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ALTI vs MS
Revenue, margins, valuation, and 5-year total return — side by side.
Financial - Capital Markets
ALTI vs MS — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Asset Management - Global | Financial - Capital Markets |
| Market Cap | $166M | $307.53B |
| Revenue (TTM) | $207M | $103.14B |
| Net Income (TTM) | $-164M | $16.18B |
| Gross Margin | 17.9% | 55.6% |
| Operating Margin | -42.0% | 17.1% |
| Forward P/E | 13.4x | 16.3x |
| Total Debt | $63M | $360.49B |
| Cash & Equiv. | $65M | $75.74B |
ALTI vs MS — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Apr 21 | May 26 | Return |
|---|---|---|---|
| AlTi Global, Inc. (ALTI) | 100 | 38.6 | -61.4% |
| Morgan Stanley (MS) | 100 | 234.1 | +134.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: ALTI vs MS
Each card shows where this stock fits in a portfolio — not just who wins on paper.
ALTI is the clearest fit if your priority is income & stability and sleep-well-at-night.
- Dividend streak 0 yrs, beta 1.12, yield 2.3%
- Lower volatility, beta 1.12, Low D/E 6.5%, current ratio 1.83x
- Beta 1.12, yield 2.3%, current ratio 1.83x
MS carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 16.8%, EPS growth 53.5%
- 7.4% 10Y total return vs ALTI's -61.4%
- 16.8% NII/revenue growth vs ALTI's -16.2%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 16.8% NII/revenue growth vs ALTI's -16.2% | |
| Value | Lower P/E (13.4x vs 16.3x) | |
| Quality / Margins | Efficiency ratio 0.4% vs ALTI's 0.6% (lower = leaner) | |
| Stability / Safety | Beta 1.12 vs MS's 1.37, lower leverage | |
| Dividends | 2.3% yield, vs MS's 2.0% | |
| Momentum (1Y) | +66.7% vs ALTI's +19.7% | |
| Efficiency (ROA) | Efficiency ratio 0.4% vs ALTI's 0.6% |
ALTI vs MS — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
ALTI vs MS — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
MS leads this category, winning 5 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
MS is the larger business by revenue, generating $103.1B annually — 498.4x ALTI's $207M. MS is the more profitable business, keeping 13.0% of every revenue dollar as net income compared to ALTI's -49.8%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $207M | $103.1B |
| EBITDAEarnings before interest/tax | -$96M | $26.3B |
| Net IncomeAfter-tax profit | -$164M | $16.2B |
| Free Cash FlowCash after capex | -$57M | -$6.7B |
| Gross MarginGross profit ÷ Revenue | +17.9% | +55.6% |
| Operating MarginEBIT ÷ Revenue | -42.0% | +17.1% |
| Net MarginNet income ÷ Revenue | -49.8% | +13.0% |
| FCF MarginFCF ÷ Revenue | -28.2% | -2.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | -6.3% | +48.9% |
Valuation Metrics
ALTI leads this category, winning 4 of 4 comparable metrics.
Valuation Metrics
| Metric | ||
|---|---|---|
| Market CapShares × price | $166M | $307.5B |
| Enterprise ValueMkt cap + debt − cash | $164M | $592.3B |
| Trailing P/EPrice ÷ TTM EPS | -2.91x | 24.31x |
| Forward P/EPrice ÷ next-FY EPS est. | 13.43x | 16.28x |
| PEG RatioP/E ÷ EPS growth rate | — | 2.73x |
| EV / EBITDAEnterprise value multiple | — | 26.03x |
| Price / SalesMarket cap ÷ Revenue | 0.80x | 2.98x |
| Price / BookPrice ÷ Book value/share | 0.31x | 2.95x |
| Price / FCFMarket cap ÷ FCF | — | — |
Profitability & Efficiency
MS leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
MS delivers a 14.6% return on equity — every $100 of shareholder capital generates $15 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 MS's 3.42x. On the Piotroski fundamental quality scale (0–9), MS scores 5/9 vs ALTI's 4/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | -17.2% | +14.6% |
| ROA (TTM)Return on assets | -13.5% | +1.2% |
| ROICReturn on invested capital | -6.3% | +2.9% |
| ROCEReturn on capital employed | -7.4% | +3.8% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 5 |
| Debt / EquityFinancial leverage | 0.06x | 3.42x |
| Net DebtTotal debt minus cash | -$2M | $284.7B |
| Cash & Equiv.Liquid assets | $65M | $75.7B |
| Total DebtShort + long-term debt | $63M | $360.5B |
| Interest CoverageEBIT ÷ Interest expense | -23.29x | 0.44x |
Total Returns (Dividends Reinvested)
MS leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in MS five years ago would be worth $24,217 today (with dividends reinvested), compared to $3,876 for ALTI. Over the past 12 months, MS leads with a +66.7% total return vs ALTI's +19.7%. The 3-year compound annual growth rate (CAGR) favors MS at 34.3% vs ALTI's -6.8% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -20.2% | +7.4% |
