GICS Sector : Financial Services
Beneficient, a technology-enabled financial service company, provides liquidity solutions to participants in the alternative asset industry.It operates AltAccess platform, which provides liquidity, custody, and investment analytics solutions, including AltLiquidity, an online tool that helps to find liquidity solutions for its alternative assets on a cybersecure platform; AltQuote, a quote tool for alternative assets; AltAccess, a secure platform for end-to-end alternative asset transactions; AltCustody to digitize and track its alternative assets; AltData, an investment analytics for its alternative asset data in one place; and AltTrading, a trading solution.The company serves mid-to-high net worth individual investors, small-to-midsize institutional investors, family offices, and fund general partners.
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Beneficient (BENF) Shareholder/Analyst Call Prepared Remarks Transcript
Dec -01
Beneficient (BENF) Q2 2026 Earnings Call Transcript
Nov -18
Beneficient Reports Results for Second Quarter Fiscal 2026
Nov -14
Beneficient
Nov -08
Beneficient (BENF) Projected to Post Quarterly Earnings on Thursday
Nov -06
Beneficient Statement About Brad Heppner Indictment
Nov -05
Beneficient Founder Brad Heppner Charged With Securities Fraud
Nov -04
Beneficient Regains Compliance with Nasdaq Periodic Filing Requirement and Market Value of Listed Securities Requirement
Oct -30
Growing demand for alternative investments, increasing popularity of self-directed retirement accounts, and Beneficient's innovative approach to tax-advantaged investing drive growth in Customer ExAlt Trusts.
The Corporate and Other segment's growth is driven by increasing interest income from investments, steady dividend yields, and miscellaneous income streams. This non-operating income is expected to rise as the company's cash reserves and investments appreciate in value.
The custody solution's growth is driven by increasing demand for secure and transparent asset management, coupled with the need for investors to have greater control and flexibility over their assets.
A customized retirement plan designed for small to medium-sized businesses, providing a cost-effective and flexible solution for employers to offer a retirement benefit to their employees.
A multiple employer plan that allows unrelated employers to pool their resources and share the costs and responsibilities of offering a retirement plan.
A traditional 401(k) plan designed for small to medium-sized businesses, providing a flexible and cost-effective solution for employers to offer a retirement benefit to their employees.
A tax-qualified retirement plan that allows employees to own shares of company stock, providing a unique benefit and incentive for employees.
A comprehensive fiduciary service that provides plan sponsors with expert guidance and support in managing their retirement plans.
The threat of substitutes is moderate due to the availability of alternative products in the market.
The bargaining power of customers is high due to the presence of a large number of customers and the ease of switching to alternative products.
The bargaining power of suppliers is low due to the presence of multiple suppliers and the ease of switching to alternative suppliers.
The threat of new entrants is moderate due to the presence of barriers to entry and the ease of entering the market.
The intensity of rivalry is high due to the presence of a large number of competitors and the high level of competition in the market.
| Value | |
|---|---|
| Debt Weight | 2.63% |
| Debt Cost | 3.95% |
| Equity Weight | 97.37% |
| Equity Cost | -1.18% |
| WACC | -1.04% |
| Leverage | 2.70% |
Value: 6.5
Growth: 2.6
Quality: 7.1
Yield: 0.0
Momentum: 9.5
Volatility: 8.7
1-Year Total Return ->
Value: 10.0
Growth: 6.7
Quality: 5.6
Yield: 0.0
Momentum: 5.0
Volatility: 0.3
1-Year Total Return ->
Value: 2.6
Growth: 7.9
Quality: 5.1
Yield: 2.0
Momentum: 4.0
Volatility: 6.0
1-Year Total Return ->
Value: 10.0
Growth: 2.0
Quality: 6.4
Yield: 0.0
Momentum: 5.0
Volatility: 0.0
1-Year Total Return ->
Value: 9.8
Growth: 2.6
Quality: 8.0
Yield: 0.0
Momentum: 0.5
Volatility: 0.0
1-Year Total Return ->
Value: 8.2
Growth: 1.4
Quality: 5.2
Yield: 0.0
Momentum: 2.0
Volatility: 0.7
1-Year Total Return ->