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BENFW
Upturn stock ratingUpturn stock rating

Beneficient Warrant (BENFW)

Upturn stock ratingUpturn stock rating
$0.02
Last Close (24-hour delay)
Profit since last BUY0%
upturn advisory
Consider higher Upturn Star rating
BUY since 2 days
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Upturn Advisory Summary

08/14/2025: BENFW (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

Number of Analysts

rating

0 Analysts rated it

Very few follow this stock; limited insights, higher-risk early investing.

Analysis of Past Performance

Type Stock
Historic Profit 0%
Avg. Invested days 10
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
Stock Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

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 -

ai summary icon Upturn AI SWOT

Beneficient Warrant

stock logo

Company Overview

overview logo History and Background

Beneficient Group Inc. is a financial services company focused on providing liquidity and related services to holders of illiquid alternative assets. Founded in 2003, Beneficient has evolved from a traditional lending platform to a complex financial ecosystem catering to high-net-worth individuals and small to mid-sized institutions.

business area logo Core Business Areas

  • Liquidity Solutions: Provides liquidity to owners of illiquid alternative assets, allowing them to access capital without selling their underlying investments directly. This involves complex financial engineering and valuation processes.
  • Custody and Trust Services: Offers custody and trust services for alternative assets, managing the complexities associated with holding these types of investments.
  • Data and Technology Services: Develops and utilizes proprietary data and technology platforms to value, manage, and monitor alternative assets.

leadership logo Leadership and Structure

The leadership team consists of experienced professionals in finance, technology, and alternative investments. The organizational structure is hierarchical, with distinct divisions responsible for each core business area.

Top Products and Market Share

overview logo Key Offerings

  • Beneficient Liquidity Program: A flagship product offering liquidity solutions for alternative asset holders. Market share data is not publicly available. The competitors include other alternative asset lenders and private equity firms providing similar liquidity options.
  • Custody and Trust Solutions: Provides safekeeping and trust administration for alternative assets. Market share data is not publicly available. Competitors are specialized custody and trust companies focused on alternative assets.

Market Dynamics

industry overview logo Industry Overview

The industry involves providing financial services to holders of illiquid alternative assets, which include private equity, venture capital, real estate, and other non-publicly traded investments. The market is characterized by high barriers to entry, complex valuation challenges, and a growing demand for liquidity solutions.

Positioning

Beneficient is positioned as a provider of liquidity solutions and custodian of alternative assets. Its competitive advantage lies in its proprietary technology platform and its expertise in valuing and managing complex alternative investments.

Total Addressable Market (TAM)

The TAM for alternative asset liquidity solutions is substantial, estimated in the tens of billions of dollars annually. Beneficient is positioned to capture a portion of this market through its specialized expertise and innovative financial products.

Upturn SWOT Analysis

Strengths

  • Proprietary Technology Platform
  • Expertise in Alternative Asset Valuation
  • Established Network of High-Net-Worth Clients
  • Integrated Liquidity and Custody Solutions

Weaknesses

  • Complex Financial Structure
  • Limited Transparency
  • Regulatory Scrutiny
  • High Operational Costs

Opportunities

  • Expanding Demand for Alternative Asset Liquidity
  • Strategic Partnerships with Institutional Investors
  • Geographic Expansion
  • Development of New Financial Products

Threats

  • Increased Competition
  • Economic Downturn
  • Changes in Regulatory Environment
  • Valuation Risks Associated with Alternative Assets

Competitors and Market Share

competitor logo Key Competitors

  • Private Equity Firms
  • Alternative Asset Lenders
  • Specialized Custody Providers

Competitive Landscape

Beneficient faces intense competition from established private equity firms, alternative asset lenders, and specialized custody providers. Its advantages include its proprietary technology and specialized expertise, but its disadvantages include its complex financial structure and limited transparency.

Growth Trajectory and Initiatives

Historical Growth: Historical growth data for Beneficient Warrant is limited due to its recent introduction. The growth trajectory of the underlying company has been volatile, with periods of rapid expansion followed by financial challenges.

Future Projections: Future projections for Beneficient Warrant are speculative due to the complex financial situation of the underlying company and the inherent risks associated with warrants. Analyst estimates are not widely available.

Recent Initiatives: Recent initiatives likely focus on restructuring debt, improving operational efficiency, and expanding the client base.

Summary

Beneficient Warrant's performance is closely tied to the underlying company's ability to navigate complex financial challenges and capitalize on the growing demand for alternative asset liquidity solutions. The company's proprietary technology and expertise are key strengths, but its high operational costs and limited transparency pose significant risks. The warrant's future performance will depend on successful restructuring efforts, improved operational efficiency, and effective risk management. Given the high-risk/high-reward profile, significant caution should be exercised.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company Website
  • SEC Filings
  • Industry Reports

Disclaimers:

This analysis is based on publicly available information and is not financial advice. The information provided is for informational purposes only and should not be construed as a recommendation to buy or sell securities. Invest at your own risk.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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
Full time employees 80

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.