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Upturn AI SWOT - About
Beneficient Class A Common Stock (BENF)
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Upturn Advisory Summary
06/30/2025: BENF (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $
1 Year Target Price $
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -69.13% | Avg. Invested days 37 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| 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 - |
Upturn AI SWOT
Beneficient Class A Common Stock
Company Overview
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.
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 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
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
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
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.
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.
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 | Website https://www.trustben.com |
Full time employees 80 | 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. 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.
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