COMP <GO>
ALTI vs JPM // DIVIDEND YIELD & FCF PAYOUT SAFETY
AlTi Global Inc. (Class A) (NASDAQ) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: ALTI 1
— JPM 7
▲ DIVIDEND YIELD & FCF PAYOUT SAFETY LEADER: JPM
LAST: $2.56 (+3.64%) • MKT CAP: $399.2M
dividend-safety
0.00%
LAST: $343.58 (+1.26%) • MKT CAP: $913.30B
dividend-safety
1.96%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ALTI VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ALTI | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -10.50% | 17.37% | -27.87 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 9.7x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | — | -18.14% | — | TIE | /fcf-yield <GO> |
| Operating Margin | -29.00% | 42.07% | -71.07 | JPM | /operating-margins <GO> |
| Net Profit Margin | -46.90% | 32.63% | -79.53 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 28.50% | 13.53% | +14.97 | ALTI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety ACTIVE | 0.00% | 1.96% | -1.96 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 1/9 | 2/9 | -1.00 | JPM | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.84% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 41.5 | 55.1 | -13.59 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.00 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 13.6x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $399.2M | $913.30B | -$912.90B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ALTI REV | JPM REV | ALTI GROSS % | JPM GROSS % | ALTI FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $255.0M | $182.45B | — | — | — | -$147.78B |
| FY 2024 | $198.4M | $177.56B | — | — | -$58.2M | -$42.01B |
| FY 2023 | $221.1M | $158.10B | — | — | -$81.7M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ALTI // BETA —
JPM // BETA 1.00