Beneficient (BENF) Equity Ratio (2022 - 2025)

Beneficient's (BENF) quarterly Equity Ratio came in at 0.38 in Q4 2025, down 1167.45% year-on-year from 0.04 in Q4 2024, and up 15.75% quarter-over-quarter from 0.45 in Q3 2025.

Beneficient (BENF) Equity Ratio (2022 - 2025) Analysis & Trends

Beneficient has disclosed Equity Ratio across 4 years of filings, most recently posting 0.38 for Q4 2025.

  • Equity Ratio for Q4 2025 came in at 0.38, down 1167.45% year-over-year; the trailing twelve-month figure through Dec 2025 was 0.38 (down 1167.45% YoY), and the FY2025 annual result was 0.1, up 81.12% from the prior year.
  • Equity Ratio came in at 0.38 for Q4 2025 at Beneficient, up from 0.45 in the prior quarter.
  • In the past five years, Equity Ratio ranged from a high of 0.71 in Q2 2023 to a low of 0.52 in Q1 2024.
  • The 4-year median for Equity Ratio is 0.04 (2024), against an average of 0.03.
  • Across the five-year window, Equity Ratio surged 349.15% in 2024 and tumbled 1167.45% in 2025, its largest moves.
  • Beneficient's Equity Ratio stood at 0.61 in 2022, then tumbled by 98.69% to 0.01 in 2023, then soared by 349.15% to 0.04 in 2024, then sank by 1167.45% to 0.38 in 2025.
  • The last three Equity Ratio figures came in at 0.38 (Q4 2025), 0.45 (Q3 2025), and 0.36 (Q2 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Ratio (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 0.33
2 Blackstone 96.85 Bn 95.80 Bn - 0.17
3 Kkr 86.45 Bn 133.96 Bn - 0.07
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 0.08
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 0.03
7 Northern Trust 31.92 Bn 31.92 Bn - 0.07
8 Raymond James Financial 30.62 Bn 19.37 Bn - 0.14
9 Ares Management 29.04 Bn 32.41 Bn - 0.29
10 Beneficient 84.72 Mn 111.16 Mn - -0.38

Historic Data

Download Data
DateValue
Dec 31, 2025 -0.38
Sep 30, 2025 -0.45
Jun 30, 2025 -0.36
Mar 31, 2025 -0.10
Dec 31, 2024 0.04
Sep 30, 2024 -0.04
Jun 30, 2024 -0.41
Mar 31, 2024 -0.52
Dec 31, 2023 0.01
Sep 30, 2023 0.64
Jun 30, 2023 0.71
Mar 31, 2023 0.59
Mar 31, 2022 0.61