Beneficient Class A Stock Performance
| BENF Stock | 0.34 0.01 2.86% |
The firm shows a Beta (market volatility) of 0.15, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Beneficient's returns are expected to increase less than the market. However, during the bear market, the loss of holding Beneficient is expected to be smaller as well. At this point, Beneficient Class has a negative expected return of -1.01%. Please make sure to confirm Beneficient's maximum drawdown, daily balance of power, period momentum indicator, as well as the relationship between the skewness and day typical price , to decide if Beneficient Class performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Beneficient Class A has generated negative risk-adjusted returns adding no value to investors with long positions. Despite weak performance in the last few months, the Stock's basic indicators remain nearly stable which may send shares a bit higher in April 2025. The current disturbance may also be a sign of long-run up-swing for the company stockholders. ...more
Last Split Factor 1:80 | Last Split Date 2024-04-18 |
1 | Acquisition by Jeff Welday of 61592 shares of Beneficient subject to Rule 16b-3 | 01/14/2025 |
2 | Acquisition by Jeff Welday of 1670 shares of Beneficient subject to Rule 16b-3 | 01/16/2025 |
3 | Disposition of 1199 shares by Jeff Welday of Beneficient at 0.62 subject to Rule 16b-3 | 01/29/2025 |
4 | Disposition of 306 shares by Jeff Welday of Beneficient at 0.62 subject to Rule 16b-3 | 01/30/2025 |
5 | Disposition of 170 shares by Jeff Welday of Beneficient at 0.62 subject to Rule 16b-3 | 01/31/2025 |
6 | Disposition of 170 shares by Jeff Welday of Beneficient at 0.59 subject to Rule 16b-3 | 02/03/2025 |
7 | Disposition of 272 shares by Jeff Welday of Beneficient at 0.6 subject to Rule 16b-3 | 02/05/2025 |
8 | Disposition of 136 shares by Jeff Welday of Beneficient at 0.59 subject to Rule 16b-3 | 02/06/2025 |
9 | Disposition of 340 shares by Jeff Welday of Beneficient at 0.58 subject to Rule 16b-3 | 02/07/2025 |
10 | Beneficient Announces Third Quarter Fiscal 2025 Earnings Release and Webcast | 02/10/2025 |
11 | Disposition of 2586 shares by Jeff Welday of Beneficient at 0.67 subject to Rule 16b-3 | 02/11/2025 |
12 | Disposition of 885 shares by Jeff Welday of Beneficient at 0.63 subject to Rule 16b-3 | 02/12/2025 |
13 | Disposition of 510 shares by Jeff Welday of Beneficient at 0.53 subject to Rule 16b-3 | 02/13/2025 |
14 | Disposition of 1191 shares by Jeff Welday of Beneficient at 0.47 subject to Rule 16b-3 | 02/18/2025 |
15 | Disposition of 272 shares by Jeff Welday of Beneficient at 0.47 subject to Rule 16b-3 | 02/19/2025 |
16 | Disposition of 408 shares by Jeff Welday of Beneficient at 0.42 subject to Rule 16b-3 | 02/25/2025 |
17 | Disposition of 201 shares by Jeff Welday of Beneficient at 0.42 subject to Rule 16b-3 | 02/26/2025 |
18 | Disposition of 238 shares by Jeff Welday of Beneficient at 0.41 subject to Rule 16b-3 | 02/27/2025 |
19 | Disposition of 442 shares by Jeff Welday of Beneficient at 0.41 subject to Rule 16b-3 | 02/28/2025 |
20 | Disposition of 941 shares by Jeff Welday of Beneficient at 0.34 subject to Rule 16b-3 | 03/04/2025 |
21 | Beneficient faces Nasdaq delisting over share price rule - MSN | 03/17/2025 |
| Begin Period Cash Flow | 9.5 M |
Beneficient |
Beneficient Relative Risk vs. Return Landscape
If you would invest 69.00 in Beneficient Class A on December 23, 2024 and sell it today you would lose (35.00) from holding Beneficient Class A or give up 50.72% of portfolio value over 90 days. Beneficient Class A is currently does not generate positive expected returns and assumes 5.3444% risk (volatility on return distribution) over the 90 days horizon. In different words, 47% of stocks are less volatile than Beneficient, and 99% of all 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 = -0.1895
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | BENF |
Estimated Market Risk
| 5.34 actual daily | 47 53% of assets are more volatile |
Expected Return
| -1.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.19 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Beneficient is not performing at its full potential. However, 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 Beneficient 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 | -1.78 | |||
| Return On Asset | -0.0978 | |||
| Operating Margin | (0.29) % | |||
| Current Valuation | (181.18 M) | |||
| Shares Outstanding | 4.77 M | |||
| Price To Book | 0.21 X | |||
| Revenue | 5.83 M | |||
| EBITDA | (2.74 B) | |||
| Net Income | (2.1 B) | |||
| Total Debt | 2.2 M | |||
| Book Value Per Share | (43.07) X | |||
| Cash Flow From Operations | (58.22 M) | |||
| Earnings Per Share | (220.95) X | |||
| Market Capitalization | 6.47 M | |||
| Total Asset | 368.5 M | |||
| Retained Earnings | (234.35 M) | |||
| Working Capital | (167.51 M) | |||
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.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 147.11 | 154.47 | |
| Return On Tangible Assets | (0.13) | (0.14) | |
| Return On Capital Employed | (0.02) | (0.02) | |
| Return On Assets | (0.02) | (0.02) | |
| Return On Equity | (0.02) | (0.02) |
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 generated a negative expected return over the last 90 days | |
| Beneficient Class has high historical volatility and very poor performance | |
| Beneficient Class has some characteristics of a very speculative penny stock | |
| Beneficient Class has a very high chance of going through financial distress in the upcoming years | |
| The company reported the previous year's revenue of 5.83 M. Net Loss for the year was (2.1 B) with profit before overhead, payroll, taxes, and interest of 0. | |
| Beneficient generates negative cash flow from operations | |
| Beneficient Class has a frail financial position based on the latest SEC disclosures | |
| About 22.0% of the company shares are held by company insiders | |
| Latest headline from news.google.com: Beneficient faces Nasdaq delisting over share price rule - MSN |
- 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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