Beneficient

How big is Beneficient?

As of Jun 18, Beneficient has a market capitalization of 2.55 million, with net sales of 1.05 million and a net profit of -151.74 million over the latest four quarters. As of Mar 24, shareholder's funds are at -234.35 million and total assets are 368.50 million.

As of Jun 18, Beneficient has a market capitalization of 2.55 million, categorizing it as a Micro Cap company.<BR><BR>As of Jun 18, the sum of Net Sales for the latest four quarters is 1.05 million, while the sum of Net Profit for the same period is -151.74 million.<BR><BR>As of Mar 24, the reporting period shows Shareholder's Funds at -234.35 million and Total Assets at 368.50 million.

What does Beneficient do?

Beneficient is a micro-cap company in the Capital Markets industry, reporting net sales of $0 million and a net profit loss of $10 million as of December 2024, with a market cap of $2.55 million. Key financial metrics include a P/E ratio of 0.00 and a return on equity of -193.53%.

Overview:<BR>Beneficient operates in the Capital Markets industry and is categorized as a micro-cap company.<BR><BR>Financial Snapshot:<BR>Most recent Net Sales: 0 Million (Quarterly Results - Dec 2024) <BR>Most recent Net Profit: -10 Million (Quarterly Results - Dec 2024) <BR>Market cap: USD 2.55 Million (Micro Cap)<BR><BR>Key Metrics:<BR>P/E: 0.00 <BR>Debt Equity: -999,999.00 <BR>Return on Equity: -193.53% <BR>Price to Book: -0.02 <BR><BR>Contact Details:<BR>Details: No Company Details Available <BR>Registrar Address: Not available.

Should I buy, sell or hold Beneficient?

Is Beneficient overvalued or undervalued?

As of May 10, 2024, Beneficient is considered overvalued and risky, with poor financial metrics including a P/E ratio of 0.0079 and a year-to-date stock return of -62.26%, significantly underperforming compared to its peers and the S&P 500.

As of 10 May 2024, the valuation grade for Beneficient has moved from does not qualify to risky, indicating a significant shift in its perceived investment quality. The company is currently deemed overvalued, with a P/E ratio of 0.0079, a price-to-book value of -0.02, and an EV to EBITDA ratio of 0.02, which starkly contrasts with its peers. For instance, New Mountain Finance Corp. and Capital Southwest Corp. have P/E ratios of 10.1005 and 17.1112, respectively, both categorized as very attractive, highlighting the disparity in valuation.<BR><BR>Beneficient's financial metrics suggest it is struggling, particularly with a negative book value and a return on capital employed (ROCE) of 128.38%, which may not be sustainable given the overall negative trends. The company's stock has underperformed significantly against the S&P 500, with a year-to-date return of -62.26% compared to the index's 2.44%. This performance, along with the valuation metrics, reinforces the conclusion that Beneficient is overvalued in its current state.

Is Beneficient technically bullish or bearish?

As of September 9, 2025, Beneficient's trend has shifted to mildly bullish, supported by positive weekly and monthly indicators, despite underperforming the S&P 500 with a year-to-date return of -44.8%.

As of 9 September 2025, the technical trend for Beneficient has changed from mildly bearish to mildly bullish. The current stance is mildly bullish, supported by weekly and monthly MACD readings, which are both mildly bullish. The monthly RSI indicates bullish momentum, while the weekly Bollinger Bands show a mildly bullish trend. However, daily moving averages are mildly bearish, suggesting some short-term weakness. The KST is bullish on a weekly basis but bearish monthly, and both weekly and monthly Dow Theory indicators are mildly bullish. The On-Balance Volume is bullish for both time frames, indicating accumulation.<BR><BR>In terms of performance, Beneficient has underperformed the S&P 500 across multiple periods, with a year-to-date return of -44.8% compared to the S&P's 12.22%, and a one-year return of -66.59% versus 17.14%.