis shows that Capital One has consistently expanded its business over the past decade, driven by innovative products and strategic initiatives. Future growth projections are positive, based on industry trends and the company's focus on digital banking solutions. Recent product launches and strategic partnerships are expected to drive further growth for the company.
Market Dynamics:
Capital One operates in a dynamic industry, with evolving trends and technological advancements shaping the financial services landscape. The company is well-positioned within the industry, leveraging technology to enhance customer experience and adapt to market changes. Its adaptability and focus on innovation give it a competitive edge in the market.
Competitors:
Key competitors of Capital One Financial Corporation include JPMorgan Chase (JPM), Bank of America (BAC), and Wells Fargo (WFC). While these competitors have a larger market share, Capital One has its own competitive advantages, such as a strong digital presence and innovative product offerings. The company continues to differentiate itself through its customer-centric approach and focus on technology.
Potential Challenges and Opportunities:
Key challenges for Capital One include regulatory changes, cybersecurity threats, and competition in the financial services industry. However, there are also opportunities for the company to explore new markets, innovate with new products, and expand its customer base through strategic partnerships. By addressing these challenges and capitalizing on opportunities, Capital One can further strengthen its position in the market.
Recent Acquisitions:
In the last 3 years, Capital One Financial Corporation has made several acquisitions to enhance its business portfolio. One significant acquisition was that of United Income in 2019, a wealth management platform that aligns with Capital One's strategy to offer comprehensive financial services to its customers. Additionally, the acquisition of BlueTarp Financial in 2020 bolstered the company's commercial banking offerings, further diversifying its revenue streams.
AI-Based Fundamental Rating:
Capital One Financial Corporation’s stock fundamentals receive an AI-based rating of 8 out of 10. This rating is supported by the company's strong financial performance, market position, and growth prospects. With a focus on innovation and customer-centric solutions, Capital One is well-positioned for future success in the dynamic financial services industry.
Sources and Disclaimers:
Sources used for this analysis include Capital One Financial Corporation's official website, financial reports, industry publications, and market data sources. Please note that this information is for informational purposes only and should not be used as the sole basis for investment decisions. It is recommended to conduct further research and consult with financial advisors before making investment choices.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Capital One Financial Corporation
Exchange | NYSE | Headquaters | McLean, VA, United States |
IPO Launch date | 1994-11-15 | Founder, Chairman, CEO & President | Mr. Richard D. Fairbank |
Sector | Financial Services | Website | https://www.capitalone.com |
Industry | Credit Services | Full time employees | 52100 |
Headquaters | McLean, VA, United States | ||
Founder, Chairman, CEO & President | Mr. Richard D. Fairbank | ||
Website | https://www.capitalone.com | ||
Website | https://www.capitalone.com | ||
Full time employees | 52100 |
Capital One Financial Corporation operates as the financial services holding company for the Capital One, National Association, which engages in the provision of various financial products and services in the United States, Canada, and the United Kingdom. It operates through three segments: Credit Card, Consumer Banking, and Commercial Banking. The company accepts checking accounts, money market deposits, negotiable order of withdrawals, savings deposits, and time deposits. Its loan products include credit card loans; auto and retail banking loans; and commercial and multifamily real estate, and commercial and industrial loans. The company also offers credit and debit card products; online direct banking services; and provides advisory, capital markets, treasury management, and depository services. It serves consumers, small businesses, and commercial clients through digital channels, branches, cafés, and other distribution channels located in New York, Louisiana, Texas, Maryland, Virginia, New Jersey, and California. The company was founded in 1988 and is headquartered in McLean, Virginia.
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