Capital One Financial Corp (COF) Buy, Sell or…

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Capital One Financial Corp (COF)

211.34

-3.17 (1.48%)

as of Sep 1, 2026, 8:00:00 pm Market Open.

30 watching

Investor Insights

Sep 1, 2026, 12:00 am

This summary was created by AI, based on 10 opinions in the last 12 months.

Capital One Financial Corp (COF) has recently experienced a surge of 13%, benefiting from the prospect of rising interest rates, which traditionally help banks as their lending margins improve. However, concerns remain about its historically low return on equity (ROE) and the impact of a significant acquisition of Discover, which is expected to slow profitability. Market volatility, especially stemming from potential changes in credit card interest rate regulations proposed by Trump, poses additional risks, yet many experts see a buying opportunity after COF's shares dropped. Analysts note strong fundamentals, including a positive earnings outlook and aggressive share buybacks, but the stock's valuation is mixed, reflecting a low price-to-earnings (PE) ratio amidst elevated expenses. The overall sentiment leans towards a cautiously optimistic stance regarding COF's potential in the financial services landscape.

Consensus

Bullish

Valuation

Undervalued

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JPM, JPM

PAST TOP PICK

(A Top Pick July 20/11. Down 8%.) Sold Aug Puts for $1.05. Stock took a severe drop along with a lot of stocks. Could have bought the Put back but because of volatility, the price increased. A way to get around it is to Short the stock, which he did.

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TOP PICK

Selling August Puts for $1.05. Great earnings momentum. Looking for a 3.1% yield.

DON'T BUY

Would still avoid this one. Their earnings power has been greatly diminished. There has been a lot of dilution. Trading at about 20X next year's earnings. Still have consumer problems. He switched from this to MasterCard (MA-N).

COMMENT

Cheap, cheap. Model price is $63.36, a 38% positive differential. He presumes everyone fears what they have and as they are not disclosing what they have so the market is punishing them. Will be looking closely at this in January.

BUY

Forward PE of about 6.75. They have a great franchise and a great brand. They have had an ability to pick the people they send a credit card to. Default statistics have been better than the market. Not for the faint of heart but if you are willing to take some risks it is worth it.

BUY

(Market Call Minute) – Keeping his eye on this one. Thinks it’s good for the long term. The model price is $68.66, a 33% positive upside.

DON'T BUY

Not much value there. Interest rates are higher in US. Can get better value elsewhere.

DON'T BUY

He has a model price of $71.40, giving it a negative differential of 4.5%. Doesn't have the US financials in his portfolio right now.

TOP PICK

Financials have been under pressure because of a rising interest rate environment. Trading at less than 10 X forward numbers. Will benefit as rates continue to go up as people will not be able to refinance their mortgages as much.

TOP PICK

Somewhat controversial, but it is one that people are buying. Smart Money is always more right than most processes.

TOP PICK

Still has another 20/25% upside.

BUY

Feels credit card companies will do well in a consumer sensitive market.

Showing 31 to 42 of 42 entries

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Capital One Financial Corp (COF)