Stock Ratings / Financials / ALTI / financials

EVN (51) VALU (61) SOR (51) NOAH (64) ⌘ Pro Terminal →

AlTi Global Inc. (Class A) (ALTI) Revenue-to-Profit Sankey Flow & SEC XBRL Financials

$2.56 +3.64% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot)

AlTi Global Inc. (Class A) (ALTI) carries a Roarable Rating of D- (Sell) with 36/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

ROARABLE D- • RED ALERT Cap $399.2M

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

RQD QUANT TACHOMETERRED ALERT • D-

3-of-3 JEV AI Jury Bearish Warning

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw E · Rk D

Each axis scored 0–20

12M PRICE TARGET CONE-9.8% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for ALTI)Realized 20D OHLCV Swing Band: ±12.5%

VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • FY 2025 (10-K)

How ALTI Turns Every Dollar of Sales Into Real Bottom-Line Profit

Free Cash Flow:$11.2M (4.4% FCF Margin)

Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory

■ Revenue■ Net Profit■ Free Cash Flow

FY23

Rev $221.1M

FY24

Rev $198.4M

FY25

Rev $255.0M

Fiscal Year	Revenue	Gross Margin	Op Margin	Net Profit	Free Cash Flow	ROIC %
FY 2025	$255.0M	52%	-29%	-$119.7M	-$113.7M	-10.5%
FY 2024	$198.4M	52%	-29.7%	-$103.0M	-$58.2M	-7.8%
FY 2023	$221.1M	52%	-21.8%	-$165.6M	-$81.7M	-10.5%

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring ALTI)

✓Walkthrough of ALTI's RQD Radar, SEC cash-conversion gap & downside invalidation levels
✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?

Join Founding VIP Waitlist (No Card Required) →$100K Arena

ALTI // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -27.68%📐 HORIZONTAL RANGE

2026-10-30O $2.53H $2.65L $2.51C $2.56VOL 156.5K

RES: $5.63SUP: $2.09SMA50: $3.08SMA200: $3.62

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

ALTI Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 ALTI Butterfly Map → + Track ALTI →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

8.0%/yr Implied 5Y Growth

vs. +28.5% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on ALTI today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for ALTI. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for ALTI today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (ALTI)

Financials Rank #1021 of 1096 ⚔️ EVN vs ALTI Full Matrix →

1. Head-to-Head Financials Peer Comparison (ALTI vs. EVN, VALU, SOR, NOAH)

Industry: Investment Managers (79 Tracked Issuers)

Across 1096 tracked Financials securities in the Roarable RQD universe, AlTi Global Inc. (Class A) (ALTI) ranks #1021 by composite RQD confidence (36/100, grade D-) and #749 by equity capitalization ($399.2M). Within this direct 5-issuer industry benchmark cohort, NOAH leads on earnings valuation at 5.8x trailing P/E, while NOAH leads on capital efficiency and profitability with 11.2% ROIC and — gross margin. NOAH currently holds the highest overall quantitative score in the immediate peer group at 64/100 (C) compared with ALTI at 36/100 (D-).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
ALTI ACTIVE AlTi Global Inc. (Class A)	D-	36/100	—	—	-10.5%	+3.64%	$399.2M	Benchmark Subject
EVN Eaton Vance Municipal Income Trust	D	51/100	—	—	—	+1.42%	$395.5M	/evn-vs-alti →
VALU Value Line Inc.	C-	61/100	18.0x	—	5.2%	-0.22%	$389.8M	/valu-vs-alti →
SOR Source Capital Inc. Cmn Shs of BI	D	51/100	—	—	—	+1.18%	$387.1M	/sor-vs-alti →
NOAH Noah Holdings Limited	C	64/100	5.8x	—	11.2%	0.00%	$462.0M	/noah-vs-alti →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001838615

In its most recent audited fiscal period (FY2025, filed 2025-12-31), AlTi Global Inc. (Class A) (ALTI) reported GAAP revenue of $255.0M (+28.5% vs. FY2024 revenue of $198.4M , and +15.3% cumulative change since FY2023) , GAAP net income of -$119.7M, operating cash flow of $0, and free cash flow of $0 . On the balance sheet, ALTI closed FY2025 with $1.18B in total assets against $0 in total debt (Altman Z-Score: N/A, Piotroski F-Score: 1/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2025-12-31	$255.0M	-$119.7M	—	—	$1.18B	—
FY2024 (FY)	2024-12-31	$198.4M	-$103.0M	-$50.7M	-$58.2M	$1.26B	—
FY2023 (FY)	2023-12-31	$221.1M	-$165.6M	-$81.7M	-$81.7M	—	—

3. ALTI Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is ALTI stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-01, AlTi Global Inc. (Class A) (NASDAQ: ALTI) is rated D- (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 36/100 at a spot price of $2.56 (+3.64% 1D, market cap $399.2M). Pillar breakdown: Fundamental Cash Engine 3/20, Institutional 13F & Options Flow 11/20, Executive Insider Alignment 8/20, FRED Macro Regime Fit 11/20, and SEC Balance-Sheet Forensics 3/20. Across 1096 tracked Financials issuers, ALTI ranks #1021 in composite RQD confidence.

How does ALTI compare to EVN and VALU in the Financials sector?

Within the Financials sector (Investment Managers), ALTI carries a Roarable D- (36/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of -10.5%. By comparison, EVN (Eaton Vance Municipal Income Trust) holds a D grade (51/100 RQD, P/E N/A, ROIC —, cap $395.5M) and VALU (Value Line Inc.) posts a C- grade (61/100 RQD, P/E 18.0x, ROIC 5.2%, cap $389.8M). Among the 5-stock peer group, NOAH leads on earnings multiple (5.8x) while NOAH leads on capital efficiency (11.2% ROIC).

What are the biggest fundamental strengths and SEC risk factors for ALTI?

Per ALTI's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001838615), AlTi Global Inc. (Class A) generated $255.0M in revenue (+28.5% YoY), -$119.7M in net income, and $0 in free cash flow against $1.18B in total assets and $0 in total debt. Key quantitative strengths: Established market leader in Financials with deep daily trading liquidity.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is ALTI trading relative to its 50-day, 200-day, and 52-week technical levels?

ALTI last traded at $2.56 (+3.64% on volume of 315,900 shares), positioning the stock -16.88% below its 50-day simple moving average ($3.08) and -29.28% below its 200-day simple moving average ($3.62). Across its 52-week range of $2.26 to $5.45, ALTI sits at the 9.4% percentile with a 14-day RSI of 41.5 (NEUTRAL RANGE) and an implied next-earnings move of ±12.5% ($2.24 to $2.88).