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Upturn AI SWOT - About
Beneficient Class A Common Stock (BENF)
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Upturn Advisory Summary
08/14/2025: BENF (1-star) is a SELL. SELL since 4 days. Profits (-34.88%). Updated daily EoD!
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
0 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
Analysis of Past Performance
Type Stock | Historic Profit -79.9% | Avg. Invested days 31 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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
Beneficient is a financial services company focused on providing liquidity solutions to alternative asset owners. Founded in 2003, it has grown by offering trust and liquidity services to high-net-worth individuals and small-to-mid-sized institutions with illiquid alternative assets. The company has faced challenges in recent years, including financial restructurings and changes in leadership.
Core Business Areas
- Liquidity Solutions: Providing liquidity to holders of illiquid alternative assets, such as private equity and venture capital.
- Trust Services: Offering trust administration and related services.
- Custody and Escrow Services: Providing secure custody and escrow services for various types of assets.
Leadership and Structure
The company has a board of directors and an executive leadership team overseeing its operations. Details may fluctuate, and updated information should be sought from official company announcements.
Top Products and Market Share
Key Offerings
- Liquidity Programs: These programs allow clients to access capital against their illiquid alternative assets. Market share data is not readily available, given the niche nature of the market. Competitors include private credit funds and other specialty finance firms.
- Trust and Estate Planning Services: Facilitate the administration and management of client trusts and estates. Market share is similarly difficult to pinpoint due to the fragmentation of the trust services industry. Competition arises from traditional trust companies and wealth management firms.
Market Dynamics
Industry Overview
The market for alternative asset liquidity is driven by demand from investors seeking to manage their portfolios and access capital tied up in illiquid investments. Regulatory changes and economic conditions can significantly impact the industry.
Positioning
Beneficient aims to serve high-net-worth individuals and smaller institutions that are underserved by larger financial institutions in the alternative asset market. Their competitive advantage lies in its tailored solutions for illiquid assets.
Total Addressable Market (TAM)
The TAM for alternative asset liquidity is estimated to be in the billions of dollars, reflecting the value locked up in illiquid investments. Beneficient's positioning targets a segment of this TAM focused on smaller and mid-sized alternative asset holders.
Upturn SWOT Analysis
Strengths
- Specialized expertise in illiquid assets
- Tailored solutions for niche market segments
- Established relationships with alternative asset managers
Weaknesses
- History of financial instability
- Complex business model
- Reliance on illiquid asset valuations
Opportunities
- Growing demand for alternative asset liquidity
- Expansion into new geographic markets
- Partnerships with wealth management firms
Threats
- Economic downturns affecting asset values
- Increased competition from established financial institutions
- Regulatory changes impacting alternative investments
Competitors and Market Share
Key Competitors
Competitive Landscape
Competitive landscape of Beneficient Class A Common Stock needs to be compared against their relative strengths and weaknesses in the market.
Growth Trajectory and Initiatives
Historical Growth: Historical growth trends need to be derived from past financial performance data.
Future Projections: Future growth projections would rely on analyst estimates and company guidance.
Recent Initiatives: Review company press releases and investor presentations for recent strategic initiatives.
Summary
Beneficient operates in a niche market providing liquidity for alternative assets. The company's historical financial challenges pose significant risks, but opportunities exist due to increasing demand for alternative asset liquidity. Future success hinges on the company's ability to stabilize its financial position and capitalize on market opportunities, while navigating intense competition.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings with the SEC
- Financial news sources
- Market research reports
- Investor presentations
Disclaimers:
This analysis is based on publicly available information and should not be considered financial advice. Investment decisions should be made after consulting with a qualified financial advisor. Market data may be subject to change.
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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