Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
BENF
SellUnloved QualityBeneficient · Financial Services · United States · $53M · Avg Vol: $23K/d
COMPANY DESCRIPTION
Beneficient provides liquidity, data, and administration solutions to holders of alternative assets, primarily focusing on mid-to-high-net-worth individuals and small-to-mid-sized institutions. The company's proprietary AltQuote platform and specialized regulatory trust structure create a unique competitive moat in the historically illiquid secondary market. It operates as a niche financial services provider addressing underserved segments of the alternative asset class.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2023 | 2024 | 2025 | 2026 | CAGR | TTM | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 55.3M | -105.0M | -98.9M | -7.9M | -39.1M | — | 90.1M | 59.5M | 1.2% |
| EPS | -6.63 | -9.04 | -166.29 | 5.12 | -14.02 | — | 43.06 | — | — |
| Shares | 14.3M | 14.5M | 14.5M | 14.5M | 14.4M | +0.8% | 15.4M | — | — |
| Debt | 65.7M | 151.4M | 120.5M | 117.9M | 96.8M | 8.1% | — | — | — |
| Equity | 713.8M | 1.6B | -234.3M | -167.0M | -214.0M | 49.1% | — | — | — |
| Op CF | -57.0M | -95.1M | -58.2M | -37.7M | -38.7M | — | 12.3M | — | — |
| Inv CF | 44.6M | 63.0M | 44.1M | 28.1M | 61.2M | — | — | — | — |
| Fin CF | 14.9M | -34.5M | 12.6M | 3.0M | -21.3M | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of BENF are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| BENF | Beneficient(you) | $53M | 33 | Sell |
| JMM | Nuveen Multi-Market Income Fund | $55M | 34 | Sell |
| FMY | First Trust Mortgage Income Fund | $50M | 34 | Sell |
| VLT | Invesco High Income Trust II | $66M | 35 | Sell |
| PGZ | Principal Real Estate Income Fund | $66M | 30 | Sell |
| SAMG | Silvercrest Asset Management Group Inc. | $79M | 34 | Sell |
| AFCG | Advanced Flower Capital Inc. | $81M | 32 | Sell |
| PNI | PIMCO New York Municipal Income Fund II | $77M | 30 | Sell |
| GDO | Western Asset Global Corporate Defined Opportunity Fund Inc. | $77M | 30 | Sell |
| RSF | RiverNorth Capital and Income Fund, Inc. | $62M | 41 | Hold |
Peer medians: ROE 9.5% · P/E 13.1x · Gross margin 100.0%