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Stock Comparison

ALTI vs AMG

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
ALTI
AlTi Global, Inc.

Asset Management - Global

Financial ServicesNASDAQ • US
Market Cap$169M
5Y Perf.-60.7%
AMG
Affiliated Managers Group, Inc.

Asset Management

Financial ServicesNYSE • US
Market Cap$7.95B
5Y Perf.+84.7%

ALTI vs AMG — Key Financials

Market cap, revenue, margins, and valuation side-by-side.

Company Snapshot
ALTI logoALTI
AMG logoAMG
IndustryAsset Management - GlobalAsset Management
Market Cap$169M$7.95B
Revenue (TTM)$207M$2.45B
Net Income (TTM)$-164M$717M
Gross Margin17.9%86.0%
Operating Margin-42.0%31.8%
Forward P/E13.6x9.0x
Total Debt$63M$2.69B
Cash & Equiv.$65M$586M

ALTI vs AMGLong-Term Stock Performance

Price return indexed to 100 at period start. Dividends excluded.

ALTI
AMG
StockApr 21May 26Return
AlTi Global, Inc. (ALTI)10039.3-60.7%
Affiliated Managers… (AMG)100184.7+84.7%

Price return only. Dividends and distributions are not included.

Quick Verdict: ALTI vs AMG

Each card shows where this stock fits in a portfolio — not just who wins on paper.

Bottom line: AMG 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 dividend income and shareholder returns. 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 income & stability and sleep-well-at-night.

  • Dividend streak 0 yrs, beta 1.12, yield 2.2%
  • Lower volatility, beta 1.12, Low D/E 6.5%, current ratio 1.83x
  • Beta 1.12, yield 2.2%, current ratio 1.83x
Best for: income & stability and sleep-well-at-night
AMG
Affiliated Managers Group, Inc.
The Banking Pick

AMG carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.

  • Rev growth 19.8%, EPS growth 50.3%
  • 86.2% 10Y total return vs ALTI's -60.8%
  • 19.8% NII/revenue growth vs ALTI's -16.2%
Best for: growth exposure and long-term compounding
See the full category breakdown
CategoryWinnerWhy
GrowthAMG logoAMG19.8% NII/revenue growth vs ALTI's -16.2%
ValueAMG logoAMGLower P/E (9.0x vs 13.6x)
Quality / MarginsAMG logoAMGEfficiency ratio 0.5% vs ALTI's 0.6% (lower = leaner)
Stability / SafetyALTI logoALTIBeta 1.12 vs AMG's 1.14, lower leverage
DividendsALTI logoALTI2.2% yield, vs AMG's 0.0%
Momentum (1Y)AMG logoAMG+70.0% vs ALTI's +18.6%
Efficiency (ROA)AMG logoAMGEfficiency ratio 0.5% vs ALTI's 0.6%

ALTI vs AMG — Revenue Breakdown by Segment

How each company's revenue is distributed across its business units

ALTIAlTi Global, Inc.
FY 2024
Incentive Fees
100.0%$3M
AMGAffiliated Managers Group, Inc.

Segment breakdown not available.

ALTI vs AMG — Financial Metrics

Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLAMGLAGGINGALTI

Income & Cash Flow (Last 12 Months)

AMG leads this category, winning 5 of 5 comparable metrics.

AMG is the larger business by revenue, generating $2.4B annually — 11.8x ALTI's $207M. AMG is the more profitable business, keeping 29.3% of every revenue dollar as net income compared to ALTI's -49.8%.

MetricALTI logoALTIAlTi Global, Inc.AMG logoAMGAffiliated Manage…
RevenueTrailing 12 months$207M$2.4B
EBITDAEarnings before interest/tax-$96M$855M
Net IncomeAfter-tax profit-$164M$717M
Free Cash FlowCash after capex-$57M$978M
Gross MarginGross profit ÷ Revenue+17.9%+86.0%
Operating MarginEBIT ÷ Revenue-42.0%+31.8%
Net MarginNet income ÷ Revenue-49.8%+29.3%
FCF MarginFCF ÷ Revenue-28.2%+41.1%
Rev. Growth (YoY)Latest quarter vs prior year
EPS Growth (YoY)Latest quarter vs prior year-6.3%+149.1%
AMG leads this category, winning 5 of 5 comparable metrics.

