Citigroup has
performance score of 3 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 1.4684, which signifies a somewhat significant risk relative to the market. Let's try to break down what Citigroup's beta means in this case. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Citigroup will likely underperform. Although it is extremely important to respect
Citigroup historical returns, it is better to be realistic regarding the information on equity current trending patterns. The philosophy towards foreseeing
future performance of any stock is to evaluate the business as a whole together with its past performance, including all
available fundamental and
technical indicators. By analyzing
Citigroup technical indicators, you can presently evaluate if the expected return of 0.0713% will be sustainable into the future.
Citigroup right now shows a risk of 1.46%. Please confirm Citigroup
potential upside,
skewness, and the
relationship between the
maximum drawdown and
semi variance to decide if Citigroup will be following its
price patterns.
Typically, a company's
financial statements are the reports that show the
financial position of the company. There are three main documents that fall into the category of financial statements. These documents include Natixis Oakmark income statement, its balance sheet, and the statement of cash flows. Potential Natixis Oakmark investors and stakeholders use financial statements to determine how well the company is positioned to perform in the future. Although Natixis Oakmark investors may use each financial statement separately, they are all related. The changes in Natixis Oakmark's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Natixis Oakmark's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. Please read more on our
technical analysis and
fundamental analysis pages.
The goal of Natixis Oakmark
fundamental analysis is to do accurate financial forecasts. There are several possible objectives to fundamental analysis, such as projecting of Natixis Oakmark performance into the future periods or doing a reasonable stock valuation. The intrinsic value of Natixis Oakmark shares is the value that is considered the true value of the share. If
the intrinsic value of Natixis is higher than its market price, buying is generally recommended. If it is equal to the market price, it is recommended to hold; and if it is less than the market price, then one should sell all shares Natixis Oakmark. Please read more on our
fundamental analysis page.
Instrument Allocation
The asset allocation of funds such as Natixis Oakmark usually varies among a different mix of asset classes. Balanced mutual funds invest not only in bonds, which focus primarily on income, and stocks, which aim for investment growth, but also keep some reserve in cash or even exotic instruments. Below we show the current asset allocation of Natixis Oakmark Fund
DetailsDetails
Institutional investors typically avoid acquiring a high percentage of Citigroup stocks because performing such an act may violate securities laws. They are usually not investing their own money, but rather making investments on behalf of their clients. Let's take a look at how the ownership of Citigroup is distributed among investors.
Ownership Allocation
Citigroup holds a total of two billion sixty-nine million nine hundred ninety-nine thousand nine hundred ninety-nine
outstanding shares. The majority of Citigroup
outstanding shares are owned by
other corporate entities. These outside corporations are usually referred to as non-private investors looking to acquire positions in Citigroup to benefit from reduced commissions. Consequently, institutional investors are subject to a different set of regulations than regular investors in Citigroup. Please pay attention to any change in the institutional holdings of Citigroup as this could imply that something significant has changed or about to change at the company. Please note that no matter how much assets the company secures, if the real value of the firm is less than the current market value, you may not be able to make money on it.
| Retail Investors21.42% | | Institutions78.35% |
| Retail Investors | 21.42 |
| Insiders | 0.23 |
| Institutions | 78.35 |
| 2018 | 2019 | 2020 | 2021 (projected) |
Cash and Equivalents Turnover | 0.53 | 0.54 | 0.35 | 0.49 | Calculated Tax Rate | 22.85 | 18.53 | 18.52 | 23.84 |
Citigroup is epected to finish above $69 in November
The maximum drawdown is down to 6.23 as of today. Citigroup has relatively low volatility with skewness of -0.02 and kurtosis of -0.01. However, we advise all investors to independently investigate Citigroup to ensure all accessible information is consistent with the expectations about its upside potential and future expected returns. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Citigroup's stock risk against market volatility during both bullying and bearish trends. The higher level of volatility that comes with bear markets can directly impact Citigroup's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.
Our Final Perspective on Citigroup
Whereas some other entities under the banks—diversified industry are still a bit expensive, Citigroup may offer a potential longer-term growth to investors. To conclude, as of the 13th of October 2021, we believe that at this point, Citigroup is very steady with
close to average chance of bankruptcy within the next 2 years. From a slightly different point of view, the entity appears to be
undervalued. Our latest 90 days Buy-Hold-Sell recommendation on the company is
Buy.
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Vlad Skutelnik is a Macroaxis Contributor. Vlad covers stocks, funds, cryptocurrencies, and ETFs that are traded in North America, focusing primarily on fundamentals, valuation and market volatility. He has many years of experience in fintech, predictive investment analytics, and risk management.
View Profile This story should be regarded as informational only and should not be considered a solicitation to sell or buy any financial products. Macroaxis does not express any opinion as to the present or future value of any investments referred to in this post. This post may not be reproduced without the consent of Macroaxis LLC. Macroaxis LLC and Vlad Skutelnik do not own shares of Natixis Oakmark Fund. Please refer to our
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