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ALTI

SELLREMOVE

AlTi Global, Inc. · Financial Services · United States · $505M · Avg Vol: $613K/d

24
StockRank
Q
34
V
49
M
32
P/E (TTM)
ROE
-12.9%
D/E
0.1x
Dividend %
AI CONVICTION THESIS

AlTi Global is a wealth management firm lacking any structural alignment with our core macro themes. It does not possess the asset-light, high-moat characteristics of a quality compounder under our framework.

COMPANY DESCRIPTION

AlTi Global, Inc. provides comprehensive financial and wealth management services for ultra-high-net-worth individuals, families, and institutions globally. The company offers integrated solutions spanning global advisory, investment management, and family office services, differentiating through its personalized and sophisticated client approach. It caters to a highly specialized niche in the high-net-worth financial services market.

FINANCIAL SUMMARY (USD)

Year2021202220232024CAGR
Revenue75.7M76.9M246.9M206.9M39.8%
EPS562.15-839.87-2.70-1.29
Shares57.5M57.5M65.1M93.7M+63.0%
Debt14.1M31.9M242.5M63.1M64.7%
Equity76.0M17.5M352.1M658.4M105.4%
Op CF18.9M6.9M-81.7M-50.7M-63.7%
Inv CF-2.5M-7.2M-132.9M-75.7M
Fin CF-11.9M-0.3M36.0M174.3M
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PRICE (1Y)-24.3%
2.813.073.343.603.87May 7May 29Jun 18
SMA 50SMA 200
Close
$2.89
RSI (14)
32.2
52W High
$5.45
From 52W High
0.5%

SCORE BREAKDOWN

Quality
34
ROIC
-9.4%3.1
ROE
-12.9%4.2
GP/Assets
5.9%62.1
Op. Margin
-14.6%4.6
FCF/Assets
2.3%48.9
Piotroski
44.5
Int. Cover
-50.0x1.7
D/E Ratio
0.09x80.5
Current Ratio
1.10x30.7
Value
49
P/E (TTM)
N/A
EV/EBITDA
-19.2x93.1
P/FCF
19.0x38.2
P/B
1.2x41.8
P/S
1.7x76.3
Div Yield
N/A
Momentum
32
52W High %
53%6.8
RS 6M
-54%5.8
SMA 50/200
0.87x9.0
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
+135%86.8
Q Growth
303%93.7

FUNDAMENTALS

Market Cap
$505M
P/E (Forward)
7.0x
Gross Margin
25.8%

SECTOR PEERS

Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of ALTI are excluded.

TickerCompanyMkt CapStockRankSignal
ALTIAlTi Global, Inc.(you)$505M24SELL
DPGDuff & Phelps Utility and Infrastructure Fund Inc.$528M24SELL
INVInnventure, Inc.$493M31SELL
TBLDThornburg Income Builder Opportunities Trust$722M26SELL
BUIBlackRock Utilities, Infrastructure & Power Opportunities Trust$685M20SELL
GUGGuggenheim Active Allocation Fund$538M15STRONG SELL
FOFCohen & Steers Closed-End Opportunity Fund, Inc.$386M19STRONG SELL
HFROHighland Funds I - Highland Opportunities and Income Fund$363M20STRONG SELL
ASGLiberty All-Star Growth Fund, Inc.$336M20SELL
GHYPGIM Global High Yield Fund, Inc$494M12STRONG SELL

Peer medians: ROE 10.8% · P/E 13.6x · Gross margin 0.0%

AlTi Global, Inc. (ALTI) — Stock Score Summary

AlTi Global, Inc. (ALTI) has a MoatMap StockRank of 24/100 based on Quality (34/100), Value (49/100), and Momentum (32/100) factor scores. The current signal is SELL. AlTi Global is a wealth management firm lacking any structural alignment with our core macro themes. It does not possess the asset-light, high-moat characteristics of a quality compounder under our framework.

AlTi Global, Inc. provides comprehensive financial and wealth management services for ultra-high-net-worth individuals, families, and institutions globally. The company offers integrated solutions spanning global advisory, investment management, and family office services, differentiating through its personalized and sophisticated client approach. It caters to a highly specialized niche in the high-net-worth financial services market.

Key Financial Metrics

Price$2.89
Market Cap$505M
P/E (Forward)6.95
Price/Book1.25
Return on Equity-12.9%
Return on Invested Capital-9.4%
Debt/Equity8.59
Gross Margin25.8%
Operating Margin-14.6%
Revenue Growth28.1%
Free Cash Flow$27M

AlTi Global, Inc. operates in the Asset Management industry, part of the Financial Services sector (United States).

Frequently Asked Questions

What is AlTi Global, Inc.’s (ALTI) StockRank?
MoatMap’s StockRank for AlTi Global, Inc. (ALTI) is 24/100, with a Sell signal. It is a composite of Quality (34), Value (49), and Momentum (32) factor ranks across MoatMap’s 20,000+ stock universe.
Does AlTi Global, Inc. have an economic moat?
AlTi Global, Inc. (ALTI) has a Quality factor score of 34/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is AlTi Global, Inc. a buy, hold, or sell?
MoatMap’s current signal for AlTi Global, Inc. (ALTI) is Sell, based on a StockRank of 24/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is AlTi Global, Inc. in?
AlTi Global, Inc. (ALTI) operates in the Financial Services sector, specifically the Asset Management industry (United States).