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AlTi Global, Inc

ALTI

3.920USD

+0.240+6.52%

Close 09/18, 16:00（ET）Quotes delayed by 15 min

398.14MMarket Cap

LossP/E TTM



AlTi Global, Inc

3.920

+0.240+6.52%

Overview Company Financials Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score

Currency: USD Updated: 2025-09-18

Key Insights

The company's fundamentals are relatively very healthy. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Strong Buy. Despite a good stock market performance and outperforming fundamentals, the technicals don't support the current trend. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Industry Ranking

67 / 117

Overall Ranking

286 / 4721

Industry

Investment Banking & Investment Services

Support & Resistance

No Data

Score Analysis

Current score

Previous score

Analyst Rating

Based on 1 analysts

Strong Buy

Current Rating

9.000

Target Price

+144.57%

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Company Highlights

StrengthsRisks

AlTi Global, Inc. is an independent global wealth and alternatives manager providing entrepreneurs, multi-generational families, institutions, and emerging leaders with fiduciary capabilities as well as alternative investment strategies and advisory services. In its Wealth & Capital Solutions segment, the Company provides holistic solutions for its wealth management and alternative investments clients through its full spectrum of wealth and asset management services, including discretionary investment management services, non-discretionary investment advisory services, trust services, administration services, and family office services. In its International Real Estate segment, the Company assists its investors with real estate co-investments by providing access to differentiated opportunities in these areas as well as structuring and selecting partners with a proven track record in alternative asset classes, with risk-adjusted return characteristics.

High Growth

The company's revenue has grown steadily over the past 3 years, averaging 161.62% year-on-year.

High Profit Growth

The company's net income leads the industry, with the latest annual income totaling USD 2050.49.

Fairly Valued

The company’s latest PB is 1.13, at a medium 3-year percentile range.

Institutional Selling

The latest institutional holdings are 67.85M shares, decreasing 1.43% quarter-over-quarter.

Held by The Vanguard

Star Investor The Vanguard holds 2.35M shares of this stock.

Financial Health

Currency: USD Updated: 2025-09-18

The company's current financial score is 6.31, which is lower than the Investment Banking & Investment Services industry's average of 7.44. Its financial status is robust, and its operating efficiency is low. Its latest quarterly revenue reached 57.25M, representing a year-over-year decrease of 5.86%, while its net profit experienced a year-over-year decrease of 157.17%.

Score

Industry at a Glance

Previous score

6.31

Change



Financials

8.13

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data



Quality of Earnings

7.04

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

No Data



Operational Efficiency

3.81

Key Metrics

Cash flow from operating activities

Income after tax

No Data



Growth Potential

5.49

Key Metrics

Cash flow from operating activities

Total revenue

No Data



Shareholder Returns

7.09

Key Metrics

Free cash flow

No Data

Company Valuation

Currency: USD Updated: 2025-09-18

The company’s current valuation score is 1.20, which is lower than the Investment Banking & Investment Services industry's average of 1.44. Its current P/E ratio is -1.74, which is 19.13% below the recent high of -2.07 and -138.74% above the recent low of -4.14.

Score

Industry at a Glance

Previous score

1.20

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 67/117

No Data

Earnings Forecast

Currency: USD Updated: 2025-09-18

The company’s current earnings forecast score is 10.00, which is higher than the Investment Banking & Investment Services industry's average of 7.27. The average price target for AlTi Global, Inc is 9.00, with a high of 9.00 and a low of 9.00.

Score

Industry at a Glance

Previous score

10.00

Change

Support & Resistance

No Data

Analyst Rating

Based on 1 analysts

Strong Buy

Current Rating

9.000

Target Price

+144.57%

Upside Space

Strong Buy

Buy

Hold

Sell

Strong Sell

Peer Comparison

Total

Median

Average

Company name

Ratings

Analysts

AlTi Global, Inc

ALTI

Blackstone Inc

KKR & Co Inc

KKR

BlackRock Inc

BLK

BROOKFIELD ASSET MANAGEMENT LTD

BAM

Carlyle Group Inc

...

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated: 2025-09-18

The company’s current price momentum score is 3.51, which is lower than the Investment Banking & Investment Services industry's average of 7.45. Sideways: Currently, the stock price is trading between the resistance level at 4.27 and the support level at 3.35, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

3.51

Change

0.22

Support & Resistance

No Data

Indicators



The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators

Sell(3)

Neutral(2)

Buy(2)

Indicators

Value

Direction

MACD(12,26,9)

-0.081

Sell

RSI(14)

43.440

Neutral

STOCH(KDJ)(9,3,3)

31.789

Buy

ATR(14)

0.181

Low Volatility

CCI(14)

-51.925

Neutral

Williams %R

67.391

Sell

TRIX(12,20)

-0.504

Sell

StochRSI(14)

100.000

Buy

Moving Average

Sell(3)

Neutral(0)

Buy(3)

Indicators

Value

Direction

MA5

3.768

Buy

MA10

3.892

Buy

MA20

4.091

Sell

MA50

4.224

Sell

MA100

3.935

Sell

MA200

3.812

Buy

Institutional Confidence

Currency: USD Updated: 2025-09-18

The company’s current institutional recognition score is 5.00, which is lower than the Investment Banking & Investment Services industry's average of 6.74. The latest institutional shareholding proportion is 67.93%, representing a quarter-over-quarter decrease of 9.78%. The largest institutional shareholder is The Vanguard, holding a total of 2.35M shares, representing 2.31% of shares outstanding, with 5.01% decrease in holdings.

Score

Industry at a Glance

Previous score

5.00

Change

Institutional Shareholding

No Data

Shareholder Activity

Name

Shares Held

Chg %

Allianz SE

20.84M

+7.89%

Ilwaddi Cayman Holdings

18.12M

+0.03%

Global Goldfield Ltd

10.43M

CGC Sponsor LLC

3.53M

-0.88%

BlackRock Institutional Trust Company, N.A.

2.43M

-1.41%

The Vanguard Group, Inc.

Star Investors

2.29M

+0.22%

Pangaea Three-B LP

2.27M

+2.86%

Geode Capital Management, L.L.C.

1.13M

+2.97%

Bouzarif (Ali)

824.40K

+2.78%

Tiedemann Advisors, LLC

698.74K

-5.96%

Risk Assessment

Currency: USD Updated: 2025-09-18

The company’s current risk assessment score is 3.35, which is lower than the Investment Banking & Investment Services industry's average of 4.89. The company's beta value is 0.74. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.