Citi vs Blackstone
This page compares Citi and Blackstone, outlining how their business models, financial performance, and market context differ. It provides neutral explanations of each company’s approach to clients, investments, and growth, with accessible language to help readers understand the landscape. Educational content, not financial advice.
This page compares Citi and Blackstone, outlining how their business models, financial performance, and market context differ. It provides neutral explanations of each company’s approach to clients, i...
Why It's Moving
Citi jumps to fresh highs as liability moves and a base-rate cut reshape near-term margins
- Citi lowered its base lending rate to 6.75% from 7.00%, effective Dec. 11; that reduction eases consumer borrowing costs but implies pressure on future loan yields and could modestly compress NIM if funding costs don’t fall in step.
- The bank fully redeemed $1.5 billion of Series W preferred stock on Dec. 10 as part of liability management; redeeming expensive preferreds reduces ongoing dividend expense and can improve capital efficiency, which investors treat as supportive for earnings per share over time.
- Stock momentum: Citi hit a new 52-week high in recent trading, reflecting strong investor confidence after management presentations and continued buyback authorization — market reaction suggests optimism about transformation progress even as analysts monitor margin implications.
Blackstone steps back from Big Yellow acquisition, sending shares lower amid asset manager sector pressures.
- Blackstone's decision to abandon the Big Yellow bid removes a key takeover premium, exposing the stock to recent highs of $156.60 on December 10[2][5].
- Recent price action shows volatility with a 52-week range of $115.66–$192.17, and intraday swings from $151.39–$156.22[2][4].
- BX lags peers on key metrics like P/E of 43.58 vs. Apollo's 18.56, highlighting stretched valuations amid high uncertainty in Morningstar's wide moat assessment[2].
Citi jumps to fresh highs as liability moves and a base-rate cut reshape near-term margins
- Citi lowered its base lending rate to 6.75% from 7.00%, effective Dec. 11; that reduction eases consumer borrowing costs but implies pressure on future loan yields and could modestly compress NIM if funding costs don’t fall in step.
- The bank fully redeemed $1.5 billion of Series W preferred stock on Dec. 10 as part of liability management; redeeming expensive preferreds reduces ongoing dividend expense and can improve capital efficiency, which investors treat as supportive for earnings per share over time.
- Stock momentum: Citi hit a new 52-week high in recent trading, reflecting strong investor confidence after management presentations and continued buyback authorization — market reaction suggests optimism about transformation progress even as analysts monitor margin implications.
Blackstone steps back from Big Yellow acquisition, sending shares lower amid asset manager sector pressures.
- Blackstone's decision to abandon the Big Yellow bid removes a key takeover premium, exposing the stock to recent highs of $156.60 on December 10[2][5].
- Recent price action shows volatility with a 52-week range of $115.66–$192.17, and intraday swings from $151.39–$156.22[2][4].
- BX lags peers on key metrics like P/E of 43.58 vs. Apollo's 18.56, highlighting stretched valuations amid high uncertainty in Morningstar's wide moat assessment[2].
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Explore BasketWhich Baskets Do They Appear In?
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Explore BasketInvestment Analysis
Citi
C
Pros
- Citigroup is undergoing strategic repositioning focusing on spinning off its consumer business in Mexico to reinvest in commercial banking and wealth management, enhancing long-term potential.
- The company has a large asset base of over $2.6 trillion and diversified financial services across multiple global segments, providing broad exposure and resilience.
- Citigroup offers a dividend yield of around 2.2%, supporting income-focused investors along with a relatively reasonable price-to-earnings ratio near 13 to 14.
Considerations
- Citigroup’s profitability metrics, such as return on assets and equity, are lower compared to peers, indicating challenges in efficiency and capital utilisation.
- The bank carries a high level of debt exceeding $370 billion, which may increase vulnerability to interest rate changes and financial market stress.
- There is uncertainty regarding the impact and execution risk of Citigroup’s strategic changes, including the spin-off and refocus on select business lines.
Pros
- Blackstone benefits from significant insider buying and increased positions by major shareholders, signalling confidence in its growth prospects.
- The asset manager has maintained a 'Moderate Buy' consensus from analysts, reflecting a generally positive outlook on its earnings and market position.
- Blackstone operates a diversified alternative asset management business, which can provide exposure to private equity, real estate, and credit markets with fee-based revenue.
Considerations
- Citigroup recently lowered its price target for Blackstone from $185 to $170, implying moderated near-term growth expectations and a cautious stance from some analysts.
- Blackstone is exposed to wider economic and regulatory risks impacting alternative investment sectors such as private equity and real estate.
- The firm faces valuation risk amid fluctuating market conditions, as pricing of alternative assets and fundraising cycles can be volatile and cyclical.
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