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Added to YB: 2025-04-29

Pitch date: 2025-04-26

COF [neutral]

Capital One Financial Corporation

+31.07%

current return

Author Info

Company Info

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.

Market Cap

$132.1B

Pitch Price

$181.48

Price Target

N/A

Dividend

1.54%

EV/EBITDA

N/A

P/E

86.41

EV/Sales

N/A

Sector

Consumer Finance

Category

N/A

Show full summary:
Capital One Financial Corp - $COF

COF (overview): Acquisition of Discover transforms Capital One from issuing bank to payment network - creating direct American Express competitor. $1.22B Q1 earnings (86% from cards) with $16.26B loss reserves (5x current losses). Network effect creates wide moat business - extremely difficult to replicate. Will maintain Discover brand, expand global acceptance.

Read full article (13 min)