Financial Services / Banks - Regional

Citizens Financial Group, Inc. (CFG)

$62.31
+2.52%
$26.3B
Market Cap
14.8
P/E Ratio
1.04
Beta
2.96%
Dividend Yield
Piotroski 6/9Altman Z 0.2 Distress

Quantitative Summary

Deterministic

CFG trades at 14.8x earnings, roughly in line with its sector average of 19.2x. Financial health is average: Piotroski 6/9, Altman Z 0.2. DCF fair value of $42 implies 36% downside based on model assumptions.

Generated deterministically from quant metrics and financial statements. Not a recommendation.

DCF Sandbox

Interactive
Market Price
$62.31
Fair Value
$41
Implied Upside
-34.8%
$41IMPLIED FAIR VALUEOVERVALUEDOVERUNDER
Growth Rate (Y1–5)-11%
-10%20%50%
Discount Rate (WACC)9.5%
5%12.5%20%

5-year two-stage DCF. Terminal growth 3%. Default sliders match the pre-computed base case. Drag to explore scenarios. Not investment advice.

Reverse DCFMarket-Implied
5.1%annual FCF growth priced in at $62.31

The growth rate the market implicitly expects over the next 10 years to justify today's price. Compare with historical growth of 6% YoY revenue.

Sensitivity Matrix

TG ↓ / WACC →7.5%9.5%11.5%
2%$49$38$32
3%$57$42$34
4%$68$46$36

Center = base case. Green = >10% upside, Red = >10% downside vs $62.31.

Pre-computed DCF: WACC=9.5%, terminal growth 3%. Fair value $42 (-35.6%). Not investment advice.

Valuation Context

14.8x
CFG P/E
19.2x
Sector Avg
18.0x
5Y Avg P/E
-23%
vs Sector

Currently trading 8% below its 5-year average P/E of 18.0x.

Price Chart with Moving Averages

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SMA 50 SMA 200

Technical Setup

AI Generated

Citizens Financial Group is currently trading at $60.86 within the financial services sector, a position that reflects its valuation relative to peers and market conditions without explicitly signaling directional intent. The immediate technical focus involves assessing how this price point interacts with broader volatility trends and historical support levels inherent to banking stocks. In an environment where interest rate fluctuations often drive fundamental shifts in net interest margins, the stock's ability to maintain stability at these levels suggests a test of its structural resilience against sector-wide headwinds or tailwinds. The interplay between current pricing and recent drawdown patterns offers insight into whether observed momentum stems from sustained operational strength or temporary market dislocation. If price action nears established support zones, it may indicate that underlying fundamentals are holding firm despite external noise; conversely, a failure to defend these levels could point to fragile sentiment exacerbated by macroeconomic uncertainty. Traders observing this setup must weigh the sector's inherent cyclicality against the specific technical behavior of CFG at $60.86, noting that financial institutions often exhibit delayed reactions to rate changes compared to other asset classes. Ultimately, the risk dynamics here hinge on whether the current price structure represents a consolidation phase preceding a significant move or a vulnerable plateau susceptible to further correction. The absence of clear breakout signals implies that capital allocation decisions will likely depend heavily on upcoming earnings catalysts and regulatory developments rather than pure technical momentum alone. Market participants should monitor how volume profiles evolve around key psychological barriers, as changes in liquidity

RSI (14)
SMA 50
SMA 200

Quant Health Deep Dive

6/9
Piotroski F-Score
Average — mixed operational signals
0.2
Altman Z-Score
Distress Zone — below 1.8 threshold per academic model. Thresholds: >3 safe, 1.8–3 grey, <1.8 distress.

Profitability & Value Creation

22.2%
Net Margin
9.5%
WACC
+5.6%
Revenue Growth (YoY)
+21.3%
Earnings Growth (YoY)
2.0B
Free Cash Flow
44%
FCF Payout Ratio

✅ Conservative payout — room for dividend increases.

DuPont Analysis — ROE Decomposition

Breaking down Return on Equity to see how the company generates its ROE — efficiency, margins, or leverage.

22.2%
Net Profit Margin
NI ÷ Revenue
×
0.04x
Asset Turnover
Revenue ÷ Assets
×
8.60x
Equity Multiplier
Assets ÷ Equity
=
7.0%
Return on Equity
⚠️ High equity multiplier — ROE is being amplified by leverage, not operational excellence.

