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Alvarium Tiedemann Holdings Inc.

ALTI | US

3.94

USD

0.04

1.03%

ALTI | US

About Alvarium Tiedemann Holdings Inc.

Sector

Financial Services

Industry

Asset Management

Earnings date

30/06/2024

As of date

21/10/2024

Close

3.94

Open

3.92

High

3.99

Low

3.81

AlTi Global Inc. provides wealth and asset management services individuals families foundations and institutions in the United States and internationally. The company offers discretionary investment management non-discretionary investment advisory trust and administration services as well as family office services comprising wealth transfer planning multi-generational education planning wealth and asset strategy trust and fiduciary chief financial officers and outsourced family office philanthropy and lifestyle and special projects services. It also provides merchant banking services such as merger and acquisition advisory corporate broker private placements public company and initial public offering advisory strategic advisory independent board advice and structured finance advisory services; and corporate advisory brokerage and placement agency services to entrepreneurs and companies. The company offers investment strategy asset allocation investment manager selection risk management portfolio construction and implementation and reporting. In addition it manages or advises in combined assets; structures arranges and provides investors with co-investment opportunities in various alternative assets; manages and advises public and private investment funds; and invests in and supports financial services professionals as well as provides impact investing advisory investment manager selection monitoring and due diligence services. Further the company offers coordination of legal-related and strategic business planning wealth transfer planning estate planning research on trustee placement and multi-generational education planning administrative tax planning and concierge and other services. The company was formerly known as Alvarium Tiedemann Holdings Inc. and changed its name to AlTi Global Inc. in April 2023. The company is based in New York New York.

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ALTI | US

Risk
56.2
Sharpe
-0.62
Luna's Score
46/100
Recommendation
Hold

Luna says (ALTI | US)

What's Working

Low Market Beta (-0.4 to 0.8)

Low Debt to Asset (< 0.2)

Value Stock (Price to Book < 3)

What's not Working

High 6-Month Volatility (>65%)

Smallcap (300M - 2B USD)

Weak Operating Margin (< 10%)

Declining Revenue (< 0%)

Weak Sharpe Ratio (< 0.3)

Volatility Signals

Bearish: Increased Volatility (6-month > 1-month volatility)

Risk Meter

10 days

43.2%

1 month

56.2%

3 months

66.9%

6 months

65.6%

Returns

Fundamental Ratios

PE

-

Fwd. PE

-

Price to book

0.93

Debt to equity

0.42

Debt to assets

0.17

Ent. to EBITDA

-360.20

Ent. to rev.

2.81

PEG

-

Other Fundamentals

EBITDA

-32.47M

MarketCap

550.91M

MarketCap(USD)

550.91M

Div. yield

-

Op. margin

-27.61

Erngs. growth

-

Rev. growth

-3.60

Ret. on equity

-23.72

Short ratio

4.74

Short perc.

2.04

Market Sentiment (SMA and Price signals)

Short-term: Bullish (SMA10D > SMA1M)

Intermediate-term: Bearish (SMA1M < SMA3M)

Long-term: Bearish (SMA6M < SMA12M)

SMAs: Stock Price Trends

Range10D

0.57

Range1M

1.14

Range3M

1.69

Volumes: Market Activity

Rel. volume

0.64

Price X volume

355.07K

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  • 1

Industry Comparison

ParameterCompanyIndustryIndicator
Enterprise to EBITDA-360.20332.92Cheaper
Ent. to Revenue2.8118.60Cheaper
PE Ratio-20.20-
Price to Book0.932.63Cheaper
Dividend Yield-7.25-
Std. Deviation (3M)66.8521.97Riskier
Debt to Equity0.4250.50Cheaper
Debt to Assets0.1744.08Cheaper
Market Cap550.91M8.59BEmerging
  • 1

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