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BPER Banca SpA vs Capital One Financial: Which Stock Looks Stronger in 2026?

BPER Banca SpA holds the cleaner structural position, with the lead spread across valuation and profitability. Capital One Financial does not offset that deficit through any equally strong structural edge elsewhere. On the market side, BPER Banca SpA is in better shape — its trend is intact while Capital One Financial's trend has broken down. That puts structure and market broadly in agreement — BPER Banca SpA's lead looks more confirmed than conflicted.

The comparison is based on similar long-term financial trajectories, not sector labels. Peer scores are normalised within each company's primary universe (BPE.MI: STOXX 600, COF: Russell 1000).

Updated 2026-05-17

The lead is spread across valuation and profitability, rather than sitting in one isolated gap. The overall score gap is 29 points in favour of BPER Banca SpA.

Trajectory Similarity
0.76
Similar
Peer-set rank: #80
within BPER Banca SpA's functional peer set

These two companies are linked by measured long-term financial trajectory similarity within the selected peer universe.

The pair sits on a clearly comparable long-term path, though it is not a near-twin match.

Most of the shared profile comes through margin consistency and revenue stability.

Similarity drivers
margin consistencyrevenue stability
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
BPE.MI
BPER Banca SpA
56
Peer-Score
Signal qualityMedium
Peer basis: STOXX 600
vs
COF
Capital One Financial Corporation
27
Peer-Score
Signal qualitylow
Peer basis: Russell 1000

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

Pricing and operating quality both support the lead here.

Dimension spread: BPE.MI vs COF Profitability 53 21 Stability 43 20 Valuation 73 32 Growth 50 34 BPE.MI COF
Gap Ranking
#1 Valuation +41
#2 Profitability +32
#3 Stability +23
#4 Growth +16
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for BPE.MI and COF Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer BPE.MICOF Relative valuation Structural strength

BPER Banca SpA looks stronger both structurally and on relative valuation.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Entry today — historical context

Where BPE.MI and COF each sit in their own 5-year price and valuation history.

BASED ON 5-YEAR HISTORY BPE.MI Elevated · above norm 0th 50th 100th 19 pct gap COF Elevated · above norm 0th 50th 100th 98th 79th
Today COF sits in the upper portion of its own 5-year history (79th percentile), while BPE.MI sits higher in its own history (98th). Within each stock's own 5-year context, COF is at a historically more favourable entry position than BPE.MI. This reflects entry timing, not which company is structurally stronger — peer-relative analysis is a separate question addressed above.

Describes historical entry positioning only. Descriptive — not investment advice.

Relative Position vs Comparable Companies
Valuation
BPER Banca SpA ranks near the top of the group on valuation; Capital One Financial Corporation sits in the weaker half.
Profitability
BPER Banca SpA sits in the stronger part of the group on profitability, while Capital One Financial Corporation is closer to mid-pack.
Valuation — Dominant Gap
BPE.MI
73
COF
32
Gap+41in favour of BPE.MI

The multiple-based pricing edge comes from a trailing P/E that is 46 turns lower.

What else supports the lead

Profitability gives the lead a second hard layer of support, with a 23.8-point operating margin advantage.

What this means for the comparison

The lead is built on both valuation and profitability, making it broader than a single-dimension result.

Explore full peer positioning in AssetNext

Break down the BPE.MI vs COF comparison across all dimensions with the full interactive tool.

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Similar valuation-and-profitability comparisons

Explore how BPE.MI and COF each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.