Balance Sheet Health

7.60x
Debt / Equity
8.93%
FCF Yield

Insider Activity (Last 90 Days)

Net Insider Flow
$-769,494
Net Selling
0
Buy Transactions
1
Sale Transactions
2026-03-11LAMONICA SUSANSold 1/8 qtrsSale$769,494
2026-02-27VAN SAUN BRUCE WGrant51,916 shares
2026-02-27RUTTLEDGE MICHAELGrant11,879 shares
2026-02-27SCHNIREL CHRISTOPHER JGrant5,814 shares
2026-02-27MOOSALLY MICHELLEGrant7,060 shares

Open-market buys vs sells by company insiders. Source: yfinance.

Earnings Surprise History

Q4
✓ Beat
Est: $0.75
Act: $0.77
+2.7%
Q3
✓ Beat
Est: $0.88
Act: $0.92
+4.1%
Q2
✓ Beat
Est: $1.03
Act: $1.05
+2.3%
Q1
✓ Beat
Est: $1.11
Act: $1.13
+2.2%

EPS estimates vs actuals for the most recent reported quarters. Source: yfinance.

Dividend History

$0.4600
Latest Dividend
$1.72
2025 Total
+2.4%
YoY Growth
Annual Dividends per Share
$0.24
2016
$0.64
2017
$0.98
2018
$1.36
2019
$1.56
2020
$1.56
2021
$1.62
2022
$1.68
2023
$1.68
2024
$1.72
2025
$0.92
2026
DateAmountChange
2026-04-30$0.46000.0%
2026-02-04$0.46000.0%
2025-10-29$0.4600+9.5%
2025-07-31$0.42000.0%
2025-04-30$0.42000.0%
2025-01-31$0.42000.0%
2024-10-30$0.42000.0%
2024-07-31$0.42000.0%
2024-04-30$0.42000.0%
2024-01-30$0.42000.0%
2023-10-31$0.42000.0%
2023-08-01$0.42000.0%

Dividend and split data from SEC filings and market data. Amounts are per share, not adjusted for splits. Source: yfinance.

Risk Profile

32.1%
Annual Volatility
2.05
Sharpe (1Y)
-18.9%
Max Drawdown (5Y)

Sharpe = risk-adjusted return (higher is better). Max drawdown = largest peak-to-trough decline. 1,200+ trading days.

Underwater (Drawdown from Peak)

How far below the all-time high the price has been over time. Deeper = more pain for holders.

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Rolling 60-Day Beta vs S&P 500 (VOO)

How the stock's sensitivity to market moves changes over time. β > 1 = more volatile than the market.

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Rolling Beta Market (β = 1.0)

Fama-French 5-Factor Exposure

Academic factor model decomposition — what's really driving this stock's returns.

1.48
Market β
Mkt-RF
+0.493
Size (SMB)
Small-cap tilt
+1.352
Value (HML)
Value tilt
-0.180
Profit (RMW)
Weak
-0.034
Invest (CMA)
Neutral
Alpha (annual): +2.12%
R²: 80.0%of variance explained by 5 factors

Fama-French 5-Factor Model. Data: Kenneth French Data Library. Regression over 3 years of daily returns.

Fundamentals

9.7
Forward P/E
1.65
PEG Ratio
1.10
Price/Book
5M
Avg Volume
$68.79
52W High
$39.40
52W Low
78%
52W Range Position

Passive Flow Attribution

ETF Draft Effect
$4.1B
Tracked Passive Exposure
8
ETFs Holding CFG
0.07%
Avg Weight in ETFs
$6.2T
Total ETF AUM

When investors buy or sell ETFs like DVY or KRE, the fund manager is mechanically forced to buy or sell CFG shares regardless of Citizens Financial Group, Inc.'s individual fundamentals. We estimate $4.1B of passive capital is structurally linked to CFG through 8 tracked ETFs. Index rebalances and ETF creation/redemption cycles can create noticeable volume spikes unrelated to company news.

Passive exposure = Σ (ETF AUM × stock weight in ETF) across 8 tracked ETFs. Actual passive ownership is larger (includes mutual funds). Not investment advice.

ETF Contagion Visualizer

Simulate a price drop in Citizens Financial Group, Inc. to visualize passive redemption contagion across ETFs and collateral stocks.

CFG Shock
-0%
Est. Passive Redemption
$0
Systemic Risk
STABLE
CFGEpicenterVTIETFVOOETFIVVETFJPMHigh RiskBRK.BUnknownVLow RiskBACHigh RiskMALow Risk
CFG Price Drop (%)0

If Citizens Financial Group, Inc. (CFG) experiences a significant drawdown, ETF redemptions can create collateral selling pressure on co-held stocks. Our model identifies JPMORGAN CHASE + CO (JPM) as the most exposed collateral stock, sharing 2 ETFs with CFG. This is the "Passive Contagion" effect described in the Inelastic Market Hypothesis.

