Company Overview
Beneficient, a technology-enabled financial services company, provides liquidity solutions and related trustee, custody and trust administrative services to participants in the alternative asset industry in the United States. The company operates through Ben Liquidity, Ben Custody, and Customer ExAlt Trusts segments. It provides Ben AltAccess platform for secure, online, and end-to-end delivery of each of the Ben business unit products and services, including upload documents, and work through tasks, and complete their transactions with standardized transaction agreements. The company also offers Ben Liquidity, which offers alternative asset liquidity and fiduciary financing products; Ben Custody that provides custody and trust administration services to trustees and document custodian services to customers; and Ben Markets, which provides broker-dealer and transfer agency services. In addition, it provides Ben Insurance Services, which offers insurance products and services; Ben AltAccess, a customer-facing application serving as the access point; and Ben Data that provides data collection, evaluation, and analytics products and services. The company serves individual and institutional investors, general partners, and sponsors. Beneficient is based in Dallas, Texas.
Why Investors Should Care
Trades at a P/E of 0.0, below the sector median of 12.9.
Operating margin of 67.9% supports profitability.
Generates positive free cash flow, funding growth and shareholder returns internally.
Recent Developments
- Mar 2026 Revenue of $-39.12M (+392.6% YoY); net profit $-87.43M.
- Trailing 12 Months Year-on-year growth — revenue +73.4%, earnings -270.9%.
Growth & Price Performance
Compounded Sales Growth
| 5 Years: | - |
| 1 Year: | 73.40% |
Compounded Profit Growth
| 5 Years: | - |
| 1 Year: | -270.88% |
Stock Price Performance
| 1 Year: | -30.32% |
| 6 Months: | -53.13% |
| 3 Months: | -47.05% |
| 1 Month: | -40.17% |
Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.
- Price vs 50-DMABelow
- Price vs 200-DMABelow
- RSI (14)33.02 · Neutral
P/E of 0.04 is below the sector median of 12.89 — relatively cheaper than peers.
Auto-generated from price history and fundamentals; not investment advice.
Price Chart
Technical Trend
Computed from daily close history using EMA cross, slope, and RSI signals.
Note: intraday data is not stored locally. “Hourly” uses the most recent 10 daily candles as a short-term proxy.
Fundamental Growth Charts
No fundamental data available for this stock.
Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.
PROS
- Generates positive free cash flow.
CONS
- Trading 84.9% below its 52-week high.
- In a downtrend (50-DMA below 200-DMA).
* The pros and cons are auto-generated from financial metrics.
Valuation
Growth (CAGR)
Profitability & Returns
Balance Sheet & Liquidity
Ownership
Financial Snapshot
Peer comparison
Peer companies in the same sector (Financial Services).
| # | Name | CMP $ | P/E | Mkt Cap | Div Yld % | ROCE % | ROE % | Rev CAGR 5Y % | Profit CAGR 5Y % |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BENF Beneficient FINANCIAL | 1.80 | 0.04 | $27.77M | 0.00% | - | -14.91% | - | - |
| 2 | JPM JPMorgan Chase & Co. SPXR3KFINANCIAL | 353.51 | 15.15 | $939.70B | 1.72% | - | 17.79% | 12.50% | 14.83% |
| 3 | BRK-B Berkshire Hathaway Inc. SPXFINANCIAL | 505.83 | 12.72 | $712.23B | 0.00% | - | 12.12% | 4.18% | 9.44% |
| 4 | V Visa Inc. SPXR3KFINANCIAL | 368.64 | 31.35 | $628.20B | 0.72% | 37.15% | 61.19% | 14.33% | 13.04% |
| 5 | MA Mastercard Incorporated SPXR3KFINANCIAL | 570.89 | 31.44 | $496.37B | 0.62% | 60.19% | - | 12.29% | 19.21% |
| 6 | BAC Bank of America Corporation SPXR3KFINANCIAL | 62.39 | 14.41 | $436.28B | 2.04% | - | 11.20% | 3.14% | 4.27% |
| 7 | BRK-A Berkshire Hathaway Inc. FINANCIAL | 757,791.00 | 12.71 | $370.14B | 0.00% | - | 12.12% | 7.60% | 10.02% |
| 8 | HSBC HSBC Holdings plc FINANCIAL | 106.26 | 15.18 | $363.70B | 3.65% | - | 13.10% | 9.75% | 12.72% |
| 9 | MS Morgan Stanley SPXR3KFINANCIAL | 216.24 | 17.48 | $339.62B | 2.26% | - | 17.97% | 3.76% | 9.66% |
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios
Quarterly Results
Figures in USD.
