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What is Capital One Financial Corp worth?

With the base-case assumptions below, a discounted cash flow model on Capital One Financial Corp's reported free cash flow gives $1,470.27 per share. The share price was $200.20 on September 25, 2026, 86% below that value.

Inputs from the filings

Free cash flow, fiscal 2025
$26.14B
Average free cash flow, last 5 years
$17.44B
Cash
$55.88B
balance sheet of June 30, 2026
Debt
$45.37B
balance sheet of June 30, 2026
Diluted shares, fiscal 2025
541,300,000
Revenue growth per year, last 5 years
13.4%

Three sets of assumptions

CaseGrowth yrs 1-5Growth yrs 6-10After year 10Discount rateValue per shareValue vs price
Bear8.5%5.5%2.0%10.0%$916.92+358%
Base13.5%8.0%2.5%9.0%$1,470.27+634%
Bull18.5%11.0%3.0%8.0%$2,572.59+1,185%

Sensitivity: base case value per share

Discount rate down the side, growth after year 10 across the top. Everything else as in the base case.

1.5%2.0%2.5%3.0%3.5%
7.0%$1,895.88$2,028.06$2,189.61$2,391.54$2,651.17
8.0%$1,576.57$1,662.28$1,763.58$1,885.14$2,033.71
9.0%$1,344.05$1,402.65$1,470.27$1,549.17$1,642.40
10.0%$1,167.58$1,209.25$1,256.49$1,310.47$1,372.76
11.0%$1,029.37$1,059.92$1,094.07$1,132.49$1,176.03

Where the presets come from

Base: years 1 to 5 grow at Capital One Financial Corp's revenue growth rate over the last 5 fiscal years (13.4% a year), held between -5% and 15%. Years 6 to 10 grow halfway between that and the long-run rate of 2.5%. Future cash is discounted at 9% a year.

Bear: 5 points less growth, 2% long-run growth, 10% discount rate. Bull: 5 points more growth (at most 25%), 3% long-run growth, 8% discount rate.

Value per share = (present value of 10 years of free cash flow + present value of everything after + cash - debt) / diluted shares.

This is a model run on assumptions, not a recommendation or a price target. Small changes in the discount rate or growth move the result a lot, as the table above shows. Change them yourself in the calculator.

Adjust the assumptions

Move the sliders for growth, long-run growth and discount rate, or switch to average free cash flow, and see the value per share change.

Adjust the assumptions

Capital One Financial Corp company page