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Citigroup Inc. C

Financial Services · Banks - Diversified · United States · S&P 500

64
Profitability
40
Growth
71
Valuation
50
Financial strength
—
Momentum
94

Based on the available data, Citigroup Inc. gets an algorithmic score of 64/100. It trades at 130.80 $, with a bullish technical trend (RSI 42.0) and 29.5% annual volatility.

Updated: 2026-09-30

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Strengths

  • High net margin (21.8%): pricing power / competitive advantage.
  • Low valuation (P/E 10.1).

Weaknesses

  • Negative free cash flow.

Fundamentals

P/E14.11
Forward P/E10.13
PEG0.60
P/B1.14
P/S2.69
ROE %8.53
ROA %0.66
Gross margin %0.00
Operating margin %36.23
Net margin %21.83
Revenue growth % (y/y)15.50
Earnings growth % (y/y)61.00
Revenue CAGR %4.59
Earnings CAGR %-1.23
FCF yield %-33.80
Dividend yield %2.05
Payout %25.86

Returns

1 month-1.6 %
3 months-6.1 %
6 months+23.1 %
YTD+11.9 %
1 year+29.1 %
3 years+250.4 %
5 years+131.8 %

Risk

1-year volatility29.5 %
Beta1.26
5-year max drawdown-43.0 %
Sharpe 1A0.88

Macroeconomic context

Benefits from high rates and a positive curve (net interest margin). Sensitive to credit quality and the cycle: loan-loss provisions rise in recessions. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.

How the score is calculated

The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.

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