AlTi Global (NASDAQ:ALTI) vs. Moelis & Company (NYSE:MC) Financial Comparison

AlTi Global (NASDAQ:ALTI) and Moelis & Company (NYSE:MC) are both finance companies, but which is the superior business? We will contrast the two businesses based on the strength of their risk, earnings, analyst recommendations, valuation, profitability, dividends and institutional ownership.

Analyst Ratings

This is a summary of current ratings for AlTi Global and Moelis & Company, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
AlTi Global	0	0	0	1	4.00
Moelis & Company	2	5	0	0	1.71

AlTi Global currently has a consensus price target of $9.00, suggesting a potential upside of 113.78%. Moelis & Company has a consensus price target of $60.83, suggesting a potential downside of 9.11%. Given AlTi Global’s stronger consensus rating and higher possible upside, equities research analysts clearly believe AlTi Global is more favorable than Moelis & Company.

Institutional and Insider Ownership

3.6% of AlTi Global shares are held by institutional investors. Comparatively, 91.5% of Moelis & Company shares are held by institutional investors. 22.1% of AlTi Global shares are held by company insiders. Comparatively, 6.4% of Moelis & Company shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Earnings & Valuation

This table compares AlTi Global and Moelis & Company”s top-line revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
AlTi Global	$250.88 million	2.35	-$162.61 million	($2.27)	-1.85
Moelis & Company	$854.75 million	5.87	-$24.70 million	$0.53	126.28

Moelis & Company has higher revenue and earnings than AlTi Global. AlTi Global is trading at a lower price-to-earnings ratio than Moelis & Company, indicating that it is currently the more affordable of the two stocks.

Risk & Volatility

AlTi Global has a beta of 0.65, suggesting that its stock price is 35% less volatile than the S&P 500. Comparatively, Moelis & Company has a beta of 1.33, suggesting that its stock price is 33% more volatile than the S&P 500.

Profitability

This table compares AlTi Global and Moelis & Company’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
AlTi Global	-50.54%	7.36%	4.58%
Moelis & Company	4.22%	12.15%	4.24%

Summary

Moelis & Company beats AlTi Global on 8 of the 13 factors compared between the two stocks.

About AlTi Global

AlTi Global, Inc. provides wealth and asset management services individuals, families, foundations, and institutions in the United States, the United Kingdom, and internationally. It operates through two segments, Wealth Management and Strategic Alternatives. The company offers discretionary investment management, non-discretionary investment advisory, and investment management and advisory services. It also provides trust and administration services, such as entity formation and management; creating or modifying trust instruments and administrative practices to meet beneficiary needs; corporate, trustee-executor, and fiduciary services; provision of directors and company secretarial services; administering entity ownership of intellectual property rights; advisory and administration services in connection with investments in marine and aviation assets; and administering entity ownership of fine art and collectibles. In addition, the company offers family office services comprising bookkeeping and back office services, private foundation management and grant making, oversight of trust administration, financial tracking and reporting, cash flow management and bill pay, and other financial services, as well as clients estate and wealth planning, family governance and education, and philanthropic and strategic services. It also provides ancillary fund management services, including investments, financial planning and strategy, sales and marketing, and back and middle office infrastructure and administration. The company offers strategic advisory, corporate advisory, brokerage, and placement agency services; structures, arranges, and provides investors with co-investment opportunities in various alternative assets; manages and advises public and private investment funds, as well as alternatives platform. The company was formerly known as Alvarium Tiedemann Holdings, Inc. and changed its name to AlTi Global, Inc. in April 2023. The company is based in New York, New York.

About Moelis & Company

Moelis & Company operates as an investment banking advisory firm. It offers advisory services in the areas of mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters, as well as strategic, capital structure, and private funds advisory. The company offers its services to public multinational corporations, middle market private companies, financial sponsors, entrepreneurs, governments, and sovereign wealth funds. It operates in North and South America, Europe, the Middle East, Asia, and Australia. The company was founded in 2007 and is headquartered in New York, New York.