Head to Head Survey: AlTi Global (ALTI) versus Its Rivals

AlTi Global (NASDAQ:ALTIGet Free Report) is one of 81 publicly-traded companies in the “Investment advice” industry, but how does it contrast to its rivals? We will compare AlTi Global to related companies based on the strength of its earnings, dividends, valuation, analyst recommendations, risk, institutional ownership and profitability.

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 -67.99% 7.77% 5.28%
AlTi Global Competitors 15.24% 27.00% 8.97%

Earnings & Valuation

This table compares AlTi Global and its rivals gross revenue, earnings per share and valuation.

Gross Revenue Net Income Price/Earnings Ratio
AlTi Global $250.88 million -$162.61 million -1.56
AlTi Global Competitors $2.24 billion $282.29 million -9.44

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

Risk and Volatility

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

Analyst Ratings

This is a breakdown of recent ratings and target prices for AlTi Global and its rivals, as reported 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 683 3399 3687 141 2.42

AlTi Global presently has a consensus price target of $9.00, suggesting a potential upside of 80.72%. As a group, “Investment advice” companies have a potential downside of 0.72%. Given AlTi Global’s stronger consensus rating and higher probable upside, analysts clearly believe AlTi Global is more favorable than its rivals.

Institutional and Insider Ownership

3.6% of AlTi Global shares are held by institutional investors. Comparatively, 55.2% of shares of all “Investment advice” companies are held by institutional investors. 27.5% of AlTi Global shares are held by company insiders. Comparatively, 21.6% of shares of all “Investment advice” companies are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Summary

AlTi Global rivals 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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