WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Brookfield Corp generates 34153% more annual revenue ($77.66B vs $226.72M). BN leads profitability with a 1.7% profit margin vs -70.7%. BN earns a higher WallStSmart Score of 64/100 (C+).

ALTI

Avoid

32

out of 100

Grade: F

Growth: 6.7Profit: 2.0Value: 5.0Quality: 5.5
Piotroski: 3/9Altman Z: 1.48

BN

Buy

64

out of 100

Grade: C+

Growth: 5.3Profit: 5.5Value: 4.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for ALTI.

BNSignificantly Overvalued (-103.3%)

Margin of Safety

-103.3%

Fair Value

$22.93

Current Price

$39.22

$16.29 premium

UndervaluedFair: $22.93Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ALTI2 strengths · Avg: 9.5/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Debt/EquityHealth
0.109/10

Conservative balance sheet, low leverage

BN4 strengths · Avg: 8.8/10
EPS GrowthGrowth
80.4%10/10

Earnings expanding 80.4% YoY

Market CapQuality
$86.53B9/10

Large-cap with strong market position

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Operating MarginProfitability
29.2%8/10

Strong operational efficiency at 29.2%

Areas to Watch

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

0.0% earnings growth

Market CapQuality
$484.05M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-25.5%2/10

ROE of -25.5% — below average capital efficiency

BN4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
3.5%4/10

3.5% revenue growth

Return on EquityProfitability
1.9%3/10

ROE of 1.9% — below average capital efficiency

Profit MarginProfitability
1.7%3/10

1.7% margin — thin

P/E RatioValuation
78.1x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : ALTI

The strongest argument for ALTI centers on Price/Book, Debt/Equity. Revenue growth of 10.5% 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 Revenue Growth, Return on Equity, Profit Margin. A P/E of 78.1x leaves little room for execution misses. Thin 1.7% margins leave little buffer for downturns.

Key Dynamics to Monitor

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

BN carries more volatility with a beta of 1.86 — expect wider price swings.

ALTI is growing revenue faster at 10.5% — sustainability is the question.

Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

BN scores higher overall (64/100 vs 32/100). Both earn "Buy" and "Avoid" 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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