Beneficient Class A Stock Performance
| BENF Stock | 8.16 1.31 19.12% |
Beneficient holds a performance score of 11 on a scale of zero to a hundred. The firm shows a Beta (market volatility) of -3.42, which signifies a somewhat significant risk relative to the market. As returns on the market increase, returns on owning Beneficient are expected to decrease by larger amounts. On the other hand, during market turmoil, Beneficient is expected to outperform it. Use Beneficient downside variance, daily balance of power, and the relationship between the maximum drawdown and skewness , to analyze future returns on Beneficient.
Risk-Adjusted Performance
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Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Beneficient Class A are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. Despite nearly fragile basic indicators, Beneficient reported solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 19.12 | Five Day Return 127.93 | Year To Date Return 42.66 | Ten Year Return (99.87) | All Time Return (99.87) |
Last Split Factor 1:8 | Last Split Date 2025-12-15 |
1 | Disposition of 885 shares by Jeff Welday of Beneficient at 0.63 subject to Rule 16b-3 | 10/17/2025 |
2 | Beneficient Reports Results for First Quarter Fiscal 2026 | 10/21/2025 |
3 | What Does the Market Think About Beneficient | 10/23/2025 |
4 | Beneficient Regains Compliance with Nasdaq Periodic Filing Requirement and Market Value of Listed Securities Requirement | 10/30/2025 |
5 | Beneficient Statement About Brad Heppner Indictment | 11/05/2025 |
6 | Disposition of 905 shares by Jeff Welday of Beneficient at 0.79 subject to Rule 16b-3 | 11/10/2025 |
7 | Beneficient Reports Results for Second Quarter Fiscal 2026 | 11/14/2025 |
8 | What is Sidoti Csrs Estimate for Beneficient Q2 Earnings | 11/18/2025 |
9 | Acquisition by Schnitzer Bruce William of 931837 shares of Beneficient subject to Rule 16b-3 | 12/05/2025 |
10 | Beneficient Announces Reverse Stock Split to Regain Compliance with Nasdaqs Minimum Bid Price | 12/11/2025 |
11 | Jefferies Financial Group and Beneficient Head to Head Contrast | 12/19/2025 |
| Begin Period Cash Flow | 8 M | |
| Total Cashflows From Investing Activities | 28.1 M |
Beneficient | Build AI portfolio with Beneficient Stock |
Beneficient Relative Risk vs. Return Landscape
If you would invest 282.00 in Beneficient Class A on September 24, 2025 and sell it today you would earn a total of 534.00 from holding Beneficient Class A or generate 189.36% return on investment over 90 days. Beneficient Class A is currently generating 5.1328% in daily expected returns and assumes 35.535% risk (volatility on return distribution) over the 90 days horizon. In different words, most equities are less risky than Beneficient, and most traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Beneficient Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Beneficient's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Beneficient Class A, and traders can use it to determine the average amount a Beneficient's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1444
| Best Portfolio | Best Equity | BENF | ||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Based on monthly moving average Beneficient is performing at about 11% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Beneficient by adding it to a well-diversified portfolio.
Beneficient Fundamentals Growth
Beneficient Stock prices reflect investors' perceptions of the future prospects and financial health of Beneficient, and Beneficient fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Beneficient Stock performance.
| Return On Equity | -5.51 | ||||
| Return On Asset | -0.16 | ||||
| Operating Margin | 4.69 % | ||||
| Current Valuation | 192.32 M | ||||
| Shares Outstanding | 13.84 M | ||||
| Price To Book | 0.21 X | ||||
| Revenue | (7.95 M) | ||||
| Gross Profit | (41.94 M) | ||||
| EBITDA | (35.4 M) | ||||
| Net Income | (803 K) | ||||
| Total Debt | 117.9 M | ||||
| Book Value Per Share | (183.92) X | ||||
| Cash Flow From Operations | (37.7 M) | ||||
| Earnings Per Share | (107.20) X | ||||
| Market Capitalization | 95.04 M | ||||
| Total Asset | 354.88 M | ||||
| Retained Earnings | (2.01 B) | ||||
| Working Capital | (131.1 M) | ||||
About Beneficient Performance
By analyzing Beneficient's fundamental ratios, stakeholders can gain valuable insights into Beneficient's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Beneficient has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Beneficient has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.15 | (0.08) | |
| Return On Capital Employed | (0.14) | (0.02) | |
| Return On Assets | 0.14 | (0.02) | |
| Return On Equity | (0.31) | (0.04) |
Things to note about Beneficient Class performance evaluation
Checking the ongoing alerts about Beneficient for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Beneficient Class help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Beneficient Class is way too risky over 90 days horizon | |
| Beneficient Class appears to be risky and price may revert if volatility continues | |
| Beneficient Class has a very high chance of going through financial distress in the upcoming years | |
| Net Loss for the year was (803 K) with loss before overhead, payroll, taxes, and interest of (41.94 M). | |
| Beneficient generates negative cash flow from operations | |
| Beneficient Class has a frail financial position based on the latest SEC disclosures | |
| About 94.0% of the company shares are held by company insiders | |
| Latest headline from thelincolnianonline.com: Jefferies Financial Group and Beneficient Head to Head Contrast |
- Analyzing Beneficient's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Beneficient's stock is overvalued or undervalued compared to its peers.
- Examining Beneficient's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Beneficient's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Beneficient's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Beneficient's stock. These opinions can provide insight into Beneficient's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Beneficient Stock analysis
When running Beneficient's price analysis, check to measure Beneficient's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Beneficient is operating at the current time. Most of Beneficient's value examination focuses on studying past and present price action to predict the probability of Beneficient's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Beneficient's price. Additionally, you may evaluate how the addition of Beneficient to your portfolios can decrease your overall portfolio volatility.
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