ALTI PEER ANALYSIS

Alvarium Tiedemann Holdings Inc. — metric-by-metric comparison with peers and the industry median

ALTIAlvarium Tiedemann Holdings Inc.

🇺🇸 USA · NASDAQ · Financial Services · Asset Management

Value it Duel

Overall Profile & Returns

· Asset Management

Position Within Industry

0 = weak quartile, 100 = strong quartile

ALTIIndustry median

Scores normalize each metric against industry quartiles (p25–p75); direction is inverted for lower-is-better metrics.

Return Comparison

1-Year

Split-adjusted

Year-to-Date (YTD)

Key Metric Comparison

P/E

Lower is better

ROE

Higher is better

Net Margin

Higher is better

Revenue Growth

Higher is better

All Metrics

Valuation
Metric	ALTI	III	LGEN	BULGS	SMT	GOZDE	Ind. Median
P/E	—	5.05●	35.28	7.77	5.09	—	19.08
P/B	0.65	0.86	7.70	1.41	1.14	0.34●	2.10
EV/EBITDA	—	5.10●	23.13	5.81	5.57	—	10.38
P/S	—	—	—	—	—	—	27.64

Financial Health
Metric	ALTI	III	LGEN	BULGS	SMT	GOZDE	Ind. Median
Current Ratio	11.66	131.80●	59.08	123.95	0.31	0.76	3.81
Debt/Equity	12.5%	4.1%	1,100.0%	0.1%	11.6%	0.0%●	18.1%
NetDebt/EBITDA	-0.45	0.12	7.25	-0.73●	0.51	0.00	0.18

Profitability
Metric	ALTI	III	LGEN	BULGS	SMT	GOZDE	Ind. Median
Net Margin	-41.8%	1,236.9%●	4.0%	75.2%	97.4%	-1,340,136.1%	16.7%
ROE	-17.7%	19.1%	17.1%	22.0%	23.9%●	-24.0%	9.4%
ROA	-9.7%	18.1%	0.1%	21.9%●	21.2%	-21.9%	2.8%
EBITDA Margin	—	—	—	—	—	—	127.9%

Growth + Dividend
Metric	ALTI	III	LGEN	BULGS	SMT	GOZDE	Ind. Median
Rev. Growth	—	—	—	—	—	—	22.3%
NI Growth	—	5.1%	160.7%●	-25.2%	154.7%	—	14.6%
Div. Yield	1.3%	3.3%	7.5%●	0.0%	0.3%	0.0%	1.4%
Payout	-4.5%	14.5%	250.4%	0.0%	1.6%	0.0%	11.6%

Valuation
Metric	ALTI	KFS	VRTS	SAMG	PAX	AFCG	Ind. Median
P/E	—	—	9.03●	31.09	24.34	—	19.08
P/B	0.65	10.22	1.15	1.76	2.91	0.38●	2.10
EV/EBITDA	—	54.89	9.79●	10.13	12.34	—	10.38
P/S	—	—	—	—	—	—	27.64

Financial Health
Metric	ALTI	KFS	VRTS	SAMG	PAX	AFCG	Ind. Median
Current Ratio	11.66●	4.61	1.08	2.89	1.70	1.49	3.81
Debt/Equity	12.5%●	266.0%	310.3%	60.9%	42.3%	108.9%	18.1%
NetDebt/EBITDA	-0.45	9.51	7.04	1.73	1.08	-10.43●	0.18

Profitability
Metric	ALTI	KFS	VRTS	SAMG	PAX	AFCG	Ind. Median
Net Margin	-41.8%	-6.8%	14.6%	2.1%	18.0%●	-60.7%	16.7%
ROE	-17.7%	-40.7%	12.9%●	4.2%	12.6%	-6.9%	9.4%
ROA	-9.7%	-4.7%	2.8%	1.8%	4.7%●	-3.7%	2.8%
EBITDA Margin	—	—	—	—	—	—	127.9%

Growth + Dividend
Metric	ALTI	KFS	VRTS	SAMG	PAX	AFCG	Ind. Median
Rev. Growth	—	—	—	—	—	—	22.3%
NI Growth	—	—	-3.0%	-70.5%	-2.0%●	—	14.6%
Div. Yield	1.3%	0.4%	6.5%	8.1%	5.5%	11.1%●	1.4%
Payout	-4.5%	-11.9%	55.9%	255.5%	132.3%	-89.9%	11.6%

The green dot marks the best value in the group given the metric direction (higher/lower is better). All metrics use trailing-twelve-month (TTM) data.

Go deeper on ALTI

Run a DCF valuation

Full DCF model with editable assumptions

Start a head-to-head duel

Compare two stocks metric by metric

Filter in the stock screener

Build your own universe with 400+ metrics

Data on this page refreshes once per day. Price data as of Jul 7, 26. This content is for informational purposes only and is not investment advice.