ALTI
AlTi Global, Inc.
Asset Management - Global
Market Cap$169M
5Y Perf.-60.7%
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Stock Comparison
ALTI vs VRTS
Revenue, margins, valuation, and 5-year total return — side by side.
VRTS
Virtus Investment Partners, Inc.
Asset Management
Market Cap$949M
5Y Perf.-48.1%
ALTI vs VRTS — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ALTI | VRTS |
|---|---|---|
| Industry | Asset Management - Global | Asset Management |
| Market Cap | $169M | $949M |
| Revenue (TTM) | $207M | $831M |
| Net Income (TTM) | $-164M | $138M |
| Gross Margin | 17.9% | 74.9% |
| Operating Margin | -42.0% | 17.4% |
| Forward P/E | 13.6x | 5.5x |
| Total Debt | $63M | $2.84B |
| Cash & Equiv. | $65M | $477M |
ALTI vs VRTS — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
ALTI
VRTS
| Stock | Apr 21 | May 26 | Return |
|---|---|---|---|
| AlTi Global, Inc. (ALTI) | 100 | 39.3 | -60.7% |
| Virtus Investment P… (VRTS) | 100 | 51.9 | -48.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: ALTI vs VRTS
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: VRTS leads in 5 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. AlTi Global, Inc. is the stronger pick specifically for capital preservation and lower volatility and recent price momentum and sentiment. As sector peers, any of these can serve as alternatives in the same allocation.
ALTI
AlTi Global, Inc.
The Banking Pick
ALTI is the clearest fit if your priority is sleep-well-at-night.
- Lower volatility, beta 1.12, Low D/E 6.5%, current ratio 1.83x
- Beta 1.12 vs VRTS's 1.14, lower leverage
- +18.6% vs VRTS's -5.5%
Best for: sleep-well-at-night
VRTS
Virtus Investment Partners, Inc.
The Banking Pick
VRTS carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 7 yrs, beta 1.14, yield 6.6%
- Rev growth -8.0%, EPS growth 18.2%
- 142.6% 10Y total return vs ALTI's -60.8%
Best for: income & stability and growth exposure
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | VRTS | -8.0% NII/revenue growth vs ALTI's -16.2% |
| Value | VRTS | Lower P/E (5.5x vs 13.6x) |
| Quality / Margins | VRTS | Efficiency ratio 0.6% vs ALTI's 0.6% (lower = leaner) |
| Stability / Safety | ALTI | Beta 1.12 vs VRTS's 1.14, lower leverage |
| Dividends | VRTS | 6.6% yield, 7-year raise streak, vs ALTI's 2.2% |
| Momentum (1Y) | ALTI | +18.6% vs VRTS's -5.5% |
| Efficiency (ROA) | VRTS | Efficiency ratio 0.6% vs ALTI's 0.6% |
ALTI vs VRTS — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2024
FY 2025
ALTI vs VRTS — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLVRTSLAGGINGALTI
ALTIAlTi Global, Inc.
2leads
VRTSVirtus Investment Par…
4leads
6 Total Categories
CATEGORYLEADERvs ALTIMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
VRTS5/5
Valuation MetricsMultiples, price ratios, and targets
ALTI3/4
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
VRTS6/9
Total Returns1Y, 3Y, 5Y total returns with dividends
VRTS5/6
Risk & VolatilityBeta, volatility, and downside exposure
ALTI2/2
Analyst OutlookRatings, price targets, and dividends
VRTS2/2
Income & Cash Flow (Last 12 Months)
VRTS leads this category, winning 5 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
VRTS is the larger business by revenue, generating $831M annually — 4.0x ALTI's $207M. VRTS is the more profitable business, keeping 16.7% of every revenue dollar as net income compared to ALTI's -49.8%.
| Metric | ALTIAlTi Global, Inc. | VRTSVirtus Investment… |
|---|---|---|
| RevenueTrailing 12 months | $207M | $831M |
| EBITDAEarnings before interest/tax | -$96M | $205M |
| Net IncomeAfter-tax profit | -$164M | $138M |
| Free Cash FlowCash after capex | -$57M | -$67M |
| Gross MarginGross profit ÷ Revenue | +17.9% | +74.9% |
| Operating MarginEBIT ÷ Revenue | -42.0% | +17.4% |
| Net MarginNet income ÷ Revenue | -49.8% | +16.7% |
| FCF MarginFCF ÷ Revenue | -28.2% | -8.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | -6.3% | +10.9% |
VRTS leads this category, winning 5 of 5 comparable metrics.
