Capital One Financial Corporation operates as the financial services holding company for the Capital One, National Association, which engages in the provision of various financial products and services in the United States, Canada, and the United Kingdom. It operates through three segments: Credit Card, Consumer Banking, and Commercial Banking. The company accepts checking accounts, money market deposits, negotiable order of withdrawals, savings deposits, and time deposits. Its loan products include credit card loans; auto and retail banking loans; and commercial and multifamily real estate, and commercial and industrial loans. The company also offers credit and debit card products; online direct banking services; and provides advisory, capital markets, treasury management, and depository services. It serves consumers, small businesses, and commercial clients through digital channels, branches, cafés, and other distribution channels located in New York, Louisiana, Texas, Maryland, Virginia, New Jersey, and California. The company was founded in 1988 and is headquartered in McLean, Virginia.

Capital One Financial Corporation демонстрирует смешанную картину по фундаментальным метрикам. С одной стороны, компания имеет высокий уровень P/E (97.47), значительно превышающий медиану отрасли, что может указывать на переоцененность. Однако, такие показатели, как выручка и чистая прибыль, значительно выше медианных значений, что говорит о сильных финансовых результатах. Показатели ROE, ROA и ROI находятся значительно ниже среднеотраслевых, что вызывает опасения относительно эффективности использования капитала. Тем не менее, компания демонстрирует устойчивый рост выручки и чистой прибыли по годам. Долговая нагрузка находится в пределах нормы, но не вызывает особого оптимизма. Дивидендная доходность также имеет положительную динамику, что может привлечь внимание инвесторов. В целом, несмотря на сильные финансовые результаты, высокая оценка по мультипликаторам и низкие показатели рентабельности остаются основными факторами риска, что должно учитываться при оценке акций компании.

Capital One Financial Corporation

Explore the exciting world of Capital One (NYSE: COF) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!
*Stock prices used were the prices of Jan. 28, 2026. The video was published on March 12, 2026.
Should you buy stock in Capital One Financial right now?
Before you buy stock in Capital One Financial, consider this:
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Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $511,735!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,140,464!*
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Anand Chokkavelu has no position in any of the stocks mentioned. Jason Hall has no position in any of the stocks mentioned. Matt Frankel, CFP has positions in Capital One Financial. The Motley Fool recommends Capital One Financial. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Capital One: A Strong Contender in the Banking Sector?

Key Points
Capital One Financial became a payment processing company after acquiring Discover.
The company now competes more directly with Visa and Mastercard.
Capital One Financial's (NYSE: COF) stock has dramatically underperformed year to date in 2026 as of this writing. The stock has dropped more than 20% compared to a 1% or so decline in the S&P 500 index (SNPINDEX: ^GSPC), a 2% decline for the average bank, and roughly 10% drops for payment processors Visa (NYSE: V) and Mastercard (NYSE: MA). The weak relative performance actually makes some sense, but how does Capital One get back on track?
Recession fears are on the rise
Historically, Capital One has focused on extending credit to customers with lower credit scores. That can be a very profitable decision when the economy is strong, but during recessions, those customers tend to default more often than those with higher credit scores. With rising energy prices, intensifying geopolitical conflict, and consumers already feeling stretched, the risk of a recession seems elevated right now. It isn't shocking that Capital One Financial's stock has dramatically underperformed other financial stocks and the market.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
However, Capital One Financial has changed dramatically, given its recent acquisition of Discover Financial. Like Visa and Mastercard, Discover is a payment processor that collects a small fee every time a Discover card is used. That creates a more stable foundation for Capital One's business, which could grow over time if it can shift current customers to Discover-branded cards.
The proof will come when Capital One faces adversity
The integration of Discover is still underway, so the cost of that effort continues to hit Capital One's income statement. However, once that process is complete, Capital One can then prove that the $35.3 billion acquisition was worth it. In fact, a big opportunity on that front would likely arise if a recession occurs.
If Capital One manages through a recession in relative stride, investors will likely become far more comfortable with the business. That could lead the stock to outperform the market as it recovers from the recent drawdown.
Notably, Capital One ended 2025 with a tier one capital ratio of 14.3%. That's above Bank of America's (NYSE: BAC) tier one ratio of 12.8%. The tier one ratio is a measure of a bank's preparedness for adversity. In other words, Capital One is, perhaps, better prepared to deal with a recession than some of the largest banks in the United States.
Capital One is best suited to more aggressive investors
Even if Capital One's acquisition of Discover makes the business more resilient, risk-averse investors should probably still avoid it. The company's business model is still aggressive, noting that the company has already agreed to buy another company, Brex, for $5.1 billion before it has fully completed the integration of Discover. And the focus on lower-credit-score customers hasn't changed.
However, if you are a more aggressive, growth-minded investor, strong financial performance during a recession could help to turn Capital One's relative stock performance around.
Should you buy stock in Capital One Financial right now?
Before you buy stock in Capital One Financial, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Capital One Financial wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $522,791!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,132,678!*
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Bank of America is an advertising partner of Motley Fool Money. Reuben Gregg Brewer has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Mastercard and Visa. The Motley Fool recommends Capital One Financial. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Here's How Capital One Financial Beats The Market From Here

