ALTI vs SF
ALTI: AlTi Global is a global independent wealth and investment partner providing comprehensive fiduciary and family office services alongside access to private alternative investment strategies. SF: Stifel is a full-service wealth management and investment banking firm providing comprehensive financial solutions to individual and institutional clients.
Side-by-side fundamentals
| Metric | ALTI | SF | Edge |
|---|---|---|---|
| Price as of 2026-10-08 close | $2.69 | $70.11 | |
| Market cap | $635M | $10.6B | |
| P/E as of 2026-10-08 | n/a | 12.06 | |
| PEG as of 2026-10-08, 3-year EPS CAGR to FY2025 | n/a | 3.62 | |
| Net margin FY2025, SEC XBRL | -46.9% | +10.8% | SF higher |
| Operating margin | -29.0% | +15.6% | SF higher |
| ROE FY2025, SEC XBRL | -19.9% | +11.4% | SF higher |
| ROA FY2025, SEC XBRL | -10.2% | +1.7% | SF higher |
| Debt / equity as of 2026-09-03 | 0.02 | 5.89 | ALTI lower |
| Revenue growth (YoY) as of 2026-09-03 | +26.9% | +11.0% | ALTI higher |
| Revenue CAGR (3y) SEC XBRL | +49.1% | +11.4% | ALTI higher |
| Dividend yield as of 2026-09-02 | n/a | +1.8% | |
| Dividend streak (yrs) SEC XBRL | 0 | 10 | SF higher |
| Beta as of 2026-09-03 | 0.59 | 1.31 | |
| 1-year return as of 2026-10-08 close | -25.3% | -5.9% | SF higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.