Valuation Metrics
ALTI leads this category, winning 3 of 4 comparable metrics.
Valuation Metrics
| Metric | ALTIAlTi Global, Inc. | VRTSVirtus Investment… |
|---|---|---|
| Market CapShares × price | $169M | $949M |
| Enterprise ValueMkt cap + debt − cash | $166M | $3.3B |
| Trailing P/EPrice ÷ TTM EPS | -2.96x | 7.10x |
| Forward P/EPrice ÷ next-FY EPS est. | 13.64x | 5.55x |
| PEG RatioP/E ÷ EPS growth rate | — | 0.48x |
| EV / EBITDAEnterprise value multiple | — | 16.20x |
| Price / SalesMarket cap ÷ Revenue | 0.82x | 1.14x |
| Price / BookPrice ÷ Book value/share | 0.31x | 0.95x |
| Price / FCFMarket cap ÷ FCF | — | — |
ALTI leads this category, winning 3 of 4 comparable metrics.
Profitability & Efficiency
VRTS leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
VRTS delivers a 13.5% return on equity — every $100 of shareholder capital generates $14 in annual profit, vs $-17 for ALTI. ALTI carries lower financial leverage with a 0.06x debt-to-equity ratio, signaling a more conservative balance sheet compared to VRTS's 2.74x. On the Piotroski fundamental quality scale (0–9), VRTS scores 5/9 vs ALTI's 4/9, reflecting solid financial health.
| Metric | ALTIAlTi Global, Inc. | VRTSVirtus Investment… |
|---|---|---|
| ROE (TTM)Return on equity | -17.2% | +13.5% |
| ROA (TTM)Return on assets | -13.5% | +3.6% |
| ROICReturn on invested capital | -6.3% | +3.0% |
| ROCEReturn on capital employed | -7.4% | +3.7% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 5 |
| Debt / EquityFinancial leverage | 0.06x | 2.74x |
| Net DebtTotal debt minus cash | -$2M | $2.4B |
| Cash & Equiv.Liquid assets | $65M | $477M |
| Total DebtShort + long-term debt | $63M | $2.8B |
| Interest CoverageEBIT ÷ Interest expense | -23.29x | 2.15x |
VRTS leads this category, winning 6 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
VRTS leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in VRTS five years ago would be worth $6,496 today (with dividends reinvested), compared to $3,938 for ALTI. Over the past 12 months, ALTI leads with a +18.6% total return vs VRTS's -5.5%. The 3-year compound annual growth rate (CAGR) favors VRTS at 0.0% vs ALTI's -6.3% — a key indicator of consistent wealth creation.
| Metric | ALTIAlTi Global, Inc. | VRTSVirtus Investment… |
|---|---|---|
| YTD ReturnYear-to-date | -18.9% | -9.8% |
| 1-Year ReturnPast 12 months | +18.6% | -5.5% |
| 3-Year ReturnCumulative with dividends | -17.8% | +0.1% |
| 5-Year ReturnCumulative with dividends | -60.6% | -35.0% |
| 10-Year ReturnCumulative with dividends | -60.8% | +142.6% |
| CAGR (3Y)Annualised 3-year return | -6.3% | +0.0% |
VRTS leads this category, winning 5 of 6 comparable metrics.
Risk & Volatility
ALTI leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
ALTI is the less volatile stock with a 1.12 beta — it tends to amplify market swings less than VRTS's 1.14 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. ALTI currently trades 70.2% from its 52-week high vs VRTS's 65.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ALTIAlTi Global, Inc. | VRTSVirtus Investment… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.12x | 1.14x |
| 52-Week HighHighest price in past year | $5.45 | $215.06 |
| 52-Week LowLowest price in past year | $2.96 | $121.61 |
| % of 52W HighCurrent price vs 52-week peak | +70.2% | +65.9% |
| RSI (14)Momentum oscillator 0–100 | 51.7 | 55.4 |
| Avg Volume (50D)Average daily shares traded | 152K | 101K |
ALTI leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
VRTS leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates ALTI as "Strong Buy" and VRTS as "Hold". Consensus price targets imply 135.6% upside for ALTI (target: $9) vs 15.0% for VRTS (target: $163). For income investors, VRTS offers the higher dividend yield at 6.58% vs ALTI's 2.22%.
