Beneficient Class A BENF
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.
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News
-
Beneficient Regains Compliance with NASDAQ Minimum Bid Price Rule
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Beneficient Responds to Claims Made by GWG Litigation Trustee
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Beneficient Announces Reverse Stock Split to Regain Compliance with Nasdaq’s Minimum Bid Price
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Beneficient to Participate in the Planet MicroCap Showcase on May 1-2, 2024
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Beneficient Enters into New Liquidity Transaction with ff Venture Capital
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Thinking about buying stock in Beneficient, Warby Parker, Akero Therapeutics, Masco, or Nextdoor Holdings?
Trading Information
- Previous Close Price
- $4.83
- Day Range
- $4.64–5.19
- 52-Week Range
- $1.86–1,320.00
- Bid/Ask
- $4.54 / $4.68
- Market Cap
- $16.84 Mil
- Volume/Avg
- 843 / 846,404
Key Statistics
- Price/Earnings (Normalized)
- 4.12
- Price/Sales
- —
- Dividend Yield (Trailing)
- —
- Dividend Yield (Forward)
- —
- 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
- 150
- Website
- https://www.trustben.com
Comparables
Valuation
|
Metric
|
BENF
|
ALTI
|
PX
|
|---|---|---|---|
Price/Earnings (Normalized) | 4.12 | — | 45.59 |
Price/Book Value | — | 0.88 | 2.46 |
Price/Sales | — | 1.13 | 3.93 |
Price/Cash Flow | — | — | 14.85 |
Price/Earnings
BENF
ALTI
PX
Financial Strength
|
Metric
|
BENF
|
ALTI
|
PX
|
|---|---|---|---|
Quick Ratio | 0.05 | 1.77 | 0.85 |
Current Ratio | 0.05 | 2.71 | 0.86 |
Interest Coverage | −141.02 | −20.81 | 0.86 |
Quick Ratio
BENF
ALTI
PX
Profitability
|
Metric
|
BENF
|
ALTI
|
PX
|
|---|---|---|---|
Return on Assets (Normalized) | −7.11% | −0.73% | 12.34% |
Return on Equity (Normalized) | −35.42% | −2.49% | 26.15% |
Return on Invested Capital (Normalized) | −8.75% | 0.68% | 16.33% |
Return on Assets
BENF
ALTI
PX
Asset Management Industry Comparables
|
Ticker
|
Name
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|
BLK
| BlackRock Inc | Fybwlkmppt | Lbgnv | $115.7 Bil | |
BX
| Blackstone Inc | Rmvjvhnw | Slrvnrj | $92.5 Bil | |
KKR
| KKR & Co Inc Ordinary Shares | Myhxfkbj | Zbygpz | $91.5 Bil | |
BK
| Bank of New York Mellon Corp | Pzdgtscrl | Jlsm | $43.7 Bil | |
AMP
| Ameriprise Financial Inc | Lywfgqtq | Zvyzbl | $42.2 Bil | |
TROW
| T. Rowe Price Group Inc | Vjlvkkbhd | Brf | $24.9 Bil | |
STT
| State Street Corporation | Sxqttghq | Ypgkd | $23.1 Bil | |
NTRS
| Northern Trust Corp | Hgpnnsdmt | Dxs | $17.8 Bil | |
CG
| The Carlyle Group Inc | Qbdtvhp | Mprtzb | $15.2 Bil | |
BEN
| Franklin Resources Inc | Vckgxypnj | Cpnrkl | $12.4 Bil |