Valuation Metrics

ALTI leads this category, winning 3 of 4 comparable metrics.
MetricALTI logoALTIAlTi Global, Inc.AMG logoAMGAffiliated Manage…
Market CapShares × price$169M$7.9B
Enterprise ValueMkt cap + debt − cash$166M$10.1B
Trailing P/EPrice ÷ TTM EPS-2.96x13.09x
Forward P/EPrice ÷ next-FY EPS est.13.64x8.98x
PEG RatioP/E ÷ EPS growth rate0.33x
EV / EBITDAEnterprise value multiple10.61x
Price / SalesMarket cap ÷ Revenue0.82x3.25x
Price / BookPrice ÷ Book value/share0.31x2.22x
Price / FCFMarket cap ÷ FCF7.91x
ALTI leads this category, winning 3 of 4 comparable metrics.

Profitability & Efficiency

AMG leads this category, winning 6 of 9 comparable metrics.

AMG delivers a 16.0% return on equity — every $100 of shareholder capital generates $16 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 AMG's 0.61x. On the Piotroski fundamental quality scale (0–9), AMG scores 8/9 vs ALTI's 4/9, reflecting strong financial health.

MetricALTI logoALTIAlTi Global, Inc.AMG logoAMGAffiliated Manage…
ROE (TTM)Return on equity-17.2%+16.0%
ROA (TTM)Return on assets-13.5%+8.0%
ROICReturn on invested capital-6.3%+8.1%
ROCEReturn on capital employed-7.4%+8.6%
Piotroski ScoreFundamental quality 0–948
Debt / EquityFinancial leverage0.06x0.61x
Net DebtTotal debt minus cash-$2M$2.1B
Cash & Equiv.Liquid assets$65M$586M
Total DebtShort + long-term debt$63M$2.7B
Interest CoverageEBIT ÷ Interest expense-23.29x9.69x
AMG leads this category, winning 6 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

AMG leads this category, winning 6 of 6 comparable metrics.

A $10,000 investment in AMG five years ago would be worth $17,168 today (with dividends reinvested), compared to $3,938 for ALTI. Over the past 12 months, AMG leads with a +70.0% total return vs ALTI's +18.6%. The 3-year compound annual growth rate (CAGR) favors AMG at 28.0% vs ALTI's -6.3% — a key indicator of consistent wealth creation.

MetricALTI logoALTIAlTi Global, Inc.AMG logoAMGAffiliated Manage…
YTD ReturnYear-to-date-18.9%+3.1%
1-Year ReturnPast 12 months+18.6%+70.0%
3-Year ReturnCumulative with dividends-17.8%+109.8%
5-Year ReturnCumulative with dividends-60.6%+71.7%
10-Year ReturnCumulative with dividends-60.8%+86.2%
CAGR (3Y)Annualised 3-year return-6.3%+28.0%
AMG leads this category, winning 6 of 6 comparable metrics.

Risk & Volatility

Evenly matched — ALTI and AMG each lead in 1 of 2 comparable metrics.

ALTI is the less volatile stock with a 1.12 beta — it tends to amplify market swings less than AMG's 1.14 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. AMG currently trades 88.9% from its 52-week high vs ALTI's 70.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricALTI logoALTIAlTi Global, Inc.AMG logoAMGAffiliated Manage…
Beta (5Y)Sensitivity to S&P 5001.12x1.14x
52-Week HighHighest price in past year$5.45$334.78
52-Week LowLowest price in past year$2.96$172.54
% of 52W HighCurrent price vs 52-week peak+70.2%+88.9%
RSI (14)Momentum oscillator 0–10051.761.3
Avg Volume (50D)Average daily shares traded152K345K
Evenly matched — ALTI and AMG each lead in 1 of 2 comparable metrics.

Analyst Outlook

ALTI leads this category, winning 1 of 1 comparable metric.

Wall Street rates ALTI as "Strong Buy" and AMG as "Buy". Consensus price targets imply 135.6% upside for ALTI (target: $9) vs 11.3% for AMG (target: $332). ALTI is the only dividend payer here at 2.22% yield — a key consideration for income-focused portfolios.

