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BENEFICIENT - CLASS A (BENF) Stock Fundamental Analysis

NASDAQ:BENF - Nasdaq - US08178Q3092 - Common Stock - Currency: USD

0.2566  +0.01 (+2.15%)

After market: 0.251 -0.01 (-2.18%)

Fundamental Rating

1

BENF gets a fundamental rating of 1 out of 10. The analysis compared the fundamentals against 227 industry peers in the Capital Markets industry. BENF may be in some trouble as it scores bad on both profitability and health. BENF is valied quite expensively at the moment, while it does show a decent growth rate.


Dividend Valuation Growth Profitability Health

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1. Profitability

1.1 Basic Checks

BENF had negative earnings in the past year.
BENF had a negative operating cash flow in the past year.
BENF had negative earnings in each of the past 5 years.
BENF had a negative operating cash flow in each of the past 5 years.
BENF Yearly Net Income VS EBIT VS OCF VS FCFBENF Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2020 2021 2022 2023 2024 -500M -1B -1.5B -2B

1.2 Ratios

With a Return On Assets value of -3.57%, BENF is not doing good in the industry: 81.50% of the companies in the same industry are doing better.
Industry RankSector Rank
ROA -3.57%
ROE N/A
ROIC N/A
ROA(3y)-192.54%
ROA(5y)-115.94%
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
BENF Yearly ROA, ROE, ROICBENF Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2020 2021 2022 2023 2024 0 500 -500

1.3 Margins

BENF does not have Profit Margin and Operating Margin and Gross Margin available, so we won't be analyzing them here.
Industry RankSector Rank
OM N/A
PM (TTM) N/A
GM N/A
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
BENF Yearly Profit, Operating, Gross MarginsBENF Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2020 2021 2022 2023 2024 0 500 1K 1.5K 2K

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2. Health

2.1 Basic Checks

Compared to 1 year ago, BENF has less shares outstanding
Compared to 1 year ago, BENF has a worse debt to assets ratio.
BENF Yearly Shares OutstandingBENF Yearly Shares OutstandingYearly Shares Outstanding 2020 2021 2022 2023 2024 5M 10M 15M 20M
BENF Yearly Total Debt VS Total AssetsBENF Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2020 2021 2022 2023 2024 1B 2B 3B

2.2 Solvency

BENF has an Altman-Z score of -8.22. This is a bad value and indicates that BENF is not financially healthy and even has some risk of bankruptcy.
Looking at the Altman-Z score, with a value of -8.22, BENF is doing worse than 92.51% of the companies in the same industry.
Industry RankSector Rank
Debt/Equity N/A
Debt/FCF N/A
Altman-Z -8.22
ROIC/WACCN/A
WACCN/A
BENF Yearly LT Debt VS Equity VS FCFBENF Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2020 2021 2022 2023 2024 0 500M 1B

2.3 Liquidity

BENF has a Current Ratio of 0.03. This is a bad value and indicates that BENF is not financially healthy enough and could expect problems in meeting its short term obligations.
BENF's Current ratio of 0.03 is on the low side compared to the rest of the industry. BENF is outperformed by 93.83% of its industry peers.
A Quick Ratio of 0.03 indicates that BENF may have some problems paying its short term obligations.
BENF has a Quick ratio of 0.03. This is amonst the worse of the industry: BENF underperforms 93.83% of its industry peers.
Industry RankSector Rank
Current Ratio 0.03
Quick Ratio 0.03
BENF Yearly Current Assets VS Current LiabilitesBENF Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2020 2021 2022 2023 2024 50M 100M 150M

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3. Growth

3.1 Past

The Earnings Per Share has grown by an impressive 97.24% over the past year.
Looking at the last year, BENF shows a very strong growth in Revenue. The Revenue has grown by 73.14%.
EPS 1Y (TTM)97.24%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%99.57%
Revenue 1Y (TTM)73.14%
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%143.18%

3.2 Future

BENF is expected to show a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 26.02% yearly.
BENF is expected to show a strong growth in Revenue. In the coming years, the Revenue will grow by 50.44% yearly.
EPS Next Y97.43%
EPS Next 2Y41.38%
EPS Next 3Y26.02%
EPS Next 5YN/A
Revenue Next Year121.62%
Revenue Next 2Y41.79%
Revenue Next 3Y50.44%
Revenue Next 5YN/A

3.3 Evolution

BENF Yearly Revenue VS EstimatesBENF Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2021 2022 2023 2024 2025 2026 2027 0 50M -50M 100M -100M
BENF Yearly EPS VS EstimatesBENF Yearly EPS VS EstimatesYearly EPS VS Estimates 2025 2026 2027 0 -5 -10 -15

