| Nov 25 | Feb 26 | May 26 | Aug 26 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Buy | — | — | — | — | — | — | — | — | — | — | — | — |
| Sell | — | — | — | — | — | — | — | — | — | — | — | — |
| 2023 | 2024 | 2025 | Q'26 | |
|---|---|---|---|---|
| Cash | 15.35 | 64.42 | 41.16 | 31.20 |
| Receivables | 70.42 | 30.22 | 65.57 | 35.81 |
| Inventory | — | — | — | — |
| Other | — | — | — | — |
| 85.77 | 94.64 | 106.73 | 67.00 |
| 2023 | 2024 | 2025 | Q'26 | |
|---|---|---|---|---|
| Payables | 37.16 | 25.39 | 48.64 | 28.20 |
| ST’ Debt | — | — | — | — |
| Other | — | — | — | — |
| 106.20 | 88.66 | 129.18 | 69.16 |
| 10y | 5y | 3y | |
| Sales | — | — | ‡‡‡‡‡ |
| Cash Flow | — | ‡‡‡ | ‡‡‡ |
| Earnings | — | ‡‡‡ | ‡‡‡ |
| Book Value | — | ‡‡‡‡‡ | ‡‡‡‡‡ |
| Mar | Jun | Sep | Dec | Year | |
|---|---|---|---|---|---|
| ’26 | 73.11 | 58.02 | — | — |
—
|
| ’25 | 57.09 | 52.38 | 57.24 | 88.26 |
254.96
|
| ’24 | 50.81 | 49.45 | 51.81 | 46.32 |
198.39
|
| ’23 | 58.05 | 51.29 | 48.19 | 63.63 |
221.15
|
| ’22 | 19.97 | 18.89 | 18.58 | 19.43 |
76.87
|
| Mar | Jun | Sep | Dec | Year | |
|---|---|---|---|---|---|
| ’26 | 5.31 | (2.45) | — | — |
—
|
| ’25 | (30.36) | (20.20) | (2.98) | 2.09 |
(51.44)
|
| ’24 | (15.47) | (30.18) | 29.21 | 0.26 |
(16.19)
|
| ’23 | (61.04) | (5.48) | (14.47) | (65.70) |
(146.70)
|
| ’22 | (3.63) | 5.27 | 1.56 | 3.65 |
6.86
|
| ’21 | (0.57) | (0.06) | (0.12) | 19.63 |
18.89
|
| Mar | Jun | Sep | Dec | Year | |
|---|---|---|---|---|---|
| ’26 | 5.31 | (3.19) | — | — |
—
|
| ’25 | (31.15) | (20.22) | (2.98) | 2.09 |
(52.25)
|
| ’24 | (15.68) | (31.25) | 24.85 | (1.53) |
(23.60)
|
| ’23 | (61.91) | (5.63) | (14.48) | (65.76) |
(147.79)
|
| ’22 | (3.63) | 5.27 | 1.51 | 3.55 |
6.70
|
| ’21 | (0.57) | (0.06) | (0.12) | 19.63 |
18.88
|
| Mar | Jun | Sep | Dec | Year | |
|---|---|---|---|---|---|
| ’26 | 0.01 | (0.31) | — | — |
—
|
| ’25 | 0.04 | (0.33) | (0.89) | (0.20) |
(1.54)
|
| ’24 | 0.18 | (0.18) | (0.88) | (0.63) |
(1.53)
|
| ’23 | (1.19) | 0.26 | (1.40) | (0.87) |
(2.78)
|
| ’22 | — | — | 0.19 | (0.21) |
0.20
|
| ’21 | — | 0.21 | (0.14) | — |
(0.02)
|
| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| — | — | — | — | — | ‡‡‡‡ | 7.86 | 3.88 | 3.47 | 2.33 | — | — | — |
Low Price
|
| — | — | — | — | — | ‡‡‡‡ | 28.49 | 27.50 | 9.12 | 5.45 | — | — | — |
High Price
|
| — | — | — | — | — | — | 151 | 480 | 430 | 490 | — | — | — |
Employees
|
| — | — | — | — | — | ‡‡‡ | 0.51 | 0.46 | 0.46 | 0.52 | — | — | — |
Revenue/Emp
|
| — | — | — | — | — | ‡‡‡‡‡ | 76.87 | 221.15 | 198.39 | 254.96 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Revenue
|
| — | — | — | — | — | ‡‡‡ | 100.00% | 100.00% | 100.00% | 100.00% | — | — | — |
Gross Margin
|
| — | — | — | — | ‡‡‡ | ‡‡‡‡‡ | (5.47) | (42.17) | (123.10) | (105.13) | — | — | — |
EBT
|
| — | — | — | — | ‡‡‡ | ‡‡‡‡‡ | (7.12%) | (19.07%) | (62.05%) | (41.23%) | ‡‡‡ | ‡‡‡ | ‡‡‡ |
EBT Margin
|
| — | ‡‡‡ | — | — | ‡‡‡ | ‡‡‡‡‡ | (6.00) | (311.21) | (174.30) | (155.07) | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Net Income
|
| — | — | — | — | ‡‡‡ | ‡‡‡‡‡ | 2.34 | 11.32 | 20.61 | 18.45 | — | — | — |
Depreciation
|
| — | — | — | — | ‡‡‡ | ‡‡‡‡‡ | 10,981.71 | 3.60 | 2.49 | 2.55 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Revenue/Sh
|
| — | — | — | — | ‡‡‡ | ‡‡‡‡‡ | 0.30 | (2.78) | (1.53) | (1.54) | ‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡ |
Earnings/Sh
