Critical Contrast: Beneficient (BENF) vs. Its Peers

Beneficient (NASDAQ:BENF) is one of 150 publicly-traded companies in the “FIN – MISC SVCS” industry, but how does it compare to its peers? We will compare Beneficient to related businesses based on the strength of its risk, analyst recommendations, earnings, institutional ownership, valuation, profitability and dividends.

Analyst Ratings

This is a breakdown of recent ratings and price targets for Beneficient and its peers, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Beneficient	1	0	0	0	1.00
Beneficient Competitors	1381	3664	5256	253	2.42

As a group, “FIN – MISC SVCS” companies have a potential upside of 19.06%. Given Beneficient’s peers stronger consensus rating and higher probable upside, analysts plainly believe Beneficient has less favorable growth aspects than its peers.

Insider & Institutional Ownership

90.6% of Beneficient shares are held by institutional investors. Comparatively, 41.7% of shares of all “FIN – MISC SVCS” companies are held by institutional investors. 10.1% of Beneficient shares are held by insiders. Comparatively, 17.7% of shares of all “FIN – MISC SVCS” companies are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Profitability

This table compares Beneficient and its peers’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Beneficient	N/A	N/A	N/A
Beneficient Competitors	-54.09%	-5.10%	-1.91%

Valuation & Earnings

This table compares Beneficient and its peers top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
Beneficient	N/A	N/A	-0.06
Beneficient Competitors	$3.79 billion	$294.66 million	13.54

Beneficient’s peers have higher revenue and earnings than Beneficient. Beneficient is trading at a lower price-to-earnings ratio than its peers, indicating that it is currently more affordable than other companies in its industry.

Volatility and Risk

Beneficient has a beta of -0.01, suggesting that its stock price is 101% less volatile than the S&P 500. Comparatively, Beneficient’s peers have a beta of 4.38, suggesting that their average stock price is 338% more volatile than the S&P 500.

Summary

Beneficient peers beat Beneficient on 8 of the 12 factors compared.

Beneficient Company Profile

Beneficient, a technology-enabled financial services company, provides liquidity solutions and related trustee, custody and trust administrative services to participants in the alternative asset industry in the United States. It operates through Ben Liquidity, Ben Custody, and Customer ExAlt Trusts segments. The company offers Ben AltAccess platform for secure, online, and end-to-end delivery of each of the Ben business unit products and services, including upload documents, and work through tasks, and complete their transactions with standardized transaction agreements. It also provides Ben Liquidity, which offers alternative asset liquidity and fiduciary financing products; Ben Custody that provides custody and trust administration services to trustees and document custodian services to customers; and Ben Markets, which provides broker-dealer and transfer agency services. In addition, the company provides Ben Insurance Services, which offers insurance products and services; and Ben Data that provides data collection, evaluation, and analytics products and services. It serves individual and institutional investors, wealth advisors, and general partners. Beneficient is based in Dallas, Texas.