Contrasting AlTi Global (ALTI) and Its Peers

AlTi Global (NASDAQ:ALTI) is one of 1,744 public companies in the “Capital Markets” industry, but how does it weigh in compared to its rivals? We will compare AlTi Global to related companies based on the strength of its risk, analyst recommendations, earnings, profitability, institutional ownership, dividends and valuation.

Insider & Institutional Ownership

3.6% of AlTi Global shares are held by institutional investors. Comparatively, 30.5% of shares of all “Capital Markets” companies are held by institutional investors. 2.2% of AlTi Global shares are held by insiders. Comparatively, 13.0% of shares of all “Capital Markets” companies are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Volatility & Risk

AlTi Global has a beta of 0.82, indicating that its stock price is 18% less volatile than the S&P 500. Comparatively, AlTi Global’s rivals have a beta of 0.80, indicating that their average stock price is 20% less volatile than the S&P 500.

Earnings and Valuation

This table compares AlTi Global and its rivals top-line revenue, earnings per share and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
AlTi Global	$254.96 million	-$119.70 million	-1.87
AlTi Global Competitors	$2.38 billion	$398.52 million	17.69

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.

Analyst Ratings

This is a breakdown of recent ratings and recommmendations for AlTi Global and its rivals, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
AlTi Global	1	1	0	0	1.50
AlTi Global Competitors	5549	20118	22454	642	2.37

As a group, “Capital Markets” companies have a potential upside of 22.90%. 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.

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	-40.86%	-1.61%	-0.74%
AlTi Global Competitors	318.34%	79.19%	3.72%

Summary

AlTi Global rivals beat AlTi Global on 11 of the 12 factors compared.

AlTi Global Company Profile

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.