CAPITAL ONE FINANCIAL Performance

14040HCG8   76.07  0.22  0.29%   
The entity shows a Beta (market volatility) of -0.1, which signifies not very significant fluctuations relative to the market. As returns on the market increase, returns on owning CAPITAL are expected to decrease at a much lower rate. During the bear market, CAPITAL is likely to outperform the market. Although it is important to respect CAPITAL ONE FINANCIAL historical returns, it is better to be realistic regarding the information on the equity's current trending patterns.

Risk-Adjusted Performance

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Compared to the overall equity markets, risk-adjusted returns on investments in CAPITAL ONE FINANCIAL are ranked lower than 1 (%) of all global equities and portfolios over the last 90 days. Despite somewhat strong basic indicators, CAPITAL is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
  

CAPITAL Relative Risk vs. Return Landscape

If you would invest  7,531  in CAPITAL ONE FINANCIAL on December 20, 2023 and sell it today you would earn a total of  76.00  from holding CAPITAL ONE FINANCIAL or generate 1.01% return on investment over 90 days. CAPITAL ONE FINANCIAL is generating 0.022% of daily returns and assumes 1.0027% volatility on return distribution over the 90 days horizon. Simply put, 8% of bonds are less volatile than CAPITAL, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
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Assuming the 90 days trading horizon CAPITAL is expected to generate 6.01 times less return on investment than the market. In addition to that, the company is 1.78 times more volatile than its market benchmark. It trades about 0.02 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.23 per unit of volatility.

CAPITAL Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for CAPITAL's investment risk. Standard deviation is the most common way to measure market volatility of bonds, such as CAPITAL ONE FINANCIAL, and traders can use it to determine the average amount a CAPITAL'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 = 0.0219

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Estimated Market Risk

 1.0
  actual daily
8
92% of assets are more volatile

Expected Return

 0.02
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 0.02
  actual daily
1
99% of assets perform better
Based on monthly moving average CAPITAL is performing at about 1% of its full potential. 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 by adding it to a well-diversified portfolio.

About CAPITAL Performance

To evaluate CAPITAL ONE FINANCIAL Bond 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 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 Bond'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.

Things to note about CAPITAL ONE FINANCIAL performance evaluation

Checking the ongoing alerts about CAPITAL for important developments is a great way to find new opportunities for your next move. Bond 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.
Evaluating CAPITAL's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate CAPITAL's bond performance include:
  • Analyzing CAPITAL'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's stock is overvalued or undervalued compared to its peers.
  • Examining CAPITAL'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's management team can have a significant impact on its success or failure. Reviewing the track record and experience of CAPITAL's management team can help you assess the Corporate Bond's leadership.
  • Pay attention to analyst opinions and ratings of CAPITAL's bond. These opinions can provide insight into CAPITAL's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating CAPITAL's bond performance is not an exact science, and many factors can impact CAPITAL's bond market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in CAPITAL ONE FINANCIAL. Also, note that the market value of any Corporate Bond could be tightly coupled with the direction of predictive economic indicators such as signals in board of governors.
You can also try the Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.

Complementary Tools for CAPITAL Bond analysis

When running CAPITAL's price analysis, check to measure CAPITAL'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 is operating at the current time. Most of CAPITAL's value examination focuses on studying past and present price action to predict the probability of CAPITAL'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's price. Additionally, you may evaluate how the addition of CAPITAL to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between CAPITAL's value and its price as these two are different measures arrived at by different means. Investors typically determine if CAPITAL is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, CAPITAL'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.