Investors in Capital One Financial Corp (Symbol: COF) saw new options become available today, for the May 15th expiration. At Stock Options Channel, our YieldBoost formula has looked up and down the COF options chain for the new May 15th contracts and identified one put and one call contract of particular interest.
The put contract at the $180.00 strike price has a current bid of $8.50. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $180.00, but will also collect the premium, putting the cost basis of the shares at $171.50 (before broker commissions). To an investor already interested in purchasing shares of COF, that could represent an attractive alternative to paying $182.52/share today.
Because the $180.00 strike represents an approximate 1% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 60%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract. Should the contract expire worthless, the premium would represent a 4.72% return on the cash commitment, or 26.12% annualized — at Stock Options Channel we call this the YieldBoost.
Below is a chart showing the trailing twelve month trading history for Capital One Financial Corp, and highlighting in green where the $180.00 strike is located relative to that history:
Turning to the calls side of the option chain, the call contract at the $190.00 strike price has a current bid of $9.40. If an investor was to purchase shares of COF stock at the current price level of $182.52/share, and then sell-to-open that call contract as a "covered call," they are committing to sell the stock at $190.00. Considering the call seller will also collect the premium, that would drive a total return (excluding dividends, if any) of 9.25% if the stock gets called away at the May 15th expiration (before broker commissions). Of course, a lot of upside could potentially be left on the table if COF shares really soar, which is why looking at the trailing twelve month trading history for Capital One Financial Corp, as well as studying the business fundamentals becomes important. Below is a chart showing COF's trailing twelve month trading history, with the $190.00 strike highlighted in red:
Considering the fact that the $190.00 strike represents an approximate 4% premium to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the covered call contract would expire worthless, in which case the investor would keep both their shares of stock and the premium collected. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 52%. On our website under the contract detail page for this contract, Stock Options Channel will track those odds over time to see how they change and publish a chart of those numbers (the trading history of the option contract will also be charted). Should the covered call contract expire worthless, the premium would represent a 5.15% boost of extra return to the investor, or 28.48% annualized, which we refer to as the YieldBoost.
The implied volatility in the put contract example, as well as the call contract example, are both approximately 43%.
Meanwhile, we calculate the actual trailing twelve month volatility (considering the last 251 trading day closing values as well as today's price of $182.52) to be 39%. For more put and call options contract ideas worth looking at, visit StockOptionsChannel.com.
Also see:
Low Beta Stocks
ICPT market cap history
CBNK Insider Buying
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

May 15th Options Now Available For Capital One Financial (COF)

