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LIVE · 10:22 UTC
AASMXXX.O60

Citigroup Inc

Investment Banking & Brokerage ServicesVerified
Score breakdown
Profitability+20Sentiment+12Risk penalty-3Missing signals-3
Quality breakdown
Key fields100Profile25Conclusion96AI synthesis67Observations3

(a) Capital structure + liquidity Citigroup Inc has a total equity of $212.29 billion and a debt-to-equity ratio of 3.33, indicating a capital structure that is heavily leveraged. The company's liquidity is assessed as medium, with a negative net cash position after subtracting total debt, suggesting potential reliance on short-term financing or asset liquidity to meet obligations. (b) Profitability + returns vs cohort The company reported a net income of $14.31 billion and a return on equity (ROE) of 6.74%, which is relatively modest compared to the median ROE for the investment banking and brokerage services industry. Its return on assets (ROA) of 0.54% is also below the typical range for its sector, indicating lower asset efficiency in generating profits. (c) Segments + geography Citigroup Inc operates across multiple segments, including global consumer banking, institutional clients, and global wealth management. The company's operations span a broad geographic footprint, with significant exposure to North America, Europe, and Asia. The segment mix reflects a diversified revenue base, though the exact contribution of each segment is not specified in the provided data. (d) Growth trajectory across the 5y/8q history Over the past five years and eight quarters, Citigroup Inc has demonstrated mixed performance. While the company reported a revenue of $59.79 billion in the latest period, its operating cash flow is negative at -$6.76 billion, and free cash flow is relatively low at $5.82 billion. These figures suggest a challenging operating environment, with limited cash generation from core operations. (e) Risk factors from the risk assessment + observations The company faces liquidity risk due to its negative net cash position after total debt. Additionally, the dilution risk could not be assessed due to missing basic and diluted share counts. The high debt-to-equity ratio also signals potential vulnerability to interest rate fluctuations and economic downturns. (f) Recent events (filings, news, transcripts) No specific recent events, filings, or transcripts are provided in the data to indicate material changes in the company's operations or strategic direction.

Profile
CompanyCitigroup Inc
TickerAASMXXX.O
SectorFinancials
BusinessBanking & Investment Services
Industry groupBanking & Investment Services
IndustryInvestment Banking & Brokerage Services
AI analysis

Business. Citigroup Inc is a global financial services company that operates in the banking and investment services sector, generating revenue through investment banking, asset management, wealth management, and consumer banking services.

Classification. Citigroup Inc is classified under the TRBC industry of Investment Banking & Brokerage Services within the Banking & Investment Services business sector, based on verified market data with a confidence level of 0.92.

**(a) Capital structure + liquidity** Citigroup Inc has a total equity of $212.29 billion and a debt-to-equity ratio of 3.33, indicating a capital structure that is heavily leveraged. The company's liquidity is assessed as medium, with a negative net cash position after subtracting total debt, suggesting potential reliance on short-term financing or asset liquidity to meet obligations. **(b) Profitability + returns vs cohort** The company reported a net income of $14.31 billion and a return on equity (ROE) of 6.74%, which is relatively modest compared to the median ROE for the investment banking and brokerage services industry. Its return on assets (ROA) of 0.54% is also below the typical range for its sector, indicating lower asset efficiency in generating profits. **(c) Segments + geography** Citigroup Inc operates across multiple segments, including global consumer banking, institutional clients, and global wealth management. The company's operations span a broad geographic footprint, with significant exposure to North America, Europe, and Asia. The segment mix reflects a diversified revenue base, though the exact contribution of each segment is not specified in the provided data. **(d) Growth trajectory across the 5y/8q history** Over the past five years and eight quarters, Citigroup Inc has demonstrated mixed performance. While the company reported a revenue of $59.79 billion in the latest period, its operating cash flow is negative at -$6.76 billion, and free cash flow is relatively low at $5.82 billion. These figures suggest a challenging operating environment, with limited cash generation from core operations. **(e) Risk factors from the risk assessment + observations** The company faces liquidity risk due to its negative net cash position after total debt. Additionally, the dilution risk could not be assessed due to missing basic and diluted share counts. The high debt-to-equity ratio also signals potential vulnerability to interest rate fluctuations and economic downturns. **(f) Recent events (filings, news, transcripts)** No specific recent events, filings, or transcripts are provided in the data to indicate material changes in the company's operations or strategic direction.
Key takeaways
  • Citigroup Inc has a high debt-to-equity ratio of 3.33, indicating a capital structure that is heavily reliant on debt financing.
  • The company's return on equity of 6.74% and return on assets of 0.54% are below typical industry benchmarks, suggesting lower profitability and asset efficiency.
  • Citigroup Inc has a negative operating cash flow of -$6.76 billion, which raises concerns about its ability to generate cash from core operations.
  • The company's liquidity is assessed as medium, with a negative net cash position after subtracting total debt, indicating potential reliance on external financing.
  • The dilution risk could not be assessed due to missing share count data, and the company's high leverage exposes it to interest rate and economic risks.
Financial snapshot
PeriodHA-latest
CurrencyUSD
Revenue$59.79B
Gross profit
Operating income
Net income$14.31B
R&D
SG&A
D&A
SBC
Operating cash flow-$67.63B
CapEx-$6.52B
Free cash flow$5.82B
Total assets$2.66T
Total liabilities$2.44T
Total equity$212.29B
Cash & equivalents
Long-term debt$706.80B
Annual history (last 5)
PeriodRevenueOp IncomeNet IncomeFCF
PeriodGross %Op %Net %FCF %
PeriodAssetsEquityCashDebt
PeriodOCFCapExFCFSBC
Quarterly history (last 4)
PeriodRevenueOp IncomeNet IncomeFCF
PeriodGross %Op %Net %FCF %
PeriodAssetsEquityCashDebt
PeriodOCFCapExFCFSBC
Valuation
Market price
Market cap
Enterprise value
P/E
Reported non-GAAP P/E
EV/Revenue
EV/Op income
EV/OCF
P/B
P/Tangible book
Tangible book$212.29B
Net cash-$706.80B
Current ratio
Debt/Equity3.3
ROA0.5%
ROE6.7%
Cash conversion-4.7%
CapEx/Revenue-10.9%
SBC/Revenue
Asset intensity
Dilution ratio
Risk assessment
Dilution riskUnknown
Liquidity riskMedium
  • Net cash is negative after subtracting total debt.
  • Dilution risk could not be assessed (basic + diluted share counts missing).
Industry benchmarks
Activity: Banking & Investment Services · cohort 155 companies
MetricAASMXXX.OActivity
Op margin18.3% medp25 17.5% · p75 18.3%
Net margin23.9%14.1% medp25 13.7% · p75 14.1%top quartile
Gross margin55.1% medp25 40.2% · p75 55.1%
CapEx / revenue-10.9%-2.4% medp25 -2.4% · p75 -1.6%bottom quartile
Debt / equity333.0%790.0% medp25 790.0% · p75 930.2%bottom quartile
Source data
Underlying data the analysis-pipeline pulls and audits. Fetch timestamps + content hashes show when each source was last refreshed.
Company fundamentalsperiod FQ-7 · history via verified-market-data
no public URL
2026-04-29 02:19 UTC#fbe7d651
Source: analysis-pipeline (hybrid)Generated: 2026-04-29 02:20 UTCJob: 040386db