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Beneficient

BENF

0.560USD

-0.126-18.37%

Close 11/04, 16:00（ET）Quotes delayed by 15 min

5.41MMarket Cap

LossP/E TTM



Beneficient

0.560

-0.126-18.37%

Overview Company Financials Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

Overview

Company

Financials

Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score of Beneficient

Currency: USD Updated: 2025-11-04

Key Insights

The company's fundamentals are relatively weak. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a . The company has shown average stock market performance, with mediocre fundamentals and technicals. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Beneficient's Score

Industry at a Glance

Industry Ranking

65 / 71

Overall Ranking

528 / 4616

Industry

Financial Technology (Fintech) & Infrastructure

Support & Resistance

No Data

Score Analysis

Current score

Previous score

Analyst Rating

Based on 0 analysts

Current Rating

2.000

Target Price

+178.59%

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Beneficient Highlights

StrengthsRisks

Beneficient is a technology-enabled financial services holding company that provides liquidity, primary capital solutions and related trust and custody services to holders of alternative assets. The Company's AltQuote tool provides customers with a range of potential exit options within minutes, while customers can log on to the AltAccess portal to explore opportunities and receive proposals in a secure online environment. The Company's segments include Ben Liquidity, Ben Custody and Customer ExAlt Trusts. The Ben Liquidity segment is responsible for offering its fiduciary alternative asset liquidity and financing products through AltAccess. The Ben Custody segment delivers products that address the administrative and regulatory burden of holding alternative assets by offering full service bespoke custody and trust administration services, and specialized document custodian services to customers. The Customer ExAlt Trusts segment holds interests in alternative assets.

Growing

The company is in a growing phase, with the latest annual income totaling USD -6.53M.

Turnaround to Profit

The company's performance has turned profitable, with the latest annual net income of USD .

Fairly Valued

The company’s latest PB is -0.03, at a medium 3-year percentile range.

Institutional Selling

The latest institutional holdings are 1.31M shares, decreasing 28.15% quarter-over-quarter.

Held by The Vanguard

Star Investor The Vanguard holds 12.38K shares of this stock.

Higher Market Activity

The company has more investor interest, with a 20-day turnover ratio of 0.28.

Financial Health

Currency: USD Updated: 2025-11-04

The company's current financial score is 5.05, which is lower than the Financial Technology (Fintech) & Infrastructure industry's average of 6.75. Its financial status is weak, and its operating efficiency is low. Its latest quarterly revenue reached -12.65M, representing a year-over-year decrease of 225.19%, while its net profit experienced a year-over-year decrease of 236.52%.

Score

Industry at a Glance

Previous score

5.05

Change



Financials

3.43

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data



Quality of Earnings

8.67

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

No Data



Operational Efficiency

2.51

Key Metrics

Cash flow from operating activities

Income after tax

No Data



Growth Potential

3.58

Key Metrics

Cash flow from operating activities

Total revenue

No Data



Shareholder Returns

7.09

Key Metrics

Free cash flow

No Data

Beneficient's Company Valuation

Currency: USD Updated: 2025-11-04

The company’s current valuation score is 7.49, which is lower than the Financial Technology (Fintech) & Infrastructure industry's average of 7.73. Its current P/E ratio is -0.08, which is -1135.81% below the recent high of 0.78 and -21880.50% above the recent low of -16.57.

Score

Industry at a Glance

Previous score

7.49

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 65/71

No Data

Earnings Forecast

Currency: USD Updated: 2025-11-04

There is no earnings forecast score for this company; the Financial Technology (Fintech) & Infrastructure industry's average is 7.87. The average price target for Beneficient is 2.00, with a high of 2.00 and a low of 2.00.

Score

Industry at a Glance

Previous score

0.00

Change

Support & Resistance

No Data

No Data

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated: 2025-11-04

The company’s current price momentum score is 1.35, which is lower than the Financial Technology (Fintech) & Infrastructure industry's average of 6.70. Sideways: Currently, the stock price is trading between the resistance level at 1.35 and the support level at 0.24, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

1.35

Change

Support & Resistance

No Data

Indicators



The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators

Sell(2)

Neutral(4)

Buy(1)

Indicators

Value

Direction

MACD(12,26,9)

-0.029

Neutral

RSI(14)

50.543

Neutral

STOCH(KDJ)(9,3,3)

22.916

Neutral

ATR(14)

0.235

High Vlolatility

CCI(14)

-14.763

Neutral

Williams %R

78.732

Sell

TRIX(12,20)

1.201

Buy

StochRSI(14)

44.703

Sell

Moving Average

Sell(4)

Neutral(0)

Buy(2)

Indicators

Value

Direction

MA5

0.683

Sell

MA10

0.814

Sell

MA20

0.675

Sell

MA50

0.569

Sell

MA100

0.444

Buy

MA200

0.413

Buy

Institutional Confidence

Currency: USD Updated: 2025-11-04

The company’s current institutional recognition score is 3.00, which is lower than the Financial Technology (Fintech) & Infrastructure industry's average of 4.61. The latest institutional shareholding proportion is 1.31%, representing a quarter-over-quarter decrease of 95.45%. The largest institutional shareholder is The Vanguard, holding a total of 12.38K shares, representing 0.01% of shares outstanding, with 92.55% decrease in holdings.

Score

Industry at a Glance

Previous score

3.00

Change

Institutional Shareholding

No Data

Shareholder Activity

Name

Shares Held

Chg %

Hatteras Investment Partners, LP

562.75K

Cangany (Peter T. Jr.)

425.98K

+0.04%

GWG Wind Down Trust

348.18K

-35.10%

Wendel (Karen J.)

155.49K

+20.85%

Welday (Jeff)

155.38K

-9.57%

Stifel, Nicolaus & Company, Incorporated

144.90K

Donegan (Patrick)

128.66K

+36.72%

Ausdal Financial Partners, Inc.

122.88K

Hicks (Thomas Ollis Sr)

101.63K

+0.17%

HRT Financial LP

75.76K

+365.11%

Risk Assessment

Currency: USD Updated: 2025-11-04

The company’s current risk assessment score is 1.04, which is lower than the Financial Technology (Fintech) & Infrastructure industry's average of 3.80. The company's beta value is -0.14. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.