Key Points
140 Summer Partners LP initiated a new stake in Globalstar, adding 917,500 shares
Quarter-end position value increased by $56.00 million due to the purchase of shares
Position represents 4.14% of 13F reportable AUM
Fund held 917,500 shares valued at $56.00 million at quarter end
This new position places Globalstar outside the fund’s top five holdings as of the filing
On February 13, 2026, 140 Summer Partners LP disclosed a new position in Globalstar (NASDAQ:GSAT), acquiring 917,500 shares in an estimated $56.00 million trade based on quarterly average pricing.
140 Summer Partners LP initiated a new stake in Globalstar, adding 917,500 shares; estimated trade size was $56.00 million based on quarterly average pricing
Quarter-end position value increased by $56.00 million due to the purchase of shares
Position represents 4.14% of 13F reportable AUM
Fund held 917,500 shares valued at $56.00 million at quarter end
This new position places Globalstar outside the fund’s top five holdings as of the filing
What happened
According to a Securities and Exchange Commission (SEC) filing dated February 13, 2026, 140 Summer Partners LP acquired 917,500 shares of Globalstar (NASDAQ:GSAT) in the most recent quarter. The quarter-end stake was valued at $56.00 million, reflecting the acquisition during the period.
What else to know
This was a new position; Globalstar now accounts for 4.14% of the fund’s 13F reportable assets under management
Top holdings after the filing:
NYSE: COF: $148.19 million (11.6% of AUM)
NASDAQ: SATS: $99.68 million (7.8% of AUM)
NYSE: PFSI: $88.32 million (6.9% of AUM)
NYSE: WBS: $85.63 million (6.7% of AUM)
NYSE: AER: $81.69 million (6.4% of AUM)
As of February 13, 2026, shares were priced at $60.06, up 171.8% over the past year, outperforming the S&P 500 by 160.0 percentage points
Company overview
Price (as of market close February 13, 2026)
$60.06
Market capitalization
$7.27 billion
Revenue (TTM)
$272.99 million
Net income (TTM)
$-19.26 million
Company snapshot
Globalstar, Inc. is a leading provider of mobile satellite services with a global footprint and a diversified product portfolio targeting mission-critical connectivity needs. The company leverages its proprietary satellite network and strategic partnerships to address both consumer and enterprise demand for remote voice, data, and IoT solutions. Its focus on expanding 5G and IoT capabilities positions Globalstar as a key player in the evolving satellite communications landscape.
The company generates revenue through subscription-based satellite communication services, equipment sales, wholesale airtime, and engineering services for specialized applications. It offers mobile satellite voice and data services, SPOT consumer GPS products, asset tracking devices, and commercial IoT connectivity solutions.
Globalstar, Inc. serves recreational and personal users, government and public safety agencies, oil and gas, maritime, utilities, transportation, and industrial sectors globally.
What this transaction means for investors
Satellite communications networks extend connectivity to places where traditional cellular coverage does not reach. As more industries rely on real-time data from remote locations, satellites have become an important layer of global communications infrastructure. Maritime transport, energy operations, logistics networks, and emergency response systems all depend on devices that must remain connected far beyond terrestrial wireless coverage.
Globalstar, Inc. runs a low-Earth-orbit satellite network that offers voice, data, and asset-tracking services in remote locations. The company connects commercial and government clients, and also supports consumer tracking devices and industrial IoT uses. It earns revenue from service subscriptions, equipment sales, and wholesale network access. In addition to these main services, Globalstar’s network and licensed spectrum can support hybrid satellite and cellular connections as more devices move between land-based and satellite networks.
For investors, the main consideration is how extensively Globalstar’s infrastructure will be integrated into the growing ecosystem of connected devices. Although satellite networks require substantial upfront investment, they can accommodate many additional connections once established. As more devices and partners use the network, Globalstar’s business model could shift toward that of a communications infrastructure platform rather than a traditional satellite service provider.
Should you buy stock in Globalstar right now?
Before you buy stock in Globalstar, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Globalstar wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $534,008!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,090,073!*
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Eric Trie has no position in any of the stocks mentioned. The Motley Fool recommends AerCap and Capital One Financial and recommends the following options: long January 2027 $60 calls on AerCap. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Globalstar Draws Investor Interest as Satellite Networks Extend Connectivity Beyond Cellular Coverage

Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in CrowdStrike Holdings Inc (Symbol: CRWD), where a total volume of 31,258 contracts has been traded thus far today, a contract volume which is representative of approximately 3.1 million underlying shares (given that every 1 contract represents 100 underlying shares). That number works out to 58.1% of CRWD's average daily trading volume over the past month, of 5.4 million shares. Especially high volume was seen for the $390 strike put option expiring March 13, 2026, with 1,499 contracts trading so far today, representing approximately 149,900 underlying shares of CRWD. Below is a chart showing CRWD's trailing twelve month trading history, with the $390 strike highlighted in orange:
Olema Pharmaceuticals Inc (Symbol: OLMA) saw options trading volume of 6,864 contracts, representing approximately 686,400 underlying shares or approximately 55.1% of OLMA's average daily trading volume over the past month, of 1.2 million shares. Especially high volume was seen for the $14 strike put option expiring April 17, 2026, with 2,044 contracts trading so far today, representing approximately 204,400 underlying shares of OLMA. Below is a chart showing OLMA's trailing twelve month trading history, with the $14 strike highlighted in orange:
And Capital One Financial Corp (Symbol: COF) saw options trading volume of 27,954 contracts, representing approximately 2.8 million underlying shares or approximately 51.7% of COF's average daily trading volume over the past month, of 5.4 million shares. Particularly high volume was seen for the $220 strike put option expiring March 20, 2026, with 4,806 contracts trading so far today, representing approximately 480,600 underlying shares of COF. Below is a chart showing COF's trailing twelve month trading history, with the $220 strike highlighted in orange:
For the various different available expirations for CRWD options, OLMA options, or COF options, visit StockOptionsChannel.com.
Also see:
EVGN market cap history
LYLT market cap history
SSG Historical Stock Prices
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Notable Monday Option Activity: CRWD, OLMA, COF

