ALTI vs LAZ
ALTI: AlTi Global is a global wealth and family office platform managing $93 billion for ultra-high-net-worth families and institutions across discretionary investment management, trust services, and alternative asset access. LAZ: A global independent financial advisory and asset management firm providing M&A, restructuring, capital solutions, and investment management services to institutional, corporate, and government clients worldwide.
Side-by-side fundamentals
| Metric | ALTI | LAZ | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $3.34 | $43.58 | |
| Market cap as of 2026-07-23 | $506M | $4.3B | |
| P/E as of 2026-07-23 | n/a | 15.47 | |
| PEG as of 2026-07-23 | n/a | 0.51 | |
| Net margin as of 2026-07-23 | -41.9% | +8.4% | LAZ higher |
| Gross margin as of 2026-07-23 | n/a | +93.4% | |
| Operating margin as of 2026-07-23 | -42.6% | +11.0% | LAZ higher |
| ROE as of 2026-07-23 | -18.1% | +33.3% | LAZ higher |
| ROA as of 2026-07-23 | -9.7% | +6.1% | LAZ higher |
| Debt / equity as of 2026-07-23 | 0.02 | 2.42 | ALTI lower |
| Revenue growth (YoY) as of 2026-07-23 | +26.9% | +9.8% | ALTI higher |
| Revenue CAGR (3y) SEC XBRL | +49.1% | +3.7% | ALTI higher |
| Dividend yield as of 2026-07-23 | n/a | +4.6% | |
| Dividend streak (yrs) SEC XBRL | n/a | 5 | |
| Beta as of 2026-07-23 | 0.63 | 1.43 | |
| 1-year return as of 2026-07-22 close | -24.6% | -19.0% | LAZ higher |
Fundamentals: Finnhub, as of 2026-07-23. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-22.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.