WallStSmart

Citigroup Inc. (C)vsNewtekOne, Inc. (NEWT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Citigroup Inc. generates 19933% more annual revenue ($78.73B vs $393.01M). C leads profitability with a 20.4% profit margin vs 16.4%. C appears more attractively valued with a PEG of 0.78. C earns a higher WallStSmart Score of 82/100 (A-).

C

Exceptional Buy

82

out of 100

Grade: A-

Growth: 8.7Profit: 6.5Value: 7.0Quality: 3.0
Piotroski: 4/9Altman Z: -0.10

NEWT

Strong Buy

71

out of 100

Grade: B

Growth: 8.0Profit: 8.0Value: 5.7Quality: 4.5
Piotroski: 3/9Altman Z: -0.16

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

C6 strengths · Avg: 9.5/10
Market CapQuality
$240.84B10/10

Mega-cap, among the largest globally

Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Operating MarginProfitability
34.1%10/10

Strong operational efficiency at 34.1%

EPS GrowthGrowth
56.1%10/10

Earnings expanding 56.1% YoY

Profit MarginProfitability
20.4%9/10

Keeps 20 of every $100 in revenue as profit

PEG RatioValuation
0.788/10

Growing faster than its price suggests

NEWT4 strengths · Avg: 9.5/10
P/E RatioValuation
6.2x10/10

Attractively priced relative to earnings

Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Operating MarginProfitability
52.3%10/10

Strong operational efficiency at 52.3%

EPS GrowthGrowth
22.9%8/10

Earnings expanding 22.9% YoY

Areas to Watch

C4 concerns · Avg: 2.0/10
Return on EquityProfitability
7.6%3/10

ROE of 7.6% — below average capital efficiency

Free Cash FlowQuality
$-23.29B2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
-0.102/10

Distress zone — elevated risk

Debt/EquityHealth
3.551/10

Elevated debt levels

NEWT4 concerns · Avg: 2.5/10
Market CapQuality
$401.43M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
3.202/10

Expensive relative to growth rate

Free Cash FlowQuality
$-91.00M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : C

The strongest argument for C centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 20.4% and operating margin at 34.1%. Revenue growth of 15.9% demonstrates continued momentum.

Bull Case : NEWT

The strongest argument for NEWT centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 16.4% and operating margin at 52.3%. Revenue growth of 10.7% demonstrates continued momentum.

Bear Case : C

The primary concerns for C are Return on Equity, Free Cash Flow, Altman Z-Score. Debt-to-equity of 3.55 is elevated, increasing financial risk.

Bear Case : NEWT

The primary concerns for NEWT are Market Cap, Piotroski F-Score, PEG Ratio. Debt-to-equity of 5.96 is elevated, increasing financial risk.

Key Dynamics to Monitor

C profiles as a growth stock while NEWT is a mature play — different risk/reward profiles.

NEWT carries more volatility with a beta of 1.37 — expect wider price swings.

C is growing revenue faster at 15.9% — sustainability is the question.

NEWT generates stronger free cash flow (-91M), providing more financial flexibility.

Bottom Line

C scores higher overall (82/100 vs 71/100), backed by strong 20.4% margins and 15.9% revenue growth. Both earn "Exceptional Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Citigroup Inc.

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

Citigroup Inc. is an American multinational investment bank and financial services corporation headquartered in New York City. The company was formed by the merger of banking giant Citicorp and financial conglomerate Travelers Group in 1998; Travelers was subsequently spun off from the company in 2002. Citigroup owns Citicorp, the holding company for Citibank, as well as several international subsidiaries. Citigroup is incorporated in Delaware.

NewtekOne, Inc.

FINANCIAL SERVICES · BANKS - REGIONAL · USA

NewtekOne, Inc. (NEWT) is a premier provider of comprehensive business solutions tailored for small to medium-sized enterprises (SMBs) throughout the United States. Offering a diverse range of services, including payment processing, business lending, and technology solutions, NewtekOne is dedicated to enhancing operational efficiency and fostering growth for its clients. The company's strong commitment to customer satisfaction and strategic partnerships positions it as an indispensable ally for SMBs facing competitive challenges. With an emphasis on innovation and building long-term relationships, NewtekOne is well-equipped to thrive in a dynamic business landscape.

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