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Side-by-side financial comparison of Capital One (COF) and PepsiCo (PEP). Click either name above to swap in a different company.
PepsiCo is the larger business by last-quarter revenue ($19.4B vs $11.7B, roughly 1.7× Capital One). Capital One runs the higher net margin — 18.6% vs 12.0%, a 6.6% gap on every dollar of revenue. On growth, Capital One posted the faster year-over-year revenue change (52.3% vs 8.5%). Over the past eight quarters, Capital One's revenue compounded faster (10.9% CAGR vs -7.0%).
Capital One Financial Corporation is an American bank holding company founded on July 21, 1994, and specializing in credit cards, auto loans, banking, and savings accounts, headquartered in Tysons, Virginia, with operations primarily in the United States. It is the sixth-largest bank in the United States by total assets as of June 30, 2025, the third-largest issuer of Visa and Mastercard credit cards, and one of the largest car finance companies in the United States.
PepsiCo, Inc. is an American multinational food and beverage corporation headquartered in Harrison, New York, in the hamlet of Purchase. PepsiCo's business encompasses all aspects of the food and beverage market. It oversees the manufacturing, distribution, and marketing of its products. PepsiCo was formed in 1965 with the merger of the Pepsi-Cola Company and Frito-Lay, Inc., PepsiCo has since expanded from its namesake product Pepsi to an immensely diversified range of food and beverage brands.
COF vs PEP — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $11.7B | $19.4B |
| Net Profit | $2.2B | $2.3B |
| Gross Margin | — | 55.2% |
| Operating Margin | — | 16.5% |
| Net Margin | 18.6% | 12.0% |
| Revenue YoY | 52.3% | 8.5% |
| Net Profit YoY | 54.8% | — |
| EPS (diluted) | $3.34 | — |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $11.7B | $19.4B | ||
| Q4 25 | $15.6B | $29.3B | ||
| Q3 25 | $15.4B | $23.9B | ||
| Q2 25 | $12.5B | $22.7B | ||
| Q1 25 | $10.0B | $17.9B | ||
| Q4 24 | $10.2B | $27.8B | ||
| Q3 24 | $10.0B | $23.3B | ||
| Q2 24 | $9.5B | $22.5B |
| Q1 26 | $2.2B | $2.3B | ||
| Q4 25 | $2.1B | $2.5B | ||
| Q3 25 | $3.2B | $2.6B | ||
| Q2 25 | $-4.3B | $1.3B | ||
| Q1 25 | $1.4B | $1.8B | ||
| Q4 24 | $1.1B | $1.5B | ||
| Q3 24 | $1.8B | $2.9B | ||
| Q2 24 | $597.0M | $3.1B |
| Q1 26 | — | 55.2% | ||
| Q4 25 | — | 53.2% | ||
| Q3 25 | — | 53.6% | ||
| Q2 25 | — | 54.7% | ||
| Q1 25 | — | 55.8% | ||
| Q4 24 | — | 52.6% | ||
| Q3 24 | — | 55.4% | ||
| Q2 24 | — | 55.9% |
| Q1 26 | — | 16.5% | ||
| Q4 25 | 85.8% | 12.1% | ||
| Q3 25 | 28.5% | 14.9% | ||
| Q2 25 | -47.5% | 7.9% | ||
| Q1 25 | 17.3% | 14.4% | ||
| Q4 24 | 14.3% | 8.1% | ||
| Q3 24 | 22.1% | 16.6% | ||
| Q2 24 | 6.8% | 18.0% |
| Q1 26 | 18.6% | 12.0% | ||
| Q4 25 | 87.2% | 8.7% | ||
| Q3 25 | 20.8% | 10.9% | ||
| Q2 25 | -34.2% | 5.6% | ||
| Q1 25 | 14.0% | 10.2% | ||
| Q4 24 | 10.8% | 5.5% | ||
| Q3 24 | 17.7% | 12.6% | ||
| Q2 24 | 6.3% | 13.7% |
| Q1 26 | $3.34 | — | ||
| Q4 25 | $4.33 | $1.85 | ||
| Q3 25 | $4.83 | $1.90 | ||
| Q2 25 | $-8.58 | $0.92 | ||
| Q1 25 | $3.45 | $1.33 | ||
| Q4 24 | $2.67 | $1.11 | ||
| Q3 24 | $4.41 | $2.13 | ||
| Q2 24 | $1.38 | $2.23 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $10.8B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $112.3B | $21.5B |
| Total Assets | $682.9B | $110.6B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $10.8B | ||
| Q4 25 | — | $9.5B | ||
| Q3 25 | — | $8.7B | ||
| Q2 25 | — | $8.0B | ||
| Q1 25 | — | $8.6B | ||
| Q4 24 | — | $9.3B | ||
| Q3 24 | — | $8.1B | ||
| Q2 24 | — | $6.7B |
| Q1 26 | — | — | ||
| Q4 25 | $49.9B | $42.3B | ||
| Q3 25 | $50.9B | $44.1B | ||
| Q2 25 | $51.9B | $39.3B | ||
| Q1 25 | $41.2B | $39.4B | ||
| Q4 24 | $45.0B | $37.2B | ||
| Q3 24 | $48.8B | $38.5B | ||
| Q2 24 | $47.2B | $36.6B |
| Q1 26 | $112.3B | $21.5B | ||
| Q4 25 | $113.6B | $20.4B | ||
| Q3 25 | $113.8B | $19.4B | ||
| Q2 25 | $111.0B | $18.4B | ||
| Q1 25 | $63.5B | $18.4B | ||
| Q4 24 | $60.8B | $18.0B | ||
| Q3 24 | $62.9B | $19.5B | ||
| Q2 24 | $58.0B | $19.4B |
| Q1 26 | $682.9B | $110.6B | ||
| Q4 25 | $669.0B | $107.4B | ||
| Q3 25 | $661.9B | $106.6B | ||
| Q2 25 | $659.0B | $105.3B | ||
| Q1 25 | $493.6B | $101.7B | ||
| Q4 24 | $490.1B | $99.5B | ||
| Q3 24 | $486.4B | $100.5B | ||
| Q2 24 | $480.0B | $99.5B |
| Q1 26 | — | — | ||
| Q4 25 | 0.44× | 2.07× | ||
| Q3 25 | 0.45× | 2.28× | ||
| Q2 25 | 0.47× | 2.14× | ||
| Q1 25 | 0.65× | 2.14× | ||
| Q4 24 | 0.74× | 2.06× | ||
| Q3 24 | 0.78× | 1.98× | ||
| Q2 24 | 0.81× | 1.88× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