| 1-Year ReturnPast 12 months | +19.7% | +66.7% |
| 3-Year ReturnCumulative with dividends | -19.1% | +142.1% |
| 5-Year ReturnCumulative with dividends | -61.2% | +142.2% |
| 10-Year ReturnCumulative with dividends | -61.4% | +739.4% |
| CAGR (3Y)Annualised 3-year return | -6.8% | +34.3% |
Risk & Volatility
Evenly matched — ALTI and MS each lead in 1 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 MS's 1.37 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. MS currently trades 99.2% from its 52-week high vs ALTI's 69.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.12x | 1.37x |
| 52-Week HighHighest price in past year | $5.45 | $194.83 |
| 52-Week LowLowest price in past year | $2.96 | $117.21 |
| % of 52W HighCurrent price vs 52-week peak | +69.1% | +99.2% |
| RSI (14)Momentum oscillator 0–100 | 45.5 | 61.2 |
| Avg Volume (50D)Average daily shares traded | 152K | 5.4M |
Analyst Outlook
Evenly matched — ALTI and MS each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates ALTI as "Strong Buy" and MS as "Buy". Consensus price targets imply 139.4% upside for ALTI (target: $9) vs 6.5% for MS (target: $206). For income investors, ALTI offers the higher dividend yield at 2.26% vs MS's 1.97%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Strong Buy | Buy |
| Price TargetConsensus 12-month target | $9.00 | $205.75 |
| # AnalystsCovering analysts | 1 | 52 |
| Dividend YieldAnnual dividend ÷ price | +2.3% | +2.0% |
| Dividend StreakConsecutive years of raises | 0 | 11 |
| Dividend / ShareAnnual DPS | $0.08 | $3.81 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +1.4% |
MS leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). ALTI leads in 1 (Valuation Metrics). 2 tied.
ALTI vs MS: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is ALTI or MS a better buy right now?
For growth investors, Morgan Stanley (MS) is the stronger pick with 16.
8% revenue growth year-over-year, versus -16. 2% for AlTi Global, Inc. (ALTI). Morgan Stanley (MS) offers the better valuation at 24. 3x trailing P/E (16. 3x 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 MS?
On forward P/E, AlTi Global, Inc.
is actually cheaper at 13. 4x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — ALTI or MS?
Over the past 5 years, Morgan Stanley (MS) delivered a total return of +142.
2%, compared to -61. 2% for AlTi Global, Inc. (ALTI). Over 10 years, the gap is even starker: MS returned +739. 4% versus ALTI's -61. 4%. 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 MS?
By beta (market sensitivity over 5 years), AlTi Global, Inc.
(ALTI) is the lower-risk stock at 1. 12β versus Morgan Stanley's 1. 37β — meaning MS is approximately 22% 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 Morgan Stanley — giving it more financial flexibility in a downturn.
05Which is growing faster — ALTI or MS?
By revenue growth (latest reported year), Morgan Stanley (MS) is pulling ahead at 16.
8% versus -16. 2% for AlTi Global, Inc. (ALTI). On earnings-per-share growth, the picture is similar: Morgan Stanley grew EPS 53. 5% year-over-year, compared to 52. 2% for AlTi Global, 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 MS?
Morgan Stanley (MS) is the more profitable company, earning 13.
0% net margin versus -49. 8% for AlTi Global, Inc. — meaning it keeps 13. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MS leads at 17. 1% versus -42. 0% for ALTI. At the gross margin level — before operating expenses — MS leads at 55. 6%, 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 MS more undervalued right now?
On forward earnings alone, AlTi Global, Inc.
(ALTI) trades at 13. 4x forward P/E versus 16. 3x for Morgan Stanley — 2. 8x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ALTI: 139. 4% to $9. 00.
08Which pays a better dividend — ALTI or MS?
All stocks in this comparison pay dividends.
AlTi Global, Inc. (ALTI) offers the highest yield at 2. 3%, versus 2. 0% for Morgan Stanley (MS).
09Is ALTI or MS better for a retirement portfolio?
For long-horizon retirement investors, Morgan Stanley (MS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (2.
0% yield, +739. 4% 10Y return). Both have compounded well over 10 years (MS: +739. 4%, ALTI: -61. 4%), 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 MS?
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; MS is a large-cap high-growth 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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