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| Date | Value |
|---|---|
| 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% |