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USCB vs. C
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

USCB vs. C - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in USCB Financial Holdings, Inc. (USCB) and Citigroup Inc. (C). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, USCB achieves a 20.86% return, which is significantly higher than C's 14.64% return.


USCB

1D
0.60%
1M
7.43%
6M
18.10%
YTD
20.86%
1Y
39.25%
3Y*
27.11%
5Y*
16.75%
10Y*
ALL TIME*
16.57%

C

1D
0.10%
1M
-5.37%
6M
15.61%
YTD
14.64%
1Y
47.50%
3Y*
45.88%
5Y*
18.24%
10Y*
15.27%
ALL TIME*
6.08%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$1.44B$1.70B$1.69B
$1.58M$1.12M$1.27M

USCB vs. C - Yearly Performance Comparison


2026 (YTD)20252024202320222021
USCB
USCB Financial Holdings, Inc.
20.86%6.13%47.03%0.41%-12.89%30.89%
C
Citigroup Inc.
14.64%70.38%41.93%18.98%-22.09%-8.44%

Correlation

The correlation between USCB and C is 0.38, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.38

Correlation (3Y)
Balances recent behavior with more history.

0.37

Correlation (5Y)
Shows whether the relationship held over a longer period.

0.29

Correlation (All Time)
Calculated using the full available price history since Jul 23, 2021

0.29

Fundamentals

Market Cap

USCB:

$401.26M

C:

$227.12B

EPS

USCB:

$1.47

C:

$9.84

PE Ratio

USCB:

14.90

C:

13.46

PS Ratio

USCB:

2.95

C:

1.56

PB Ratio

USCB:

1.82

C:

1.19

Total Revenue (TTM)

USCB:

$140.58M

C:

$153.60B

Gross Profit (TTM)

USCB:

$91.65M

C:

$83.82B

EBITDA (TTM)

USCB:

$37.81M

C:

$28.05B

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USCB Financial Holdings, Inc.

Citigroup Inc.

Return for Risk

USCB vs. C — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

USCB
USCB Risk / Return Rank: 8080
Overall Rank
USCB Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
USCB Sortino Ratio Rank: 7979
Sortino Ratio Rank
USCB Omega Ratio Rank: 7575
Omega Ratio Rank
USCB Calmar Ratio Rank: 8484
Calmar Ratio Rank
USCB Martin Ratio Rank: 8282
Martin Ratio Rank

C
C Risk / Return Rank: 8484
Overall Rank
C Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
C Sortino Ratio Rank: 8181
Sortino Ratio Rank
C Omega Ratio Rank: 8080
Omega Ratio Rank
C Calmar Ratio Rank: 8787
Calmar Ratio Rank
C Martin Ratio Rank: 8787
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

USCB vs. C - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for USCB Financial Holdings, Inc. (USCB) and Citigroup Inc. (C). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


USCBCDifference
Sharpe ratioReturn per unit of total volatility

-0.29

Sortino ratioReturn per unit of downside risk

-0.18

Omega ratioGain probability vs. loss probability

1.23

1.27

-0.04

Calmar ratioReturn relative to maximum drawdown

2.61

3.03

-0.43

Martin ratioReturn relative to average drawdown

6.02

7.98

-1.97

USCB vs. C - Sharpe Ratio Comparison

The current USCB Sharpe Ratio is 1.24, which is comparable to the C Sharpe Ratio of 1.54. The chart below compares the historical Sharpe Ratios of USCB and C, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

USCB vs. C - Drawdown Comparison

The maximum USCB drawdown since its inception was -44.24%, smaller than the maximum C drawdown of -98.00%. Use the drawdown chart below to compare losses from any high point for USCB and C.


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Drawdown Indicators


USCBCDifference

Max Drawdown

Largest peak-to-trough decline

-44.24%

-98.00%

+53.76%

Max Drawdown (1Y)

Largest decline over 1 year

-13.61%

-14.76%

+1.15%

Max Drawdown (3Y)

Largest decline over 3 years

-23.22%

-31.31%

+8.09%

Max Drawdown (5Y)

Largest decline over 5 years

-44.24%

-44.31%

+0.07%

Max Drawdown (10Y)

Largest decline over 10 years

-56.51%

Current Drawdown

Current decline from peak

-3.07%

-64.65%

+61.58%

Average Drawdown

Average peak-to-trough decline

-16.93%

-43.56%

+26.63%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.89%

5.60%

+0.29%

Volatility

USCB vs. C - Volatility Comparison

USCB Financial Holdings, Inc. (USCB) and Citigroup Inc. (C) have volatilities of 10.04% and 10.45%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


USCBCDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.04%

10.45%

-0.41%

Volatility (6M)

Calculated over the trailing 6-month period

18.14%

23.30%

-5.16%

Volatility (1Y)

Calculated over the trailing 1-year period

28.68%

29.21%

-0.53%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

36.83%

29.27%

+7.56%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

36.77%

33.10%

+3.67%

Dividends

USCB vs. C - Dividend Comparison

USCB's dividend yield for the trailing twelve months is around 2.05%, more than C's 1.81% yield.


PositionTTM20252024202320222021202020192018201720162015
C
Citigroup Inc.
1.81%1.99%3.10%4.04%4.51%3.38%3.31%2.40%2.96%1.29%0.71%0.31%
USCB
USCB Financial Holdings, Inc.
2.05%2.17%1.13%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

USCB vs. C - Financials Comparison

This section allows you to compare key financial metrics between USCB Financial Holdings, Inc. and Citigroup Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items

USCB vs. C - Profitability Comparison

The chart below illustrates the profitability comparison between USCB Financial Holdings, Inc. and Citigroup Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

USCB - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, USCB Financial Holdings, Inc. reported a gross profit of 25.40M and revenue of 26.20M. Therefore, the gross margin over that period was 96.9%.

C - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Citigroup Inc. reported a gross profit of 24.77B and revenue of 24.77B. Therefore, the gross margin over that period was 100.0%.

USCB - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, USCB Financial Holdings, Inc. reported an operating income of 11.69M and revenue of 26.20M, resulting in an operating margin of 44.6%.

C - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Citigroup Inc. reported an operating income of 8.03B and revenue of 24.77B, resulting in an operating margin of 32.4%.

USCB - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, USCB Financial Holdings, Inc. reported a net income of 9.35M and revenue of 26.20M, resulting in a net margin of 35.7%.

C - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Citigroup Inc. reported a net income of 5.83B and revenue of 24.77B, resulting in a net margin of 23.5%.


Frequently Asked Questions


USCB and C have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

C has higher volatility (10.45%) compared to USCB (10.04%). In terms of maximum drawdown, USCB dropped -44.24% vs C's -98.00%.

C currently has the higher Sharpe Ratio (1.54 vs 1.24), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for USCB and C

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