Citigroup Stock Performance

C
 Stock
  

USD 51.47  0.19  0.37%   

Citigroup has a performance score of 4 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 1.5307, 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 important to respect Citigroup historical returns, it is better to be realistic regarding the information on the equity's 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 0.18% will be sustainable into the future. Citigroup right now shows a risk of 2.77%. 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.
  
Citigroup Performance
4 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in Citigroup are ranked lower than 4 (%) of all global equities and portfolios over the last 90 days. Despite somewhat weak fundamental indicators, Citigroup may actually be approaching a critical reversion point that can send shares even higher in September 2022. ...more

Structure and Payout Changes

Forward Annual Dividend Yield
0.0395
Payout Ratio
0.26
Last Split Factor
1:10
Forward Annual Dividend Rate
2.04
Dividend Date
2022-08-26
Ex Dividend Date
2022-07-29
Last Split Date
2011-05-09

Citigroup Price Channel

Fifty Two Week Low43.44
Target High Price95.00
Fifty Two Week High74.64
Payout Ratio25.53%
Trailing Annual Dividend Yield3.93%
Target Low Price46.00

Citigroup Relative Risk vs. Return Landscape

If you would invest  4,719  in Citigroup on May 11, 2022 and sell it today you would earn a total of  428.00  from holding Citigroup or generate 9.07% return on investment over 90 days. Citigroup is generating 0.1787% of daily returns and assumes 2.7654% volatility on return distribution over the 90 days horizon. Put is differently, 23% of stocks are less volatile than Citigroup, and over 97% of all traded equities are expected to make higher returns on investment over the next 90 days.
  Daily Expected Return (%)  
       Risk (%)  
Taking into account the 90-day investment horizon Citigroup is expected to generate 2.18 times more return on investment than the market. However, the company is 2.18 times more volatile than its market benchmark. It trades about 0.06 of its potential returns per unit of risk. The DOW is currently generating roughly 0.05 per unit of 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 = 0.0646

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Estimated Market Risk
 2.77
  actual daily
 
 24 %
of total potential
 
2424
Expected Return
 0.18
  actual daily
 
 3 %
of total potential
 
33
Risk-Adjusted Return
 0.06
  actual daily
 
 4 %
of total potential
 
44
Based on monthly moving average Citigroup is performing at about 4% 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.

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 stock market performance in a much more refined way. At Macroaxis, we take it even further. 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 ReportedProjected for 2022
Effect of Exchange Rate Changes on Cash-1.2 B-1.3 B
Return on Average Assets 0.009  0.008316 
Return on Average Equity 0.11  0.09 
Return on Invested Capital 0.011  0.0109 
Return on Sales 0.38  0.35 
Citigroup Inc., a diversified financial services holding company, provides various financial products and services to consumers, corporations, governments, and institutions in North America, Latin America, Asia, Europe, the Middle East, and Africa. Citigroup Inc. was founded in 1812 and is headquartered in New York, New York. Citigroup operates under BanksDiversified classification in the United States and is traded on New York Stock Exchange. It employs 231000 people.

Things to note about Citigroup

Checking the ongoing alerts about Citigroup for important developments is a great way to find new opportunities for your next move. Our 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 Alerts

Equity Alerts and Improvement Suggestions

Over 76.0% of the company shares are held by institutions such as insurance companies
Latest headline from www.bloomberg.com: Citi, UBS Wealth Say US Earnings Holding Up Better Than Feared - Bloomberg
Continue to Trending Equities. 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 Content Syndication module to quickly integrate customizable finance content to your own investment portal.

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When running Citigroup 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 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 YOY
-0.23
Market Capitalization
100.1 B
Quarterly Revenue Growth YOY
-0.034
Return On Assets
0.0072
Return On Equity
0.0843
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 Citigroup value 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.