Capital One Financial Stock Buy Hold or Sell Recommendation
| COF Stock | USD 192.01 0.72 0.38% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Capital One Financial is 'Strong Buy'. Macroaxis provides Capital One buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding COF positions.
Check out Capital One Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual companies such as Capital and provide practical buy, sell, or hold advice based on investors' constraints. Capital One Financial. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in persons.
Capital |
Execute Capital One Buy or Sell Advice
The Capital recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Capital One Financial. Macroaxis does not own or have any residual interests in Capital One Financial or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Capital One's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Buy
Market Performance | Good | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Hyperactively responds to market trends | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Capital One Trading Alerts and Improvement Suggestions
| Over 90.0% of the company shares are held by institutions such as insurance companies | |
| On 22nd of November 2024 Capital One paid $ 0.6 per share dividend to its current shareholders | |
| Latest headline from thelincolnianonline.com: Zurcher Kantonalbank Zurich Cantonalbank Lowers Position in Capital One Financial Co. |
Capital One Returns Distribution Density
The distribution of Capital One's historical returns is an attempt to chart the uncertainty of Capital One's future price movements. The chart of the probability distribution of Capital One daily returns describes the distribution of returns around its average expected value. We use Capital One Financial price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Capital One returns is essential to provide solid investment advice for Capital One.
| Mean Return | 0.47 | Value At Risk | -2.39 | Potential Upside | 5.23 | Standard Deviation | 2.62 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Capital One historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Capital Stock Institutional Investors
| Shares | Aristotle Capital Management Llc | 2024-09-30 | 8.2 M | Geode Capital Management, Llc | 2024-09-30 | 8 M | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 7.3 M | Capital World Investors | 2024-09-30 | 7.2 M | Pzena Investment Management, Llc | 2024-09-30 | 6.9 M | Fmr Inc | 2024-09-30 | 6.6 M | Eagle Capital Management Llc | 2024-09-30 | 5.4 M | Arrowstreet Capital Limited Partnership | 2024-06-30 | 5.2 M | Clearbridge Advisors, Llc | 2024-09-30 | 4.1 M | Vanguard Group Inc | 2024-09-30 | 31.5 M | Blackrock Inc | 2024-06-30 | 25.1 M |
Capital One Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | 260M | 27.0B | (18.7B) | 9.2B | 12.5B | 13.1B | |
| Free Cash Flow | 15.8B | 16.0B | 11.6B | 12.9B | 19.6B | 20.6B | |
| Depreciation | 3.3B | 3.5B | 3.5B | 3.2B | 3.2B | 3.4B | |
| Other Non Cash Items | 7.0B | 9.5B | (1.9B) | 6.6B | 10.3B | 10.9B | |
| Capital Expenditures | 887M | 710M | 698M | 934M | 961M | 513.8M | |
| Net Income | 5.5B | 2.7B | 12.4B | 7.4B | 4.9B | 2.9B | |
| End Period Cash Flow | 13.7B | 40.8B | 22.1B | 31.3B | 43.8B | 45.9B | |
| Dividends Paid | 1.0B | 740M | 1.4B | 1.2B | (1.2B) | (1.1B) | |
| Investments | (12.8B) | (17.4B) | 4.4B | 8.9B | (23.7B) | (22.5B) | |
| Change Receivables | (63M) | 287M | 17M | (641M) | (576.9M) | (548.1M) | |
| Net Borrowings | (2.7B) | (12.3B) | 2.9B | 2.7B | 3.1B | 3.3B | |
| Change To Netincome | 7.0B | 8.1B | (985M) | 6.1B | 7.0B | 5.7B |
Capital One Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Capital One or Consumer Finance sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Capital One's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Capital stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.14 | |
β | Beta against Dow Jones | 2.53 | |
σ | Overall volatility | 2.68 | |
Ir | Information ratio | 0.13 |
Capital One Volatility Alert
Capital One Financial has relatively low volatility with skewness of 2.87 and kurtosis of 13.83. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Capital One's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Capital One's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Capital One Fundamentals Vs Peers
Comparing Capital One's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Capital One's direct or indirect competition across all of the common fundamentals between Capital One and the related equities. This way, we can detect undervalued stocks with similar characteristics as Capital One or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Capital One's fundamental indicators could also be used in its relative valuation, which is a method of valuing Capital One by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Capital One to competition |
| Fundamentals | Capital One | Peer Average |
| Return On Equity | 0.0748 | -0.31 |
| Return On Asset | 0.0091 | -0.14 |
| Profit Margin | 0.16 % | (1.27) % |
| Operating Margin | 0.30 % | (5.51) % |
| Current Valuation | 79.99 B | 16.62 B |
| Shares Outstanding | 381.51 M | 571.82 M |
| Shares Owned By Insiders | 3.43 % | 10.09 % |
| Shares Owned By Institutions | 90.23 % | 39.21 % |
| Number Of Shares Shorted | 15.71 M | 4.71 M |
| Price To Earning | 5.00 X | 28.72 X |
| Price To Book | 1.16 X | 9.51 X |
| Price To Sales | 2.76 X | 11.42 X |
| Revenue | 25.77 B | 9.43 B |
| Gross Profit | 28.4 B | 27.38 B |
| EBITDA | 9.27 B | 3.9 B |
| Net Income | 4.89 B | 570.98 M |
| Cash And Equivalents | 28.05 B | 2.7 B |
| Cash Per Share | 73.50 X | 5.01 X |
| Total Debt | 49.32 B | 5.32 B |
| Debt To Equity | 6.07 % | 48.70 % |
| Book Value Per Share | 152.24 X | 1.93 K |
| Cash Flow From Operations | 20.57 B | 971.22 M |
| Short Ratio | 4.31 X | 4.00 X |
| Earnings Per Share | 10.60 X | 3.12 X |
| Price To Earnings To Growth | 2.06 X | 4.89 X |
| Target Price | 182.78 | |
| Number Of Employees | 52.5 K | 18.84 K |
| Beta | 1.43 | -0.15 |
| Market Capitalization | 73.25 B | 19.03 B |
| Total Asset | 478.46 B | 29.47 B |
| Retained Earnings | 60.95 B | 9.33 B |
| Annual Yield | 0.01 % | |
| Five Year Return | 1.67 % |
Note: Disposition of 2503 shares by Kevin Borgmann of Capital One at 131.28 subject to Rule 16b-3 [view details]
Capital One Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Capital . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 14161.16 | |||
| Daily Balance Of Power | 0.2963 | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 193.09 | |||
| Day Typical Price | 192.73 | |||
| Price Action Indicator | (0.72) | |||
| Period Momentum Indicator | 0.72 |
About Capital One Buy or Sell Advice
When is the right time to buy or sell Capital One Financial? Buying financial instruments such as Capital Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Capital One in your portfolios, you can quickly 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 investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Utilities Thematic Idea Now
Utilities
Highly leveraged corporations that deliver utilities such as power, water or gas to public or business. The Utilities theme has 30 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Utilities Theme or any other thematic opportunities.
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Check out Capital One Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Share Portfolio module to track or share privately all of your investments from the convenience of any device.
Is Consumer Finance space 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 (0.01) | Dividend Share 2.4 | Earnings Share 10.6 | Revenue Per Share 69.278 | Quarterly Revenue Growth 0.064 |
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.