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4. Valuation

4.1 Price/Earnings Ratio

The Price/Earnings Ratio is negative for BENF. In the last year negative earnings were reported.
Besides the negative Price/Earnings Ratio, also the Forward Price/Earnings Ratio is negative for BENF. No positive earnings are expected for the next year.
Industry RankSector Rank
PE N/A
Fwd PE N/A
BENF Price Earnings VS Forward Price EarningsBENF Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 0 5 10 15 20 25

4.2 Price Multiples

Industry RankSector Rank
P/FCF N/A
EV/EBITDA N/A
BENF Per share dataBENF EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share -5 -10 -15 -20

4.3 Compensation for Growth

BENF's earnings are expected to grow with 26.02% in the coming years. This may justify a more expensive valuation.
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2Y41.38%
EPS Next 3Y26.02%

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5. Dividend

5.1 Amount

BENF does not give a dividend.
Industry RankSector Rank
Dividend Yield N/A

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BENEFICIENT - CLASS A

NASDAQ:BENF (4/24/2025, 8:00:00 PM)

After market: 0.251 -0.01 (-2.18%)

0.2566

+0.01 (+2.15%)

Chartmill FA Rating
GICS SectorFinancials
GICS IndustryGroupFinancial Services
GICS IndustryCapital Markets
Earnings (Last)02-13 2025-02-13/bmo
Earnings (Next)N/A N/A
Inst Owners12.8%
Inst Owner Change0%
Ins Owners8.34%
Ins Owner Change11.4%
Market Cap2.22M
AnalystsN/A
Price Target4.08 (1490.02%)
Short Float %1.5%
Short Ratio0.22
Dividend
Industry RankSector Rank
Dividend Yield N/A
Yearly DividendN/A
Dividend Growth(5Y)N/A
DPN/A
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)63.14%
Min EPS beat(2)26.66%
Max EPS beat(2)99.62%
EPS beat(4)N/A
Avg EPS beat(4)N/A
Min EPS beat(4)N/A
Max EPS beat(4)N/A
EPS beat(8)N/A
Avg EPS beat(8)N/A
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)1
Avg Revenue beat(2)1332.87%
Min Revenue beat(2)-50.76%
Max Revenue beat(2)2716.49%
Revenue beat(4)N/A
Avg Revenue beat(4)N/A
Min Revenue beat(4)N/A
Max Revenue beat(4)N/A
Revenue beat(8)N/A
Avg Revenue beat(8)N/A
Revenue beat(12)N/A
Avg Revenue beat(12)N/A
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)0%
PT rev (3m)-20%
EPS NQ rev (1m)49.77%
EPS NQ rev (3m)65.38%
EPS NY rev (1m)-390.8%
EPS NY rev (3m)-732.18%
Revenue NQ rev (1m)-97.7%
Revenue NQ rev (3m)-4.11%
Revenue NY rev (1m)-54.31%
Revenue NY rev (3m)9.91%
Valuation
Industry RankSector Rank
PE N/A
Fwd PE N/A
P/S N/A
P/FCF N/A
P/OCF N/A
P/B N/A
P/tB N/A
EV/EBITDA N/A
EPS(TTM)-20.06
EYN/A
EPS(NY)-0.71
Fwd EYN/A
FCF(TTM)-4.54
FCFYN/A
OCF(TTM)-4.38
OCFYN/A
SpS-2.3
BVpS-19.24
TBVpS-20.74
PEG (NY)N/A
PEG (5Y)N/A
Profitability
Industry RankSector Rank
ROA -3.57%
ROE N/A
ROCE N/A
ROIC N/A
ROICexc N/A
ROICexgc N/A
OM N/A
PM (TTM) N/A
GM N/A
FCFM N/A
ROA(3y)-192.54%
ROA(5y)-115.94%
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexcg growth 3YN/A
ROICexcg growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
F-Score2
Asset Turnover-0.05
Health
Industry RankSector Rank
Debt/Equity N/A
Debt/FCF N/A
Debt/EBITDA N/A
Cap/Depr 70.41%
Cap/Sales -7.04%
Interest Coverage N/A
Cash Conversion N/A
Profit Quality N/A
Current Ratio 0.03
Quick Ratio 0.03
Altman-Z -8.22
F-Score2
WACCN/A
ROIC/WACCN/A
Cap/Depr(3y)101.07%
Cap/Depr(5y)N/A
Cap/Sales(3y)16.52%
Cap/Sales(5y)N/A
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)97.24%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%99.57%
EPS Next Y97.43%
EPS Next 2Y41.38%
EPS Next 3Y26.02%
EPS Next 5YN/A
Revenue 1Y (TTM)73.14%
Revenue growth 3YN/A
Revenue growth 5YN/A
Sales Q2Q%143.18%
Revenue Next Year121.62%
Revenue Next 2Y41.79%
Revenue Next 3Y50.44%
Revenue Next 5YN/A
EBIT growth 1Y56.68%
EBIT growth 3YN/A
EBIT growth 5YN/A
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1Y62.96%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y63.13%
OCF growth 3YN/A
OCF growth 5YN/A