Beneficient (BENF) Invested Capital (2021 - 2026)
Beneficient (BENF) posted Invested Capital of -$87.31 million for fiscal Q1 2027 (quarter ended Jun 30, 2026), compared with -$12 million a year earlier.
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Analysis
Beneficient (BENF) Invested Capital (2021 - 2026) Analysis & Trends
For FY2026 (ended Mar 31, 2026), Beneficient's Invested Capital came in at -$92.5 million.
- In prior fiscal years, Beneficient's Invested Capital was $82.97 million in FY2025, -$71.61 million in FY2024, $1.83 billion in FY2023 (-7.4%) and $1.97 billion in FY2022.
- Quarterly Invested Capital has run from a low of -$92.5 million in fiscal Q4 2026 to a high of $1.97 billion in fiscal Q4 2022 over five years.
- According to Business Quant data, Invested Capital for the three prior fiscal quarters was -$92.5 million (Q4 2026), -$28.23 million (Q3 2026) and -$38.87 million (Q2 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 41.00 Bn | 29.82 Bn | - | 59.93 Bn |
| 2 | Royalty Pharma | 39.88 Bn | 40.21 Bn | - | 18.38 Bn |
| 3 | Orix | 36.75 Bn | 7.39 Bn | 13.83 Bn | 71.63 Bn |
| 4 | Federal National Mortgage Association Fannie Mae | 25.40 Bn | -16,108.71 Bn | - | 4,288.89 Bn |
| 5 | Royal Gold | 23.20 Bn | 22.41 Bn | 402.46 Mn | 7.92 Bn |
| 6 | Affirm Holdings | 22.35 Bn | 15.40 Bn | - | 8.66 Bn |
| 7 | Synchrony Financial | 22.29 Bn | -45.34 Bn | - | 24.66 Bn |
| 8 | Annaly Capital Management | 14.69 Bn | 5.72 Bn | - | 54.27 Bn |
| 9 | Ares Capital | 14.04 Bn | 11.79 Bn | - | 26.98 Bn |
| 10 | Beneficient | 10.36 Mn | 79.94 Mn | - | -87.31 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -87.31 Mn |
| Mar 31, 2026 | -92.50 Mn |
| 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 | 1.33 Bn |
| Mar 31, 2023 | 1.83 Bn |
| Dec 31, 2022 | 1.77 Bn |
| Sep 30, 2022 | 1.80 Bn |
| Jun 30, 2022 | 1.84 Bn |
| Mar 31, 2022 | 1.97 Bn |
| Mar 31, 2021 | 984.89 Mn |
API Access
Beneficient Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=BENF&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "BENF", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=BENF&period=max&api_key=YOUR_API_KEY");
const data = await res.json();