Beneficient (BENF) Return on Assets [ROA] (2023 - 2026)
Beneficient (BENF) posted Return on Assets [ROA] of -29.59% for fiscal Q1 2027 (quarter ended Jun 30, 2026), up 10.37 percentage points from -39.97% a year earlier and up 27.54 percentage points from the prior quarter.
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Analysis
Beneficient (BENF) Return on Assets [ROA] (2023 - 2026) Analysis & Trends
For FY2026 (ended Mar 31, 2026), Beneficient's Return on Assets [ROA] came in at -55.50%, down 55.28 percentage points from FY2025.
- In prior fiscal years, Beneficient's Return on Assets [ROA] was -0.22% in FY2025 (+161.90 pp) and -162.12% in FY2024.
- The fiscal Q1 2027 figure stands as the highest quarterly Return on Assets [ROA] since fiscal Q4 2025.
- On a year-over-year basis, Return on Assets [ROA] increased in five of the last eight quarters, with an average year-over-year change of +150.72 percentage points.
- The strongest year-over-year quarter for Return on Assets [ROA] in the past five years was fiscal Q4 2025, with a gain of 611.52 percentage points; the weakest was fiscal Q1 2025, with a drop of 338.96 percentage points.
- According to Business Quant data, Return on Assets [ROA] for the three prior fiscal quarters was -57.14% (Q4 2026), -45.64% (Q3 2026) and -50.84% (Q2 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.94 Bn | 29.62 Bn | - | 0.78% |
| 2 | Orix | 41.70 Bn | 42.20 Bn | - | 3.61% |
| 3 | Royalty Pharma | 32.87 Bn | 32.78 Bn | - | 6.81% |
| 4 | Federal National Mortgage Association Fannie Mae | 25.52 Bn | 25.52 Bn | - | 0.35% |
| 5 | Affirm Holdings | 23.86 Bn | 17.55 Bn | - | 13.34% |
| 6 | Synchrony Financial | 23.33 Bn | -44.64 Bn | - | 2.89% |
| 7 | Royal Gold | 19.87 Bn | 19.09 Bn | 390.45 Mn | 7.87% |
| 8 | Annaly Capital Management | 13.89 Bn | 4.98 Bn | - | 2.11% |
| 9 | Ares Capital | 13.54 Bn | 10.98 Bn | - | - |
| 10 | Beneficient | 21.16 Mn | 90.74 Mn | - | -29.59% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -29.59% |
| Mar 31, 2026 | -57.14% |
| Dec 31, 2025 | -45.64% |
| Sep 30, 2025 | -50.84% |
| Jun 30, 2025 | -39.97% |
| Mar 31, 2025 | -0.21% |
| Dec 31, 2024 | -39.48% |
| Sep 30, 2024 | -292.12% |
| Jun 30, 2024 | -399.53% |
| Mar 31, 2024 | -611.73% |
| Dec 31, 2023 | -255.98% |
| Sep 30, 2023 | -101.73% |
| Jun 30, 2023 | -57.75% |
API Access
Beneficient Return on Assets [ROA] 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=return-on-assets-%5Broa%5D&ticker=BENF&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "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=return-on-assets-%5Broa%5D&ticker=BENF&period=max&api_key=YOUR_API_KEY");
const data = await res.json();