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Citigroup (C) Stock Analysis

Here is a fundamental analysis of Citigroup (C), benchmarking its profitability, financial strength, dividend and valuation against its industry group peers.

Performance

Cumulative Growth

C
GSPC
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Citigroup (C) vs. S&P 500 (GSPC): Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Citigroup (C) and S&P 500 (GSPC). Returns over one year are annualized.

Performance at a Glance

Citigroup (C) metric values compared with Banks industry-group medians
MetricCurrent stock: CIndustry group median
1-Year Return82.79%33.15%

Risk

Drawdown

C
GSPC
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Citigroup (C) vs. S&P 500 (GSPC): Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Risk at a Glance

Citigroup (C) metric values compared with Banks industry-group medians
MetricCurrent stock: CIndustry group median
1-Year Volatility28.43%26.66%
Beta1.110.71

Company Profile

Company profile fields for Citigroup (C)
Profile ItemC
NameCitigroup Inc.
Country/RegionUnited States
GICS SectorFinancials
GICS Industry GroupBanks
GICS IndustryBanks
GICS Sub-IndustryDiversified Banks
Market Capitalization238.49 billion USD
CurrencyUSD
ExchangeNYSE
Listing DateJanuary 3, 1977
Security TypeCommon Stock

Valuation

Price-to-Earnings Ratio (TTM)

Citigroup (C) trades at P/E ratio of 17.28, in the richer earnings-multiple quartile for its industry. That premium needs support from growth, durable earnings, or stronger business quality.

C

Banks industry group

17.28

Group distribution
Max
21.53
C
17.28
Q3
15.41
Median
12.95
Q1
11.19
Min
6.13
Largest peers
RY
18.11
C
17.28
JPM
15.36
HSBC
15.32
MUFG
15.27
BAC
13.90
WFC
12.94
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Where Citigroup (C) stands on P/E ratio within its Banks peer group — the box is the group’s distribution and the dots its largest members.

Price-to-Sales Ratio (TTM)

P/S ratio is not assessed for Citigroup (C) in Banks: the revenue line is driven by spread economics rather than conventional product or service sales, so book value or earnings usually carry more weight.

Price-to-Book Ratio (MRQ)

Citigroup (C) trades at 1.25 on P/B ratio, roughly in line with the industry’s normal price-to-book range. Its balance sheet is not being priced at a clear discount or premium versus peers.

C

Banks industry group

1.25

Group distribution
Max
2.22
Q3
1.58
Median
1.30
C
1.25
Q1
1.13
Min
0.64
Largest peers
HSBC
7.29
RY
2.95
JPM
2.50
MUFG
1.64
WFC
1.57
BAC
1.45
C
1.25
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Where Citigroup (C) stands on P/B ratio within its Banks peer group — the box is the group’s distribution and the dots its largest members.

Valuation at a Glance

Citigroup (C) metric values compared with Banks industry-group medians
MetricCurrent stock: CIndustry group median
Price-to-Earnings Ratio (TTM)17.2812.95
Price-to-Sales Ratio (TTM)----
Price-to-Book Ratio (MRQ)1.251.30
Free Cash Flow Yield----

Profitability

Return on Equity (TTM)

Citigroup (C) posts ROE of 7.65%, in the lower peer quartile. Shareholders’ equity is not producing as much profit as it does at most peers, so margins, asset turns, or balance-sheet structure deserve a closer look.

C

Banks industry group

7.65%

Group distribution
Max
19.15%
Q3
13.07%
Median
10.82%
Q1
8.57%
C
7.65%
Min
3.15%
Largest peers
JPM
16.47%
RY
16.20%
WFC
12.03%
MUFG
11.91%
HSBC
11.61%
BAC
10.64%
C
7.65%
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Where Citigroup (C) stands on ROE within its Banks peer group — the box is the group’s distribution and the dots its largest members.

Net Profit Margin (TTM)

Citigroup (C) keeps 20.36% of revenue as net profit, in the lower peer quartile for net margin. More of each sales dollar is being absorbed by costs, financing, taxes, or other charges than at most peers.

C

Banks industry group

20.36%

Group distribution
Max
47.55%
Q3
34.61%
Median
30.31%
Q1
25.62%
C
20.36%
Min
12.76%
Largest peers
HSBC
34.98%
JPM
33.94%
RY
33.69%
BAC
28.96%
MUFG
28.51%
WFC
26.74%
C
20.36%
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Where Citigroup (C) stands on net margin within its Banks peer group — the box is the group’s distribution and the dots its largest members.

Operating Profit Margin (TTM)

operating margin is set aside for Citigroup (C) in Banks: the operating-income line is not a clean boundary for this business model, so net margin, ROE, FFO, or industry-specific measures may be more useful.

Profitability at a Glance

Citigroup (C) metric values compared with Banks industry-group medians
MetricCurrent stock: CIndustry group median
Return on Equity (TTM)7.65%10.82%
Return on Assets (TTM)0.61%1.15%
Net Profit Margin (TTM)20.36%30.31%
Operating Profit Margin (TTM)----
Gross Profit Margin (TTM)----

Financial Strength

Current Ratio (MRQ)

current ratio is set aside for Citigroup (C) in Banks: these balance sheets are not best read through a current/non-current split, so regulatory, funding, or liquidity-coverage measures usually matter more.

Debt-to-Equity Ratio (MRQ)

debt-to-equity ratio is set aside for Citigroup (C) in Banks: leverage is part of the business model itself, so capital adequacy, funding mix, and regulatory measures are usually better risk gauges.

Financial Strength at a Glance

Citigroup (C) metric values compared with Banks industry-group medians
MetricCurrent stock: CIndustry group median
Current Ratio (MRQ)----
Debt-to-Equity Ratio (MRQ)----
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Citigroup (C) has dividend yield of 1.72%, in the industry’s normal income range. It provides a meaningful dividend without the red flag of an unusually high headline yield.

C

Banks industry group

1.72%

Group distribution
Max
5.44%
Q3
3.24%
Median
2.58%
C
1.72%
Q1
1.71%
Min
0.00%
Largest peers
HSBC
4.05%
RY
2.55%
MUFG
2.45%
WFC
2.15%
BAC
2.00%
JPM
1.87%
C
1.72%
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Where Citigroup (C) stands on dividend yield within its Banks peer group — the box is the group’s distribution and the dots its largest members.

Dividend Payout Ratio (TTM)

Citigroup (C) has payout ratio of 29.17%, within the industry’s typical payout band. The dividend shares profits with investors while leaving earnings coverage that looks normal for the peer group.

C

Banks industry group

29.17%

Group distribution
Max
74.88%
Q3
42.57%
C
29.17%
Median
29.00%
Q1
19.94%
Min
0.00%
Largest peers
HSBC
61.98%
RY
41.35%
C
29.17%
JPM
28.24%
BAC
27.30%
WFC
27.05%
MUFG
15.74%
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Where Citigroup (C) stands on payout ratio within its Banks peer group — the box is the group’s distribution and the dots its largest members.

Dividends at a Glance

Citigroup (C) metric values compared with Banks industry-group medians
MetricCurrent stock: CIndustry group median
Dividend Yield (TTM)1.72%2.58%
Dividend Payout Ratio (TTM)29.17%29.00%