AlTi Global Inc. Class A Common Stock (ALTI)

FairStock Score: 65/100 — STEADY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

An asset manager lives or dies by trust, recurring fees, and discipline. AlTi has a real franchise in wealth, trust, and family-office services, but the numbers tell a sobering story. In fiscal 2025, ended 2025-12-31, revenue was $255.0M, up from $198.4M in fiscal 2024, yet net income was -$119.7M. The prior years were also losses: -$103.0M in fiscal 2024 and -$165.6M in fiscal 2023. The latest filed quarter, fiscal Q2 2026 ended 2026-06-30, showed revenue of $58.0M and a net loss of $23.5M. Only fiscal Q1 2026, ended 2026-03-31, produced a positive $7.7M, so profitability is not consistent. At the close on 2026-10-13, the stock was $2.41, with a market cap of $267.7M. FairStock's calculations show P/B of 1.08, P/E of -1.95, ROE of -13.35%, ROCE of -2.95%, and TTM FCF yield of 0.5%. Debt is low with D/E of 0.09, and beta of 0.72 suggests less price volatility. But the Piotroski F-Score is 2/9 and Altman Z-Score is 0.17, which are warning signs of weak financial quality and possible distress. The Lynch category is none because the company has lost money in each of the last four years. Graham would ask: where is the margin of safety? A $267.7M price for a business with $1.2M trailing free cash flow and repeated losses is not statistically cheap, even near its 52-week low of $2.35. Buffett would want durable earning power. AlTi must show it can turn revenue into consistent profit. Until then, this is a speculative turnaround, not a proven compounder.

In plain English: AlTi Global is a wealth and asset management company that also provides trust and family office services. The business has been losing money in recent years, including a $23.5 million loss in the quarter ended June 30, 2026, though it earned a small profit in the prior quarter. At $2.41, the stock trades near the low end of its 52-week range and around the value of its net assets, but with weak profits and very little cash flow, the price looks fair-to-expensive rather than clearly cheap.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer