Capital One Financial Preferred Stock Performance
| COF-PI Preferred Stock | USD 20.26 0.27 1.32% |
The firm shows a Beta (market volatility) of 0.21, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Capital One's returns are expected to increase less than the market. However, during the bear market, the loss of holding Capital One is expected to be smaller as well. At this point, Capital One Financial has a negative expected return of -0.0512%. Please make sure to confirm Capital One's maximum drawdown, daily balance of power, period momentum indicator, as well as the relationship between the skewness and day typical price , to decide if Capital One Financial performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Capital One Financial has generated negative risk-adjusted returns adding no value to investors with long positions. Despite fairly strong technical and fundamental indicators, Capital One is not utilizing all of its potentials. The latest stock price confusion, may contribute to short-horizon losses for the traders. ...more
| Begin Period Cash Flow | 22.1 B |
Capital |
Capital One Relative Risk vs. Return Landscape
If you would invest 2,100 in Capital One Financial on September 5, 2024 and sell it today you would lose (74.00) from holding Capital One Financial or give up 3.52% of portfolio value over 90 days. Capital One Financial is producing return of less than zero assuming 0.9864% volatility of returns over the 90 days investment horizon. Simply put, 8% of all preferred stocks have less volatile historical return distribution than Capital One, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Capital One Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Capital One's investment risk. Standard deviation is the most common way to measure market volatility of preferred stocks, such as Capital One Financial, and traders can use it to determine the average amount a Capital One's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.052
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| Negative Returns | COF-PI |
Estimated Market Risk
| 0.99 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Capital One is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Capital One by adding Capital One to a well-diversified portfolio.
Capital One Fundamentals Growth
Capital Preferred Stock prices reflect investors' perceptions of the future prospects and financial health of Capital One, and Capital One fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Capital Preferred Stock performance.
| Return On Equity | 0.13 | ||||
| Return On Asset | 0.0166 | ||||
| Profit Margin | 0.26 % | ||||
| Operating Margin | 0.33 % | ||||
| Current Valuation | 18.7 B | ||||
| Price To Earning | 2.31 X | ||||
| Revenue | 34.25 B | ||||
| EBITDA | 20.88 B | ||||
| Cash And Equivalents | 58.43 B | ||||
| Cash Per Share | 127.95 X | ||||
| Total Debt | 47.83 B | ||||
| Book Value Per Share | 125.19 X | ||||
| Cash Flow From Operations | 12.31 B | ||||
| Earnings Per Share | 25.57 X | ||||
| Total Asset | 455.25 B | ||||
About Capital One Performance
By evaluating Capital One's fundamental ratios, stakeholders can gain valuable insights into Capital One's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Capital One has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Capital One has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Capital One Financial Corporation operates as the financial services holding company for the Capital One Bank , National Association and Capital One, National Association, which provides various financial products and services in the United States, the United Kingdom, and Canada. Capital One Financial Corporation was founded in 1988 and is headquartered in McLean, Virginia. Capital One operates under Credit Services classification in the United States and is traded on New York Stock Exchange. It employs 53100 people.Things to note about Capital One Financial performance evaluation
Checking the ongoing alerts about Capital One for important developments is a great way to find new opportunities for your next move. Preferred Stock alerts and notifications screener for Capital One Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Capital One generated a negative expected return over the last 90 days |
- Analyzing Capital One's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Capital One's stock is overvalued or undervalued compared to its peers.
- Examining Capital One's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Capital One's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Capital One's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Capital One's preferred stock. These opinions can provide insight into Capital One's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Capital Preferred 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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