Company Analysis Capital One Financial
1. Summary
Advantages
- The stock's return over the last year (40.36%) is higher than the sector average (-3.11%).
- Current debt level 9.29% is below 100% and has decreased over 5 years from 14.19%.
Disadvantages
- Price (225.01 $) is higher than fair price (185.49 $)
- Dividends (1.28%) are below the sector average (2.71%).
- The company's current efficiency (ROE=7.99%) is lower than the sector average (ROE=89.51%)
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| Capital One Financial | Financials | Index | |
|---|---|---|---|
| 7 days | -2.2% | -6% | -1.8% |
| 90 days | 6% | -4.8% | 6.7% |
| 1 year | 40.4% | -3.1% | 13% |
COF vs Sector: Capital One Financial has outperformed the "Financials" sector by 43.48% over the past year.
COF vs Market: Capital One Financial has outperformed the market by 27.4% over the past year.
Stable price: COF is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: COF with weekly volatility of 0.7762% over the past year.
3. Summary of the report
5. Fundamental Analysis
5.1. Stock price and price forecast
Above fair price: The current price (225.01 $) is higher than the fair price (185.49 $).
Price is higher than fair: The current price (225.01 $) is 17.6% higher than the fair price.
5.2. P/E
P/E vs Sector: The company's P/E (14.37) is lower than that of the sector as a whole (53.3).
P/E vs Market: The company's P/E (14.37) is lower than that of the market as a whole (56.15).
5.2.1 P/E Similar companies
5.3. P/BV
P/BV vs Sector: The company's P/BV (1.12) is lower than that of the sector as a whole (2.65).
P/BV vs Market: The company's P/BV (1.12) is lower than that of the market as a whole (17.65).
5.3.1 P/BV Similar companies
5.5. P/S
P/S vs Sector: The company's P/S indicator (1.27) is lower than that of the sector as a whole (6.31).
P/S vs Market: The company's P/S indicator (1.27) is lower than that of the market as a whole (27.91).
5.5.1 P/S Similar companies
5.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (7.72) is lower than that of the sector as a whole (15.48).
EV/Ebitda vs Market: The company's EV/Ebitda (7.72) is lower than that of the market as a whole (32.28).
6. Profitability
6.1. Profitability and revenue
6.2. Earnings per share - EPS
6.3. Past profitability Net Income
Yield Trend: Rising and has grown by 15.06% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (15.06%).
Profitability vs Sector: The return for the last year (0%) is lower than the return for the sector (29.49%).
6.4. ROE
ROE vs Sector: The company's ROE (7.99%) is lower than that of the sector as a whole (89.51%).
ROE vs Market: The company's ROE (7.99%) is lower than that of the market as a whole (39.03%).
6.6. ROA
ROA vs Sector: The company's ROA (0.9808%) is lower than that of the sector as a whole (24.7%).
ROA vs Market: The company's ROA (0.9808%) is lower than that of the market as a whole (11.36%).
6.6. ROIC
ROIC vs Sector: The company's ROIC (0%) is lower than that of the sector as a whole (7.05%).
ROIC vs Market: The company's ROIC (0%) is lower than that of the market as a whole (10.1%).
8. Dividends
8.1. Dividend yield vs Market
Low yield: The dividend yield of the company 1.28% is below the average for the sector '2.71%.
8.2. Stability and increase in payments
Dividend stability: The company's dividend yield 1.28% has been steadily paid over the past 7 years, DSI=0.86.
Weak dividend growth: The company's dividend yield 1.28% has been growing weakly or stagnant over the past 5 years. Growth over only 0 years.
8.3. Payout percentage
Dividend Coverage: Current payments from income (24.42%) are at an uncomfortable level.
9. Insider trades
9.1. Insider trading
Insider Buying Exceeds insider sales by 100% over the last 3 months.
9.2. Latest transactions
| Transaction date | Insider | Type | Price | Volume | Quantity |
|---|---|---|---|---|---|
| 02.10.2025 | MATTHEW COOPER Officer |
Purchase | 211.99 | 423 980 | 2 000 |
| 04.08.2025 | MICHAEL ZAMSKY Officer |
Purchase | 209.59 | 1 155 890 | 5 515 |
| 23.07.2025 | Alexander Robert M. Chief Information Officer |
Sale | 227.86 | 2 304 580 | 10 114 |
| 23.07.2025 | ROBERT M ALEXANDER Officer |
Purchase | 227.86 | 2 304 580 | 10 114 |
| 04.02.2025 | FAIRBANK RICHARD D Chairman and CEO |
Purchase | 200.12 | 229 137 | 1 145 |
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Based on sources: porti.ru
