AlTi Global (NASDAQ:ALTI – Get Free Report) and TOP Financial Group (NASDAQ:TOP – Get Free Report) are both small-cap finance companies, but which is the superior investment? We will compare the two companies based on the strength of their profitability, earnings, valuation, analyst recommendations, risk, institutional ownership and dividends.
Analyst Ratings
This is a summary of recent ratings and price targets for AlTi Global and TOP Financial Group, as reported by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| AlTi Global | 2 | 0 | 0 | 0 | 1.00 |
| TOP Financial Group | 1 | 0 | 0 | 0 | 1.00 |
Valuation and Earnings
This table compares AlTi Global and TOP Financial Group”s top-line revenue, earnings per share (EPS) and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| AlTi Global | $254.96 million | 2.01 | -$119.70 million | ($1.39) | -2.37 |
| TOP Financial Group | $4.72 million | 377.25 | -$1.17 million | ($0.02) | -731.50 |
TOP Financial Group has lower revenue, but higher earnings than AlTi Global. TOP Financial Group is trading at a lower price-to-earnings ratio than AlTi Global, indicating that it is currently the more affordable of the two stocks.
Profitability
This table compares AlTi Global and TOP Financial Group’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| AlTi Global | -40.86% | -1.61% | -0.74% |
| TOP Financial Group | N/A | N/A | N/A |
Volatility & Risk
AlTi Global has a beta of 0.72, meaning that its share price is 28% less volatile than the S&P 500. Comparatively, TOP Financial Group has a beta of -1.08, meaning that its share price is 208% less volatile than the S&P 500.
Insider and Institutional Ownership
3.6% of AlTi Global shares are owned by institutional investors. Comparatively, 0.3% of TOP Financial Group shares are owned by institutional investors. 2.2% of AlTi Global shares are owned by company insiders. Comparatively, 85.6% of TOP Financial Group shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.
Summary
TOP Financial Group beats AlTi Global on 7 of the 11 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 TOP Financial Group
TOP Financial Group Limited, through its subsidiaries, operates as an online brokerage company in Hong Kong. It is involved in the trading of local and overseas equities, futures, and options products; and the provision of brokerage and value-added services, including trade order placement and execution, account management, and customer support services. The company provides a range of futures products, such as index futures, forex futures, agricultural product futures, energy futures, and precious metal futures. It also offers stock brokerage, options brokerage, consulting services, currency exchange services, structured note subscriber services, and margin financing services. The company was formerly known as Zhong Yang Financial Group Limited and changed its name to TOP Financial Group Limited in July 2022. TOP Financial Group Limited was founded in 2015 and is based in Hong Kong, Hong Kong. TOP Financial Group Limited is a subsidiary of Zhong Yang Holdings (BVI) Limited.
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