Capital One's pending Discover Financial acquisition creates the largest US credit card issuer with a captive payment network, fundamentally transforming the competitive landscape. Integration risk is real but synergy opportunity is substantial. Subprime credit normalization is moderating. Closed deal multiple expansion likely as synergy execution proves out.
Thesis reviewed May 29, 2026
Capital One Financial Corporation is headquartered in United States, which is currently showing elevated risk signals.
🇺🇸United States82EXITView United States risk detail →🏦Financials100NEUTRAL| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| MELI | MercadoLibre | 90 | -14% | ↓86% | AVOID |
| GGAL | Grupo Financiero Galicia S.A. | 90 | +13% | ↓86% | ENTRY |
| BBAR | BBVA Banco BBVA Argentina SA | 90 | +21% | ↓86% | ENTRY |
| BBD | Banco Bradesco S.A. (preferred ADR) | 90 | +5% | ↓86% | NEUTRAL |
| VIV | Telefonica Brasil (Vivo) | 90 | +8% | ↓86% | ENTRY |
| UBS | UBS Group AG | 90 | +17% | ↓86% | ENTRY |
| CIB | Bancolombia S.A. | 90 | +9% | ↓86% | NEUTRAL |
Investors who hold COF may also have indirect exposure through these country funds.
Capital One-Discover deal clears Fed and OCC approvals
Credit card delinquency normalization continues
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $1k–$15k | Mar 27, 26 | ||
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Feb 10, 26 | +1.6% |
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Jan 9, 26 | -8.6% |
| Markwayne Mullin | Buy | $50k–$100k | Dec 29, 25 | -20.8% | |
| Julie JohnsonTX | D | Buy | $1k–$15k | Dec 18, 25 | -20.0% |
| Markwayne Mullin | Buy | $50k–$100k | Nov 10, 25 | -17.9% | |
| Markwayne Mullin | Buy | $15k–$50k | Mar 19, 25 | +18.8% |
[House Hearing, 119 Congress] [From the U.S. Government Publishing Office] EVALUATING THE FINANCIAL CRIMES ENFORCEMENT NETWORK ======================================================================= HEARING BEFORE THE SUBCOMMITTEE ON NATIONAL SECURITY, ILLICIT FINANCE, AND INTERNATIONAL FINANCIAL INSTITUTIONS …
[House Hearing, 119 Congress] [From the U.S. Government Publishing Office] OVERSIGHT OF THE U.S. POSTAL SERVICE: THE FINANCIAL FUTURE UNDER POSTMASTER GENERAL STEINER ======================================================================= HEARING before the SUBCOMMITTEE ON GOVERNMENT OPERATIONS of the …
Hearing: FINANCIAL SERVICES AND GENERAL GOVERNMENT APPROPRIATIONS FOR 2026