AlTi Global, Inc. financial metrics

Professional SEC-based dashboard for profitability, financial health, and growth with transparent scoring logic. Latest period: Q4 2025.

Symbol
ALTI on Nasdaq
Location
New York, NY
Fiscal year end
31 December
Latest financial report
31 Mar 2026

Quick Takeaways

  • ALTI - AlTi Global, Inc. financial facts are built from SEC company filings data.
  • Latest metrics period on this page: Q4 2025.
  • Headline metric: Return On Equity -19%.

What Changed

  • Return On Equity YoY change: <span class="text-red-600">-6.7%</span>.
  • Most recent SEC facts end date: 31 Dec 2025.

Why This Matters

  • This gives a beginner-friendly first read before you inspect detailed formulas and metric tables.
  • Every metric card links to a deeper SEC-backed history page for verification.

Official SEC Source

Based on latest 10-Q/10-K

Facts and ratios are grounded in SEC company facts linked to the latest 10-Q/10-K cycle.

See Original Filing

Latest SEC snapshot (2025-12-31) highlights Return On Equity -19.0%, Return On Assets -9.8%, and Operating Margin -29.0%.

Financial Quality Score

Transparent 0-100 scoring model based on profitability, financial health, and growth factors.

20.0/100

Weak Confidence medium

Return On Equity

-19%

Metric score 0.0/100

Return On Assets

-9.8%

Metric score 0.0/100

Financial Health

Strengths

Revenues YoY

Watchpoints

Return On Equity, Return On Assets, and Operating Margin

Key metrics snapshot

Return On Equity

-19%

YoY: -6.7%

Industry median: 12% (n=52)

View history

Return On Assets

-9.8%

YoY: +20%

Industry median: 4.7% (n=61)

View history

Operating Margin

-29%

YoY: -2.4%

Industry median: 20% (n=26)

View history

Revenues YoY

29%

YoY:

Industry median: 8.4% (n=26)

View history

NetIncomeLoss YoY

-16%

YoY:

Industry median: 1.8% (n=52)

View history

Profitability

Metric Latest value YoY change
Return On Equity -19% -6.7%
Return On Assets -9.8% +20%
Operating Margin -29% -2.4%

Growth

Metric Latest value YoY change
Revenues YoY 29%
NetIncomeLoss YoY -16%

Share Metrics

Metric Latest value YoY change
Weighted Average Number of Shares Outstanding, Basic 99,868,230 +25%
Weighted Average Number of Shares Outstanding, Diluted 99,868,230 +25%

Additional Metrics

Metric Latest value YoY change
Revenue from Contract with Customer, Excluding Assessed Tax $254,956,000 +29%
Selling and Marketing Expense $3,994,000 +29%
General and Administrative Expense $32,184,000 +214%
Operating Income (Loss) $73,943,000 -25%
Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest $105,129,000 +15%
Income Tax Expense (Benefit) $18,588,000 +53%
Cash and Cash Equivalents, at Carrying Value $41,158,000 -36%
Deferred Income Tax Assets, Net $130,000 -99%
Property, Plant and Equipment, Net $17,690,000 +10%
Operating Lease, Right-of-Use Asset $46,686,000 -7.4%
Intangible Assets, Net (Excluding Goodwill) $436,157,000 -7.1%
Goodwill $385,966,000 +2.2%
Assets $1,176,448,000 -6.3%
Deferred Income Tax Liabilities, Net $9,697,000 -9.3%
Liabilities $301,659,000 +5.6%
Accumulated Other Comprehensive Income (Loss), Net of Tax $4,975,000
Retained Earnings (Accumulated Deficit) $418,015,000 -41%
Stockholders' Equity Attributable to Parent $600,106,000 -8.9%
Stockholders' Equity, Including Portion Attributable to Noncontrolling Interest $874,789,000 -9.8%
Liabilities and Equity $1,176,448,000 -6.3%
Cash, Cash Equivalents, Restricted Cash and Restricted Cash Equivalents $41,158,000 -36%
Deferred Tax Assets, Valuation Allowance $67,323,000 +146%
Deferred Tax Assets, Gross $76,675,000 +34%
Operating Lease, Liability $61,675,000 -2.2%
Comprehensive Income (Loss), Net of Tax, Attributable to Parent $113,088,000 -0.41%
Lessee, Operating Lease, Liability, to be Paid $89,292,000 -8%
Operating Lease, Liability, Current $61,675,000 -2.2%
Lessee, Operating Lease, Liability, to be Paid, Year Two $8,880,000 +5.8%
Lessee, Operating Lease, Liability, to be Paid, Year One $8,626,000 -2.5%
Operating Lease, Weighted Average Discount Rate, Percent 0.0631 +5.3%
Lessee, Operating Lease, Liability, Undiscounted Excess Amount $27,617,000 -19%
Lessee, Operating Lease, Liability, to be Paid, Year Three $8,368,000 +7.8%
Deferred Tax Assets, Operating Loss Carryforwards $44,632,000 +61%
Unrecognized Tax Benefits $240,000 0%
Lessee, Operating Lease, Liability, to be Paid, Year Four $7,096,000 -1.2%
Additional Paid in Capital $667,298,000 +2.2%
Amortization of Intangible Assets $15,900,000 +20%
Share-based Payment Arrangement, Expense $32,124,000 +22%

How we score

This score is transparent and deterministic. We weight profitability, financial health, and growth metrics, then renormalize weights when SEC data is missing.

Metric Weight V1 threshold
ROIC205% to 20%
ROE158% to 25%
ROA102% to 10%
Operating Margin55% to 25%
Current Ratio121.0x to 2.0x
Quick Ratio80.8x to 1.5x
Debt to Equity100.3x to 2.0x (lower is better)
Revenue YoY10-10% to +20%
Net Income YoY10-10% to +20%

How Calculated (standard_v1)

Metrics are computed with a market-consensus convention designed for cross-portal comparability.

  • TTM Operating Income / TTM Revenues
  • Current Assets / Current Liabilities (latest instant quarter)
  • (Current Assets - Inventory) / Current Liabilities; fallback: (Cash+Short-Term Investments + Accounts Receivable) / Current Liabilities
  • Total Debt / Stockholders Equity (latest instant quarter; shared unit; freshest series)
  • TTM Net Income / Average Equity (current quarter + same quarter previous year) / 2
  • TTM Net Income / Average Assets (current quarter + same quarter previous year) / 2
  • TTM NOPAT / Average Invested Capital, where NOPAT=Operating Income*(1-tax rate), Invested Capital=Equity+Total Debt-Cash & ST Investments
  • TTM Revenues YoY
  • TTM Net Income YoY