COMP <GO>
ALTI vs VALU // 10Y YIELD & FRED MACRO BETA
AlTi Global Inc. (Class A) (NASDAQ) VS. Value Line Inc. (NASDAQ) • 15-METRIC TALLY: ALTI 1
— VALU 4
■ METRIC PARITY
LAST: $2.56 (0.00%) • MKT CAP: $399.2M
macro-sensitivity
—
LAST: $42.23 (+1.64%) • MKT CAP: $389.8M
macro-sensitivity
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ALTI VS. VALU)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ALTI | VALU | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -10.50% | 5.20% | -15.70 | VALU | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 85.2x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | — | 4.77% | — | TIE | /fcf-yield <GO> |
| Operating Margin | -29.00% | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | -46.90% | — | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | 28.50% | — | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 3.14% | -3.14 | VALU | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 1/9 | 5/9 | -4.00 | VALU | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 41.5 | 49.4 | -7.90 | VALU | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 16.7x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $399.2M | $389.8M | $9.4M | ALTI | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ALTI REV | VALU REV | ALTI GROSS % | VALU GROSS % | ALTI FCF | VALU FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $255.0M | $0 | — | — | — | $18.6M |
| FY 2024 | $198.4M | $0 | — | — | -$58.2M | $20.1M |
| FY 2023 | $221.1M | $0 | — | — | -$81.7M | $17.9M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ALTI // BETA —
VALU // BETA —