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Citi Trends Inc (CTRN) Fundamental Analysis & AI Grade 2026

CTRN Nasdaq Retail-Apparel & Accessory Stores DE CIK: 0001318484
Updated This Month • Analysis: Jun 11, 2026 • SEC Data: 2026-05-02
Combined AI Grade
C
74% Confidence
STRONG AGREEMENT
C
65% Conf
C
82% Conf

📊 CTRN Key Takeaways

Revenue: $230.9M
Net Margin: 3.4%
Free Cash Flow: $15.0M
Current Ratio: 1.15x
Debt/Equity: 0.33x
EPS: $0.91
AI Grade: C with 65% confidence
Citi Trends Inc (CTRN) receives a C fundamental grade with 74% confidence from our AI analysis based on SEC 10-K filings. With revenue of $230.9M, net profit margin of 3.4%, and return on equity (ROE) of 6.2%, Citi Trends Inc demonstrates mixed fundamentals in the Consumer sector. Below is our complete CTRN stock analysis for 2026.

Is Citi Trends Inc (CTRN) a Good Investment?

Claude

Citi Trends exhibits fundamental operational inefficiency, converting a strong 73.7% gross margin into only a 3.2% operating margin, indicating severe cost control issues. While revenue growth of 8.9% and positive free cash flow are positive, the company's poor capital returns (6.2% ROE, 1.6% ROA) and weak liquidity position (0.53x quick ratio) suggest this is a distressed retail business that is not effectively leveraging its pricing power.

ChatGPT

Citi Trends' fundamentals are weak: revenue growth is barely positive while profitability remains negative at the operating and net levels, indicating that the business is not currently converting sales into earnings. Financial health is still manageable because leverage is not extreme and cash remains positive, but thin liquidity, negative free cash flow, and poor interest coverage make the turnaround dependent on margin recovery and stronger operating cash generation.

Citi Trends Inc Key Strengths (CTRN)

Claude
  • + Strong gross margin of 73.7% indicates solid product pricing power and inventory management
  • + Healthy balance sheet with Debt/Equity of 0.33x and cash exceeding long-term debt
  • + Positive free cash flow of $15M (6.5% FCF margin) demonstrates cash generation capability
  • + Moderate revenue growth of 8.9% YoY shows market traction
  • + Excellent interest coverage ratio of 93.4x indicates financial stability on debt servicing
ChatGPT
  • + Revenue remained slightly positive year over year, showing the business has not collapsed on the top line
  • + Balance sheet leverage is moderate with debt/equity of 0.39x and positive cash of $51.10M
  • + Gross margin of 28.9% suggests some underlying merchandise margin potential if operating costs are better controlled

CTRN Stock Risks: Citi Trends Inc Investment Risks

Claude
  • ! Severely compressed operating margin of 3.2% despite 73.7% gross margin suggests SG&A consuming ~70% of revenue
  • ! Weak quick ratio of 0.53x indicates liquidity constraints and heavy reliance on inventory conversion
  • ! Poor capital efficiency with ROE of 6.2% and ROA of 1.6% showing minimal shareholder value creation
  • ! Thin net margin of 3.4% leaves little room for adverse conditions or sectoral headwinds
  • ! Apparel retail sector facing structural challenges with e-commerce competition and shifting consumer preferences
ChatGPT
  • ! Operating margin is negative and interest coverage is deeply negative, showing weak earnings support for the capital structure
  • ! Free cash flow is negative due to low operating cash flow and ongoing capital spending
  • ! Liquidity is tight with a 1.07x current ratio and a 0.38x quick ratio, limiting flexibility if performance weakens further

Key Metrics to Watch

Claude
  • * Operating margin trend and SG&A as percentage of revenue
  • * Quick ratio and inventory turnover ratios
  • * Free cash flow sustainability and operating cash flow stability
ChatGPT
  • * Operating margin and gross margin progression
  • * Operating cash flow and free cash flow trend

Citi Trends Inc (CTRN) Financial Metrics & Key Ratios

Revenue
$230.9M
Net Income
$7.8M
EPS (Diluted)
$0.91
Free Cash Flow
$15.0M
Total Assets
$496.2M
Cash Position
$81.1M

💡 AI Analyst Insight

Citi Trends Inc presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

CTRN Profit Margin, ROE & Profitability Analysis

Gross Margin 73.7%
Operating Margin 3.2%
Net Margin 3.4%
ROE 6.2%
ROA 1.6%
FCF Margin 6.5%

CTRN vs Consumer Sector: How Citi Trends Inc Compares

How Citi Trends Inc compares to Consumer sector averages

Net Margin
CTRN 3.4%
vs
Sector Avg 8.0%
CTRN Sector
ROE
CTRN 6.2%
vs
Sector Avg 18.0%
CTRN Sector
Current Ratio
CTRN 1.1x
vs
Sector Avg 1.5x
CTRN Sector
Debt/Equity
CTRN 0.3x
vs
Sector Avg 0.8x
CTRN Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Citi Trends Inc Stock Overvalued? CTRN Valuation Analysis 2026

Based on fundamental analysis, Citi Trends Inc has mixed fundamental signals relative to the Consumer sector in 2026.

