Beneficient

$3.28 ▲ 6.38%
2026-04-21 05:37:01

Explore Beneficient stock price, valuation, financial statements, dividend history, analyst estimates, and long-term business fundamentals on StockSifting.

Market Cap
$45.06 M
Current Price
$3.28
52W High / Low
$12.48 / $1.75
Stock P/E
Book Value
$1.4
Dividend Yield
ROCE
-34.17%
ROE
-14.91%
Face Value
EPS
$-24.63
Exp Qtr EPS
Sector
Financial Services
Industry
Asset Management
Employees
55
Beta
Debt / Equity
486.17
Current Ratio
12.11
Quick Ratio
0.26
Forward P/E
0.68
Price / Sales
0.65
Enterprise Value
$1.47 B
EV / EBITDA
30.18
EV / Revenue
16.26
Rating
None
Target Price
$10
EPS Forecast (FY)

Pros

  • Balance sheet leverage appears manageable.
  • Strong operating margin profile.
  • Valuation is not stretched on P/E basis.

Cons

  • Return on equity is on the weaker side.
  • Capital efficiency is modest.
  • Current ratio suggests tighter short-term liquidity.
  • Net margin is relatively low.

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S.No. Name Price P.E. Market Cap Div Yld % ROCE ROE 52Week High/ Low Book Value
1. Invesco Municipal Trust $9.79 26.98 $542.57 M 2.21% -5.33% $9.99 / $8.94 $9.71
2. Invesco Value Municipal Income Trust $12.35 28.06 $589.81 M 2.37% -4.48% $13.17 / $11.2 $12.04
3. GCM Grosvenor Inc. $10.94 48.82 $2.22 B 4.2% 19.99% 7.66% $13.22 / $9.3 $0.45
4. Royalty Management Holding Corporation $2.98 $43.63 M 0.35% -2% -5.32% $5 / $0.98 $0.76
5. The Gabelli Equity Trust Inc. $5.7 4.86 $1.53 B 4.95% 15.77% $6.31 / $5.05 $5.59
6. Abrdn Healthcare Investors $19.87 114.04 $1.14 B 9.16% $20.46 / $14.98 $19.7
7. Waton Financial Limited $4.41 $189.32 M -80.96% -1.03% $9.23 / $2.71 $0.57

Quarterly Results

Figures shown in M / B

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
Sales18.67 M-2.76 M-30.97 M4.42 M8.56 M
Operating Profit9.75 M-12.97 M-42.23 M-6.27 M-9.1 M
Net Profit19.91 M-3.63 M-0.78 M-8.64 M12.91 M
EPS in Rs1.39-0.25-57.52-0.05-0.60.9

Profit & Loss

Figures shown in M / B

2025202420232022
Sales-7.95 M-98.91 M-104.99 M
Operating Profit-60.56 M-221.69 M-237.7 M
Net Profit51.16 M-2.1 B-130.98 M
EPS in Rs3.57-146.2-9.14

Balance Sheet

Figures shown in M / B

2025202420232022
Total Assets354.88 M368.5 M2.91 B3.14 B
Total Liabilities299.27 M309.57 M231.79 M963.22 M
Equity-167 M-234.35 M1.59 B713.8 M
Current Assets46.57 M17.8 M28.27 M84.97 M
Current Liabilities177.67 M185.14 M79.22 M173.28 M

Cash Flow

Last available yearly cash flow history

2025202420232021
Operating CF-37.7 M-58.22 M-95.12 M-57 M
Investing CF28.11 M44.06 M63.02 M44.59 M
Financing CF2.97 M12.59 M-34.46 M14.86 M
Free CF-38.8 M-59.98 M-97.19 M-61.21 M
Capex-1.1 M-1.76 M-2.08 M-4.2 M

5Y Margin & Growth History

Last 5 year derived history from yfinance annual statements

2025202420232021
Revenue Growth %91.97%5.79%
Earnings Growth %102.44%-1499.97%
Profit Margin %-643.95%2118.78%124.76%-171.79%
Operating Margin %762.22%224.14%226.41%-78.94%
Gross Margin %312.1%165.85%143.36%54.22%
EBITDA Margin %-199.87%2665.16%222.97%-136.84%

Dividend & Split History

Latest dividend and stock split events stored from yfinance

Dividend History

No dividend history available.

Stock Splits

DateSplit
2025-12-151:0.125
2024-04-181:0.0125

Shareholding Pattern

Shares and value shown in M / B

Holder Name Type Shares Value % Out Report Date
Fidelity Concord Street Trust-Fidelity Extended Market Index Fund Mutual Fund 0.07 M $0.26 M 0.01% 2026-02-28
Fidelity Concord Street Trust-Fidelity Total Market Index Fund Mutual Fund 0.03 M $0.09 M 0% 2026-02-28
Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund Mutual Fund 0.02 M $0.07 M 0% 2026-02-28
Fidelity Concord Street Trust-Fidelity Nasdaq Composite Index Fund Mutual Fund 0 M $0 M 0% 2026-02-28
Vanguard Group Inc Institutional 0.24 M $0.83 M 0.02% 2025-12-31
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund Mutual Fund 0.16 M $0.55 M 0.01% 2025-12-31
Geode Capital Management, LLC Institutional 0.15 M $0.54 M 0.01% 2025-12-31
Blackrock Inc. Institutional 0.04 M $0.16 M 0% 2025-12-31
State Street Corporation Institutional 0.02 M $0.08 M 0% 2025-12-31
Global Assets Advisory, LLC Institutional 0.02 M $0.06 M 0% 2025-12-31
Jane Street Group, LLC Institutional 0.02 M $0.07 M 0% 2025-12-31
Northern Trust Corporation Institutional 0.02 M $0.06 M 0% 2025-12-31
Ausdal Financial Partners, Inc. Institutional 0.01 M $0.04 M 0% 2025-12-31
Tower Research Capital LLC (TRC) Institutional 0 M $0.01 M 0% 2025-12-31
Legacy Wealth Managment, LLC/ID Institutional 0 M $0 M 2025-12-31