COMP <GO>
C vs UBS // EV/EBITDA & P/E VALUATION
Citigroup Inc. (NYSE) VS. UBS Group AG Registered (NYSE) • 15-METRIC TALLY: C 6
— UBS 6
▲ EV/EBITDA & P/E VALUATION LEADER: UBS
LAST: $122.64 (-2.48%) • MKT CAP: $210.95B
valuation
39.9x
LAST: $47.69 (-0.91%) • MKT CAP: $149.37B
valuation
21.0x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (C VS. UBS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | C | UBS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 1.50% | 9.90% | -8.40 | UBS | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 39.9x | 21.0x | +18.90 | UBS | /valuation <GO> |
| Free Cash Flow Yield | -18.00% | 2.21% | -20.21 | UBS | /fcf-yield <GO> |
| Operating Margin | 20.50% | 13.90% | +6.60 | C | /operating-margins <GO> |
| Net Profit Margin | 16.80% | 10.90% | +5.90 | C | /net-margins <GO> |
| Revenue Growth (YoY) | 5.60% | 1.10% | +4.50 | C | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.55% | 0.00% | +2.55 | C | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 7/9 | -2.00 | UBS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 49.5 | 50.1 | -0.60 | UBS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.93 | 0.94 | -0.01 | UBS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.7x | 30.5x | -16.80 | C | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $210.95B | $149.37B | $61.59B | C | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | C REV | UBS REV | C GROSS % | UBS GROSS % | C FCF | UBS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $85.22B | — | — | — | -$74.15B | — |
| FY 2024 | $80.72B | — | — | — | -$26.17B | — |
| FY 2023 | $78.07B | — | — | — | -$76.93B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
C // BETA 0.93
UBS // BETA 0.94