Contrasting AlTi Global (ALTI) and Its Competitors

AlTi Global (NASDAQ:ALTIGet Free Report) is one of 83 public companies in the “Investment advice” industry, but how does it weigh in compared to its competitors? We will compare AlTi Global to related businesses based on the strength of its earnings, profitability, risk, valuation, institutional ownership, dividends and analyst recommendations.

Valuation and Earnings

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

Gross Revenue Net Income Price/Earnings Ratio
AlTi Global $250.88 million -$162.61 million -1.56
AlTi Global Competitors $2.18 billion $276.08 million -11.57

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

Risk & Volatility

AlTi Global has a beta of 0.6, indicating that its stock price is 40% less volatile than the S&P 500. Comparatively, AlTi Global’s competitors have a beta of 1.14, indicating that their average stock price is 14% more volatile than the S&P 500.

Analyst Recommendations

This is a summary of current ratings and price targets for AlTi Global and its competitors, as provided by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
AlTi Global 0 0 0 1 4.00
AlTi Global Competitors 704 3503 3787 144 2.41

AlTi Global currently has a consensus target price of $9.00, indicating a potential upside of 80.72%. As a group, “Investment advice” companies have a potential downside of 0.63%. Given AlTi Global’s stronger consensus rating and higher probable upside, research analysts clearly believe AlTi Global is more favorable than its competitors.

Insider & Institutional Ownership

3.6% of AlTi Global shares are held by institutional investors. Comparatively, 55.6% of shares of all “Investment advice” companies are held by institutional investors. 27.5% of AlTi Global shares are held by company insiders. Comparatively, 21.8% of shares of all “Investment advice” companies are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Profitability

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

Net Margins Return on Equity Return on Assets
AlTi Global -67.99% 7.77% 5.28%
AlTi Global Competitors 15.24% 26.19% 8.78%

Summary

AlTi Global competitors beat AlTi Global on 8 of the 13 factors compared.

AlTi Global Company Profile

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AlTi Global, Inc. provides wealth and asset management services individuals, families, foundations, and institutions in the United States and internationally. The company offers discretionary investment management, non-discretionary investment advisory, trust, and administration services, as well as family office services comprising wealth transfer planning, multi-generational education planning, wealth and asset strategy, trust and fiduciary, chief financial officers and outsourced family office, philanthropy, and lifestyle and special projects services. It also provides merchant banking services, such as merger and acquisition advisory, corporate broker, private placements, public company and initial public offering advisory, strategic advisory, independent board advice, and structured finance advisory services; and corporate advisory, brokerage, and placement agency services to entrepreneurs and companies. The company offers investment strategy, asset allocation, investment manager selection, risk management, portfolio construction and implementation, and reporting. In addition, it manages or advises in combined assets; structures, arranges, and provides investors with co-investment opportunities in various alternative assets; manages and advises public and private investment funds; and invests in and supports financial services professionals, as well as provides impact investing advisory, investment manager selection, monitoring, and due diligence services. Further, the company offers coordination of legal-related and strategic business planning, wealth transfer planning, estate planning, research on trustee placement and multi-generational education planning, administrative, tax planning and concierge, and other services. The company was formerly known as Alvarium Tiedemann Holdings, Inc. and changed its name to AlTi Global, Inc. in April 2023. The company is based in New York, New York.

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