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Beneficient

NASDAQ • Financial Services • Asset Management • Quote as of 08/11/2026 16:00
Beneficient stock price and volume chart

Company Profile

IndustryAsset Management
SectorFinancial Services
ExchangeNASDAQ
Market Capitalization43.47 mln
Float1.36 mln
Earnings Date09/29/2026

Piotroski F-Score

2 / 9
Weak

Relative Strength

8 / 100
Severely lagging

Debt / Equity

-0.45
Negative equity

Pre-Tax Margin

209%
Exceptional margin

ROE

-14.91
Negative

Dividend Yield

0.00%
No dividend

Business Description

Beneficient is a Dallas-based financial services company that helps individual investors, institutions, and wealth advisors unlock the value of hard-to-sell alternative assets. Through its online platform, clients can access liquidity options, trust and custody services, insurance products, and data analytics all in one place. The company also offers broker-dealer and transfer agency services, making it a broad resource for those navigating the alternative asset market.

Key Fundamentals

EPS-14.02
ROE-14.91
RPS-1.19
ROIC-27.25
ROA-27.63
EBITDA, mln-145
EV / EBITDA-1.76
EV / EBIT-1.75
Revenue, mln-39.12
EV / Revenue-6.53

Financial Strength

Altman Z-Score-15.54
Piotroski F-Score 2 / 9
Short Ratio8.65
Short % of Float12.07

Price Performance & Relative Strength

Period Price Performance Relative Strength
1 Week -10.71% 7 / 100   
1 Month -12.7% 13 / 100   
2 Months -20.06% 17 / 100   
6 Months -40.86% 11 / 100   
1 Year 19.57% 65 / 100   



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