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Company Analysis

AlTi Global, Inc. ALTI

A comprehensive view of key metrics, scores, and financial health for AlTi Global, Inc.

Overview of AlTi Global, Inc.

ALTI NCM
Financial Services Asset Management Framework: Asset Management & Capital Markets Small Cap
AlTi Global, Inc. (ALTI), is a Small Cap company, in the Asset Management industry, last closed at $2.53, about 0.0% overvalued vs fair value, -36.3% 1Y return, ranked 850/1078 in sector.
Metrics Rev Growth 28.5% ROE -19.0% Gross Margin 25.6% Div Yield 0.00%
USD 2.53
0.40%
(Delayed)
• Vol 90d: 81.7%
52-Week Range
Market Cap
$391.25M
Enterprise Value
$987.15M
Overall Score
View breakdown
Overall
Growth
Weak
Profitability
Weak
Health
Weak
Efficiency
Fair
Valuation
Weak
Growth
Weak
Profitability
Weak
Health
Weak
Efficiency
Fair
Valuation
Weak
Completeness: 100%
Confidence: 94%
Updated: Oct 24
Top Beats

Quick Facts

Website https://alti-global.com
HQ New York, NY
Employees 490
Fiscal year Dec 31

Next Events

Earnings Nov 9 Estimated

Fair Value Snapshot

Bear Base Bull
$0
$0
$0
Current: $2.53

Engine Room Money Flow™

Small Cap

Asset Management & Capital Markets - Where revenue goes and how value is created

Flow Steps
Total Revenue
$255.0M
28.5%%
Operating Income (FRE Proxy)
-$73.9M
-25.5%%
EBITDA
-$86.3M
0.2%%
Net Income
-$119.7M
-16.2%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Asset Management & Capital Markets

Quality & Reliability Indicators

Operating Margin (FRE Proxy)
-29.0%
Poor

Operating Income / Revenue — proxy for Fee-Related Earnings margin

Locked Metric
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Owner's Pocket - Capital Allocation

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
1
Active Leaks
0/1
Improving
0
High Impact
1
Critical
Moat Analysis Asset Management Specialized

Competitive Advantage Assessment

Evaluating AlTi Global, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
25
/100
Weak
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • Conservative Leverage Leverage is conservative vs peers (score 0.79).
  • Consistent Revenue Growth Revenue growth trajectory is positive (score 0.61).

Key risks

  • Below-Peer Return on Equity Return on equity lags peers (score 0.09).
  • High Compensation Costs Compensation costs relative to peers are high (score 0.05).

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Fee Revenue Quality

Weak
22
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Signals, strengths and risks for Fee Revenue Quality

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Signals, strengths and risks for Client Retention & Revenue Stickiness

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Signals, strengths and risks for Compensation Discipline

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Earnings Quality & Cash Conversion

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Signals, strengths and risks for Balance Sheet Strength

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Asset Managers, Capital Markets & Exchanges vs Industry Peers 95% Coverage
Trade-Off Triangle Visualization A ternary plot showing ALTI's balance between Growth (53.9%), Profitability (12.1%), and Safety (34.0%). Growth 54% Safety 34% Profitability 12%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

72th percentile vs peers
73
Key Signals
Rev Growth YoY 28.5% 80p Revenue CAGR 3Y 49.1% 87p EPS Growth YoY 7.3% 54p
Strengths
  • Rev Growth YoY in top 20% of peers (28.5%, 80th percentile)
  • Revenue CAGR 3Y in top 20% of peers (49.1%, 87th percentile)
  • Debt/Assets in top 20% of peers (5.3%, 81th percentile)
  • Growth above peer median with strong metric coverage (85%)
  • Conservative leverage compared to industry peers
Risks

No significant risks identified for this axis.

Profitability

16th percentile vs peers
16
Key Signals
Strengths
Risks
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Safety

46th percentile vs peers
46
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for AlTi Global, Inc..

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
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- upside
-
Base
-
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- upside
Snapshot base estimate
Bull
-
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Fair Value Range Current: $-
$- $- $-
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