In trading on Monday, shares of Capital One Financial Corp's 4.25% Dep Shares Non-Cumul Perp Pfd Stock Series N (Symbol: COF.PRN) were yielding above the 6.5% mark based on its quarterly dividend (annualized to $1.0625), with shares changing hands as low as $16.26 on the day. This compares to an average yield of 6.56% in the "Financial" preferred stock category, according to Preferred Stock Channel. As of last close, COF.PRN was trading at a 34.20% discount to its liquidation preference amount, versus the average discount of 10.83% in the "Financial" category. Investors should keep in mind that the shares are not cumulative, meaning that in the event of a missed payment, the company does not have to pay the balance of missed dividends to preferred shareholders before resuming a common dividend.
The chart below shows the one year performance of COF.PRN shares, versus COF:
Below is a dividend history chart for COF.PRN, showing historical dividend payments on Capital One Financial Corp's 4.25% Dep Shares Non-Cumul Perp Pfd Stock Series N:
Free Report: Top 8%+ Dividends (paid monthly)
In Monday trading, Capital One Financial Corp's 4.25% Dep Shares Non-Cumul Perp Pfd Stock Series N (Symbol: COF.PRN) is currently off about 0.5% on the day, while the common shares (Symbol: COF) are trading flat.
Also see:
Semiconductors Dividend Stocks
Institutional Holders of MRBK
Institutional Holders of RIME
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Capital One Financial's Preferred Stock Series N Yield Pushes Past 6.5%

In trading on Monday, shares of Capital One Financial Corp's 4.375% Dep Shares Non-Cumul Perp Pfd Stock Series L (Symbol: COF.PRL) were yielding above the 6.5% mark based on its quarterly dividend (annualized to $1.0938), with shares changing hands as low as $16.78 on the day. This compares to an average yield of 6.56% in the "Financial" preferred stock category, according to Preferred Stock Channel. As of last close, COF.PRL was trading at a 31.80% discount to its liquidation preference amount, versus the average discount of 10.83% in the "Financial" category. Investors should keep in mind that the shares are not cumulative, meaning that in the event of a missed payment, the company does not have to pay the balance of missed dividends to preferred shareholders before resuming a common dividend.
The chart below shows the one year performance of COF.PRL shares, versus COF:
Below is a dividend history chart for COF.PRL, showing historical dividend payments on Capital One Financial Corp's 4.375% Dep Shares Non-Cumul Perp Pfd Stock Series L:
Also see:
Yield Charts
Top Ten Hedge Funds Holding IDHD
URTY YTD Return
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Capital One Financial's Preferred Stock Series L Crosses Above 6.5% Yield Territory

