Goldman or Citigroup: Which Transformation Story Is More Compelling?
View original at finance.yahoo.comGoldman or Citigroup: Which Transformation Story Is More Compelling? Wall Street’s largest institutions are redefining what sustainable growth looks like…
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Citigroup expects revenues to see compounded annual growth rate of 4-5% by 2026-end and will drive $2-2.5 billion of annualized run rate savings
80% confidenceGoldman is targeting high-teens returns for the AWM division and roughly 5% annual growth in long-term fee-based net inflows over the medium term
80% confidenceFor investors seeking combination of earnings durability, strategic clarity and long-term upside, GS emerges as more compelling transformation story and stronger stock to own
80% confidenceManagement continues to target return on tangible common equity of 10-11% in 2026
80% confidenceGoldman offers clearer growth narrative backed by strengthening fundamentals, upward earnings revisions and strategic focus on high-margin, scalable businesses
80% confidenceCitigroup is primarily in repair mode with near-term story revolving around cost cuts, divestitures and capital redeployment rather than organic competitive expansion
80% confidenceAsset Management unit intends to expand private credit portfolio to $300 billion by 2029
80% confidence