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AlTi Global, Inc.

ALTI

$4.44 ▲ +0.11 (+2.42%) at close

6 Visible periods

29 Metrics

Peer-ranked Benchmarks

Price Chart

Health

Weak

Moderately Bearish

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Analytical Summary

AlTi Global, Inc. faces fundamental challenges with weakness in Profit Margin (%) and Operating Margin (%). On the positive side, Debt to Equity remains strong. Investors should exercise caution and monitor for improvement in key metrics.

Market Cap $443.4M

Dividend Yield —

Revenue Growth 23.2% ↗

Op. Margin -29.0% ↗

ROIC -14.5% ↘

FCF / Share None

Trailing P/E —

Price / Book 0.7x

FCF Yield —

Debt / Equity 0.00

info Valuation on last close. End-of-day price, Aug 7, 2026.

6-Year Financial Trajectory

Annual

Metric Value Trend Year over Year Percentile

Revenue Total top-line sales

$254.96M

↑ +23.2% —

Net Income Profit after all expenses

$-119.70M

↓ -16.2% —

Operating Margin Operating profit as % of sales

-29.0%

↑ +30.9% 8th

FCF / Share Free cash flow per share

$-0.73

↑ +45.4% —

Long-Term Debt Long-term obligations

$883.00K

— —

trending_up

Bullish Indicators

Debt to EquityDebt to Equity is in the top quartile (lower is better)

warning

Bearish Risks

Operating Margin (%)Operating Margin (%) is in the bottom quartile
Profit Margin (%)Profit Margin (%) is in the bottom quartile

Health Breakdown

Profitability

Returns ↑

Financial Health ↓

Financial view

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📈 Is growth accelerating? 5 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗
Revenue Growth YoY (%)	23.2% Excellent ↓ Excellent Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+287%)	-17.5% Weak ↓ Weak Declining Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-392%)	226.4% Excellent Excellent Year-over-year change in total revenue Optimal: > 10% vs Sector: Above avg (+3673%)	1.5% Caution Caution Year-over-year change in total revenue Optimal: > 10% vs Sector: Below avg (-74%)	—	—
EPS Growth YoY (%)	—	40.0% Excellent Excellent Year-over-year change in earnings per share Optimal: > 10%	99.7% Excellent Excellent Year-over-year change in earnings per share Optimal: > 10%	N/M	—	—
Net Income Growth YoY (%)	-16.2% Weak ↑ Weak Improving Year-over-year change in net income	36.6% Excellent Excellent Year-over-year change in net income	-2663.1% Weak Weak Year-over-year change in net income	N/M	—	—
FCF Growth YoY (%)	—	45.4% Excellent Excellent Year-over-year change in free cash flow	—	—	—	—
Revenue CAGR 3Y (%)	49.1% Excellent Excellent Compound annual revenue growth over 3 years	39.8% Excellent Excellent Compound annual revenue growth over 3 years	—	—	—	—

💰 Are margins durable? 5 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗
Operating Margin (%) (%)	-29.0% Weak ↓ Weak Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-216%)	-42.0% Weak ↓ Weak Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-268%)	-37.5% Weak ↓ Weak Declining Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-250%)	-1.7% Weak Weak Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-107%)	10.3% Caution Caution Operating income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-59%)	—
Effective Tax Rate (%) (%)	-17.7% Excellent ↓ Excellent Declining Actual taxes paid relative to pre-tax income Optimal: 15-25%	10.8% Excellent ↑ Excellent Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	3.3% Excellent ↑ Excellent Improving Actual taxes paid relative to pre-tax income Optimal: 15-25%	-9.6% Excellent Excellent Actual taxes paid relative to pre-tax income Optimal: 15-25%	12.0% Excellent Excellent Actual taxes paid relative to pre-tax income Optimal: 15-25%	—
Profit Margin (%) (%)	-46.9% Weak ↓ Weak Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-313%)	-49.8% Weak ↓ Weak Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-326%)	-64.8% Weak ↓ Weak Declining Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-395%)	-7.7% Weak Weak Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-135%)	5.2% Caution Caution Net income as a percentage of revenue Optimal: > 15% vs Sector: Below avg (-76%)	—
FCF Margin (%) (%)	—	-28.2% Weak ↓ Weak Declining Free cash flow as a percentage of revenue Optimal: > 10%	-32.8% Weak ↓ Weak Declining Free cash flow as a percentage of revenue Optimal: > 10%	8.7% Caution Caution Free cash flow as a percentage of revenue Optimal: > 10%	24.9% Excellent Excellent Free cash flow as a percentage of revenue Optimal: > 10%	—
FCF / Net Income (x)	—	0.57x Weak ↓ Weak Declining Free cash flow relative to reported net income Optimal: > 1x	0.51x Weak ↓ Weak Declining Free cash flow relative to reported net income Optimal: > 1x	-1.14x Weak Weak Free cash flow relative to reported net income Optimal: > 1x	4.79x Excellent Excellent Free cash flow relative to reported net income Optimal: > 1x	—