| Metric | Mar 2021 | Mar 2022 | Jun 2022 | Sep 2022 | Dec 2022 | Jun 2023 | Sep 2023 | Dec 2023 | Jun 2024 | Sep 2024 | Dec 2024 | Jun 2025 | Sep 2025 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2.36M | -66.62M | -37.04M | -37.95M | -11.44M | -2.74M | -42.76M | -10.23M | 10.05M | 8.56M | 4.42M | -12.62M | -2.76M | 18.67M |
| Operating Income | -23.24M | -99.83M | -85.95M | -73.00M | -45.21M | -1.16B | -381.76M | -915.95M | 44.34M | -13.71M | -9.51M | -92.65M | -17.86M | 3.94M |
| Net Income | - | -44.43M | - | - | - | - | - | - | - | - | -8.64M | - | - | 19.91M |
| Diluted EPS | -0.14 | -0.66 | - | - | - | - | - | - | - | - | - | - | - | - |
Profit & Loss (Annual)
Figures in USD.
| Metric | Dec 2020 | Dec 2021 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|
| Revenue | 140.33M | 55.31M | -104.90M | -98.70M | -7.94M | -39.12M |
| Operating Income | -47.41M | -71.12M | -253.17M | -2.65B | -24.18M | -166.51M |
| Net Income | -58.04M | -63.01M | -130.98M | -2.10B | 51.16M | -87.43M |
| Diluted EPS | -1.27 | -1.84 | -1.94 | - | - | - |
Balance Sheet (Annual)
Figures in USD.
| Metric | Dec 2019 | Dec 2020 | Mar 2021 | Dec 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|
| Total Assets | - | - | - | - | 3.14B | 2.91B | 368.50M | 354.88M | 238.77M |
| Total Equity | 676.49M | 986.35M | 984.89M | 1.09B | 1.91B | 1.73B | -192.12M | -34.92M | -189.29M |
| Cash & Equivalents | - | - | - | - | 70.59M | 8.73M | 7.91M | 1.35M | 2.54M |
| Total Liabilities | - | - | - | - | 241.43M | 231.79M | 309.57M | 299.27M | 337.53M |
Cash Flows (Annual)
Figures in USD.
| Metric | Dec 2020 | Dec 2021 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|
| Operating Cash Flow | -54.01M | -57.00M | -95.12M | -58.22M | -37.70M | -38.72M |
| Investing Cash Flow | -5.98M | 44.59M | 63.02M | 44.06M | 28.11M | 61.21M |
| Financing Cash Flow | 43.86M | 14.86M | -34.46M | 12.59M | 2.97M | -21.29M |
| Capital Expenditure | -3.22M | -4.20M | -2.08M | -1.76M | -1.10M | -96.00K |
| Free Cash Flow | -57.23M | -61.21M | -97.19M | -59.98M | -38.80M | -38.81M |
Ratios (Annual)
Figures in %.
| Metric | Dec 2020 | Dec 2021 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|
| Gross Margin % | - | - | - | - | - | - |
| Operating Margin % | -33.8% | -128.6% | 241.3% | 2,683.5% | 304.5% | 425.6% |
| Net Margin % | -41.4% | -113.9% | 124.9% | 2,123.3% | -644.1% | 223.5% |
| ROE % | -5.9% | -5.8% | -7.6% | 1,090.8% | -146.5% | 46.2% |
| ROCE % | - | - | - | - | - | - |
Shareholding Pattern
Top Institutional Holders
| # | Holder | % Held | Shares | Value |
|---|---|---|---|---|
| 1 | Yorkville Advisors Global, LP | 1.82% | 280.63K | $157.66K |
| 2 | Geode Capital Management, LLC | 1.00% | 154.65K | $86.88K |
| 3 | Vanguard Capital Management LLC | 1.00% | 153.49K | $86.23K |
| 4 | Vanguard Fiduciary Trust Co | 0.47% | 72.07K | $40.49K |
| 5 | State Street Corporation | 0.43% | 66.34K | $37.27K |
| 6 | Blackrock Inc. | 0.32% | 49.53K | $27.82K |
| 7 | Morgan Stanley | 0.29% | 45.12K | $25.35K |
| 8 | Northern Trust Corporation | 0.20% | 31.41K | $17.65K |
| 9 | Ausdal Financial Partners, Inc. | 0.09% | 13.82K | $7.76K |
| 10 | Vanguard Global Advisers, LLC | 0.06% | 8.75K | $4.92K |
Analyst View
Analyst aggregate. Targets and ratings update periodically; not investment advice.
Latest News
Recent headlines for BENF
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BENF — Frequently Asked Questions
What is the current share price of Beneficient (BENF)?
As of 2026-09-19 21:16 PDT, Beneficient (BENF) trades at $1.80 on NasdaqCM. Its 52-week range is $1.80 to $11.92.
What is the market capitalisation of BENF?
Beneficient (BENF) has a market capitalisation of $27.77M on NasdaqCM.
What is the P/E ratio of BENF?
BENF trades at a trailing price-to-earnings (P/E) ratio of 0.04. The industry average P/E is 12.89. Its price-to-book (P/B) ratio is 1.20.
What is the return on equity (ROE) of BENF?
BENF has a return on equity (ROE) of -14.91%.
Is BENF a good stock to buy?
This page provides a data-driven analysis of Beneficient (BENF), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.