Payments Network Integration And AI Investments Will Unlock Future Potential

AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Published
06 Aug 24
Updated
31 Jul 25
AnalystConsensusTarget's Fair Value
US$250.70
17.2% undervalued intrinsic discount
31 Jul
US$207.47
Loading
1Y
57.9%
7D
-3.1%

Author's Valuation

US$250.7

17.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on31 Jul 25
Fair value Increased 5.89%

Analysts have raised Capital One Financial’s price target to $250.70, citing improving credit quality, earnings accretion from the Discover acquisition, and the potential for transformative growth, driving a notable upward revision in fair value. Analyst Commentary Bullish analysts cite improving consumer credit metrics, with lower delinquencies and charge-offs, supporting optimism for Capital One’s near-term fundamentals.

Shared on07 May 25
Fair value Increased 12%

Shared on30 Apr 25
Fair value Increased 0.51%

AnalystConsensusTarget has increased revenue growth from 18.5% to 21.2%, increased profit margin from 16.2% to 20.7% and decreased future PE multiple from 13.4x to 9.9x.

Shared on23 Apr 25
Fair value Decreased 1.16%

AnalystConsensusTarget has increased shares outstanding growth rate from -0.0% to 0.0%.

Shared on16 Apr 25
Fair value Decreased 0.24%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 2.19%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 3.03%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 1.81%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 9.22%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on10 Mar 25
Fair value Increased 13%