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Company Analysis

Beneficient BENF

A comprehensive view of key metrics, scores, and financial health for Beneficient

Overview of Beneficient

BENF NCM
Financial Services Asset Management Micro Cap
Beneficient (BENF), is a Micro Cap company, in the Asset Management industry, last closed at $3.43, about 40253.9% undervalued vs fair value, +53.1% 1Y return, ranked 671/1037 in sector.
Metrics P/E 0.0× Rev Growth -92.0% ROE -25.5% Gross Margin 312.1%
$3.43
1.48%
As of April 28, 2026
Previous close • Vol 90d: 139.2%
52-Week Range
Market Cap
$48.04M
Enterprise Value
$144.14M
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Fair
Health
Weak
Efficiency
Fair
Valuation
Weak
Growth
Fair
Profitability
Fair
Health
Weak
Efficiency
Fair
Valuation
Weak
Completeness: 82%
Confidence: 81%
Updated: Mar 8
Top Beats

Quick Facts

Website https://www.trustben.com
HQ Dallas, TX
Employees 55
Fiscal year Mar 31

Next Events

No upcoming events available.

Fair Value Snapshot

Bear Base Bull
$1045
$1384
$1892
Current: $3.43 +40254% vs base

Engine Room Money Flow™

Micro Cap

Asset Management & Capital Markets - Where revenue goes and how value is created

Flow Steps
Total Revenue
$-7.9M
92%%
Operating Income (FRE Proxy)
$-60.6M
72.7%%
EBITDA
$15.9M
100.6%%
Net Income
$51.2M
102.4%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Asset Management & Capital Markets

Quality & Reliability Indicators

Operating Margin (FRE Proxy)
762.2%
Excellent

Operating Income / Revenue — proxy for Fee-Related Earnings margin

Locked Metric
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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$6.1M
12.0% of Net Income

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
4
Active Leaks
1/4
Improving
0
High Impact
4
Critical
Locked Leak
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Locked Leak
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Locked Leak
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Moat Analysis Asset Management Specialized

Competitive Advantage Assessment

Evaluating Beneficient's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
58
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Fee Revenue Quality

Moderate
61
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Asset Managers, Capital Markets & Exchanges vs Industry Peers 88% Coverage
Trade-Off Triangle Visualization A ternary plot showing BENF's balance between Growth (37.5%), Profitability (43.7%), and Safety (18.9%). Growth 37% Safety 19% Profitability 44%

Click axes to expand details. Marker shows current allocation.

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Growth

42th percentile vs peers
43
Key Signals
EPS Growth YoY 1.01 81p Rev Growth YoY -92.0% 10p
Strengths
  • EPS Growth YoY in top 20% of peers (1.01, 81th percentile)
  • Operating Margin in top 20% of peers (7.62, 98th percentile)
  • FCF Margin in top 20% of peers (4.88, 94th percentile)
  • ROA in top 20% of peers (14.1%, 92th percentile)
Risks
  • Rev Growth YoY in bottom 20% of peers (-92.0%)

Profitability

50th percentile vs peers
50
Key Signals
Strengths
Risks
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Safety

21th percentile vs peers
22
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Beneficient.

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
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Bear
-
- - -
- upside
-
Base
$1384.14
- - -
+40253.9% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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