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BENF
Upturn stock ratingUpturn stock rating

Beneficient Class A Common Stock (BENF)

Upturn stock ratingUpturn stock rating
$0.3
Last Close (24-hour delay)
upturn advisory
PASS
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

06/30/2025: BENF (1-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

Analysts rated it

Very few follow this stock; limited insights, higher-risk early investing.

1 Year Target Price $

1 Year Target Price $

Analysts Price Target For last 52 week
$Target price
Low$
Current$0.3
high$

Analysis of Past Performance

Type Stock
Historic Profit -69.13%
Avg. Invested days 37
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 1.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 06/30/2025

Key Highlights

Company Size Small-Cap Stock
Market Capitalization 2.53M USD
Price to earnings Ratio -
1Y Target Price 4
Price to earnings Ratio -
1Y Target Price 4
Volume (30-day avg) -
Beta 0.6
52 Weeks Range 0.22 - 6.27
Updated Date 06/29/2025
52 Weeks Range 0.22 - 6.27
Updated Date 06/29/2025
Dividends yield (FY) -
Basic EPS (TTM) -4.88

Earnings Date

Report Date 2025-06-30
When Before Market
Estimate -1.39
Actual -

Profitability

Profit Margin -
Operating Margin (TTM) -141.96%

Management Effectiveness

Return on Assets (TTM) -11.95%
Return on Equity (TTM) -84.35%

Valuation

Trailing PE -
Forward PE 6.93
Enterprise Value -181588861
Price to Sales(TTM) -
Enterprise Value -181588861
Price to Sales(TTM) -
Enterprise Value to Revenue -
Enterprise Value to EBITDA -0.03
Shares Outstanding 8432700
Shares Floating 6907686
Shares Outstanding 8432700
Shares Floating 6907686
Percent Insiders 15.14
Percent Institutions 13.58

Analyst Ratings

Rating -
Target Price -
Buy -
Strong Buy -
Buy -
Strong Buy -
Hold -
Sell -
Strong Sell -
Strong Sell -

ai summary icon Upturn AI SWOT

Beneficient Class A Common Stock

stock logo

Company Overview

overview logo History and Background

Beneficient operates in the alternative asset liquidity space, providing financial solutions to holders of illiquid alternative assets. The company has evolved through several iterations, focusing on providing liquidity to high-net-worth individuals and small to mid-sized institutions.

business area logo Core Business Areas

  • Liquidity Solutions: Offers lending and other financial solutions to owners of illiquid alternative assets, enabling them to access capital without selling their assets at a discount.
  • Trust Services: Provides trust administration and related services for alternative asset holdings.

leadership logo Leadership and Structure

The leadership team consists of the CEO, CFO, and other key executives. The organizational structure includes departments for lending, trust services, finance, and operations.

Top Products and Market Share

overview logo Key Offerings

  • Liquidity Loans: Loans secured by alternative assets, providing borrowers with capital. No reliable market share data available. Competitors include private credit funds and specialty finance companies.
  • Trust Administration Services: Managing and administering trusts that hold alternative assets. No reliable market share data available. Competitors include traditional trust companies and specialized alternative asset administrators.

Market Dynamics

industry overview logo Industry Overview

The alternative asset market is growing, but liquidity remains a challenge for many holders of these assets. There is increasing demand for financial solutions that address this illiquidity.

Positioning

Beneficient positions itself as a provider of liquidity solutions within the alternative asset market, targeting a niche of high-net-worth individuals and smaller institutions. Competitive advantages include their expertise in alternative asset valuation and structuring complex loans.

Total Addressable Market (TAM)

The total addressable market for alternative asset liquidity is estimated to be in the tens of billions of dollars. Beneficient is positioned to capture a portion of this TAM through its specialized services.

Upturn SWOT Analysis

Strengths

  • Specialized expertise in alternative asset valuation
  • Established relationships with high-net-worth individuals and institutions
  • Proprietary technology platform

Weaknesses

  • Relatively small size compared to larger financial institutions
  • Dependence on illiquid asset values
  • Complex and regulated business model

Opportunities

  • Growing demand for alternative asset liquidity solutions
  • Potential to expand into new asset classes
  • Strategic partnerships with other financial institutions

Threats

  • Economic downturn impacting alternative asset values
  • Increased competition from larger financial institutions
  • Regulatory changes affecting alternative asset lending

Competitors and Market Share

competitor logo Key Competitors

  • BX
  • APO
  • CG

Competitive Landscape

Beneficient faces significant competition from larger and more established financial institutions. Its competitive advantage lies in its specialized expertise and focus on a niche market.

Major Acquisitions

GWG Holdings

  • Year: 2023
  • Acquisition Price (USD millions): 0
  • Strategic Rationale: Acquired assets of GWG Holdings.

Growth Trajectory and Initiatives

Historical Growth: Historical growth has been uneven and influenced by restructuring activities.

Future Projections: Future growth projections are highly uncertain and dependent on market conditions and company performance. Analyst estimates should be viewed with caution.

Recent Initiatives: Recent initiatives focus on streamlining operations and expanding its lending platform.

Summary

Beneficient operates in a niche market providing liquidity solutions for alternative assets. The company faces challenges due to its complex financial structure, regulatory scrutiny, and competition. Its expertise in alternative asset valuation and lending could drive growth, but economic conditions and regulatory changes pose significant risks. Financial performance is difficult to assess without in-depth analysis.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • SEC filings
  • Company press releases
  • Market research reports
  • Financial news outlets

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Beneficient Class A Common Stock

Exchange NASDAQ
Headquaters Dallas, TX, United States
IPO Launch date 2023-06-07
CEO -
Sector Financial Services
Industry Asset Management
Full time employees 80
Full time employees 80

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. It operates through Ben Liquidity, Ben Custody, and Customer ExAlt Trusts segments. The company offers 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. It also provides 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, the company provides Ben Insurance Services, which offers insurance products and services; and Ben Data that provides data collection, evaluation, and analytics products and services. It serves individual and institutional investors, wealth advisors, and general partners. Beneficient is based in Dallas, Texas.