AlTi Global (ALTI) versus The Competition Head to Head Survey

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

Analyst Ratings

This is a summary of current ratings and target prices for AlTi Global and its rivals, 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	702	3465	3772	144	2.42

AlTi Global currently has a consensus price target of $9.00, indicating a potential upside of 59.01%. As a group, “Investment advice” companies have a potential downside of 2.26%. Given AlTi Global’s stronger consensus rating and higher possible upside, research analysts clearly believe AlTi Global is more favorable 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	-67.99%	7.77%	5.28%
AlTi Global Competitors	15.44%	26.32%	8.81%

Volatility & Risk

AlTi Global has a beta of 0.62, meaning that its share price is 38% less volatile than the S&P 500. Comparatively, AlTi Global’s rivals have a beta of 1.16, meaning that their average share price is 16% more volatile than the S&P 500.

Institutional and Insider Ownership

3.6% of AlTi Global shares are held by institutional investors. Comparatively, 56.0% of shares of all “Investment advice” companies are held by institutional investors. 27.5% of AlTi Global shares are held by insiders. Comparatively, 21.1% 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 stock is poised for long-term growth.

Valuation & Earnings

This table compares AlTi Global and its rivals revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
AlTi Global	$250.88 million	-$170.57 million	-1.77
AlTi Global Competitors	$2.22 billion	$283.04 million	6.94

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.

Summary

AlTi Global rivals beat AlTi Global on 9 of the 13 factors compared.

About AlTi Global

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.