COMP <GO>
SOR vs ALTI // PIOTROSKI F-SCORE QUALITY
Source Capital Inc. Cmn Shs of BI (NYSE) VS. AlTi Global Inc. (Class A) (NASDAQ) • 15-METRIC TALLY: SOR 1
— ALTI 1
■ METRIC PARITY
LAST: $46.39 (+1.18%) • MKT CAP: $387.1M
piotroski-score
—
LAST: $2.56 (+3.64%) • MKT CAP: $399.2M
piotroski-score
1/9
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SOR VS. ALTI)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SOR | ALTI | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | — | -10.50% | — | TIE | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | — | — | — | 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% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality ACTIVE | — | 1/9 | — | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 56.6 | 41.5 | +15.06 | SOR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $387.1M | $399.2M | -$12.1M | ALTI | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SOR REV | ALTI REV | SOR GROSS % | ALTI GROSS % | SOR FCF | ALTI FCF |
|---|---|---|---|---|---|---|
| FY 2025 | — | $255.0M | — | — | — | — |
| FY 2024 | — | $198.4M | — | — | — | -$58.2M |
| FY 2023 | — | $221.1M | — | — | — | -$81.7M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SOR // BETA —
ALTI // BETA —