- Shares of Citigroup closed at $34.25 on Wednesday, rreturning 30% in 2012. Like Bank of America, the shares trade for just 0.7 times tangible book value, but they also trade at a much lower multiple of nine times the consensus 2012 EPS estimate of $3.99.
- JPMorgan Chase closed at $38.30 Wednesday, returning 16% year-to-date. The shares trade for 1.2 times tangible book value, and eight times the consensus 2012 EPS estimate of $4.67. With JPM, you also have a respectable dividend yield of 2.61%, based on a 25-cent quarterly payout.
- Wells Fargo's shares returned 12% through Wednesday's close at $30.63. The shares traded for 1.7 times tangible book value -- reflecting the company's status as the most consistent earner among the big four over the past year -- and for 10 times the consensus 2012 EPS estimate of $3.20. With a quarterly payout of 12 cents, the shares have a dividend yield of 1.57%.
Philip van Doorn. To follow the writer on Twitter, go to http://twitter.com/PhilipvanDoorn. To submit a news tip, send an email to: firstname.lastname@example.org.