COMP <GO>
ALTI vs BAC // EV/EBITDA & P/E VALUATION
AlTi Global Inc. (Class A) (NASDAQ) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: ALTI 2
— BAC 5
■ METRIC PARITY
LAST: $2.56 (+3.64%) • MKT CAP: $399.2M
valuation
—
LAST: $51.14 (+0.57%) • MKT CAP: $357.61B
valuation
30.2x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ALTI VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ALTI | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -10.50% | 2.50% | -13.00 | BAC | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | — | 30.2x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | — | 2.10% | — | TIE | /fcf-yield <GO> |
| Operating Margin | -29.00% | 32.90% | -61.90 | BAC | /operating-margins <GO> |
| Net Profit Margin | -46.90% | 27.00% | -73.90 | BAC | /net-margins <GO> |
| Revenue Growth (YoY) | 28.50% | 6.80% | +21.70 | ALTI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 1/9 | 7/9 | -6.00 | BAC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 41.5 | 38.3 | +3.21 | ALTI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.90 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 10.9x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $399.2M | $357.61B | -$357.21B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ALTI REV | BAC REV | ALTI GROSS % | BAC GROSS % | ALTI FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $255.0M | $113.10B | — | — | — | $7.52B |
| FY 2024 | $198.4M | $105.86B | — | — | -$58.2M | -$13.57B |
| FY 2023 | $221.1M | $102.77B | — | — | -$81.7M | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ALTI // BETA —
BAC // BETA 0.90