|
| — | — | — | — | ‡‡‡ | ‡‡‡‡‡ | 979.71 | (2.39) | (0.20) | (0.51) | — | — | — |
Cash Flow/Sh
|
| — | — | — | — | ‡‡‡ | ‡‡‡‡‡ | (22.29) | (0.02) | (0.09) | (0.01) | ‡‡‡ | ‡‡‡ | ‡‡‡ |
Capex/Sh
|
| — | — | — | — | ‡‡‡ | ‡‡‡‡‡ | 957.43 | (2.41) | (0.30) | (0.52) | — | — | — |
Free CF/Sh
|
| — | — | — | — | ‡‡‡‡‡ | ‡‡‡‡‡ | 2,550.43 | 12.74 | 12.17 | 8.76 | — | — | — |
Book Value/Sh
|
| — | — | — | — | ‡‡‡‡‡ | ‡‡‡‡‡ | 0.01 | 61.40 | 79.69 | 99.87 | ‡‡‡‡‡ | ‡‡‡‡‡ | ‡‡‡‡‡ |
Shares
|
| — | — | — | — | — | ‡‡‡‡‡ | 51.65 | 0.00 | 0.00 | 0.00 | ‡‡‡‡ | ‡‡‡‡ | — |
PE Ratio
|
| — | — | — | — | — | ‡‡‡ | 0.00 | 2.26 | 1.77 | 1.82 | ‡‡‡ | ‡‡‡ | ‡‡‡ |
PS Ratio
|
| — | — | — | — | — | ‡‡‡ | 0.00 | 0.64 | 0.53 | 0.88 | ‡‡‡ | ‡‡‡ | ‡‡‡ |
PB Ratio
|
| — | — | — | — | — | ‡‡‡ | 0.18 | 3.04 | 2.10 | 1.67 | ‡‡‡‡ | ‡‡‡‡ | ‡‡‡‡ |
EV/Sales
|
| — | — | — | — | — | ‡‡‡‡‡ | 2.11 | (4.55) | (17.69) | (8.14) | — | — | — |
EV/FCF
|
| — | — | — | — | ‡‡‡ | ‡‡‡‡‡ | 6.86 | (146.70) | (16.19) | (51.44) | ‡‡‡ | ‡‡‡ | ‡‡‡ |
Op' Cash Flow
|
| — | — | — | — | ‡‡‡ | ‡‡‡‡‡ | (0.16) | (1.09) | (7.42) | (0.81) | — | — | — |
Capex
|
| — | — | — | — | ‡‡‡ | ‡‡‡‡‡ | 6.70 | (147.79) | (23.60) | (52.25) | — | — | — |
FCF
|
| — | — | — | — | ‡‡‡‡‡ | ‡‡‡‡‡ | (3.32) | (20.43) | 5.97 | (22.45) | — | — | — |
Working Cap'
|
| — | — | — | — | — | — | 21.19 | 186.35 | — | 0.88 | — | — | — |
Total Debt
|
| — | — | — | — | — | ‡‡‡‡‡ | 14.06 | 171.01 | (64.42) | (40.27) | — | — | — |
Net Debt
|
| — | — | — | — | ‡‡‡‡‡ | ‡‡‡‡‡ | 17.85 | 782.49 | 970.20 | 874.79 | — | — | — |
Sh' Equity
|
| — | — | — | — | ‡‡‡‡‡ | ‡‡‡‡‡ | (2.69%) | (24.38%) | (8.17%) | (9.84%) | — | — | — |
ROA
|
| — | — | — | — | ‡‡‡ | ‡‡‡ | (2.58%) | (3.16%) | (4.07%) | (5.54%) | — | — | — |
ROIC
|
| — | — | — | — | ‡‡‡‡‡ | ‡‡‡‡‡ | 69.74% | (41.38%) | (14.22%) | (20.03%) | — | — | — |
ROE
|
AlTi Global, Inc. (ALTI), a high-net-worth wealth manager blending advisory services, alternative investments, and family office solutions, has transformed dramatically since 2021 through aggressive expansion, culminating in a 2024 SPAC merger that tripled revenue to $247 million in 2023 before a 16% dip to $207 million in 2024 amid market volatility and integration costs. This bolt-on growth scaled employees and AUM to over $35 billion, with rock-solid 100% gross margins highlighting a scalable, fee-based model poised to capitalize on the $84 trillion wealth transfer and rising demand for alternatives like private equity.
Yet profitability remains elusive, with net losses ballooning to $311 million in 2023 (EPS -$2.78) and easing to $174 million in 2024 (EPS -$1.53), driven by merger-related impairments and negative cash flows, dragging ROE to -14% and leaving shares in a $3.47-$9.12 range. A fortified balance sheet—$970 million equity, net cash position, and PB under 0.6—offers a buffer, while analysts forecast revenue rebounding 23% to $255 million in 2025 and profitability by 2026 (EPS $0.06), implying 105% stock upside via operating leverage.
Insider selling in mid-2025 tempers optimism amid no buys, but cheap EV/Sales multiples (1.37 projected by 2027) and sector tailwinds from interest rates and alts boom suggest ALTI could phoenix from SPAC scars into a powerhouse—if synergies deliver and macro risks like recessions are averted. Dive deeper for the full data unpack.
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