COMP <GO>
ALTI vs MS // RETURN ON INVESTED CAPITAL (ROIC)
AlTi Global Inc. (Class A) (NASDAQ) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: ALTI 1
— MS 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: MS
LAST: $2.56 (0.00%) • MKT CAP: $399.2M
roic
-10.50%
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
roic
3.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ALTI VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ALTI | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | -10.50% | 3.00% | -13.50 | MS | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 31.0x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | — | -7.25% | — | TIE | /fcf-yield <GO> |
| Operating Margin | -29.00% | 24.60% | -53.60 | MS | /operating-margins <GO> |
| Net Profit Margin | -46.90% | 20.20% | -67.10 | MS | /net-margins <GO> |
| Revenue Growth (YoY) | 28.50% | 5.50% | +23.00 | ALTI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.21% | -2.21 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 1/9 | 5/9 | -4.00 | MS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 41.5 | 51.0 | -9.50 | MS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.04 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 16.5x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $399.2M | $298.41B | -$298.01B | MS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ALTI REV | MS REV | ALTI GROSS % | MS GROSS % | ALTI FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $255.0M | $0 | — | — | — | -$17.89B |
| FY 2024 | $198.4M | $0 | — | — | -$58.2M | $1.36B |
| FY 2023 | $221.1M | $0 | — | — | -$81.7M | -$33.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ALTI // BETA —
MS // BETA 1.04