Growth Metrics

Beneficient (BENFW) Equity Average (2021 - 2025)

Beneficient recorded quarterly Equity Average of -$135.7 million in Q4 2025, down 3.1% quarter-over-quarter from -$131.6 million in Q3 2025, and down 25511.42% year-over-year from N/an in Q4 2024.

Beneficient's Equity Average history runs 5 years deep, the most recent figure standing at -$135.7 million for Q4 2025.

  • In Q4 2025, Equity Average fell 25511.42% year-over-year to -$135.7 million; the TTM figure through Dec 2025 stood at -$135.7 million (down 25511.42% YoY), while the FY2025 annual figure was -$113.5 million, down 114.78% from the prior year.
  • Equity Average came in at -$135.7 million for Q4 2025 at Beneficient, down from -$131.6 million in the prior quarter.
  • In the past five years, Equity Average ranged from a high of $1.9 billion in Q2 2022 to a low of -$170.2 million in Q2 2024.
  • A 5-year average of $668.8 million and a median of $468.1 million in 2023 frame the typical range for Equity Average.
  • On a YoY basis, Equity Average climbed as much as 89.02% in 2025 and fell as far as 25511.42% in 2025.
  • Beneficient's Equity Average stood at $1.0 billion in 2021, then jumped by 75.57% to $1.8 billion in 2022, then tumbled by 74.34% to $468.1 million in 2023, then sank by 99.89% to $534000.0 in 2024, then tumbled by 25511.42% to -$135.7 million in 2025.
  • According to Business Quant data, Equity Average over the past three periods registered -$135.7 million, -$131.6 million, and -$77.7 million for Q4 2025, Q3 2025, and Q2 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Avg. (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 56.51 Bn
2 Blackstone 92.68 Bn 91.63 Bn - 14.44 Bn
3 Kkr 84.94 Bn 132.45 Bn - 54.71 Bn
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 8.75 Bn
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 41.02 Bn
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 6.38 Bn
8 Northern Trust 31.21 Bn 31.21 Bn - 12.97 Bn
9 Ares Management 28.85 Bn 32.22 Bn - 6.32 Bn
10 Beneficient - - - -135.70 Mn

Historic Data

Download Data 🔒
DateValue
Dec 31, 2025 -135.70 Mn
Sep 30, 2025 -131.61 Mn
Jun 30, 2025 -77.66 Mn
Mar 31, 2025 -10.33 Mn
Dec 31, 2024 534,000.00
Sep 30, 2024 -80.74 Mn
Jun 30, 2024 -170.20 Mn
Mar 31, 2024 -94.07 Mn
Dec 31, 2023 468.12 Mn
Sep 30, 2023 1.11 Bn
Jun 30, 2023 1.50 Bn
Mar 31, 2023 1.77 Bn
Sep 30, 2022 1.82 Bn
Jun 30, 2022 1.87 Bn
Mar 31, 2022 1.50 Bn
Dec 31, 2021 1.04 Bn
Mar 31, 2021 985.62 Mn