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Upturn AI Summary - About
Beneficient Class A Common Stock(BENF)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BENF
09/28/2026: BENF (1-star) is currently NOT-A-BUY. Pass it for now.
Beneficient Class A Common Stock is a financial services firm specializing in liquidity and trust solutions for owners of private, illiquid alternative assets. The company's main strength lies in its specialized AltAccess platform, which seeks to simplify the complex exit process for private equity and real estate investors. Its primary investment story centers on the long-term growth of the alternative asset market. However, the company faces significant risks, including high stock volatility, operational complexity, and intense competition from much larger, established asset managers. This stock may suit investors with a high risk tolerance who are looking for exposure to private market liquidity, though it is not recommended for income-focused or risk-averse portfolios.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Weak fit | The company's unpredictable growth profile and speculative nature make it a poor fit for traditional growth strategies. |
| Momentum investor | Mixed fit | Requires a strong positive signal as the stock is prone to high volatility and unpredictable price swings. |
| Value investor | Weak fit | Complexity in valuation and financial health makes it difficult to assess as a traditional value opportunity. |
| Dividend investor | Weak fit | The company does not provide reliable income through dividends. |
| Low-risk investor | Weak fit | High operational, financial, and market risks make this unsuitable for risk-averse investors. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock has demonstrated significant and rapid price fluctuations. |
| Valuation risk | High | The complexity of the assets makes accurate valuation and price discovery difficult for investors. |
| Competition risk (alternative asset managers) | High | Large, well-capitalized firms can offer competing liquidity services with lower costs. |
| Business quality | Medium | The business model is niche and heavily dependent on specific market conditions for alternative assets. |
| Dividend income | Low / none | Investors should not expect any income from dividends. |
| Execution risk | High | Successful implementation of the business model requires navigating complex regulatory and capital requirements. |
Price Behavior
Steep Decline
The stock price has dropped sharply with strong downward pressure.
Extreme Price Shocks
The stock has experienced exceptionally large and disruptive price movements during the period.
Analysis of Past Performance
Type Stock | Historic Profit -62.06% | Avg. Invested days 19 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/28/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 22.61M USD | Price to earnings Ratio 0.03 | 1Y Target Price 9 |
Price to earnings Ratio 0.03 | 1Y Target Price 9 | ||
Volume (30-day avg) 20.1M shares | Beta 1.11 | 52 Weeks Range 0.50 - 12.48 | Updated Date 09/27/2026 |
52 Weeks Range 0.50 - 12.48 | Updated Date 09/27/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 43.06 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Liquidity Services | Fees and spreads earned from facilitating liquidity for alternative asset holders. | The company earns money when it helps investors sell their otherwise hard-to-sell private assets. |
| Trust and Custody | Service and administration fees for managing alternative asset trusts. | The company collects administrative fees for looking after and holding client assets. |
Valuation
Trailing PE 0.03 | Forward PE 6.93 | Enterprise Value 133.61M | Price to Sales(TTM) 0.1 |
Enterprise Value 133.61M | Price to Sales(TTM) 0.1 | ||
Enterprise Value to Revenue 5.97 | Enterprise Value to EBITDA 7.96 | Shares Outstanding 15.46M | Shares Floating 1.53M |
Shares Outstanding 15.46M | Shares Floating 1.53M | ||
Percent Insiders 87.85 | Percent Institutions 5.72 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Beneficient Class A Common Stock
Exchange NASDAQ | Headquarters Dallas, TX, United States | ||
IPO Launch date 2023-06-07 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees 50 | Website https://www.trustben.com |
Full time employees 50 | Website https://www.trustben.com | ||
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.
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