Beneficient (BENF) Invested Capital (2020 - 2025)
Beneficient's (BENF) quarterly Invested Capital came in at -$28.2 million in Q4 2025, down 120.98% year-on-year from $134.5 million in Q4 2024, and up 27.37% quarter-over-quarter from -$38.9 million in Q3 2025.
Beneficient (BENF) Invested Capital (2020 - 2025) Analysis & Trends
Beneficient has disclosed Invested Capital across 6 years of filings, most recently posting -$28.2 million for Q4 2025.
- Invested Capital for Q4 2025 came in at -$28.2 million, down 120.98% year-over-year; the trailing twelve-month figure through Dec 2025 was -$28.2 million (down 120.98% YoY), and the FY2025 annual result was $83.0 million, up 215.86% from the prior year.
- Invested Capital came in at -$28.2 million for Q4 2025 at Beneficient, up from -$38.9 million in the prior quarter.
- In the past five years, Invested Capital ranged from a high of $1.9 billion in Q1 2022 to a low of -$71.6 million in Q1 2024.
- The 5-year median for Invested Capital is $134.5 million (2024), against an average of $715.1 million.
- Peak annual rise in Invested Capital reached 215.86% in 2025, while the deepest fall reached 135.68% in 2025.
- Beneficient's Invested Capital stood at $1.1 billion in 2021, then soared by 65.19% to $1.8 billion in 2022, then tumbled by 92.68% to $132.2 million in 2023, then climbed by 1.79% to $134.5 million in 2024, then tumbled by 120.98% to -$28.2 million in 2025.
- The last three Invested Capital figures came in at -$28.2 million (Q4 2025), -$38.9 million (Q3 2025), and -$12.0 million (Q2 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 160.20 Bn | 150.57 Bn | - | 69.22 Bn |
| 2 | Blackstone | 96.40 Bn | 95.35 Bn | - | 8.37 Bn |
| 3 | Kkr | 85.87 Bn | 133.39 Bn | - | 30.50 Bn |
| 4 | Apollo Global Management | 79.90 Bn | 98.63 Bn | 5.04 Bn | 53.75 Bn |
| 5 | State Street | 46.62 Bn | 20.95 Bn | - | - |
| 6 | Ameriprise Financial | 42.78 Bn | 42.65 Bn | 4.57 Bn | 8.75 Bn |
| 7 | Northern Trust | 32.35 Bn | 32.35 Bn | - | 12.99 Bn |
| 8 | Ares Management | 30.25 Bn | 33.62 Bn | - | 12.75 Bn |
| 9 | Raymond James Financial | 30.24 Bn | 18.99 Bn | - | 12.57 Bn |
| 10 | Beneficient | 83.98 Mn | 110.42 Mn | - | -28.23 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Dec 31, 2025 | -28.23 Mn |
| Sep 30, 2025 | -38.87 Mn |
| Jun 30, 2025 | -12.00 Mn |
| Mar 31, 2025 | 82.97 Mn |
| Dec 31, 2024 | 134.53 Mn |
| Sep 30, 2024 | 108.93 Mn |
| Jun 30, 2024 | -27.74 Mn |
| Mar 31, 2024 | -71.61 Mn |
| Dec 31, 2023 | 132.17 Mn |
| Sep 30, 2023 | 1.03 Bn |
| Jun 30, 2023 | 1.38 Bn |
| Mar 31, 2023 | 1.83 Bn |
| Sep 30, 2022 | 1.81 Bn |
| Jun 30, 2022 | 1.84 Bn |
| Mar 31, 2022 | 1.91 Bn |
| Dec 31, 2021 | 1.09 Bn |
| Mar 31, 2021 | 984.89 Mn |
| Dec 31, 2020 | 986.35 Mn |