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ALTI

Alvarium Tiedemann Holdings Inc.
Chart
$2.98
Latest Week 2026-06-05
Financial ServicesAsset ManagementMICRO
Snapshot 2026-06-07 · 0.0w · Fresh
0.37
OS Score
73.0%
Value
8.0%
Quality
17.0%
Momentum
3/9
F-Score
0.242
QV
StrategiesValueQualityMomentumCompositeInteractionsFactor AnalysisTrendsFundamentals
Strategy Eligibility
0 of 23 passing
★
OS Composite
✗
↗
Trending Value
✗
◆
Quality × Value
✗
🏛
Cornerstone Value
✗
🌿
Cornerstone Growth
✗
💎
Deep Value
✗
◇
VC2 Cheapest
✗
📐
EBITDA/EV
✗
◐
Veiled Value
✗
▣
Piotroski Bargains
✗
🔬
Quality Compounders
✗
📈
Consistent Earners
✗
🌱
GARP
✗
🔄
Shareholder Yield
✗
💰
High Yield
✗
🚀
Momentum Leaders
✗
◉
Market Leaders
✗
◎
Tiny Titans
✗
🔍
Small Cap Value
✗
🛡
Low Volatility
✗
🏷
Sector Cheapest
✗
🧠
Capital Allocators
✗
⚡
Risk-Adj Momentum
✗
V
Value Analysis
Cheapness relative to fundamentals
73.0%ile
P/S
1.1×
P/B
0.5×
FCF Yield
-0.054
SH Yield
0.000
Relative Strength Across Value Dimensions
Multiples & Yields — Decomposition
VC1 (5-Factor)
20.00000000
/100 — 1=cheapest
VC2 (Trending Value)
24.00000000
/100
VC3 (Buyback)
24.00000000
/100
Negative FCF yield (-5.4%) — the business is currently cash-consumptive.
Q
Quality Analysis
Profitability, efficiency, balance sheet & earnings quality
8.0%ile
ROE
-0.184
ROA
-0.100
Net Margin
-0.418
Op Margin
-0.377
GPA
0.103
D/E
0.41
Current
11.66
F-Score
3/9
Quality Radar — Relative Strength
Profitability & Leverage Breakdown
Rev Growth
0.283
Stability
1.142
lower=better
Accruals
-0.086
lower=better
5yr Consist
No
Conservative balance sheet with D/E of 0.41.
M
Momentum & Risk
Price trend, volatility regime, risk-adjusted returns
17.0%ile
6M Return
-34.4%
12M Return
-18.1%
12-1 Mom
6.3%
Risk-Adj
0.13
Vol 252d
48.9%
Vol 60d
107.1%
↑ Expanding
Max DD 12M
-42.0%
Return Comparison — 6M / 12M / 12-1
Volatility Regime — 60d vs 252d
Near-term vol (107%) is expanding vs long-term (49%) — risk is increasing.
OS
Composite & Factor Heatmap
All factors at a glance
0.37
Pillar Balance — Value / Quality / Momentum
Factor Heatmap — green=strong, red=weak
▦
Sector Context
Financial Services · 500 peers
Sector Value %ile
28.7%
Sector Quality %ile
0.8%
P/B z-score
-0.09
Sector Avg OS
86.5%
Ticker vs Sector Averages
Relative Valuation Z-Score
Top Sector Peers (By OS)
SymbolNameOSValueQualityMomentum
BAP Credicorp Ltd 99.0% 98.0% 93.0% 84.0%
HG Hamilton Insurance Group, Ltd. 99.0% 97.0% 94.0% 85.0%
MCY Mercury General Corporation 99.0% 95.0% 93.0% 86.0%
BFH Bread Financial Holdings, Inc. 99.0% 97.0% 97.0% 90.0%
UVE Universal Insurance Holdings Inc 99.0% 96.0% 94.0% 82.0%
CARE Carter Bank and Trust 99.0% 96.0% 98.0% 88.0%
HAFC Hanmi Financial Corporation 98.0% 94.0% 90.0% 79.0%
BOTJ Bank of the James Financial Group 98.0% 92.0% 89.0% 88.0%
Factor Interactions
Cheap for a Reason?
Looks cheap (73th value) but weak quality (8th). Classic value trap risk.
Falling Knife
Weak momentum (17th) despite looking cheap (73th value). Wait for momentum to stabilise.
Volatility Expanding
60-day vol (107%) significantly exceeds 252-day (49%). Near-term risk is elevated.
⚖
Factor Analysis
Comprehensive factor intelligence — strengths, weaknesses & cross-factor profile
Value
C
51.4% avg (4 factors)
Quality
D
38.1% avg (8 factors)
Momentum
F
20.8% avg (4 factors)
Risk
D
35.2% avg (1 factors)
Momentum is weak, suggesting the market isn't yet buying this thesis. Patience required. Elevated risk profile — position sizing should reflect the higher volatility.
▲ Top Strengths — highest scoring factors
▼ Key Weaknesses — lowest scoring factors
Factor Persistence1 snapshots
FactorCurrentStreakTrendSpark
OS Composite0.370—0—
Value %ile0.730—1—
Quality %ile0.080—1—
Momentum %ile0.170—1—
F-Score3.000—1—
Confidence0.818—1—
Volatility0.489—1—
Value FactorsCheapness relative to fundamentals — lower multiples = cheaper
Price / Sales
1.09
Price / Book
0.48
FCF Yield
-5.4%
Sales Yield (1/P·S)
0.9765
Shareholder Yield
Div + net buyback / mktcap
0.0%
Quality FactorsProfitability, efficiency, and balance sheet strength
Return on Equity
-18.4%
Return on Assets
-10.0%
Net Margin
-41.8%
Operating Margin
-37.7%
Gross Profit / Assets
Novy-Marx GPA
10.3%
Debt / Equity
0.41
Current Ratio
11.66
Accruals Ratio
(NI-OCF)/Assets — lower=better
-0.086
MomentumPrice trend strength over different horizons
6M Return
-34.4%
12M Return
-18.1%
12-1 Momentum
Jegadeesh-Titman (skip recent month)
6.3%
Risk-Adjusted Momentum
Mom 12-1 ÷ Vol
0.13
Growth & StabilityEarnings trajectory, consistency, and capital allocation
Revenue Growth (YoY)
28.3%
Earnings Stability (CV)
Lower = more stable
1.142
5yr Consistent
EPS up every year for 5 years
No
Piotroski F-Score
3
Dividend Yield
0.0%
Buyback Yield
0.0%
O'Shaughnessy CompositesValue Composites (WWOWS 4th Ed) — 1=cheapest, 100=most expensive
VC1 (5-factor)
P/E+P/S+P/B+P/CF+EBITDA/EV
20
VC2 (6-factor)
VC1 + Shareholder Yield — used for Trending Value
24
VC3 (6-factor)
VC1 + Buyback Yield — no dividend preference
24
Capital Allocation & AlphaAlpha within factors — quality of management decisions
Veiled Value
Expensive by P/B, cheap by everything else
No
Market Leader
Above-avg mcap+revenue, non-utility
No
All Stocks Universe
Market cap > $200M
Yes
Tiny Titan
Micro-cap, low P/S, positive momentum
No
Quarterly Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity
Annual Fundamentals
Revenue
Net Income
FCF
Net Margin
Show all
Op Income
OCF
CapEx
Equity