WallStSmart

Alvarium Tiedemann Holdings Inc. (ALTI)vsBlackstone Group Inc (BX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Blackstone Group Inc generates 5213% more annual revenue ($14.40B vs $270.97M). BX leads profitability with a 21.2% profit margin vs -42.0%. BX earns a higher WallStSmart Score of 59/100 (C).

ALTI

Hold

37

out of 100

Grade: F

Growth: 7.3Profit: 2.0Value: 5.0Quality: 7.0
Piotroski: 3/9Altman Z: 1.21

BX

Buy

59

out of 100

Grade: C

Growth: 6.7Profit: 9.0Value: 4.3Quality: 3.5
Piotroski: 3/9Altman Z: 1.29

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ALTI3 strengths · Avg: 9.0/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.129/10

Conservative balance sheet, low leverage

Revenue GrowthGrowth
28.1%8/10

Revenue surging 28.1% year-over-year

BX4 strengths · Avg: 9.5/10
Return on EquityProfitability
36.5%10/10

Every $100 of equity generates 36 in profit

Operating MarginProfitability
38.0%10/10

Strong operational efficiency at 38.0%

Market CapQuality
$152.33B9/10

Large-cap with strong market position

Profit MarginProfitability
21.2%9/10

Keeps 21 of every $100 in revenue as profit

Areas to Watch

ALTI4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$436.66M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-18.4%2/10

ROE of -18.4% — below average capital efficiency

BX4 concerns · Avg: 4.0/10
PEG RatioValuation
2.094/10

Expensive relative to growth rate

P/E RatioValuation
32.0x4/10

Premium valuation, high expectations priced in

Price/BookValuation
11.1x4/10

Trading at 11.1x book value

EPS GrowthGrowth
3.9%4/10

3.9% earnings growth

Comparative Analysis Report

WallStSmart Research

Bull Case : ALTI

The strongest argument for ALTI centers on Price/Book, Debt/Equity, Revenue Growth. Revenue growth of 28.1% demonstrates continued momentum.

Bull Case : BX

The strongest argument for BX centers on Return on Equity, Operating Margin, Market Cap. Profitability is solid with margins at 21.2% and operating margin at 38.0%.

Bear Case : ALTI

The primary concerns for ALTI are EPS Growth, Market Cap, Piotroski F-Score.

Bear Case : BX

The primary concerns for BX are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 1.69 is elevated, increasing financial risk.

Key Dynamics to Monitor

ALTI profiles as a growth stock while BX is a mature play — different risk/reward profiles.

BX carries more volatility with a beta of 1.58 — expect wider price swings.

ALTI is growing revenue faster at 28.1% — sustainability is the question.

BX generates stronger free cash flow (958M), providing more financial flexibility.

Bottom Line

BX scores higher overall (59/100 vs 37/100), backed by strong 21.2% margins. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Alvarium Tiedemann Holdings Inc.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Alvarium Tiedemann Holdings, Inc. is a wealth and asset manager in the United States and internationally. The company is headquartered in New York, New York.

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Blackstone Group Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Blackstone Group Inc. is an alternative asset management company specializing in real estate, private equity, hedge fund solutions, credit, secondary funds of funds, public debt and equity strategies and multiple asset classes. The company is headquartered in New York, New York with additional offices across Asia, Europe and North America.

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