Capital One Financial Preferred Stock Performance
| COF-PI Preferred Stock | USD 19.46 0.14 0.72% |
The firm shows a Beta (market volatility) of 0.84, which signifies possible diversification benefits within a given portfolio. 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. Capital One Financial has an expected return of -0.0029%. Please make sure to confirm Capital One Financial total risk alpha, downside variance, daily balance of power, as well as the relationship between the maximum drawdown and skewness , 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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Very Weak
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
Actual Historical Performance (%)
One Day Return 2.16 | Five Day Return 2.58 | Year To Date Return 6.65 | Ten Year Return (20.54) | All Time Return (20.54) |
| Begin Period Cash Flow | 22.1 B |
Capital |
Capital One Relative Risk vs. Return Landscape
If you would invest 1,956 in Capital One Financial on January 24, 2024 and sell it today you would lose (10.00) from holding Capital One Financial or give up 0.51% of portfolio value over 90 days. Capital One Financial is producing return of less than zero assuming 1.0443% volatility of returns over the 90 days investment horizon. Simply put, 9% 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 = -0.0028
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | COF-PI |
Estimated Market Risk
| 1.04 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 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
To evaluate Capital One Financial Preferred Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Capital One generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Capital Preferred Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Capital One Financial market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Capital's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
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.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Capital One Financial. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in board of governors. Note that the Capital One Financial information on this page should be used as a complementary analysis to other Capital One's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.
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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