NASDAQ · Asset Management - Global

ALTI (ALTI) Stock

$3.66 +0.83% NASDAQ: ALTI Financial Services

Valuation

MetricValue
Price$3.66
Market Cap$543.48M
P/E Ratio-3.02
P/B Ratio0.92
P/S Ratio2.05
EPS (TTM)$-1.23
52-Week High$5.45
52-Week Low$2.75
Dividend Yield0.00%

Financials & Margins

MetricValue
ROE-20.00%
ROA-10.20%
ROCE-8.47%
Gross Margin-29.02%
Operating Margin-29.02%
Net Margin-41.77%
Debt/Equity0.12
Current Ratio1.73

Annual Financials (USD)

Metric20212022202320242025
Revenue$76.0M$77.0M$247.0M$207.0M$255.0M
Operating Profit$8.0M$-1.0M$-99.0M$-87.0M$-74.0M
Net Profit$4.0M$-6.0M$-166.0M$-103.0M$-120.0M
EPS$-0.02$0.20$-2.70$-1.29$-1.23
Op Margin10.3%-1.7%-40.2%-42.0%-29.0%

Balance Sheet (USD)

Metric20212022202320242025
Total Assets$134.0M$92.0M$1.3B$1.3B$1.2B
Total Liabilities$58.0M$74.0M$484.0M$286.0M$302.0M
Cash$17.0M$7.0M$15.0M$65.0M$41.0M
Borrowings$14.0M$32.0M$242.0M$63.0M$62.0M

Latest News

Family Offices Turning to "Purpose of Wealth" to Prepare the Next Generation, New AlTi Tiedemann Global and Campden Wealth Research Finds Business Wire · Jun 29, 2026 AlTi Global CFO Michael Harrington to Retire Wealth Management · Jun 25, 2026 AlTi Global Names Patrick Keenan CFO as Mike Harrington Retires MT Newswires · Jun 25, 2026 AlTi Global Announces Chief Financial Officer Succession to Support Next Phase of Growth Business Wire · Jun 25, 2026 Jason Kow Completes Acquisition of Queensgate Investments from AlTi Global PR Newswire · Jun 22, 2026

Cash Flow (USD)

Metric20212022202320242025
Operating Cash Flow$14.0M$7.0M$-82.0M$-51.0M$-51.0M
Investing Cash Flow$-10.0M$-7.0M$-134.0M$-83.0M$13.0M
Financing Cash Flow$-335.0M$0$-15.0M$-20.0M$-7.0M
Net Cash Flow$5.0M$-1.0M$-176.0M$47.0M$-24.0M
Free Cash Flow$14.0M$7.0M$-82.0M$-58.0M$-52.0M

Valuation & Return Ratios

MetricValue
PEG Ratio—
EV / EBITDA—
FCF Yield-2.85%
Quick Ratio11.66
Interest Coverage—
Return 1Y-24.37%
Return 3Y-57.44%
Return 5Y-64.29%

Ownership

Insiders Held55.27%
Institutions Held15.31%
Institutions Float Held34.22%
Institutional HolderSharesReport Date
Allianz SE21,707,2142026-03-31
Blackrock Inc.2,646,9242026-03-31
Vanguard Capital Management LLC1,637,5672026-03-31
Geode Capital Management, LLC1,147,2722026-03-31
State Street Corporation835,7082026-03-31

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
CAGPFSamara Asset Group plc $2.61 +0.00% -6.21 $147.26M 0.00%
DDWWFDividend Growth Split Corp. $4.12 +0.00% -2.07 $229.10M 20.39%
EQS $1.21 -3.20% -1.26 $16.90M 0.00%
FNNCFFinancial 15 Split Corp. $8.88 +0.00% 4.88 $680.24M 11.96%
GMHLFGAM Holding AG $0.22 +0.00% -1.22 $243.62M 0.00%

About ALTI

ALTI is led by CEO Nancy Curtin, employs 430 people, headquartered in US, publicly traded since 2021.

ALTI stock trades at $3.66 with a market capitalization of $543.48M. The stock is valued at a price-to-earnings (P/E) ratio of -3.02, price-to-book of 0.92, price-to-sales of 2.05. Over the past 52 weeks the stock has ranged between $2.75 and $5.45, and currently trades 32.8% below its 52-week high.

On profitability, ALTI generates a return on equity (ROE) of -20.00%, return on capital employed of -8.47%, an operating margin of -29.02%, a net profit margin of -41.77%.

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