Growth Metrics

Beneficient (BENF) Return on Invested Capital (2023 - 2025)

Beneficient recorded quarterly Return on Invested Capital of 0.04% in Q4 2025, down 30.81% quarter-over-quarter from 0.06% in Q3 2025, and up 6.0% year-over-year from 0.04% in Q4 2024.

Beneficient's Return on Invested Capital history runs 3 years deep, the most recent figure standing at 0.04% for Q4 2025.

  • In Q4 2025, Return on Invested Capital rose 6.0% year-over-year to 0.04%; the TTM figure through Dec 2025 stood at 0.04% (up 6.0% YoY), while the FY2025 annual figure was 0.05%, down 2.0% from the prior year.
  • Return on Invested Capital came in at 0.04% for Q4 2025 at Beneficient, down from 0.06% in the prior quarter.
  • In the past five years, Return on Invested Capital ranged from a high of 0.29% in Q2 2024 to a low of 0.87% in Q1 2024.
  • A 3-year average of 0.08% and a median of 0.01% in 2024 frame the typical range for Return on Invested Capital.
  • On a YoY basis, Return on Invested Capital climbed as much as 87 bps in 2025 and fell as far as 34 bps in 2025.
  • Beneficient's Return on Invested Capital stood at 0.04% in 2023, then surged by 68 bps to 0.01% in 2024, then surged by 414 bps to 0.04% in 2025.
  • According to Business Quant data, Return on Invested Capital over the past three periods registered 0.04%, 0.06%, and 0.04% for Q4 2025, Q3 2025, and Q2 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROIC (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 0.00%
2 Blackstone 92.68 Bn 91.63 Bn - 0.00%
3 Kkr 84.94 Bn 132.45 Bn - 0.00%
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 0.00%
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 0.00%
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 0.00%
8 Northern Trust 31.21 Bn 31.21 Bn - 0.01%
9 Ares Management 28.85 Bn 32.22 Bn - 0.00%
10 Beneficient 92.13 Mn 118.57 Mn - 0.04%

Historic Data

Download Data 🔒
DateValue
Dec 31, 2025 0.04%
Sep 30, 2025 0.06%
Jun 30, 2025 -0.04%
Mar 31, 2025 0.00%
Dec 31, 2024 -0.01%
Sep 30, 2024 -0.27%
Jun 30, 2024 0.29%
Mar 31, 2024 -0.87%
Dec 31, 2023 -0.04%
Sep 30, 2023 -0.01%
Jun 30, 2023 -0.01%