(ALTI) Alvarium Tiedemann Holdings - Overview
Stock: Wealth Management, Asset Management, Trust Services, Family Office, Real Estate
EPS (Earnings per Share)
Revenue
| Risk 5d forecast | |
|---|---|
| Volatility | 47.0% |
| Relative Tail Risk | -7.16% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.46 |
| Alpha | 3.84 |
| Character TTM | |
|---|---|
| Beta | 0.525 |
| Beta Downside | 0.508 |
| Drawdowns 3y | |
|---|---|
| Max DD | 80.69% |
| CAGR/Max DD | -0.20 |
Description: ALTI Alvarium Tiedemann Holdings December 19, 2025
AlTi Global, Inc. (NASDAQ: ALTI) delivers wealth and asset-management services across the United States, United Kingdom, and other international markets through two primary segments: Wealth & Capital Solutions and International Real Estate.
In its Wealth & Capital Solutions line, the firm provides both discretionary portfolio management and non-discretionary advisory, alongside a full suite of trust and family-office functions-ranging from fiduciary trust creation to bookkeeping, cash-flow oversight, philanthropic strategy, and governance education.
The International Real Estate segment focuses on co-investment opportunities and fund-management of real-estate assets, while the Alternatives Platform supports third-party money managers with sales, marketing, branding, and investor-relations services.
Recent filings indicate that AlTi manages roughly $2.4 billion in assets under management (AUM), generating annual revenue of about $120 million with a net profit margin near 4 %. The firm’s growth is tied to macro-drivers such as rising high-net-worth client demand for integrated family-office solutions and continued investor appetite for diversified real-estate exposure amid a low-interest-rate environment.
For a deeper quantitative view, you might explore ValueRay’s analyst toolkit, which aggregates SEC filings and peer benchmarks to help assess ALTI’s valuation and risk profile.
Piotroski VR‑10 (Strict, 0-10) 2.0
| Net Income: -164.3m TTM > 0 and > 6% of Revenue |
| FCF/TA: -0.05 > 0.02 and ΔFCF/TA -0.86 > 1.0 |
| NWC/Revenue: 4.45% < 20% (prev 98.39%; Δ -93.94% < -1%) |
| CFO/TA -0.05 > 3% & CFO -53.6m > Net Income -164.3m |
| Net Debt/EBITDA: error (EBITDA <= 0) |
| Current Ratio: 1.15 > 1.5 & < 3 |
| Outstanding Shares: last quarter (99.9m) vs 12m ago 15.64% < -2% |
| Gross Margin: 19.11% > 18% (prev 0.24%; Δ 1888 % > 0.5%) |
| Asset Turnover: 17.31% > 50% (prev 17.34%; Δ -0.02% > 0%) |
| Interest Coverage Ratio: -23.29 > 6 (EBITDA TTM -158.3m / Interest Expense TTM 7.54m) |
Altman Z'' -3.56
| A: 0.01 (Total Current Assets 73.6m - Total Current Liabilities 63.7m) / Total Assets 1.15b |
| B: -0.35 (Retained Earnings -404.9m / Total Assets 1.15b) |
| C: -0.14 (EBIT TTM -175.6m / Avg Total Assets 1.28b) |
| D: -1.48 (Book Value of Equity -400.2m / Total Liabilities 270.6m) |
| Altman-Z'' Score: -3.56 = D |
Beneish M -2.67
| DSRI: 1.23 (Receivables 37.7m/33.8m, Revenue 221.7m/243.8m) |
| GMI: 1.23 (GM 19.11% / 23.60%) |
| AQI: 1.21 (AQ_t 0.89 / AQ_t-1 0.74) |
| SGI: 0.91 (Revenue 221.7m / 243.8m) |
| TATA: -0.10 (NI -164.3m - CFO -53.6m) / TA 1.15b) |
| Beneish M-Score: -2.67 (Cap -4..+1) = A |
What is the price of ALTI shares?