🎯 Is capital allocation efficient? 3 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗
Return on Invested Capital (%)	-14.5% Weak ↓ Weak Declining Return earned on debt + equity capital invested Optimal: > 10%	-11.8% Weak ↓ Weak Declining Return earned on debt + equity capital invested Optimal: > 10%	-17.2% Weak Weak Return earned on debt + equity capital invested Optimal: > 10%	-3.7% Weak Weak Return earned on debt + equity capital invested Optimal: > 10%	—	—
Return on Capital (%) (%)	-6.3% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	-6.9% Weak ↓ Weak Declining Operating profit relative to total assets Optimal: > 10%	-7.4% Weak Weak Operating profit relative to total assets Optimal: > 10%	-1.4% Weak Weak Operating profit relative to total assets Optimal: > 10%	—	—
Return on Common Equity (%) (%)	-19.9% Weak ↑ Weak Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-266%)	-15.6% Weak ↑ Weak Improving Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-230%)	-47.6% Weak Weak Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-496%)	-33.6% Weak Weak Profit generated per dollar of shareholder equity Optimal: > 15% vs Sector: Below avg (-380%)	—	—

⚖️ Is the balance sheet risky? 3 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗
Debt to Equity (x)	0.00x Excellent ↓ Excellent Declining Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-100%)	0.00x Excellent ↓ Excellent Declining Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-100%)	0.55x Good Good Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: Below avg (-55%)	1.21x Caution Caution Total debt relative to shareholder equity Optimal: < 0.6x vs Sector: At sector avg	—	—
Net Debt (USD)	$-40.27M	$-65.49M	$171.00M	$14.06M	$-8.04M	—
Debt / EBITDA (x)	-0.01x Excellent ↓ Excellent Declining Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	0.00x Excellent ↓ Excellent Declining Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	-2.42x Excellent Excellent Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	20.75x Weak Weak Debt relative to earnings before interest, taxes, depreciation Optimal: < 2x	—	—

📊 What does each share earn? 6 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗
Revenue per Share (USD)	$2.55	$2.60	$4.09	—	—	—
Basic EPS, GAAP (USD)	—	$-1.59	$-2.65	$-839.87	$566.27	—
Free Cash Flow per Share (USD)	—	$-0.73	$-1.34	—	—	—
Book Value per Share (USD)	$6.01	$8.26	$5.57	—	—	—
Tangible Book Value per Share (USD)	$-2.22	$-2.37	$-8.24	—	—	—
Basic Weighted Avg Shares (shares)	99.87M	79.69M	61.40M	7,007	6,956	—

🏦 How resilient is the balance sheet? 3 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗
Working Capital (USD)	—	—	—	—	—	$-113.78K
LT Debt (USD)	$883.00K	$0.00	$186.35M	$21.19M	—	—
Total Equity (USD)	$600.11M	$658.40M	$341.93M	$17.53M	—	$16.91K

📋 What is driving earnings? 4 metrics

Metric	FY 2025 Dec 31, 2025 10-K ↗	FY 2024 Dec 31, 2024 10-K ↗	FY 2023 Dec 31, 2023 10-K ↗	FY 2022 Dec 31, 2022 10-K ↗	FY 2021 Dec 31, 2021 10-K ↗	FY 2020 Dec 31, 2020 10-K ↗
Sales/Revenue/Turnover (USD)	$254.96M	$206.94M	$250.88M	$76.87M	$75.70M	—
Depreciation Expense (USD)	—	—	$17.04M	$2.34M	$2.05M	—
Net Income, GAAP (USD)	$-119.70M	$-103.03M	$-162.61M	$-5.88M	$3.94M	—
Operating Cash Flow (USD)	—	$-50.65M	$-81.71M	$6.86M	$18.89M	—

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bar_chart Data from SEC EDGAR XBRL filings

Synced 1 week ago 6 years · 22 quarters

AlTi Global, Inc.

Analytical Summary

6-Year Financial Trajectory

Bullish Indicators

Bearish Risks

Health Breakdown

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