ALTI

AlTi Global, Inc.

Fundamental data last updated:June 4, 2026

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company profile

SECTOR

Financial Services

industry

Asset Management - Global

Exchange

NASDAQ

County of HQ

US

Next Earnings Date

08/10/2026

Business Summary

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.

 


VALUATION

P/E

-2.89

Market Cap ($M USD)

$490.03M

Forward P/E

7.50

PEG

0.05

PRICE TO SALES

1.80

PRICE TO BOOK

0.53

EV / EBITDA

-6.28

5-Year Average P/E

Free Cash Flow Yield

-3.26%

DCF Value

$-52.07

Graham Number

N/A

Price to FCF

-30.71

EV to FCF

-33.06

Earnings Yield

-34.56%

FCF Yield

-3.26%

DIVIDEND

Yield

0.00%

Annual Payout

$0.00

Payout Ratio

-4.46%

Consecutive Years of Dividend Growth

5-Year Dividend Growth Rate

Financial Health & Profitability

Earnings Per Share

-$1.14

Next Year EPS Growth Estimate

$0.44

Next Year Revenue Growth Estimate

$33.20B

Return on Equity (ROE)

-18.14%

FREE CASH FLOW

Operating Margin

-27.12%

Debt-to-Equity

0.10

Piotroski F-Score

4

Altman Z-Score

0.67

Return on Invested Capital (ROIC)

-6.53%

Current Ratio

11.66

Quick Ratio

11.66

Net Debt to EBITDA

-0.45

Interest Coverage

-259.50

Gross Profit margin

43.10%

FCF PER SHARE

$-0.16

REVENUE PER SHARE

$2.73

Gainseekers Quantitative Analysis

Summary

The market’s current valuation of ALTI AlTi Global, Inc. paints a stark picture of mispricing. With a DCF value deeply negative and a Price/Book ratio below 1, the stock appears undervalued relative to its intrinsic worth. However, a Forward P/E of 8.80 suggests some optimism about future earnings, while the negative Earnings Yield and a troubling Altman Z-score of 0.56 indicate financial distress and potential bankruptcy risk. The company’s negative ROIC and operating margin further highlight inefficiencies in capital allocation and operational execution. Overall, the financial health is precarious, demanding cautious scrutiny from investors.

AI Exposure / Tech Reliance

Operating in the asset management sector, ALTI is positioned to leverage AI for enhanced data analytics and portfolio management. The industry's global reach and reliance on technology for efficiency and client engagement make it ripe for AI integration. However, the company's current financial struggles may hinder its ability to invest in cutting-edge tech advancements.

The Bull Case

For the value-driven investor, ALTI offers a tantalizing prospect. Despite its challenges, the Forward PEG ratio of 0.06 signals potential undervaluation relative to growth. The low Debt/Equity ratio of 0.10 suggests financial prudence, while the Piotroski F-Score of 3 indicates some fundamental weaknesses but not insurmountable. The company's ability to potentially rebound with improved capital efficiency and pricing power could attract those seeking a turnaround story.

The Bear Case

ALTI's structural risks are glaring. The negative EPS and operating margin underscore a company struggling to turn a profit. With a Price/Sales ratio over 2, the market may be overestimating its revenue-generating capabilities. The negative FCF Yield and Price to FCF ratio highlight severe cash flow issues, while the stock's proximity to its 52-week low suggests a lack of investor confidence. These metrics paint a picture of a company in need of significant operational overhaul.

Market Sentiment & Smart Money

Short Interest %

Analyst Consensus

Strong Buy

Average Analyst Price Target

$9.00

Institutional Ownership %

1-Year Beta

0.75

Insider Buying % (6 Mo)

Distance to 52-Week High

65.00%

Distance to 52-Week Low

10.30%

EARNINGS SURPRISE %

33.33%

50-DAY SMA

$3.61

200-DAY SMA

$4.05

⚠️ Financial Disclaimer:
This content is for informational purposes only and is not financial advice. Information may be delayed or inaccurate. We may earn a commission from partner links.