Fundamental analysis · SEC EDGAR · TTM through 31/03/2026

Fundamental analysis of Capital One Financial Corp

COF · NYSE · Financial

Fundamental quality

REASONABLE

60

out of 100

Capital One Financial Corp earns a fundamental-quality score of 60 out of 100, profiling it as a company of reasonable quality. Its score rests mainly on its financial strength (FCF margin 46.5%). Its weakest area is its profitability (net margin 5.5%). Whether it's cheap or expensive depends on the current price, which you can compute in the tool.

What the company does

Capital One is a bank heavily focused on credit cards and consumer lending, plus auto finance. It earns mostly from card interest and fees, which makes it more profitable but also more sensitive to bad loans.

What will shape its future

  • Card delinquencies, which rise when the economy and jobs weaken: its biggest risk.
  • Its customers' card spending, the engine of its revenue.
  • Acquisitions (such as Discover) and integrating their payment networks.

Breakdown by area

I.Growth
44

EPS growth: -5.2% · Revenue growth: 14.7%

II.Profitability
42

Net margin: 5.5% · ROE: 2.9%

III.Financial health
95

FCF: 46.5%

Source: SEC EDGAR · TTM through 31/03/2026

The score combines growth, profitability and financial strength. Here its financial strength weighs in its favor, while its profitability drags it down the most.

Versus its sector

Percentile against the other 71 Financial companies in our coverage: how far it beats them on each metric (100 = best in sector).

Net marginbeats 19%
ROEbeats 6%
Growthbeats 71%
Cash generationbeats 93%

Computed from the daily dataset scores. A high percentile places the company among the best in its sector on that metric; it is not a buy recommendation.

Why isn't a bank measured like other companies? Read the how to analyze a bank guide.

Key concepts

What do these metrics mean? Fundamental analysis · What is the P/E · What is EPS · What is ROE · Net & gross margin · Free cash flow

Capital One Financial Corp strengths

  • Excellent free-cash-flow generation (FCF margin of 46.5%): profit turns into real cash.
  • Revenue growing (14.7% annualized).
  • Revenue rising without interruption since 2020.
  • Positive free cash flow year after year, a self-funding business.

Capital One Financial Corp risks and weaknesses

  • Shrinking margins: net margin has fallen from 10% to 5% in recent years.
  • Declining earnings per share (-5.2% annualized).
  • Low return on equity (ROE of 2.9%).

Capital One Financial Corp historical evolution

YearRevenueNet incomeFree cash flowNet debt
202028,5232,71415,989-232
202130,43512,39011,61221,032
202234,2507,36012,87517,459
202336,7874,88719,6146,101
202439,1124,75016,9551,880
202553,4342,45326,140-11,093

Between 2020 and 2025, revenue went from $28,523M to $53,434M (+87%) and net income went from $2,714M to $2,453M (-10%). Meanwhile, its margins have narrowed (from 10% to 5%).

Annual figures in millions of U.S. dollars ($M) per SEC filings. Net debt is total debt minus cash.

Latest results

Versus the same period a year earlier

Figures for the quarter ended March 31, 2026, versus the quarter ended March 31, 2025 (SEC filings):

  • Revenue+52.3%
  • Net income+54.8%

Automatic comparison between the two most recent periods filed with the SEC. One quarter doesn't make a trend: read it alongside the historical evolution above.

Dividend

$1.6

per share, yearly

61.8% of earnings

Payout

The dividend yield depends on today's price. Compute it in the analyzer → · See all dividend-paying stocks →

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Is Capital One Financial Corp cheap or expensive?

That depends on the current price. Look it up, enter it in the tool and get the full valuation verdict (P/E against its sector).

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Frequently asked questions

Is Capital One Financial Corp a good company to invest in?

In terms of business quality, Capital One Financial Corp scores 60 out of 100 in our analysis, placing it as a company of reasonable quality. That said, this isn't a recommendation: whether it's a good investment also depends on its current price and your goals.

Is Capital One Financial Corp a profitable company?

Capital One Financial Corp is profitable, with a net margin of 5.5%, though a thin one.

Is Capital One Financial Corp growing?

Its revenue has grown 14.7% annualized in recent years, and without interruption since 2020.

Does Capital One Financial Corp generate cash?

Yes. It converts about 46.5% of its revenue into free cash flow, and has done so positively year after year.

The thresholds are general and the system doesn't judge qualitative factors. See the full methodology and use this analysis as a first filter, never as a final decision.

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