| Metric | ALTIAlTi Global, Inc. | VRTSVirtus Investment… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Strong Buy | Hold |
| Price TargetConsensus 12-month target | $9.00 | $163.00 |
| # AnalystsCovering analysts | 1 | 11 |
| Dividend YieldAnnual dividend ÷ price | +2.2% | +6.6% |
| Dividend StreakConsecutive years of raises | 0 | 7 |
| Dividend / ShareAnnual DPS | $0.08 | $9.32 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +6.3% |
VRTS leads this category, winning 2 of 2 comparable metrics.
Key Takeaway
VRTS leads in 4 of 6 categories (Income & Cash Flow, Profitability & Efficiency). ALTI leads in 2 (Valuation Metrics, Risk & Volatility).
Best OverallVirtus Investment Partners,… (VRTS)Leads 4 of 6 categories
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ALTI vs VRTS: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is ALTI or VRTS a better buy right now?
For growth investors, Virtus Investment Partners, Inc.
(VRTS) is the stronger pick with -8. 0% revenue growth year-over-year, versus -16. 2% for AlTi Global, Inc. (ALTI). Virtus Investment Partners, Inc. (VRTS) offers the better valuation at 7. 1x trailing P/E (5. 5x forward), making it the more compelling value choice. Analysts rate AlTi Global, Inc. (ALTI) a "Strong Buy" — based on 1 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — ALTI or VRTS?
On forward P/E, Virtus Investment Partners, Inc.
is actually cheaper at 5. 5x.
03Which is the better long-term investment — ALTI or VRTS?
Over the past 5 years, Virtus Investment Partners, Inc.
(VRTS) delivered a total return of -35. 0%, compared to -60. 6% for AlTi Global, Inc. (ALTI). Over 10 years, the gap is even starker: VRTS returned +142. 6% versus ALTI's -60. 8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — ALTI or VRTS?
By beta (market sensitivity over 5 years), AlTi Global, Inc.
(ALTI) is the lower-risk stock at 1. 12β versus Virtus Investment Partners, Inc. 's 1. 14β — meaning VRTS is approximately 1% more volatile than ALTI relative to the S&P 500. On balance sheet safety, AlTi Global, Inc. (ALTI) carries a lower debt/equity ratio of 6% versus 3% for Virtus Investment Partners, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — ALTI or VRTS?
By revenue growth (latest reported year), Virtus Investment Partners, Inc.
(VRTS) is pulling ahead at -8. 0% versus -16. 2% for AlTi Global, Inc. (ALTI). On earnings-per-share growth, the picture is similar: AlTi Global, Inc. grew EPS 52. 2% year-over-year, compared to 18. 2% for Virtus Investment Partners, Inc.. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — ALTI or VRTS?
Virtus Investment Partners, Inc.
(VRTS) is the more profitable company, earning 16. 7% net margin versus -49. 8% for AlTi Global, Inc. — meaning it keeps 16. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: VRTS leads at 17. 4% versus -42. 0% for ALTI. At the gross margin level — before operating expenses — VRTS leads at 74. 9%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is ALTI or VRTS more undervalued right now?
On forward earnings alone, Virtus Investment Partners, Inc.
(VRTS) trades at 5. 5x forward P/E versus 13. 6x for AlTi Global, Inc. — 8. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ALTI: 135. 6% to $9. 00.
08Which pays a better dividend — ALTI or VRTS?
All stocks in this comparison pay dividends.
Virtus Investment Partners, Inc. (VRTS) offers the highest yield at 6. 6%, versus 2. 2% for AlTi Global, Inc. (ALTI).
09Is ALTI or VRTS better for a retirement portfolio?
For long-horizon retirement investors, Virtus Investment Partners, Inc.
(VRTS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 14), 6. 6% yield, +142. 6% 10Y return). Both have compounded well over 10 years (VRTS: +142. 6%, ALTI: -60. 8%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between ALTI and VRTS?
Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: ALTI is a small-cap quality compounder stock; VRTS is a small-cap deep-value stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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