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AlTi Global, Inc

ALTI

4.065USD

+0.160+4.10%

Close 11/07, 16:00（ET）Quotes delayed by 15 min

412.87MMarket Cap

LossP/E TTM



AlTi Global, Inc

4.065

+0.160+4.10%

Overview Company Financials Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

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 of AlTi Global, Inc

Currency: USD Updated: 2025-11-07

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.

AlTi Global, Inc's Score

Industry at a Glance

Industry Ranking

61 / 116

Overall Ranking

220 / 4614

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

+121.40%

Upside Space

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

AlTi Global, Inc 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 201.58M.

Overvalued

The company’s latest PB is 1.17, at a high 3-year percentile range.

Institutional Buying

The latest institutional holdings are 11.33M shares, increasing 4.74% quarter-over-quarter.

Held by PRFDX

Star Investor PRFDX holds 3.33K shares of this stock.

Financial Health

Currency: USD Updated: 2025-11-07

The company's current financial score is 6.31, which is lower than the Investment Banking & Investment Services industry's average of 7.28. 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

AlTi Global, Inc's Company Valuation

Currency: USD Updated: 2025-11-07

The company’s current valuation score is 8.91, which is higher than the Investment Banking & Investment Services industry's average of 7.19. Its current P/E ratio is -1.92, which is -27.08% below the recent high of -1.40 and -7750.22% above the recent low of -150.45.

Score

Industry at a Glance

Previous score

8.91

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 61/116

No Data

Earnings Forecast

Currency: USD Updated: 2025-11-07

The company’s current earnings forecast score is 10.00, which is higher than the Investment Banking & Investment Services industry's average of 7.33. 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

+121.40%

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

Carlyle Group Inc

Ares Management Corp

ARES

...

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: 2025-11-07

The company’s current price momentum score is 5.49, which is lower than the Investment Banking & Investment Services industry's average of 7.44. Sideways: Currently, the stock price is trading between the resistance level at 4.25 and the support level at 3.72, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

5.69

Change

-0.2

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(1)

Neutral(1)

Buy(4)

Indicators

Value

Direction

MACD(12,26,9)

0.050

Buy

RSI(14)

60.202

Neutral

STOCH(KDJ)(9,3,3)

81.323

Buy

ATR(14)

0.159

High Vlolatility

CCI(14)

143.319

Buy

Williams %R

3.846

Overbought

TRIX(12,20)

0.272

Sell

StochRSI(14)

100.000

Buy

Moving Average

Sell(0)

Neutral(0)

Buy(6)

Indicators

Value

Direction

MA5

3.964

Buy

MA10

3.923

Buy

MA20

3.849

Buy

MA50

3.822

Buy

MA100

4.037

Buy

MA200

3.708

Buy

Institutional Confidence

Currency: USD Updated: 2025-11-07

The company’s current institutional recognition score is 3.00, which is lower than the Investment Banking & Investment Services industry's average of 5.89. The latest institutional shareholding proportion is 11.16%, representing a quarter-over-quarter decrease of 83.57%. 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

3.00

Change

Institutional Shareholding

No Data

Shareholder Activity

Name

Shares Held

Chg %

Allianz SE

19.32M

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.

2.66M

+9.21%

Pangaea Three-B LP

2.27M

+2.86%

The Vanguard Group, Inc.

Star Investors

2.35M

+2.74%

Geode Capital Management, L.L.C.

1.30M

+15.16%

Bouzarif (Ali)

824.40K

+2.78%

Tiedemann Advisors, LLC

698.74K

Risk Assessment

Currency: USD Updated: 2025-11-07

The company’s current risk assessment score is 3.07, which is lower than the Investment Banking & Investment Services industry's average of 6.97. The company's beta value is 0.72. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.