Financial Comparison: AlTi Global (ALTI) and Its Rivals

AlTi Global (NASDAQ:ALTI) is one of 1,743 publicly-traded companies in the “Capital Markets” industry, but how does it weigh in compared to its rivals? We will compare AlTi Global to similar companies based on the strength of its institutional ownership, earnings, analyst recommendations, valuation, risk, dividends and profitability.

Volatility and Risk

AlTi Global has a beta of 0.82, meaning that its share price is 18% less volatile than the S&P 500. Comparatively, AlTi Global’s rivals have a beta of 0.79, meaning that their average share price is 21% less volatile than the S&P 500.

Analyst Ratings

This is a summary of recent ratings and target prices for AlTi Global and its rivals, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
AlTi Global	1	1	0	0	1.50
AlTi Global Competitors	5574	20169	22516	647	2.37

As a group, “Capital Markets” companies have a potential upside of 24.09%. Given AlTi Global’s rivals stronger consensus rating and higher possible upside, analysts clearly believe AlTi Global has less favorable growth aspects than its rivals.

Valuation and Earnings

This table compares AlTi Global and its rivals revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
AlTi Global	$254.96 million	-$119.70 million	-1.63
AlTi Global Competitors	$5.22 billion	$399.89 million	17.37

AlTi Global’s rivals have higher revenue and earnings than AlTi Global. AlTi Global is trading at a lower price-to-earnings ratio than its rivals, indicating that it is currently more affordable than other companies in its industry.

Institutional & Insider Ownership

3.6% of AlTi Global shares are held by institutional investors. Comparatively, 30.6% of shares of all “Capital Markets” companies are held by institutional investors. 2.2% of AlTi Global shares are held by insiders. Comparatively, 12.9% of shares of all “Capital Markets” companies are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Profitability

This table compares AlTi Global and its rivals’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
AlTi Global	-13.76%	-1.07%	-0.49%
AlTi Global Competitors	317.76%	10.36%	3.68%

Summary

AlTi Global rivals beat AlTi Global on 12 of the 13 factors compared.

About AlTi Global

AlTi Global, Inc. is a global wealth and asset management firm serving high-net-worth individuals and families, as well as foundations, endowments and other institutions. Its services include investment management, financial and wealth planning, family-office support and fiduciary services. The firm also provides access to alternative investments and offers impact-investing services. Its work is intended to address clients’ investment, planning and broader wealth-management needs. AlTi Global was formed in 2023 through the combination of Tiedemann Group and Alvarium Investments.