MetricALTI logoALTIAlTi Global, Inc.AMG logoAMGAffiliated Manage…
Analyst RatingConsensus buy/hold/sellStrong BuyBuy
Price TargetConsensus 12-month target$9.00$331.50
# AnalystsCovering analysts112
Dividend YieldAnnual dividend ÷ price+2.2%+0.0%
Dividend StreakConsecutive years of raises00
Dividend / ShareAnnual DPS$0.08$0.03
Buyback YieldShare repurchases ÷ mkt cap0.0%+8.9%
ALTI leads this category, winning 1 of 1 comparable metric.
Key Takeaway

AMG leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). ALTI leads in 2 (Valuation Metrics, Analyst Outlook). 1 tied.

Best OverallAffiliated Managers Group, … (AMG)Leads 3 of 6 categories
Loading custom metrics...

ALTI vs AMG: Frequently Asked Questions

10 questions · data-driven answers · updated daily

01

Is ALTI or AMG a better buy right now?

For growth investors, Affiliated Managers Group, Inc.

(AMG) is the stronger pick with 19. 8% revenue growth year-over-year, versus -16. 2% for AlTi Global, Inc. (ALTI). Affiliated Managers Group, Inc. (AMG) offers the better valuation at 13. 1x trailing P/E (9. 0x 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.

02

Which has the better valuation — ALTI or AMG?

On forward P/E, Affiliated Managers Group, Inc.

is actually cheaper at 9. 0x.

03

Which is the better long-term investment — ALTI or AMG?

Over the past 5 years, Affiliated Managers Group, Inc.

(AMG) delivered a total return of +71. 7%, compared to -60. 6% for AlTi Global, Inc. (ALTI). Over 10 years, the gap is even starker: AMG returned +86. 2% 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.

04

Which is safer — ALTI or AMG?

By beta (market sensitivity over 5 years), AlTi Global, Inc.

(ALTI) is the lower-risk stock at 1. 12β versus Affiliated Managers Group, Inc. 's 1. 14β — meaning AMG 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 61% for Affiliated Managers Group, Inc. — giving it more financial flexibility in a downturn.

05

Which is growing faster — ALTI or AMG?

By revenue growth (latest reported year), Affiliated Managers Group, Inc.

(AMG) is pulling ahead at 19. 8% 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 50. 3% for Affiliated Managers Group, 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.

06

Which has better profit margins — ALTI or AMG?

Affiliated Managers Group, Inc.

(AMG) is the more profitable company, earning 29. 3% net margin versus -49. 8% for AlTi Global, Inc. — meaning it keeps 29. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AMG leads at 31. 8% versus -42. 0% for ALTI. At the gross margin level — before operating expenses — AMG leads at 86. 0%, 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.

07

Is ALTI or AMG more undervalued right now?

On forward earnings alone, Affiliated Managers Group, Inc.

(AMG) trades at 9. 0x forward P/E versus 13. 6x for AlTi Global, Inc. — 4. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ALTI: 135. 6% to $9. 00.

08

Which pays a better dividend — ALTI or AMG?

In this comparison, ALTI (2.

2% yield) pays a dividend. AMG does not pay a meaningful dividend and should not be held primarily for income.

09

Is ALTI or AMG better for a retirement portfolio?

For long-horizon retirement investors, AlTi Global, Inc.

(ALTI) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 12), 2. 2% yield). Both have compounded well over 10 years (ALTI: -60. 8%, AMG: +86. 2%), 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.

10

What are the main differences between ALTI and AMG?

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; AMG is a small-cap high-growth stock. ALTI pays a dividend while AMG does not, making them suitable for different income and tax situations. 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.

Find Stocks Like These

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Stocks Like

ALTI

Income & Dividend Stock

  • Sector: Financial Services
  • Market Cap > $100B
  • Dividend Yield > 0.8%
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AMG

High-Growth Quality Leader

  • Sector: Financial Services
  • Market Cap > $100B
  • Revenue Growth > 9%
  • Net Margin > 17%
Run This Screen
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Revenue Growth>
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(ALTI: -16.2% · AMG: 19.8%)

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