AlTi Global (ALTI) and Its Competitors Financial Comparison

AlTi Global (NASDAQ:ALTI) is one of 81 publicly-traded companies in the “Investment advice” industry, but how does it weigh in compared to its competitors? We will compare AlTi Global to similar businesses based on the strength of its dividends, institutional ownership, earnings, risk, analyst recommendations, profitability and valuation.

Institutional and Insider Ownership

3.6% of AlTi Global shares are held by institutional investors. Comparatively, 56.1% of shares of all “Investment advice” companies are held by institutional investors. 27.5% of AlTi Global shares are held by insiders. Comparatively, 22.5% of shares of all “Investment advice” companies are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Risk and Volatility

AlTi Global has a beta of 0.6, indicating that its share price is 40% less volatile than the S&P 500. Comparatively, AlTi Global’s competitors have a beta of 1.13, indicating that their average share price is 13% more volatile than the S&P 500.

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	-1.45
AlTi Global Competitors	$2.16 billion	$280.90 million	-11.51

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.

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	12.56%	22.08%	7.84%

Analyst Recommendations

This is a breakdown of current recommendations 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	711	3535	3800	139	2.41

AlTi Global currently has a consensus price target of $9.00, indicating a potential upside of 93.97%. As a group, “Investment advice” companies have a potential upside of 4.76%. Given AlTi Global’s stronger consensus rating and higher possible upside, research analysts clearly believe AlTi Global is more favorable than its competitors.

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.