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

Beneficient's (BENF) quarterly Return on Invested Capital came in at 0.04% in Q4 2025, up 6.0% year-on-year from 0.04% in Q4 2024, and down 30.81% quarter-over-quarter from 0.06% in Q3 2025.

Beneficient (BENF) Return on Invested Capital (2023 - 2025) Analysis & Trends

Beneficient has disclosed Return on Invested Capital across 3 years of filings, most recently posting 0.04% for Q4 2025.

  • Return on Invested Capital for Q4 2025 came in at 0.04%, up 6.0% year-over-year; the trailing twelve-month figure through Dec 2025 was 0.04% (up 6.0% YoY), and the FY2025 annual result 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.
  • The 3-year median for Return on Invested Capital is 0.01% (2024), against an average of 0.08%.
  • Peak annual rise in Return on Invested Capital reached 87 bps in 2025, while the deepest fall reached 34 bps in 2025.
  • Beneficient's Return on Invested Capital stood at 0.04% in 2023, then jumped by 68 bps to 0.01% in 2024, then jumped by 414 bps to 0.04% in 2025.
  • The last three Return on Invested Capital figures came in at 0.04% (Q4 2025), 0.06% (Q3 2025), and 0.04% (Q2 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) ROIC (Qtr)
1 BlackRock 163.18 Bn 153.56 Bn - 0.00%
2 Blackstone 96.85 Bn 95.80 Bn - 0.00%
3 Kkr 86.45 Bn 133.96 Bn - 0.00%
4 Apollo Global Management 82.30 Bn 101.04 Bn 5.04 Bn 0.00%
5 State Street 46.95 Bn 21.27 Bn - -
6 Ameriprise Financial 43.65 Bn 43.52 Bn 4.57 Bn 0.00%
7 Northern Trust 31.92 Bn 31.92 Bn - 0.01%
8 Raymond James Financial 30.62 Bn 19.37 Bn - -
9 Ares Management 29.04 Bn 32.41 Bn - 0.00%
10 Beneficient 84.72 Mn 111.16 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%