COMP <GO>
VALU vs ALTI // PIOTROSKI F-SCORE QUALITY
Value Line Inc. (NASDAQ) VS. AlTi Global Inc. (Class A) (NASDAQ) • 15-METRIC TALLY: VALU 4
— ALTI 1
▲ PIOTROSKI F-SCORE QUALITY LEADER: VALU
LAST: $41.55 (-0.22%) • MKT CAP: $389.8M
piotroski-score
5/9
LAST: $2.56 (+3.64%) • MKT CAP: $399.2M
piotroski-score
1/9
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (VALU VS. ALTI)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | VALU | ALTI | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.20% | -10.50% | +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 | 3.14% | 0.00% | +3.14 | VALU | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality ACTIVE | 5/9 | 1/9 | +4.00 | VALU | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 53.0 | 41.5 | +11.52 | VALU | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.7x | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $389.8M | $399.2M | -$9.4M | ALTI | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | VALU REV | ALTI REV | VALU GROSS % | ALTI GROSS % | VALU FCF | ALTI FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $255.0M | — | — | $18.6M | — |
| FY 2024 | $0 | $198.4M | — | — | $20.1M | -$58.2M |
| FY 2023 | $0 | $221.1M | — | — | $17.9M | -$81.7M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
VALU // BETA —
ALTI // BETA —