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Upturn AI SWOT - About
Beneficient Class A Common Stock (BENF)
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Upturn Advisory Summary
10/23/2025: BENF (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -50.75% | Avg. Invested days 33 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/23/2025 |
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 |
Upturn AI SWOT
Beneficient Class A Common Stock
Company Overview
History and Background
The Beneficient Company Group, L.P., and its subsidiaries, provide liquidity solutions and financial services to owners of alternative assets, primarily in the mid-market private equity sector. Founded to address the challenges of illiquidity in this sector, Beneficient focuses on creating innovative financial products tailored to this market.
Core Business Areas
- Liquidity Solutions: Providing loans and structured finance solutions to owners of alternative assets, such as private equity, venture capital, and real estate.
- Financial Services: Offering trust administration, custody, and other related services to high-net-worth individuals and institutions holding alternative assets.
- Data and Analytics: Providing data analytics related to alternative assets.
Leadership and Structure
Beneficient has a complex organizational structure including operating partnerships and holding companies. Leadership roles have changed frequently. Key leadership includes management focused on liquidity solutions and financial service operations.
Top Products and Market Share
Key Offerings
- Beneficient Loan Program: Offers loans to holders of illiquid alternative assets. Market share is difficult to determine due to the bespoke nature of the deals and limited public information. Competitors include other specialty finance companies and private credit funds. Revenue is dependent on loan origination volumes.
- Liquidity and Trust Services: Provides trust administration and custody for alternative assets. Market share is also difficult to determine. Competitors include traditional trust companies and specialized alternative asset service providers.
Market Dynamics
Industry Overview
The market for alternative asset liquidity is growing as the number of alternative asset investments increases. There is a need for specialized services due to the illiquid nature of these investments.
Positioning
Beneficient aims to be a leading provider of liquidity solutions and financial services for alternative asset owners, focusing on the mid-market segment. Their competitive advantage lies in their specialized knowledge and tailored solutions.
Total Addressable Market (TAM)
The TAM for alternative asset liquidity and related services is estimated to be in the tens of billions of dollars. Beneficient is positioned to capture a share of this market through its specialized offerings.
Upturn SWOT Analysis
Strengths
- Specialized expertise in alternative asset liquidity
- Tailored financial solutions
- Established relationships with asset owners
Weaknesses
- Complex organizational structure
- Past financial difficulties and regulatory issues
- Relatively small scale compared to larger financial institutions
Opportunities
- Increasing demand for alternative asset liquidity
- Expansion into new geographic markets
- Development of new financial products
Threats
- Economic downturn reducing demand for liquidity
- Increased competition from other financial institutions
- Regulatory changes impacting the alternative asset market
Competitors and Market Share
Key Competitors
- GCG
Competitive Landscape
Beneficient faces competition from larger financial institutions and specialized alternative asset service providers. Their competitive advantage lies in their tailored solutions and expertise, but they need to improve their scale and financial stability.
Growth Trajectory and Initiatives
Historical Growth: Past growth has been volatile due to operational challenges and capital constraints.
Future Projections: Future growth depends on successful execution of their strategy and access to capital. Analyst estimates are difficult to obtain due to limited coverage.
Recent Initiatives: Recent initiatives focus on streamlining operations, strengthening risk management, and expanding their product offerings.
Summary
Beneficient is a niche financial services company specializing in alternative asset liquidity. Its strengths lie in its specialized expertise and tailored solutions, but its weaknesses include a complex structure and financial volatility. Future success depends on its ability to execute its strategy and manage its risks effectively. Market share data is limited and is mostly in the hands of GCG.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings, industry reports, news articles
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investment decisions should be based on thorough research 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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