WallStSmart

Citigroup Inc. (C)vsUWM Holdings Corp (UWMC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Citigroup Inc. generates 2176% more annual revenue ($78.73B vs $3.46B). C leads profitability with a 20.4% profit margin vs 0.8%. C trades at a lower P/E of 15.8x. 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

UWMC

Buy

61

out of 100

Grade: C+

Growth: 9.3Profit: 6.0Value: 5.3Quality: 3.8
Piotroski: 4/9Altman Z: -0.23

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

UWMC3 strengths · Avg: 10.0/10
Operating MarginProfitability
31.0%10/10

Strong operational efficiency at 31.0%

Revenue GrowthGrowth
301.0%10/10

Revenue surging 301.0% year-over-year

EPS GrowthGrowth
277.8%10/10

Earnings expanding 277.8% YoY

Areas to Watch

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

ROE of 7.7% — below average capital efficiency

UWMC3 concerns · Avg: 3.0/10
P/E RatioValuation
28.9x4/10

Moderate valuation

Profit MarginProfitability
0.8%3/10

0.8% margin — thin

Altman Z-ScoreHealth
-0.232/10

Distress zone — elevated risk

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 : UWMC

The strongest argument for UWMC centers on Operating Margin, Revenue Growth, EPS Growth. Revenue growth of 301.0% demonstrates continued momentum.

Bear Case : C

The primary concerns for C are Return on Equity.

Bear Case : UWMC

The primary concerns for UWMC are P/E Ratio, Profit Margin, Altman Z-Score. Thin 0.8% margins leave little buffer for downturns.

Key Dynamics to Monitor

C profiles as a growth stock while UWMC is a hypergrowth play — different risk/reward profiles.

UWMC carries more volatility with a beta of 1.98 — expect wider price swings.

UWMC is growing revenue faster at 301.0% — 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 61/100), backed by strong 20.4% margins and 16.9% 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.

UWM Holdings Corp

FINANCIAL SERVICES · MORTGAGE FINANCE · USA

UWM Holdings Corporation is engaged in the residential mortgage loan business in the United States. The company is headquartered in Pontiac, Michigan.

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