WallStSmart

Citigroup Inc. (C)vsSEI Investments Company (SEIC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Citigroup Inc. generates 3225% more annual revenue ($78.73B vs $2.37B). SEIC leads profitability with a 31.2% profit margin vs 20.4%. C appears more attractively valued with a PEG of 0.71. 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: 5.0

SEIC

Strong Buy

72

out of 100

Grade: B

Growth: 6.0Profit: 9.5Value: 5.7Quality: 7.8
Piotroski: 4/9Altman Z: 5.12

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

C6 strengths · Avg: 9.5/10
Market CapQuality
$223.88B10/10

Mega-cap, among the largest globally

Price/BookValuation
1.1x10/10

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
0.718/10

Growing faster than its price suggests

SEIC5 strengths · Avg: 9.4/10
Profit MarginProfitability
31.2%10/10

Keeps 31 of every $100 in revenue as profit

Operating MarginProfitability
30.5%10/10

Strong operational efficiency at 30.5%

Altman Z-ScoreHealth
5.1210/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
29.6%9/10

Every $100 of equity generates 30 in profit

P/E RatioValuation
15.2x8/10

Attractively priced relative to earnings

Areas to Watch

C1 concerns · Avg: 3.0/10
Return on EquityProfitability
7.7%3/10

ROE of 7.7% — below average capital efficiency

SEIC1 concerns · Avg: 4.0/10
PEG RatioValuation
1.784/10

Expensive relative to growth rate

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 16.9% demonstrates continued momentum.

Bull Case : SEIC

The strongest argument for SEIC centers on Profit Margin, Operating Margin, Altman Z-Score. Profitability is solid with margins at 31.2% and operating margin at 30.5%. Revenue growth of 12.8% demonstrates continued momentum.

Bear Case : C

The primary concerns for C are Return on Equity.

Bear Case : SEIC

The primary concerns for SEIC are PEG Ratio.

Key Dynamics to Monitor

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

C carries more volatility with a beta of 1.08 — expect wider price swings.

C is growing revenue faster at 16.9% — sustainability is the question.

C generates stronger free cash flow (2.0B), providing more financial flexibility.

Bottom Line

C scores higher overall (82/100 vs 72/100), backed by strong 20.4% margins and 16.9% 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.

SEI Investments Company

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

SEI Investments Company is a publicly owned asset management portfolio company. The company is headquartered in Oaks, Pennsylvania.

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