Beneficient Class A BENF

Morningstar Rating
$1.89 +0.70 (58.82%)
View Full Chart

About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

BENF is trading at a 423% premium.
Price
$1.20
Fair Value
$4.58
Uncertainty
Extreme
1-Star Price
$24.28
5-Star Price
$3.54
Economic Moat
Csjnw
Capital Allocation

News

Trading Information

Previous Close Price
$1.19
Day Range
$1.702.14
52-Week Range
$1.11192.00
Bid/Ask
$1.65 / $1.67
Market Cap
$8.44 Mil
Volume/Avg
108.2 Mil / 2.8 Mil

Key Statistics

Price/Earnings (Normalized)
0.01
Price/Sales
Dividend Yield (Trailing)
0.00%
Dividend Yield (Forward)
0.00%
Total Yield

Company Profile

Beneficient is a technology-enabled financial services holding company that (together with its subsidiaries) provides simple, rapid, and cost-effective liquidity solutions to participants in the alternative asset industry through its end-to-end online platform, AltAccess. BCG’s products and services are designed to meet the unmet needs of mid-to-high net-worth individual investors, small-to-midsize institutional investors, family offices, and fund general partners. Its bespoke liquidity solutions for otherwise illiquid alternative asset investments are delivered through proprietary technology and an innovative financing and trust structure. It has three reportable segments consisting of Ben Liquidity, Ben Custody and Customer ExAlt Trusts.
Sector
Financial Services
Industry
Asset Management
Stock Style Box
Total Number of Employees
80

Comparables

Valuation

Metric
BENF
PX
VCTR
Price/Earnings (Normalized)
0.0125.3113.11
Price/Book Value
3.423.25
Price/Sales
4.854.41
Price/Cash Flow
17.0312.85
Price/Earnings
BENF
PX
VCTR

Financial Strength

Metric
BENF
PX
VCTR
Quick Ratio
2.960.851.12
Current Ratio
2.960.861.16
Interest Coverage
−79.671.484.50
Quick Ratio
BENF
PX
VCTR

Profitability

Metric
BENF
PX
VCTR
Return on Assets (Normalized)
−6.13%12.60%11.27%
Return on Equity (Normalized)
−100.18%27.59%26.67%
Return on Invested Capital (Normalized)
−5.86%16.84%15.83%
Return on Assets
BENF
PX
VCTR

Asset Management Industry Comparables

1-Day Chart
Name
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
BlackRock Inc
BLK
NwdrgzrzJlhk$140.9 Bil
KKR & Co Inc Ordinary Shares
KKR
LdyrcgkkZpmltdt$116.2 Bil
Blackstone Inc
BX
QxprmmhbYhyzd$115.8 Bil
Ameriprise Financial Inc
AMP
GmdtdhmkKlplck$47.1 Bil
Raymond James Financial Inc
RJF
SsjplnqlCxstrs$25.7 Bil
State Street Corp
STT
MvcrmwmkYwb$25.7 Bil
T. Rowe Price Group Inc
TROW
BqxmglwmwWphjqr$23.7 Bil
Northern Trust Corp
NTRS
TtxstwrxhHbh$17.9 Bil
The Carlyle Group Inc
CG
JxzynmgjFxmkhw$16.0 Bil
Franklin Resources Inc
BEN
VzlzcddlRlkl$10.2 Bil

Sponsor Center