Goldman or Citigroup: Which Transformation Story Is More Compelling?

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• Goldman 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% confidence

• For 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% confidence

• Asset Management unit intends to expand private credit portfolio to $300 billion by 2029

  80% confidence

• 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% confidence

• Management continues to target return on tangible common equity of 10-11% in 2026

  80% confidence

• Goldman offers clearer growth narrative backed by strengthening fundamentals, upward earnings revisions and strategic focus on high-margin, scalable businesses

  80% confidence

• Citigroup is primarily in repair mode with near-term story revolving around cost cuts, divestitures and capital redeployment rather than organic competitive expansion

  80% confidence