Analyzing AlTi Global (ALTI) and Its Peers

AlTi Global (NASDAQ:ALTI) is one of 82 publicly-traded companies in the “Investment advice” industry, but how does it compare to its competitors? We will compare AlTi Global to similar businesses based on the strength of its valuation, analyst recommendations, dividends, institutional ownership, risk, earnings and profitability.

Analyst Recommendations

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

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
AlTi Global	0	0	0	1	4.00
AlTi Global Competitors	709	3526	3786	143	2.41

AlTi Global presently has a consensus price target of $9.00, suggesting a potential upside of 104.55%. As a group, “Investment advice” companies have a potential upside of 4.98%. Given AlTi Global’s stronger consensus rating and higher probable upside, analysts clearly believe AlTi Global is more favorable than its competitors.

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	12.95%	21.81%	7.73%

Valuation & Earnings

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

	Gross Revenue	Net Income	Price/Earnings Ratio
AlTi Global	$250.88 million	-$162.61 million	-1.37
AlTi Global Competitors	$2.22 billion	$278.11 million	-10.25

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 and Volatility

AlTi Global has a beta of 0.6, meaning that its stock price is 40% less volatile than the S&P 500. Comparatively, AlTi Global’s competitors have a beta of 1.15, meaning that their average stock price is 15% more volatile than the S&P 500.

Institutional & Insider Ownership

3.6% of AlTi Global shares are held by institutional investors. Comparatively, 55.8% of shares of all “Investment advice” companies are held by institutional investors. 27.5% of AlTi Global shares are held by insiders. Comparatively, 22.0% of shares of all “Investment advice” companies are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Summary

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