WallStSmart

Alvarium Tiedemann Holdings Inc. (ALTI)vsBrookfield Corp (BN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Corp generates 29096% more annual revenue ($79.11B vs $270.97M). BN leads profitability with a 1.7% profit margin vs -42.0%. BN earns a higher WallStSmart Score of 63/100 (C+).

ALTI

Hold

37

out of 100

Grade: F

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

BN

Buy

63

out of 100

Grade: C+

Growth: 6.0Profit: 5.5Value: 4.3Quality: 4.0
Piotroski: 5/9Altman Z: 0.64

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

BN4 strengths · Avg: 8.8/10
EPS GrowthGrowth
158.8%10/10

Earnings expanding 158.8% YoY

Market CapQuality
$102.03B9/10

Large-cap with strong market position

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

Operating MarginProfitability
28.9%8/10

Strong operational efficiency at 28.9%

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

BN4 concerns · Avg: 2.5/10
Return on EquityProfitability
2.8%3/10

ROE of 2.8% — below average capital efficiency

Profit MarginProfitability
1.7%3/10

1.7% margin — thin

P/E RatioValuation
89.6x2/10

Premium valuation, high expectations priced in

Free Cash FlowQuality
$-5.60B2/10

Negative free cash flow — burning cash

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 : BN

The strongest argument for BN centers on EPS Growth, Market Cap, Price/Book. PEG of 1.27 suggests the stock is reasonably priced for its growth.

Bear Case : ALTI

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

Bear Case : BN

The primary concerns for BN are Return on Equity, Profit Margin, P/E Ratio. A P/E of 89.6x leaves little room for execution misses. Debt-to-equity of 5.72 is elevated, increasing financial risk.

Key Dynamics to Monitor

ALTI profiles as a growth stock while BN is a value play — different risk/reward profiles.

BN carries more volatility with a beta of 1.84 — expect wider price swings.

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

ALTI generates stronger free cash flow (5M), providing more financial flexibility.

Bottom Line

BN scores higher overall (63/100 vs 37/100). 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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Brookfield Corp

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Brookfield Corporation is an alternative asset manager and REIT/Real Estate Investment Manager firm focuses on real estate, renewable power, infrastructure and venture capital and private equity assets. The company is headquartered in Toronto, Canada with additional offices across Northern America; South America; Europe; Middle East and Asia.

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