Business Description
Beneficient
NAICS : 523940
SIC : 6722
ISIN : US08178Q3092
Share Class Description:
BENF: Class ATotal Employee Number:
55Description
Beneficient is a technology-enabled financial services holding company providing liquidity solutions and trust products and services to participants in the alternative assets industry through an online platform, AltAccess. Its services are focused on alternative asset investors, institutional investors, family offices, and fund managers. The company provides liquidity solutions for alternative asset investments through financing and trust structures. The company has three reportable segments consisting of Ben Liquidity, Ben Custody and Customer ExAlt Trusts. The majority of revenue is derived from the Ben Liquidity segment in the form of interest income.
Financial Strength
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Cash-To-Debt | 0.03 | |||||
Equity-to-Asset | -0.9 | |||||
Debt-to-Equity | -0.45 | |||||
Debt-to-EBITDA | -0.67 | |||||
Piotroski F-Score | 2/9 | |||||
Altman Z-Score | -15.54 | |||||
WACC vs ROIC | ||||||
Growth Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Revenue Growth Rate | 79.7 | |||||
3-Year EBITDA Growth Rate | 75.9 | |||||
3-Year EPS without NRI Growth Rate | 69.6 | |||||
3-Year FCF Growth Rate | 79.2 |
Momentum Rank
7/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
5-Day RSI | 37.8 | |||||
9-Day RSI | 42.14 | |||||
14-Day RSI | 45.19 | |||||
3-1 Month Momentum % | -15.44 | |||||
6-1 Month Momentum % | -33.14 | |||||
12-1 Month Momentum % | 43.8 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Current Ratio | 0.04 | |||||
Quick Ratio | 0.04 | |||||
Cash Ratio | 0.01 | |||||
Days Payable | 5158.13 |
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Average Share Buyback Ratio | -254.2 | |||||
Shareholder Yield % | 37.21 |
Profitability Rank
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Gross Margin % | 130.28 | |||||
Operating Margin % | 209.02 | |||||
Net Margin % | 223.45 | |||||
EBITDA Margin % | 370.53 | |||||
FCF Margin % | 99.2 | |||||
OCF Margin % | 98.96 | |||||
ROA % | -27.63 | |||||
ROIC % | -27.25 | |||||
3-Year ROIIC % | -5.84 | |||||
ROC (Joel Greenblatt) % | -10356.43 | |||||
ROCE % | -177.69 | |||||
Years of Profitability over Past 10-Year | 1 | |||||
Moat Score | 3 | |||||
Tariff Resilience Score | 7 |
GF Value Rank
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Forward PE Ratio | 4.82 | |||||
EV-to-EBIT | -1.78 | |||||
EV-to-EBITDA | -1.79 | |||||
EV-to-Revenue | -6.62 | |||||
EV-to-Forward-Revenue | 165.19 | |||||
EV-to-FCF | -6.68 | |||||
Earnings Yield (Greenblatt) % | -56.18 | |||||
FCF Yield % | -78.17 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
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Performance
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Annualized Return % Â
Total Annual Return % Â
Beneficient Executives
DetailsGF Value™
Analyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil $) | -39.125 | ||
| EPS (TTM) ($) | -64.16 | ||
| Beta | 1.1597 | ||
| 3-Year Sharpe Ratio | -0.85 | ||
| 3-Year Sortino Ratio | -1.18 | ||
| Volatility % | 157.29 | ||
| 14-Day RSI | 45.19 | ||
| 14-Day ATR ($) | 0.241426 | ||
| 20-Day SMA ($) | 3.53975 | ||
| 12-1 Month Momentum % | 43.8 | ||
| 52-Week Range ($) | 2.1584 - 12.48 | ||
| Shares Outstanding (Mil) | 14.49 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 2 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Beneficient Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Beneficient Stock Events
| Event | Date | Price ($) | ||
|---|---|---|---|---|
| Second quarter earnings conference call for 2027 | 2026-11-18 08:00 | In 131 days | ||
| Second quarter earnings results for 2027 | 2026-11-13 | In 125 days | ||
| First quarter earnings results for 2027 | 2026-10-21 | In 102 days | ||
| Annual report for 2026 | 2026-06-30 | 3.87 (+4.59%) | ||
| Fourth quarter earnings results for 2026 | 2026-06-29 | 3.70 (+2.21%) | ||
| General meeting for 2026 | 2026-03-27 10:00 | 3.27 (-9.92%) | ||
| Third quarter earnings conference call for 2026 | 2026-02-17 17:30 | 4.14 (-10.11%) | ||
| Third quarter earnings results for 2026 | 2026-02-17 | 4.14 (-10.11%) | ||
| 0.125:1 Stock Split | 2025-12-15 | 4.80 (-29.39%) | ||
| Second quarter earnings conference call for 2026 | 2025-11-18 08:00 | 4.06 (-4.26%) |
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Beneficient Frequently Asked Questions
What is Beneficient(BENF)'s stock price today?
The current price of BENF is $3.42. The 52 week high of BENF is $12.48 and 52 week low is $2.16.
When is next earnings date of Beneficient(BENF)?
The next earnings date of Beneficient(BENF) is 2026-10-21 Est..
Does Beneficient(BENF) pay dividends? If so, how much?
Beneficient(BENF) does not pay dividend.
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