Contagion model based on shared ETF exposure and constituent weights across 32 tracked ETFs. Estimated selling pressure is a simplified model — actual impact depends on market liquidity, ETF redemption mechanics, and market-maker activity.

CFG Ownership Dynamics

Passive funds hold 1 in every 6 CFG shares, reducing daily market volatility.

Ticker
CFG
Total Shares
423M
ETF Lock-Up
16.2%
Display Mode
Total Float Impact
16.2%Locked Float

Citizens Financial Group, Inc. (CFG) exerts notable gravity on the passive index market, currently representing 1.5% of the iShares Select Dividend ETF (DVY) and 1.5% of the KRE (KRE). Across 32 tracked ETFs, approximately 69M shares (16.2% of float) are held by passive funds and rarely trade on the open market. This level of passive ownership means index rebalances can create outsized volume events.

Float lock-up computed from 32 ETFs tracked by SecuritiesDB. Actual passive ownership is higher (includes mutual funds, pension funds, etc.).

CFG Institutional Volume Profile

252-day volume distribution by price level. The Point of Control (POC) marks the price where the most institutional volume transacted — an implicit support/resistance floor.

TICKER
CFG
PRICE
$62.31
FLOOR (POC)
$51.34
STRENGTH
Medium
$39$41$42$44$45$478%$486%$507%$51POC 11%$53$54$56$57$598%$607%$62$62.31$63$659%$67$68
Focus Zone
Point of Control (POC) Support (below price) Resistance (above price) Current Price

The highest-volume price zone for Citizens Financial Group, Inc. over the past year sits near $51.34 (11% of 252-day volume). The current price of $62.31 trades 21.4% above this institutional floor — a sign of upside momentum, though a pullback to the POC zone is a common reversion target.

Volume Profile computed from 252 trading days of OHLCV data. Volume allocated to price bins proportionally based on daily high-low range. Not investment advice.

Fails-to-Deliver (FTD) History

SEC-reported settlement failures. Elevated FTDs can indicate high short-selling pressure, operational settlement issues, or naked shorting activity.

DateFailed SharesClose PriceNotional Value
2026-05-14259$60.43$15,651.37
2026-05-13303,364$61.95$18.8M
2026-04-156$64.87$389.22
2026-04-094,999$63.78$318,836.22
2026-04-084,999$61.60$307,938.4
2026-04-075,013$61.41$307,848.33
2026-03-25999$58.94$58,881.06
2026-03-2420$57.98$1,159.6
2026-03-17332$56.36$18,711.52
2026-03-111,056$58.89$62,187.84
2026-02-231,648$65.29$107,597.92
2026-02-1736$65.10$2,343.6
2026-02-10338$67.70$22,882.6
2026-02-027,206$62.98$453,833.88
2026-01-20100$60.82$6,082
2026-01-08190$60.99$11,588.1
2025-12-314$58.95$235.8
2025-12-26495$59.86$29,630.7
2025-12-22199$59.19$11,778.81
2025-12-121,394$58.35$81,339.9
2025-11-2115,318$50.70$776,622.6
2025-11-18196$49.71$9,743.16
2025-11-1212,715$52.24$664,231.6
2025-10-30339$50.43$17,095.77
2025-10-102,898$51.85$150,261.3
2025-10-07219$54.00$11,826
2025-10-06172,837$53.82$9.3M

Source: SEC Regulation SHO FTD data. Data is reported with a ~30 day delay. High FTD quantities relative to average daily volume may indicate settlement stress.

Price Correlations

Statistical correlation of daily returns with other stocks. High correlations indicate stocks that move together; negative correlations can offer diversification.

Peer252-Day (1Y)126-Day (6M)Direction
WTGXXNaNNaN
KEY0.9100.891High co-movement
TFC0.9050.879High co-movement
FNB0.8910.891High co-movement
ZION0.8830.881High co-movement
RF0.8810.896High co-movement
MTB0.8800.876High co-movement
WTFC0.8800.891High co-movement
ASB0.8780.871High co-movement
FITB0.8780.871High co-movement

Pearson correlation of daily log returns. 252d ≈ 1 trading year. Computed from price history. Not investment advice.

Compare CFG to Peers

Quant metrics computed deterministically from financial statements and price data. Updated: 2026-06-02.

SecuritiesDB provides programmatic data aggregation for informational purposes only. None of the metrics, summaries, or algorithmic flags constitute a recommendation to buy or sell any security.