Shares of Jefferies Financial Group JEF lost more than 13% on Friday, following the lawsuit filed in New York state court by Western Alliance Bancorporation WAL, alleging JEF’s breach of contract and fraud related to a $126.4-million loan tied to the collapse of First Brands Group.
Reason Behind the Lawsuit Against JEF
Western Alliance claims that Jefferies failed to complete payments on a loan extended to the Point Bonita fund, an affiliate investment vehicle linked to Jefferies. The loan was backed by receivables purchased from First Brands.
First Brands is an auto-parts distributor that filed for bankruptcy in September 2025 amid allegations of fraud. After the company’s collapse, the receivables backing the loan reportedly became worthless, worsening the dispute between the lender and Jefferies.
Jefferies informed that it would not make the remaining payments due in early 2026, leaving $126.4 million unpaid. The lawsuit alleges that Jefferies and its affiliates breached the loan agreement and misrepresented their intention to repay the debt. Western Alliance claims the defendants “knew they did not intend to repay the loan in full,” which has led the bank to charge off the entire remaining balance.
JEF’s Response to Western Alliance’s Claims
Jefferies maintains that the loan arrangement was structured on standard market terms and was non-recourse. Western Alliance conducted its due diligence before extending the financing and retained the right to audit the receivables backing the loan.
The Point Bonita fund, which operates under the umbrella of Jefferies’ asset management platform, acted in good faith and maintained goodwill toward the bank throughout the relationship. Thus, Jefferies strongly disagrees with the allegations.
Jefferies remains confident in its position and intends to defend the lawsuit vigorously. The firm believes the legal process will ultimately demonstrate that the claims lack merit and clarify the circumstances surrounding the First Brands collapse.
JEF’s Price Performance & Zacks Rank
In the past six months, JEF shares have lost 41.6% compared with the industry’s 28% decline.
Image Source: Zacks Investment Research
Currently, Jefferies carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Legal Troubles for Other Finance Firms
In November 2025, the Federal Deposit Insurance Corporation (“FDIC”) filed a lawsuit against Capital One COF, alleging that the bank paid about $100 million less than it should have to help bail out depositors of Silicon Valley Bank and Signature Bank, when both collapsed in 2023.
The FDIC took control of Silicon Valley Bank and Signature Bank in March 2023, and estimated in June 2024 that it would recover $18.6 billion from 111 banks through special assessments. Banks with less than $5 billion in assets were exempted from these charges.
In sync with this, Capital One estimated in July 2025 that it might have to reserve an additional $200 million. The main concern of the dispute was whether Capital One understated its level of uninsured deposits by excluding a $56-billion position between two subsidiaries from regulatory filings that describe its financial condition.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Jefferies Shares Slip as Western Alliance Files $126M Loan Lawsuit

Key Points
140 Summer Partners Increased position by 178,360 shares in the fourth quarter.
The quarter-end value of stake rose by $64.9 million, reflecting both buying activity and stock price movement.
The additional shares brought the firm's stake to 225,860 shares valued at $81.3 million as of December 31, 2025.
Acuity now comprises 6% of 140 Summer Partners LP’s 13F assets, which places it outside the fund's top five holdings.
On Feb. 13, 2026, 140 Summer Partners LP disclosed a buy of 178,360 Acuity (NYSE:AYI) in the fourth quarter. The fund held a stake valued at $81 million based on closing market prices at the end of the quarter.
What happened
According to a Feb. 13, 2026, SEC filing, 140 Summer Partners LP increased its position in Acuity by 178,360 shares in the fourth quarter. The quarter-end value of the stake rose by $64.9 million, reflecting both share purchases and price fluctuations.
What else to know
This buy brings the fund’s AYI stake to 6.0% of reportable assets under management (AUM) as of Dec. 31, 2025.
Top holdings after the filing:
NYSE: COF: $148.1 million (10.9% of AUM)
NASDAQ: SATS: $99.6 million (7.4% of AUM)
NYSE: PFSI: $88.3 million (6.5% of AUM)
NYSE: WBS: $85.6 million (6.3% of AUM)
NYSE: AER: $81.6 million (6.0% of AUM)
As of Feb. 13, 2026, shares were trading at $305.50, down 6.1% over the past year and underperforming the S&P 500 by 17.9 percentage points.
Company overview
Revenue (TTM)
$4.54 billion
Net income (TTM)
$410 million
Dividend yield
0.23%
Price (as of market close 2/13/26)
$305.50
Company snapshot
Offers commercial, architectural, and specialty lighting solutions, lighting controls, and building management systems through brands such as Lithonia Lighting, Holophane, Distech Controls, and Atrius.
Generates revenue primarily by designing, manufacturing, and distributing lighting and building management products for indoor and outdoor applications, as well as providing intelligent building solutions.
Serves electrical distributors, utilities, home improvement retailers, system integrators, and enterprise clients across North America and internationally.
Acuity is a leading provider of lighting and building management solutions with a strong presence in the commercial and industrial sectors. The company leverages a broad portfolio of well-known brands and advanced technologies to address complex lighting and building automation needs. Its scale, diversified customer base, and focus on innovation underpin its competitive position in the electrical equipment industry.
What this transaction means for investors
140 Summer Partners runs a concentrated portfolio. It held 22 positions in the fourth quarter. It bought more shares of several of its top holdings last quarter, including raising its stake in Acuity.
Acuity stock has been volatile over the past few years, but the company had a strong year. In fiscal 2025, which ended in August, revenue grew 13% year over year to $4.3 billion. It seems to be building momentum, with revenue up 20% year over year in the most recent quarter.
Despite the stock’s underperformance, the company’s growth could make the stock undervalued. The shares trade at 14 times expected earnings, and analysts expect earnings to grow at an annualized rate of 20% over the next two years.
Should you buy stock in Acuity right now?
Before you buy stock in Acuity, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Acuity wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $534,817!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,123,912!*
Now, it’s worth noting Stock Advisor’s total average return is 964% — a market-crushing outperformance compared to 192% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.
*Stock Advisor returns as of March 6, 2026.
John Ballard has no position in any of the stocks mentioned. The Motley Fool recommends AerCap and Capital One Financial and recommends the following options: long January 2027 $60 calls on AerCap. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

