- Shares of Citigroup (C) closed at $33.07 on Tuesday, rising 27% year-to-date. Like Bank of America, the shares trade for just 0.7 times tangible book value, but they trade at a much lower multiple of eight times the consensus 2012 EPS estimate of $3.99.
- JPMorgan Chase (JPM) closed at $37.87, returning 15% 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 rdividend yield of 2.70%, based on a 25-cent quarterly payout.
- Wells Fargo's (WFC) shares have returned 10% year-to-date, through Tuesday's close at $30.26. The shares trade 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 nine times the consensus 2012 EPS estimate of $3.20. With a quarterly payout of 12 cents, the shares have a dividend yield of 1.59%.
Philip van Doorn. To follow the writer on Twitter, go to http://twitter.com/PhilipvanDoorn.