Reading ALTI? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track ALTI free→Reading ALTI? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
Track ALTI free→NASDAQFinancialsAsset ManagementSnapshot 2026-06-15
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
Recent financial performance is weak. Earnings quality cannot be assessed since the company was unprofitable over the past year. Management's recent track record has been fairly steady. Risk is elevated, and the sector backdrop is a headwind. Compared with sector peers, ALTI is typical. Peer multiples imply a price about 75% above where it trades (it looks cheap on this basis); the read is cheap, value-trap risk. This is because it trades below peer multiples, but recent financials are weak. If ALTI cuts guidance on the next call, that’s a meaningful negative. This read is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 2 valuation methods, at three horizons. Current price $2.88. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $2.88 ALTI trades at 1× p/s, below its 3× p/s peer median. Our $12 fair value sits above the price; low confidence. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
The price sits about 75% below a flat-multiple fair value; not enough history to forecast a comparison. This describes what's priced in, not a forecast of the move.
TTM earnings are negative, so the read leans on sales- and cash-flow-based methods rather than P/E. This is a data condition, not a forward call.
Only a turbulent sector regime (Heating) — not the full expensive x weak x turbulent stack.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Financials names rated weak grew net income 56% of the time over the next year (vs 59% for the rest of the cohort, n=3730).
Over the trailing year it converted 0.65x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity.
7 material management or governance events in the past 24 months, led by executive changes. Historically, Financials names rated neutral grew net income 57% of the time over the next year (vs 55% for the rest of the cohort, n=5004).
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
EPS estimate $0.06 → $0.06 (+0.0% / 30d). 0 raised, 1 cut, 1 covering analysts.
0 upgrades, 0 downgrades / 30d. 100% of analysts rate Buy.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$196.
How much price usually moves either way.
On a bad day, this stock has moved -$514.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $4,586.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
No material changes since the prior snapshot.
as of 2026-06-15
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: More unemployment claims may show a weak economy. This could affect AlTi's business.
Confirms:Weekly unemployment claims rise a lot compared to last week.
Disproves:Weekly unemployment claims go down or stay the same.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for ALTI yet.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
Results of Operations and Financial Condition AlTi Global, Inc. (the “Company”) is furnishing an updated form of investor presentation that is attached as Exhibit 99.1 to this Current Report on Form 8-K and incorporated by reference herein. A copy of the investor presentation is also available on the Company’s investor relations website at ir.alti-global.com. Exhibit 99.1 and the information set forth therein shall not be deemed to be filed for purposes of Section 18 of the Securities Exchang…
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.
Looks cheaper than most peers in the same business.
Self-history needs ~20 months of data.
Trailing four: 2024-Q2, 2024-Q3, 2025-Q1, 2025-Q2
A side-by-side read on sector standing, valuation, and risk versus Asset Management & Custody Banks.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
ALTI AlTi Global, Inc. | Typical Show detailsSector percentile: 65 of 100 | inexpensive | elevated |
BLK BlackRock | Typical Show detailsSector percentile: 62 of 100 | expensive | moderate |
BX Blackstone Inc. | Below typical Show detailsSector percentile: 23 of 100 | expensive | elevated |
BNY BNY Mellon | Typical Show detailsSector percentile: 62 of 100 | full | low |
BK BNY Mellon | Above typical Show detailsSector percentile: 100 of 100 | inexpensive | high |
Not investment advice. As of 2026-06-15.
via XLF
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-15.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
No qualifying priorities for this snapshot. Check back after the next refresh.
Why it matters: A drop in revenue growth signals a weakening trend in the financial sector. This could impact AlTi's performance.
Confirms:Revenue growth in the financial sector is lower than usual.
Disproves:Revenue growth is higher than usual.
Why it matters: Changes in interest rates can change borrowing costs. This affects AlTi's operations.
Confirms one read:FOMC raises interest rates more than expected during the June 17 meeting.
Confirms the other:FOMC keeps interest rates unchanged or lowers them.
Departure of Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. Departure of Chief Executive Officer On March 30, 2026, AlTi Global, Inc. (the “Company”) announced that the Board of Directors of the Company (the “Board”) and Michael Tiedemann, Chief Executive Officer of the Company, agreed that Mr. Tiedemann will step down as the Company’s Chief Executive Officer, effective March 30, 2026. Mr. Tiedemann’s departure is the r…
Results of Operations and Financial Condition AlTi Global, Inc. (the “Company”) is furnishing an updated form of investor presentation that is attached as Exhibit 99.1 to this Current Report on Form 8-K and incorporated by reference herein. A copy of the investor presentation is also available on the Company’s investor relations website at ir.alti-global.com. Exhibit 99.1 and the information set forth therein shall not be deemed to be filed for purposes of Section 18 of the Securities Exchang…
Results of Operations and Financial Condition AlTi Global, Inc. (the “Company”) is furnishing an updated form of investor presentation that is attached as Exhibit 99.1 to this Current Report on Form 8-K and incorporated by reference herein. A copy of the investor presentation is also available on the Company’s investor relations website at ir.alti-global.com. Exhibit 99.1 and the information set forth therein shall not be deemed to be filed for purposes of Section 18 of the Securities Exchang…
Material Impairment. The information set forth in