Citigroup Stock Performance
C Stock | USD 62.47 0.20 0.32% |
On a scale of 0 to 100, Citigroup holds a performance score of 14. The firm shows a Beta (market volatility) of 1.52, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Citigroup will likely underperform. Please check Citigroup's sortino ratio, potential upside, skewness, as well as the relationship between the maximum drawdown and semi variance , to make a quick decision on whether Citigroup's price patterns will revert.
Risk-Adjusted Performance
14 of 100
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Good
Compared to the overall equity markets, risk-adjusted returns on investments in Citigroup are ranked lower than 14 (%) of all global equities and portfolios over the last 90 days. In spite of rather unfluctuating fundamental indicators, Citigroup exhibited solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return (0.30) | Five Day Return 7.3 | Year To Date Return 17.8 | Ten Year Return 29.28 | All Time Return 284.73 |
Forward Dividend Yield 0.0338 | Payout Ratio 0.2957 | Last Split Factor 1:10 | Forward Dividend Rate 2.12 | Dividend Date 2024-05-24 |
Citigroup dividend paid on 23rd of February 2024 | 02/23/2024 |
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Begin Period Cash Flow | 342 B |
Citigroup |
Citigroup Relative Risk vs. Return Landscape
If you would invest 5,316 in Citigroup on January 26, 2024 and sell it today you would earn a total of 931.00 from holding Citigroup or generate 17.51% return on investment over 90 days. Citigroup is generating 0.2711% of daily returns and assumes 1.4633% volatility on return distribution over the 90 days horizon. Put is differently, 12% of stocks are less volatile than Citigroup, and over 95% of all traded equities are expected to make higher returns on investment over the next 90 days. Expected Return |
Risk |
Citigroup Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Citigroup's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Citigroup, and traders can use it to determine the average amount a Citigroup's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1852
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Estimated Market Risk
1.46 actual daily | 12 88% of assets are more volatile |
Expected Return
0.27 actual daily | 5 95% of assets have higher returns |
Risk-Adjusted Return
0.19 actual daily | 14 86% of assets perform better |
Based on monthly moving average Citigroup is performing at about 14% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Citigroup by adding it to a well-diversified portfolio.
Citigroup Fundamentals Growth
Citigroup Stock prices reflect investors' perceptions of the future prospects and financial health of Citigroup, and Citigroup fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Citigroup Stock performance.
Return On Equity | 0.0391 | ||||
Return On Asset | 0.0033 | ||||
Profit Margin | 0.11 % | ||||
Operating Margin | 0.26 % | ||||
Current Valuation | (293.72 B) | ||||
Shares Outstanding | 1.91 B | ||||
Price To Earning | 6.50 X | ||||
Price To Book | 0.61 X | ||||
Price To Sales | 1.63 X | ||||
Revenue | 78.49 B | ||||
Gross Profit | 70.56 B | ||||
EBITDA | 9.38 B | ||||
Net Income | 9.05 B | ||||
Cash And Equivalents | 990.92 B | ||||
Cash Per Share | 511.61 X | ||||
Total Debt | 594.3 B | ||||
Debt To Equity | 0.91 % | ||||
Book Value Per Share | 99.08 X | ||||
Cash Flow From Operations | 2.49 B | ||||
Earnings Per Share | 3.43 X | ||||
Market Capitalization | 119.54 B | ||||
Total Asset | 2.42 T | ||||
Retained Earnings | 198.91 B | ||||
About Citigroup Performance
To evaluate Citigroup Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Citigroup generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Citigroup Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Citigroup market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Citigroup's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.Last Reported | Projected for Next Year | ||
Days Of Inventory On Hand | (438.79) | (460.73) | |
Return On Tangible Assets | 0 | 0 | |
Return On Capital Employed | 0.01 | 0.01 | |
Return On Assets | 0 | 0 | |
Return On Equity | 0.04 | 0.04 |
Things to note about Citigroup performance evaluation
Checking the ongoing alerts about Citigroup for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Citigroup help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Citigroup has a frail financial position based on the latest SEC disclosures | |
About 71.0% of the company shares are held by institutions such as insurance companies | |
Latest headline from finance.yahoo.com: Shadow Banking Stress in South Korea Sends Warning to Global Investors |
- Analyzing Citigroup's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Citigroup's stock is overvalued or undervalued compared to its peers.
- Examining Citigroup's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Citigroup's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Citigroup's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Citigroup's stock. These opinions can provide insight into Citigroup's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Citigroup. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in main economic indicators. For information on how to trade Citigroup Stock refer to our How to Trade Citigroup Stock guide.Note that the Citigroup information on this page should be used as a complementary analysis to other Citigroup's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Idea Breakdown module to analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes.
Complementary Tools for Citigroup Stock analysis
When running Citigroup's price analysis, check to measure Citigroup's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Citigroup is operating at the current time. Most of Citigroup's value examination focuses on studying past and present price action to predict the probability of Citigroup's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Citigroup's price. Additionally, you may evaluate how the addition of Citigroup to your portfolios can decrease your overall portfolio volatility.
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Is Citigroup's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Citigroup. If investors know Citigroup will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Citigroup listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.28) | Dividend Share 2.1 | Earnings Share 3.43 | Revenue Per Share 36.239 | Quarterly Revenue Growth (0.05) |
The market value of Citigroup is measured differently than its book value, which is the value of Citigroup that is recorded on the company's balance sheet. Investors also form their own opinion of Citigroup's value that differs from its market value or its book value, called intrinsic value, which is Citigroup's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Citigroup's market value can be influenced by many factors that don't directly affect Citigroup's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Citigroup's value and its price as these two are different measures arrived at by different means. Investors typically determine if Citigroup is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Citigroup's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.