140 Summer Partners Buys Acuity Stock

Key Points
Remitly Global, an international money transfer company, has seen its stock price surge more than 35% in the past two weeks.
With a robust outlook, Remitly stock has some strong potential upside.
But Capital One, which is dirt cheap, has even more growth potential.
Remitly Global (NASDAQ: RELY) saw its stock price rise more than 35% in the past two weeks after it reported excellent fourth-quarter results.
The company, a leader in processing international money transfers, also provided an upbeat outlook, which put investors into buy mode for the cheap stock.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Revenue in the quarter increased by 26% from a year earlier, send volume surged by 35%, and active customers rose by 19%. It also swung to a profit, with net income of $41 million compared with a $6 million net loss in the same quarter a year ago.
Its outlook for 2026 calls for 19% to 20% revenue growth, positive net income, and a 25% to 32% rise in adjusted earnings before interest, taxes, depreciation and amortization (EBITDA).
All in all, it is a stock that should be on your radar. Wall Street analysts have an average price target of $21 per share, which would be about a 20% gain.
But here's another financial stock that has even more upside to also put on your radar -- Capital One Financial (NYSE: COF).
Merger fuels optimism
Capital One stock is down about 19% year to date, mainly due to concerns about potential regulation and legislation affecting credit cards. But I take a more bullish view of Capital One, stemming largely from its acquisition of Discover.
The acquisition, which closed last year, combined one of the largest credit card issuers with the Discover card payment network. The marriage of the two is expected to result in $2.5 billion to $2.7 billion in annual synergies, starting in 2027. That essentially means that the bank will see that much benefit each year between cost reductions and new revenue opportunities.
Part of the revenue opportunities come from Capital One moving some of its popular credit cards, including Venture, Savor, and Quicksilver, to the Discover network to capture the entire interchange fee instead of sharing it with other networks. At the same time, it would save on fees paid to either Visa (NYSE: V) or Mastercard (NYSE: MA) for using their networks.
Once these synergies start kicking in, analysts expect revenue to increase 25% and earnings to surge 26% between now and the end of 2027.
If interest rates come down as many expect, it should help Capital One in the longer term, spurring more loan activity and improving credit quality.
Capital One stock is cheap
The other positive factor for Capital One is its low valuation. Although its current price-to-earnings (P/E) ratio is out of whack due to the high costs of combining and integrating the two companies, its forward P/E ratio is just 9, and its five-year price/earnings-to-growth (PEG) ratio is a minuscule 0.20. Anything less than 1 is considered value territory.
Wall Street analysts rate Capital One stock as a buy, with an average price target of $280 per share, which suggests about 42% upside during the next 12 months.
So although Remitly looks like a solid option for investors, Capital One appears to have more upside. It is transforming into a more diversified, all-weather stock compared to many of its peers -- and it is extremely cheap.
Should you buy stock in Capital One Financial right now?
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Dave Kovaleski has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Mastercard and Visa. The Motley Fool recommends Capital One Financial. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Indicator	TTM Median
P/E	66.09 13.58
Price/Sales	1.51 2.08
P/B	1.09 1.18
P/FCF	6.64 10.49

Indicator	TTM Median
ROE	2.12 10.31
ROA	0.34 1.17
ROI	1.43 6.85
Net Worth	147.73 1.01
Quick Ratio	0.00 1.37
Current Ratio	1.04 0.97

Indicator	TTM Median
Net Profit Margin	1.73 16.80
Operating Margin	2.59 22.80
Gross Margin	77.16 69.57
Return on tangible equity	1.93 12.33

Indicator	TTM Median
EPS	3.86 0.68
EPS Forecast	4.12 0.67
Revenue	19.80B 84.00M
Gross Profit	15.36B —
EBITDA	0.00 —

Capital One Financial Corporation

TTM metrics for the latest quarter under IFRS and their historical dynamics

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