COF
🏦 金融服务Capital One Financial Corporation
US· Credit ServicesWeight
0.01%
Industry
金融服务
Kindred Ideas
1
Total Ratings
0
Kindred Research
1Analysis2025-12-21
Externalby Nazym Azimbayev · Substack
Deep Dive on Capital One
The article discusses Capital One's acquisition of Discover Financial Services, transforming it into a vertically integrated payments company. This move challenges the Visa-Mastercard duopoly and is expected to generate significant revenue. The author argues that at an 11x forward P/E, COF is undervalued compared to its peers.
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