Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial - Chart
- Upturn Summary
- Highlights
- Valuation
Upturn AI SWOT - About
Beneficient Warrant (BENFW)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
11/05/2025: BENFW (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.
Analysis of Past Performance
Type Stock | Historic Profit -50% | Avg. Invested days 18 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.6 | 52 Weeks Range 0.00 - 0.02 | Updated Date 06/28/2025 |
52 Weeks Range 0.00 - 0.02 | Updated Date 06/28/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | 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 - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating 6907686 |
Shares Outstanding - | Shares Floating 6907686 | ||
Percent Insiders - | Percent Institutions - |
Upturn AI SWOT
Beneficient Warrant
Company Overview
History and Background
The Beneficient Company Group, L.P. is a financial services firm that provides liquidity solutions and access to specialized trust services to mid-net worth individuals. Founded with a focus on alternative assets, Beneficient aims to address the challenges of illiquidity often faced by this segment of the market.
Core Business Areas
- Liquidity Solutions: Provides liquidity to holders of illiquid alternative assets through various financing arrangements.
- Trust Services: Offers specialized trust services tailored to the unique needs of holders of alternative assets.
Leadership and Structure
The leadership structure is organized around key executive roles focusing on finance, operations, and investment strategy. The company's structure reflects its focus on providing financial services to a niche market.
Top Products and Market Share
Key Offerings
- Ben Liquidity Solutions: Facilitates access to capital for owners of illiquid assets, which includes private equity, hedge funds and real estate. The competitors are traditional lenders such as banks and specialized lending funds.
Market Dynamics
Industry Overview
The industry involves providing financial services focused on alternative asset holders. The market is fragmented, with a mix of traditional financial institutions and specialized firms.
Positioning
Beneficient aims to be a leader in providing liquidity to mid-net worth individuals holding illiquid assets, offering specialized solutions beyond traditional financial services.
Total Addressable Market (TAM)
The TAM is difficult to quantify precisely but includes the aggregate value of illiquid alternative assets held by mid-net worth individuals. Beneficient is positioned to capture a share of this market by providing specialized liquidity solutions.
Upturn SWOT Analysis
Strengths
- Specialized expertise in illiquid assets
- Targeted focus on mid-net worth individuals
- Unique liquidity solutions
Weaknesses
- High operational costs
- Complex financial structure
- Relatively small scale compared to larger financial institutions
Opportunities
- Expanding market for alternative asset investments
- Increasing demand for liquidity solutions
- Potential for strategic partnerships
Threats
- Regulatory changes impacting alternative investments
- Increased competition from larger financial institutions
- Economic downturn affecting asset values
Competitors and Market Share
Key Competitors
- Traditional Financial Institutions
- Specialized Lending Funds
Competitive Landscape
Beneficient faces competition from larger financial institutions and specialized lending funds. Its competitive advantage lies in its focus on illiquid assets and specialized services.
Growth Trajectory and Initiatives
Historical Growth: Unable to discuss Beneficient Warrant's growth trends over the past years, as comprehensive financial data is not readily available.
Future Projections: Unable to provide projections for Beneficient Warrant's future growth based on analyst estimates.
Recent Initiatives: Recent initiatives are difficult to ascertain without publicly available information.
Summary
Beneficient Warrant operates in a niche market, providing liquidity solutions for illiquid assets, however, the current financial data is limited. Without that it is hard to perform the complete analysis and come up with a solid conclusion. The company's specialized services and focus on mid-net worth individuals could offer a competitive advantage. The potential competitive threats are the regulatory changes and increased competition from larger financial institutions.
Similar Stocks
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
Disclaimers:
This analysis is based on limited publicly available data. The information provided is for informational purposes only and does not constitute financial advice.
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 Warrant
Exchange NASDAQ | Headquaters Dallas, TX, United States | ||
IPO Launch date 2023-06-08 | 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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.