WallStSmart

Citigroup Inc. (C)vsUnion Bankshares Inc (UNB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Citigroup Inc. generates 142220% more annual revenue ($78.73B vs $55.32M). UNB leads profitability with a 20.9% profit margin vs 20.4%. UNB trades at a lower P/E of 9.3x. 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

UNB

Buy

62

out of 100

Grade: C+

Growth: 7.3Profit: 7.0Value: 6.7Quality: 3.8
Piotroski: 4/9

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

UNB4 strengths · Avg: 9.3/10
P/E RatioValuation
9.3x10/10

Attractively priced relative to earnings

Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Profit MarginProfitability
20.9%9/10

Keeps 21 of every $100 in revenue as profit

Operating MarginProfitability
23.6%8/10

Strong operational efficiency at 23.6%

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

UNB2 concerns · Avg: 2.0/10
Market CapQuality
$107.46M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
4.061/10

Elevated debt levels

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 : UNB

The strongest argument for UNB centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 20.9% and operating margin at 23.6%. Revenue growth of 13.1% 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 : UNB

The primary concerns for UNB are Market Cap, Debt/Equity. Debt-to-equity of 4.06 is elevated, increasing financial risk.

Key Dynamics to Monitor

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

C carries more volatility with a beta of 1.11 — expect wider price swings.

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

UNB generates stronger free cash flow (2M), providing more financial flexibility.

Bottom Line

C scores higher overall (82/100 vs 62/100), backed by strong 20.4% margins and 15.9% revenue growth. Both earn "Exceptional Buy" and "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.

Union Bankshares Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Union Bankshares, Inc. is the banking holding company for Union Bank offering retail, commercial and municipal banking products and services in Northern Vermont and New Hampshire. The company is headquartered in Morrisville, Vermont.

Want to dig deeper into these stocks?