Beneficient Class A Stock Performance
| BENF Stock | 7.37 1.44 16.35% |
Beneficient holds a performance score of 5 on a scale of zero to a hundred. The firm shows a Beta (market volatility) of 4.31, which signifies a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Beneficient will likely underperform. Use Beneficient total risk alpha, downside variance, daily balance of power, as well as the relationship between the maximum drawdown and skewness , to analyze future returns on Beneficient.
Risk-Adjusted Performance
Mild
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Beneficient Class A are ranked lower than 5 (%) 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
| Begin Period Cash Flow | 8 M | |
| Total Cashflows From Investing Activities | 28.1 M |
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Beneficient Relative Risk vs. Return Landscape
If you would invest 761.00 in Beneficient Class A on September 30, 2025 and sell it today you would lose (155.50) from holding Beneficient Class A or give up 20.43% of portfolio value over 90 days. Beneficient Class A is currently generating 2.0859% in daily expected returns and assumes 29.4901% 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 = 0.0707
| Best Portfolio | Best Equity | |||
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| Average Returns | 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 5% 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 | 199.54 M | ||||
| Shares Outstanding | 13.84 M | ||||
| Price To Book | 0.21 X | ||||
| Revenue | (7.95 M) | ||||
| EBITDA | (35.4 M) | ||||
| 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 | ||||
| Total Asset | 354.88 M | ||||
| Retained Earnings | (2.01 B) | ||||
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.
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 |
- 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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