AlTi Global Inc Ordinary Shares - Class A ALTI

Morningstar Rating
$3.58 −0.08 (2.19%)
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About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

ALTI is trading at a LOCK|^%J#% premium.
Price
$3.58
Fair Value
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Uncertainty
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1-Star Price
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5-Star Price
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Economic Moat
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Capital Allocation

News

Trading Information

Previous Close Price
$3.66
Day Range
$3.523.71
52-Week Range
$2.755.45
Bid/Ask
$2.90 / $3.85
Shares Outstanding
110.74M
Market Cap
$396.46M
Volume/Avg
64,118 / 216,910

Key Statistics

Price/Earnings (Normalized)
28.95
Price/Sales
1.51
Dividend Yield (Trailing)
0.00%
Dividend Yield (Forward)
0.00%
Total Yield

Company Profile

AlTi Global Inc is a wealth and investment partner to families, foundations, and institutions, helping clients activate capital, bring structure to complexity, and plan across borders and generations. The company combines the breadth of an international firm with the service offering of a family office to deliver solutions for wealth and capital. It provides services including discretionary and non-discretionary investment advisory, estate and wealth planning, trust and fiduciary, governance, philanthropy, and family office services, along with access to alternative investment opportunities. The company generates revenue from management, advisory, trustee, or administration fees, performance or incentive fees, distributions from investments, and other income or fees.
Sector
Financial Services
Industry
Asset Management
Stock Style Box
Small Value
Total Number of Employees
490

Valuation

Metric
ALTI
Price/Earnings (Normalized)
28.95
Price/Book Value
1.62
Price/Sales
1.51
Price/Cash Flow
Price/Earnings
ALTI

Financial Strength

Metric
ALTI
Quick Ratio
2.45
Current Ratio
2.71
Interest Coverage
−365.51
Quick Ratio
ALTI

Profitability

Metric
ALTI
Return on Assets (Normalized)
1.20%
Return on Equity (Normalized)
4.74%
Return on Invested Capital (Normalized)
1.35%
Return on Assets
ALTI

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1-Day Chart
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Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
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LOCK|qdc?$t%LOCK|YD<GJ$27B

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