NewtekOne (NASDAQ:NEWT – Get Free Report) and AlTi Global (NASDAQ:ALTI – Get Free Report) are both small-cap finance companies, but which is the better stock? We will compare the two companies based on the strength of their dividends, institutional ownership, earnings, profitability, analyst recommendations, risk and valuation.
Profitability
This table compares NewtekOne and AlTi Global’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| NewtekOne | 14.65% | 19.16% | 2.67% |
| AlTi Global | -66.10% | -0.32% | -0.17% |
Insider and Institutional Ownership
38.4% of NewtekOne shares are held by institutional investors. Comparatively, 3.6% of AlTi Global shares are held by institutional investors. 6.7% of NewtekOne shares are held by company insiders. Comparatively, 10.5% of AlTi Global shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.
Valuation and Earnings
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| NewtekOne | $338.73 million | 0.93 | $50.85 million | $2.01 | 5.96 |
| AlTi Global | $206.93 million | 2.62 | -$103.03 million | ($1.80) | -2.06 |
NewtekOne has higher revenue and earnings than AlTi Global. AlTi Global is trading at a lower price-to-earnings ratio than NewtekOne, indicating that it is currently the more affordable of the two stocks.
Risk & Volatility
NewtekOne has a beta of 1.25, meaning that its share price is 25% more volatile than the S&P 500. Comparatively, AlTi Global has a beta of 0.81, meaning that its share price is 19% less volatile than the S&P 500.
Analyst Ratings
This is a breakdown of current ratings and recommmendations for NewtekOne and AlTi Global, as reported by MarketBeat.com.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| NewtekOne | 0 | 3 | 1 | 0 | 2.25 |
| AlTi Global | 1 | 0 | 0 | 0 | 1.00 |
NewtekOne presently has a consensus price target of $14.00, suggesting a potential upside of 16.96%. Given NewtekOne’s stronger consensus rating and higher possible upside, analysts clearly believe NewtekOne is more favorable than AlTi Global.
Summary
NewtekOne beats AlTi Global on 12 of the 14 factors compared between the two stocks.
About NewtekOne
NewtekOne, Inc. operates as the bank holding company for Newtek Bank, National Association that engages in the provision of various business and financial solutions under the Newtek brand name to the small- and medium-sized business market. The company accepts demand, savings, NOW, money market, and time deposits; and provides loans including SBA loans, commercial and industrial loans, and commercial real estate loans. It is also involved in the provision of electronic payment processing services comprising credit and debit card processing services, check approval services, processing equipment, and software, as well as cloud-based Point of Sale systems for a various restaurant, retail, assisted living, taxi cabs, parks, and golf course businesses. In addition, it offers wholesale brokerage insurance agency services; and payroll management, and related payment and tax reporting services to independent business owners. Further, the company provides website hosting, dedicated server hosting, cloud hosting, web design and development, internet marketing, ecommerce, data storage, backup and disaster recovery, and other related services, including consulting and implementing technology solutions for enterprise and commercial clients as well as SMBs. The company was formerly known as Newtek Business Services Corp. and changed its name to NewtekOne, Inc. in January 2023. NewtekOne, Inc. was founded in 1998 and is headquartered in Boca Raton, Florida.
About AlTi Global
AlTi Global, Inc. provides wealth and asset management services individuals, families, foundations, and institutions in the United States, the United Kingdom, and internationally. It operates through two segments, Wealth Management and Strategic Alternatives. The company offers discretionary investment management, non-discretionary investment advisory, and investment management and advisory services. It also provides trust and administration services, such as entity formation and management; creating or modifying trust instruments and administrative practices to meet beneficiary needs; corporate, trustee-executor, and fiduciary services; provision of directors and company secretarial services; administering entity ownership of intellectual property rights; advisory and administration services in connection with investments in marine and aviation assets; and administering entity ownership of fine art and collectibles. In addition, the company offers family office services comprising bookkeeping and back office services, private foundation management and grant making, oversight of trust administration, financial tracking and reporting, cash flow management and bill pay, and other financial services, as well as clients estate and wealth planning, family governance and education, and philanthropic and strategic services. It also provides ancillary fund management services, including investments, financial planning and strategy, sales and marketing, and back and middle office infrastructure and administration. The company offers strategic advisory, corporate advisory, brokerage, and placement agency services; structures, arranges, and provides investors with co-investment opportunities in various alternative assets; manages and advises public and private investment funds, as well as alternatives platform. 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.
Receive News & Ratings for NewtekOne Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for NewtekOne and related companies with MarketBeat.com's FREE daily email newsletter.
