NASDAQ · Asset Management

Beneficient (BENF) Stock

$1.05 -1.87% NASDAQ: BENF Financial Services

Beneficient operates as a technology-driven financial services provider, specializing in delivering liquidity solutions to entities within the alternative asset market. The company manages the AltAccess platform, a comprehensive digital ecosystem designed to facilitate the entire spectrum of alternative asset management, from transactions to secure custody and detailed analytics.

Valuation

MetricValue
Price$1.05
Market Cap$1.22M
P/E Ratio-0.03
P/B Ratio0.10
P/S Ratio0.17
EPS (TTM)$0.00
52-Week High$12.48
52-Week Low$0.50
Dividend Yield0.00%

Financials & Margins

MetricValue
ROE22.15%
ROA-11.61%
ROCE-24.50%
Gross Margin300.00%
Operating Margin300.00%
Net Margin-301.93%
Debt/Equity-0.45
Current Ratio0.26

Annual Financials (USD)

Metric20212023202420252026
Revenue$102.0M$-105.0M$-99.0M$-8.0M$-39.0M
Operating Profit$-47.0M$-253.0M$-2.6B$-24.0M$-80.0M
Net Profit$-58.0M$-131.0M$-2.1B$51.0M$-87.0M
EPS$-101.36$-402.55$-666.53$0.06$-14.18
Op Margin-46.5%241.1%2677.8%304.4%203.9%

Balance Sheet (USD)

Metric20212023202420252026
Total Assets$3.1B$369.0M$369.0M$355.0M$239.0M
Total Liabilities$241.0M$310.0M$310.0M$299.0M$338.0M
Cash$71.0M$8.0M$8.0M$1.0M$3.0M
Borrowings$172.0M$130.0M$130.0M$118.0M$97.0M

Latest News

Beneficient Closes $7.44 Million GP Primary Capital Transaction GlobeNewswire · Jul 13, 2026 Beneficient Releases Letter to Shareholders Updating Progress on Significant Corporate Issues GlobeNewswire · Jun 29, 2026 Beneficient Reports Fourth Quarter & Fiscal Year Ended March 31, 2026 Results GlobeNewswire · Jun 29, 2026 Beneficient Enters First Collateral Management Services Engagement MT Newswires · Jun 25, 2026 Beneficient Announces First Collateral Management Services Engagement GlobeNewswire · Jun 25, 2026

Cash Flow (USD)

Metric20212023202420252026
Operating Cash Flow$-54.0M$-95.0M$-58.0M$-38.0M$-39.0M
Investing Cash Flow$-12.0M$61.0M$42.0M$27.0M$61.0M
Financing Cash Flow$119.0M$-16.0M$3.0M$-2.0M$0
Net Cash Flow$-16.0M$-67.0M$-2.0M$-7.0M$1.0M
Free Cash Flow$-57.0M$-97.0M$-60.0M$-39.0M$-39.0M

Valuation & Return Ratios

MetricValue
PEG Ratio0.00
EV / EBITDA0.08
FCF Yield-5496.16%
Quick Ratio0.01
Interest Coverage-3.08
Return 1Y32.86%
Return 3Y-99.82%
Return 5Y—

Ownership

Insiders Held90.93%
Institutions Held3.88%
Institutions Float Held42.78%
Institutional HolderSharesReport Date
Geode Capital Management, LLC158,0272026-03-31
Vanguard Capital Management LLC150,0002026-03-31
Vanguard Fiduciary Trust Co71,5112026-03-31
State Street Corporation51,8452026-03-31
Blackrock Inc.45,3232026-03-31

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
AAPLApple Inc. $336.64 -1.11% 38.93 $4.94T 0.32%
MSFTMicrosoft Corporation $535.07 +2.38% 28.68 $3.97T 0.76%
GOOGLAlphabet Inc. $351.66 +0.97% 16.94 $4.26T 0.26%
AMZNAmazon.com, Inc. $262.43 +3.29% 19.82 $2.82T 0.00%
METAMeta Platforms, Inc. $718.67 -0.31% 27.93 $1.83T 0.28%

About Beneficient

Beneficient operates as a technology-driven financial services provider, specializing in delivering liquidity solutions to entities within the alternative asset market. The company manages the AltAccess platform, a comprehensive digital ecosystem designed to facilitate the entire spectrum of alternative asset management, from transactions to secure custody and detailed analytics. This secure, end-to-end platform features several integrated components: AltLiquidity: A cybersecure online tool for sourcing and arranging alternative asset liquidity. AltQuote: A valuation tool providing real-time pricing for alternative assets. AltCustody: For digitizing and tracking alternative asset portfolios. AltData: Consolidating investment analytics and data for insightful alternative asset management. AltTrading: Offering a dedicated trading environment. Beneficient caters to a diverse clientele, including affluent individual investors, small to mid-sized institutional investors, family offices, and general partners of various funds. The company is headquartered in Dallas, Texas.

Beneficient is led by CEO James G. Silk, publicly traded since 2021.

Beneficient (BENF) stock trades at $1.05 with a market capitalization of $1.22M. The stock is valued at a price-to-earnings (P/E) ratio of -0.03, price-to-book of 0.10, price-to-sales of 0.17. Over the past 52 weeks the stock has ranged between $0.50 and $12.48, and currently trades 91.6% below its 52-week high.

On profitability, Beneficient generates a return on equity (ROE) of 22.15% — well above the market average, a sign of a high-quality business, return on capital employed of -24.50%, an operating margin of 300.00%, a net profit margin of -301.93%.

Official website: www.trustben.com

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