Return on Equity
6.2%
Sector avg: 18%
Net Profit Margin
3.4%
Sector avg: 8%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.33x
Sector avg: 0.8x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Citi Trends Inc Balance Sheet: CTRN Debt, Cash & Liquidity

Current Ratio
1.15x
Quick Ratio
0.53x
Debt/Equity
0.33x
Debt/Assets
74.7%
Interest Coverage
93.35x
Long-term Debt
$41.6M

CTRN Revenue & Earnings Growth: 5-Year Financial Trend

CTRN 5-year financial data: Year 2021: Revenue $991.6M, Net Income N/A, EPS $1.41. Year 2022: Revenue $991.6M, Net Income N/A, EPS $2.32. Year 2023: Revenue $991.6M, Net Income N/A, EPS $6.91. Year 2024: Revenue $795.0M, Net Income N/A, EPS $7.17. Year 2025: Revenue $820.0M, Net Income -$12.0M, EPS $-1.46.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Citi Trends Inc's revenue has declined by 17% over the 5-year period, indicating business contraction. The most recent EPS of $-1.46 indicates the company is currently unprofitable.

CTRN Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
6.5%
Free cash flow / Revenue

CTRN Quarterly Earnings & Performance

Quarterly financial performance data for Citi Trends Inc including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $201.7M $871.0K $0.11
Q3 2025 $179.1M N/A $-0.27
Q2 2025 $176.6M N/A $0.46
Q1 2025 $186.3M N/A $0.11
Q3 2024 $179.1M N/A $-0.47
Q2 2024 $173.6M N/A $-0.61
Q1 2024 $179.7M N/A $-0.42
Q3 2023 $179.5M N/A $-0.47

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Citi Trends Inc Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$20.9M
Cash generated from operations
Stock Buybacks
$6.3M
Shares repurchased (TTM)
Capital Expenditures
$5.8M
Investment in assets
Dividends Paid
$832.0K
Returned to shareholders

CTRN SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Citi Trends Inc (CIK: 0001318484)

📋 Recent SEC Filings

Date Form Document Action
Jun 12, 2026 4 xslF345X06/tm2617805-7_4seq1.xml View →
Jun 12, 2026 4 xslF345X06/tm2617805-6_4seq1.xml View →
Jun 12, 2026 4 xslF345X06/tm2617805-5_4seq1.xml View →
Jun 12, 2026 4 xslF345X06/tm2617805-4_4seq1.xml View →
Jun 12, 2026 4 xslF345X06/tm2617805-3_4seq1.xml View →

Frequently Asked Questions about CTRN

What is the AI rating for CTRN?

Citi Trends Inc (CTRN) has a Combined AI Grade of C from Claude (C) and ChatGPT (C) with 74% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are CTRN's key strengths?

Claude: Strong gross margin of 73.7% indicates solid product pricing power and inventory management. Healthy balance sheet with Debt/Equity of 0.33x and cash exceeding long-term debt. ChatGPT: Revenue remained slightly positive year over year, showing the business has not collapsed on the top line. Balance sheet leverage is moderate with debt/equity of 0.39x and positive cash of $51.10M.

What are the risks of investing in CTRN?

Claude: Severely compressed operating margin of 3.2% despite 73.7% gross margin suggests SG&A consuming ~70% of revenue. Weak quick ratio of 0.53x indicates liquidity constraints and heavy reliance on inventory conversion. ChatGPT: Operating margin is negative and interest coverage is deeply negative, showing weak earnings support for the capital structure. Free cash flow is negative due to low operating cash flow and ongoing capital spending.

What is CTRN's revenue and growth?

Citi Trends Inc reported revenue of $230.9M.

Does CTRN pay dividends?

Citi Trends Inc pays dividends, with $0.8M distributed to shareholders in the trailing twelve months.

Where can I find CTRN SEC filings?

Official SEC filings for Citi Trends Inc (CIK: 0001318484) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CTRN's EPS?

Citi Trends Inc has a diluted EPS of $0.91.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is CTRN's fundamental grade?

Based on our AI fundamental analysis in June 2026, Citi Trends Inc has a C grade with 74% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is CTRN stock overvalued or undervalued?

Valuation metrics for CTRN: ROE of 6.2% (sector avg: 18%), net margin of 3.4% (sector avg: 8%). Compare these metrics with sector averages to assess valuation.

What is CTRN's AI grade for 2026?

Our dual AI analysis gives Citi Trends Inc a combined C grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is CTRN's free cash flow?

Citi Trends Inc's operating cash flow is $20.9M, with capital expenditures of $5.8M. FCF margin is 6.5%.

How does CTRN compare to other Consumer stocks?

Vs Consumer sector averages: Net margin 3.4% (avg: 8%), ROE 6.2% (avg: 18%), current ratio 1.15 (avg: 1.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Jun 11, 2026 | Data as of: 2026-05-02 | Powered by Claude AI