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Beneficient

BENF

4.410USD

+0.100+2.32%

Close 02/06, 16:00（ET）Quotes delayed by 15 min

5.34MMarket Cap

LossP/E TTM



Beneficient

4.410

+0.100+2.32%

Overview Financials Analysis Company

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

Overview

Financials

Analysis

Company

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: 2026-02-06

Key Insights

Beneficient's fundamentals are relatively stable, with an industry-leading ESG disclosure.and its growth potential is significant.Its valuation is considered fairly valued, ranking 67 out of 72 in the Financial Technology (Fintech) & Infrastructure industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as , with the highest price target at 16.00.In the medium term, the stock price is expected to trend up.The company has shown weak stock market performance over the past month, in line with its weak 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

67 / 72

Overall Ranking

539 / 4521

Industry

Financial Technology (Fintech) & Infrastructure

Support & Resistance

Relevant data have not been disclosed by the company yet.

Score Analysis

Current score

Previous score

Media Coverage

Last 24 hours

Coverage Level

Very Low

Very High

Negative

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 through its proprietary online platform, AltAccess. The AltAccess platform provides end-to-end liquidity, custody, and investment analytics solutions through AltQuote, AltLiquidity, AltCustody, AltData, and AltTrading. 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 -0.02, at a medium 3-year percentile range.

Held by The Vanguard

Star Investor The Vanguard holds 237.13K shares of this stock.

Higher Market Activity

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

Analyst Rating

Based on 0 analysts

Current Rating

16.000

Target Price

+271.23%

Upside Space

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

Financial Health

Currency: USD Updated: 2026-02-06

The current financial score of Beneficient is 5.38, ranking 69 out of 72 in the Financial Technology (Fintech) & Infrastructure industry. Its financial status is weak, and its operating efficiency is low. Its latest quarterly revenue reached -2.59M, representing a year-over-year decrease of 127.86%, while its net profit experienced a year-over-year decrease of 128.10%.

Score

Industry at a Glance

Previous score

5.38

Change



Financials

4.87

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

Relevant data have not been disclosed by the company yet.



Quality of Earnings

7.99

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

Relevant data have not been disclosed by the company yet.



Operational Efficiency

2.83

Key Metrics

Cash flow from operating activities

Income after tax

Relevant data have not been disclosed by the company yet.



Growth Potential

4.12

Key Metrics

Cash flow from operating activities

Total revenue

Relevant data have not been disclosed by the company yet.



Shareholder Returns

7.07

Key Metrics

Free cash flow

Relevant data have not been disclosed by the company yet.

Beneficient's Company Valuation

Currency: USD Updated: 2026-02-06

The current valuation score of Beneficient is 7.49, ranking 43 out of 72 in the Financial Technology (Fintech) & Infrastructure industry. Its current P/E ratio is -0.05, which is -1593.31% below the recent high of 0.78 and -31588.91% 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 67/72

Relevant data have not been disclosed by the company yet.

Earnings Forecast

Currency: USD Updated: 2026-02-06

No earnings forecast score is currently available for Beneficient. The Financial Technology (Fintech) & Infrastructure industry's average is 7.83. The average price target 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

Relevant data have not been disclosed by the company yet.

No Data

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

Relevant data have not been disclosed by the company yet.

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: 2026-02-06

The current price momentum score of Beneficient is 1.35, ranking 70 out of 72 in the Financial Technology (Fintech) & Infrastructure industry. Currently, the stock price is trading between the resistance level at 5.33 and the support level at 3.71, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

1.36

Change

-0.01

Support & Resistance

Relevant data have not been disclosed by the company yet.

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(3)

Neutral(3)

Buy(1)

Indicators

Value

Direction

MACD(12,26,9)

-0.019

Sell

RSI(14)

44.216

Neutral

STOCH(KDJ)(9,3,3)

37.178

Neutral

ATR(14)

0.526

Low Volatility

CCI(14)

-47.186

Neutral

Williams %R

69.753

Sell

TRIX(12,20)

-1.198

Sell

StochRSI(14)

98.599

Buy

Moving Average

Sell(4)

Neutral(0)

Buy(2)

Indicators

Value

Direction

MA5

4.342

Buy

MA10

4.441

Sell

MA20

4.706

Sell

MA50

5.439

Sell

MA100

4.781

Sell

MA200

2.556

Buy

Institutional Confidence

Currency: USD Updated: 2026-02-06

The current institutional shareholding score of Beneficient is 3.00, ranking 31 out of 72 in the Financial Technology (Fintech) & Infrastructure industry. The latest institutional shareholding proportion is 1.79%, representing a quarter-over-quarter decrease of 91.49%. The largest institutional shareholder is The Vanguard, holding a total of 237.13K shares, representing 1.71% of shares outstanding, with 1065.17% increase in holdings.

Score

Industry at a Glance

Previous score

3.00

Change

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name

Shares Held

Chg %

Hicks (Thomas Ollis Sr)

11.56M

-0.11%

Silk (James G.)

1.10M

-0.01%

The Vanguard Group, Inc.

Star Investors

1.55K

Cangany (Peter T. Jr.)

132.71K

+149.23%

Schnitzer (Bruce William)

117.96K

+7854.21%

GWG Wind Down Trust

43.52K

-35.10%

Welday (Jeff)

23.05K

-0.01%

Wendel (Karen J.)

21.23K

-18.09%

Donegan (Patrick)

12.59K

-27.13%

Ausdal Financial Partners, Inc.

9.22K

-39.99%

Risk Assessment

Currency: USD Updated: 2026-02-06

The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Financial Technology (Fintech) & Infrastructure domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of Beneficient is 1.04, ranking 70 out of 72 in the Financial Technology (Fintech) & Infrastructure industry. The company's beta value is -0.19. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets. with an industry-leading ESG disclosure.