1 Hidden Stock That Could Rival Remitly Global

1 Hidden Stock That Could Rival Remitly Global
1 Hidden Stock That Could Rival Remitly Global

Remity Global (NASDAQ:TRUST) saw its stock price rise more than 35% in the past two weeks after reporting excellent fourth-quarter results.

The company, a leader in processing international money transfers, also offered an optimistic outlook, putting investors in buying mode for cheap stocks.

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Revenue in the quarter increased 26% year-over-year, shipping volume increased 35% and active customers increased 19%. It also turned a profit, with net income of $41 million compared to a net loss of $6 million in the same quarter a year earlier.

Its 2026 outlook calls for 19% to 20% revenue growth, positive net income, and a 25% to 32% increase in adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA).

All in all, it’s a stock that should be on your radar. Wall Street analysts have an average price target of $21 per share, which would equate to a gain of about 20%.

But here’s another financial stock that has even more upside to put on your radar: Capital One Financial (NYSE: COF).

Capital One stock is down about 19% so far this year, primarily due to concerns about potential regulations and laws affecting credit cards. But I have a more optimistic view of Capital One, stemming largely from its acquisition of Discover.

The acquisition, which closed last year, combined one of the largest credit card issuers with card payment network Discover. The merger of the two is expected to generate between $2.5 billion and $2.7 billion in annual synergies, starting in 2027. That essentially means the bank will see many benefits each year between cost reductions and new revenue opportunities.

Part of the revenue opportunities comes from Capital One moving some of its popular credit cards, including Venture, Savor and Quicksilver, to the Discover network to capture the full interchange fee instead of sharing it with other networks. At the same time, you would save fees paid to either Visa (NYSE: V) either MasterCard (NYSE: MA) for using their networks.

Once these synergies start to take effect, analysts expect revenue to increase 25% and profits 26% between now and the end of 2027.

If interest rates go down as many expect, it should help Capital One in the long run, spurring more lending activity and improving credit quality.

The other positive factor for Capital One is its low valuation. Although its current price-to-earnings (P/E) ratio is out of control due to the high costs of combining and integrating the two companies, its forward P/E ratio is just 9, and its five-year price-to-earnings-to-growth (PEG) ratio is a minuscule 0.20. Any value less than 1 is considered value territory.

Wall Street analysts rate Capital One stock a buy, with an average price target of $280 per share, suggesting an upside of about 42% over the next 12 months.

So while Remitly seems like a solid option for investors, Capital One appears to have more upside. It’s becoming a more diversified, all-weather stock compared to many of its peers, and it’s extremely cheap.

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Dave Kovaleski has no position in any of the stocks mentioned. The Motley Fool has positions and recommends Mastercard and Visa. The Motley Fool recommends Capital One Financial. The Motley Fool has a disclosure policy.

1 Hidden Stock That Could Rival Remitly Global was originally published by The Motley Fool

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