Bringing the fundamentals into focus…
Back to AlTi Global, Inc.
How AlTi Global, Inc. stacks up
ALTI · against 108 other Financial Services companies of similar size
Profitability
4/ 100
Near the bottom of its peers.
Ranked #105 of 109 · scores higher than 4% of peers
Bars: peers in each 10-point band of the profitability score13 peers with a profitability score of 0–9, including ALTI · Click a bar to see the companies
Why profitability scores 4?
Weighted metrics compared with all Financial Services companies.Mainly because of its return on assets, return on invested capital and operating margin, which are weaker than most Financial Services peers.
- a lower return on assets: weaker than 97% of peers. Return on assets: -10.2% vs peer median 2.6%
- a lower return on invested capital: weaker than 93% of peers. Return on invested capital: -8.2% vs peer median 6.3%
- a thinner operating margin: weaker than 91% of peers. Operating margin: -22.2% vs peer median 23.5%
Metric by metric
Position: dot = ALTI, ranked from the worst peer (left) to the best (right); tick = middle, shaded = middle half of peers.| Metric | ALTI | Peer median | Better than | Position among peers | Weight |
|---|---|---|---|---|---|
| Return on invested capitalHigher is better · 104 reported | -8.2% | 5.0% | 7% | 33% | |
| Operating marginHigher is better · 55 reported | -22.2% | 18.3% | 9% | 33% | |
| Return on assetsHigher is better · 126 reported | -10.2% | 2.7% | 2% | 33% | |
| Return on equityHigher is better · 123 reported | -13.4% | 5.5% | 8% | Context only | |
| Gross marginHigher is better · 141 reported | 28.1% | 100.0% | 19% | Context only |
Ranking by profitability score
Top 5 and the companies ranked around ALTI| Rank | Company | Market cap | Profitability | Overall |
|---|---|---|---|---|
| 1 | 342M EUR (≈$376M) | 100 | 77 | |
| 2 | 566M AUD (≈$374M) | 99 | 84 | |
| 3 | 527M AUD (≈$348M) | 97 | 64 | |
| 4 | 76.5B JPY (≈$520M) | 96 | 67 | |
| 5 | 323M EUR (≈$355M) | 93 | 59 | |
| 101 | 2.7B CNY (≈$383M) | 6 | 23 | |
| 101 | 276M USD | 6 | 40 | |
| 101 | 16.6B INR (≈$199M) | 6 | 14 | |
| 104 | 688M EUR (≈$757M) | 5 | 25 | |
| 105 | 385M USD | 4 | 36 | |
| 106 | 451M EUR (≈$496M) | 3 | ||
| 107 | 1.1B AUD (≈$732M) | 2 | ||
| 107 | 565M CAD (≈$413M) | 2 | 63 | |
| 109 | 249M USD | 0 | 31 |
Scores are sector-relative percentiles from the latest snapshot, always calculated against the whole sector: narrowing the comparison group changes who you compare with, not the scores. Missing metrics are left out and the remaining weights rescaled. How we score