Over the past week, the price has changed by -2.77%, over one month by -2.56%, over three months by +16.77% and over the past year by +15.74%.
Is ALTI a buy, sell or hold?
- StrongBuy: 1
- Buy: 0
- Hold: 0
- Sell: 0
- StrongSell: 0
What are the forecasts/targets for the ALTI price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 9 | 97.4% |
| Analysts Target Price | 9 | 97.4% |
| ValueRay Target Price | 4.6 | -0.2% |
ALTI Fundamental Data Overview February 04, 2026
P/B = 1.7967
Revenue TTM = 221.7m USD
EBIT TTM = -175.6m USD
EBITDA TTM = -158.3m USD
Long Term Debt = 586.0k USD (from longTermDebt, last quarter)
Short Term Debt = 63.7m USD (from shortTermDebt, last quarter)
Debt = 63.7m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 27.9m USD (from netDebt column, last quarter)
Enterprise Value = 725.9m USD (698.0m + Debt 63.7m - CCE 35.8m)
Interest Coverage Ratio = -23.29 (Ebit TTM -175.6m / Interest Expense TTM 7.54m)
EV/FCF = -12.71x (Enterprise Value 725.9m / FCF TTM -57.1m)
FCF Yield = -7.87% (FCF TTM -57.1m / Enterprise Value 725.9m)
FCF Margin = -25.77% (FCF TTM -57.1m / Revenue TTM 221.7m)
Net Margin = -74.14% (Net Income TTM -164.3m / Revenue TTM 221.7m)
Gross Margin = 19.11% ((Revenue TTM 221.7m - Cost of Revenue TTM 179.3m) / Revenue TTM)
Gross Margin QoQ = 27.58% (prev 16.05%)
Tobins Q-Ratio = 0.63 (Enterprise Value 725.9m / Total Assets 1.15b)
Interest Expense / Debt = 0.20% (Interest Expense 126.0k / Debt 63.7m)
Taxrate = 21.0% (US default 21%)
NOPAT = -138.7m (EBIT -175.6m * (1 - 21.00%)) [loss with tax shield]
Current Ratio = 1.15 (Total Current Assets 73.6m / Total Current Liabilities 63.7m)
Debt / Equity = 0.10 (Debt 63.7m / totalStockholderEquity, last quarter 607.2m)
Debt / EBITDA = -0.18 (negative EBITDA) (Net Debt 27.9m / EBITDA -158.3m)
Debt / FCF = -0.49 (negative FCF - burning cash) (Net Debt 27.9m / FCF TTM -57.1m)
Total Stockholder Equity = 654.0m (last 4 quarters mean from totalStockholderEquity)
RoA = -12.84% (Net Income -164.3m / Total Assets 1.15b)
RoE = -25.13% (Net Income TTM -164.3m / Total Stockholder Equity 654.0m)
RoCE = -26.82% (EBIT -175.6m / Capital Employed (Equity 654.0m + L.T.Debt 586.0k))
RoIC = -41.68% (negative operating profit) (NOPAT -138.7m / Invested Capital 332.8m)
WACC = 7.21% (E(698.0m)/V(761.8m) * Re(7.85%) + D(63.7m)/V(761.8m) * Rd(0.20%) * (1-Tc(0.21)))
Discount Rate = 7.85% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 7.95%
Shares Correlation 3-Years: 100.0 | Cagr: 23.99%
Fair Price DCF = unknown (Cash Flow -57.1m)
EPS Correlation: -49.77 | EPS CAGR: -64.32% | SUE: -2.31 | # QB: 0
Revenue Correlation: 66.31 | Revenue CAGR: 14.41% | SUE: 0.44 | # QB: 0
EPS next Quarter (2026-03-31): EPS=0.06 | Chg30d=+0.000 | Revisions Net=-1 | Analysts=1
EPS next Year (2026-12-31): EPS=0.28 | Chg30d=+0.010 | Revisions Net=+1 | Growth EPS=+0.0% | Growth Revenue=+15.8%