C-PN Citigroup Capital XIII TR PFD SECS
$29.04
Banks, Insurers & Asset Managers 90%
P/Tangible Book × ROE Quality
Strong · Conviction

Undervalued

Trading 84.0% below fair value

You pay $29.04
Bear $127.22
Fair $181.74
Bull $236.26
Bear $127.22 +338.1% ROTCE 5.7% → 0.83x TBV
Fair $181.74 +525.8% ROTCE 7.6% → 1.78x TBV
Bull $236.26 +713.6% ROTCE 8.7% → 2.34x TBV

Key Value Driver

ROTCE (7.6%) vs. cost of equity (6.0%)

Implied Market Multiple 0.9x

Summary

With ROTCE of 7.6% vs. 6.0% cost of equity, fair P/TBV is 1.78x on $32.32 tangible book, implying $181.74 per share.

Warnings

Traditional cash flow models don't work well for banks — lending activity distorts how much cash the business actually generates.
Common valuation shortcuts don't apply here — for banks, interest payments are a core business cost, not overhead.

Key Risks

  • Book value quality matters as much as level — check loan loss reserves
  • Interest rate sensitivity creates non-linear earnings surprises
  • Insurance reserving is actuarial, not financial — errors emerge slowly