Beneficient financial metrics

Professional SEC-based dashboard for profitability, financial health, and growth with transparent scoring logic. Latest period: Q4 2025.

Symbol
BENF, BENFW on Nasdaq
Location
Dallas, TX
Fiscal year end
31 March
Latest financial report
17 Feb 2026

Quick Takeaways

  • BENF - Beneficient financial facts are built from SEC company filings data.
  • Latest metrics period on this page: Q4 2025.
  • Headline metric: Return On Equity -35%.

What Changed

  • Return On Equity YoY change: <span class="text-red-600">-63%</span>.
  • Most recent SEC facts end date: 31 Dec 2025.

Why This Matters

  • This gives a beginner-friendly first read before you inspect detailed formulas and metric tables.
  • Every metric card links to a deeper SEC-backed history page for verification.

Official SEC Source

Based on latest 10-Q/10-K

Facts and ratios are grounded in SEC company facts linked to the latest 10-Q/10-K cycle.

See Original Filing

Latest SEC snapshot (2025-12-31) highlights Return On Equity -34.8%, Return On Assets 5.4%, and Operating Margin 548.5%.

Financial Quality Score

Transparent 0-100 scoring model based on profitability, financial health, and growth factors.

23.1/100

Weak Confidence low

Return On Equity

-35%

Metric score 0.0/100

Return On Assets

5.4%

Metric score 42.5/100

Financial Health

Strengths

Operating Margin

Watchpoints

Return On Equity and Revenues YoY

Key metrics snapshot

Return On Equity

-35%

YoY: -63%

Industry median: -7.7% (n=122)

View history

Return On Assets

5.4%

YoY: -381%

Industry median: -10% (n=122)

View history

Operating Margin

549%

YoY: -37%

Industry median: -110% (n=58)

View history

Revenues YoY

-39%

YoY:

Industry median: 9.9% (n=72)

View history

Profitability

Metric Latest value YoY change
Return On Equity -35% -63%
Return On Assets 5.4% -381%
Operating Margin 549% -37%

Growth

Metric Latest value YoY change
Revenues YoY -39%
Net Income (Loss) Attributable to Parent $19,913,000

Additional Metrics

Metric Latest value YoY change
Operating Income (Loss) $151,863,000 +13%
Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest $149,867,000 +0.28%
Income Tax Expense (Benefit) $618,000 -143%
Cash and Cash Equivalents, at Carrying Value $7,867,000 +90%
Goodwill $9,914,000 0%
Assets $337,860,000 -16%
Liabilities $375,901,000 +27%
Accumulated Other Comprehensive Income (Loss), Net of Tax $52,000 -68%
Retained Earnings (Accumulated Deficit) $2,056,844,000 -2.5%
Stockholders' Equity, Including Portion Attributable to Noncontrolling Interest $128,567,000 -1002%
Liabilities and Equity $337,860,000 -16%
Cash, Cash Equivalents, Restricted Cash and Restricted Cash Equivalents $7,867,000 +87%
Comprehensive Income (Loss), Net of Tax, Attributable to Parent $49,572,000 -247%
Deferred Federal Income Tax Expense (Benefit) $6,370,000 +708%
Preferred Stock, Shares Authorized 250,000,000 0%
Additional Paid in Capital $1,880,489,000 +2%
Current State and Local Tax Expense (Benefit) $0
Current Federal Tax Expense (Benefit) $705,000 -206%
Share-based Payment Arrangement, Expense $1,777,000 -74%
Preferred Stock, Par or Stated Value Per Share 0.001 0%

How we score

This score is transparent and deterministic. We weight profitability, financial health, and growth metrics, then renormalize weights when SEC data is missing.

Metric Weight V1 threshold
ROIC205% to 20%
ROE158% to 25%
ROA102% to 10%
Operating Margin55% to 25%
Current Ratio121.0x to 2.0x
Quick Ratio80.8x to 1.5x
Debt to Equity100.3x to 2.0x (lower is better)
Revenue YoY10-10% to +20%
Net Income YoY10-10% to +20%

How Calculated (standard_v1)

Metrics are computed with a market-consensus convention designed for cross-portal comparability.

  • TTM Operating Income / TTM Revenues
  • Current Assets / Current Liabilities (latest instant quarter)
  • (Current Assets - Inventory) / Current Liabilities; fallback: (Cash+Short-Term Investments + Accounts Receivable) / Current Liabilities
  • Total Debt / Stockholders Equity (latest instant quarter; shared unit; freshest series)
  • TTM Net Income / Average Equity (current quarter + same quarter previous year) / 2
  • TTM Net Income / Average Assets (current quarter + same quarter previous year) / 2
  • TTM NOPAT / Average Invested Capital, where NOPAT=Operating Income*(1-tax rate), Invested Capital=Equity+Total Debt-Cash & ST Investments
  • TTM Revenues YoY
  • TTM Net Income YoY