Growth Metrics

Beneficient (BENFW) Equity Ratio (2022 - 2025)

Beneficient recorded quarterly Equity Ratio of 0.38 in Q4 2025, up 15.75% quarter-over-quarter from 0.45 in Q3 2025, and down 1167.45% year-over-year from 0.04 in Q4 2024.

Beneficient's Equity Ratio history runs 4 years deep, the most recent figure standing at 0.38 for Q4 2025.

  • In Q4 2025, Equity Ratio fell 1167.45% year-over-year to 0.38; the TTM figure through Dec 2025 stood at 0.38 (down 1167.45% YoY), while the FY2025 annual figure was 0.1, up 81.12% from the prior year.
  • Equity Ratio came in at 0.38 for Q4 2025 at Beneficient, up from 0.45 in the prior quarter.
  • In the past five years, Equity Ratio ranged from a high of 0.71 in Q2 2023 to a low of 0.52 in Q1 2024.
  • A 4-year average of 0.03 and a median of 0.04 in 2024 frame the typical range for Equity Ratio.
  • Across the five-year window, Equity Ratio soared 349.15% in 2024 and slumped 1167.45% in 2025, its largest moves.
  • Beneficient's Equity Ratio stood at 0.61 in 2022, then slumped by 98.69% to 0.01 in 2023, then jumped by 349.15% to 0.04 in 2024, then plunged by 1167.45% to 0.38 in 2025.
  • According to Business Quant data, Equity Ratio over the past three periods registered 0.38, 0.45, and 0.36 for Q4 2025, Q3 2025, and Q2 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Ratio (Qtr)
1 BlackRock 158.51 Bn 148.89 Bn - 0.33
2 Blackstone 92.68 Bn 91.63 Bn - 0.17
3 Kkr 84.94 Bn 132.45 Bn - 0.07
4 Brookfield Asset Management 77.34 Bn 77.68 Bn - 0.48
5 Apollo Global Management 76.27 Bn 95.00 Bn 5.04 Bn 0.08
6 State Street 44.42 Bn 18.75 Bn - -
7 Ameriprise Financial 41.68 Bn 41.55 Bn 4.57 Bn 0.03
8 Northern Trust 31.21 Bn 31.21 Bn - 0.07
9 Ares Management 28.85 Bn 32.22 Bn - 0.29
10 Beneficient - - - -0.38

Historic Data

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DateValue
Dec 31, 2025 -0.38
Sep 30, 2025 -0.45
Jun 30, 2025 -0.36
Mar 31, 2025 -0.10
Dec 31, 2024 0.04
Sep 30, 2024 -0.04
Jun 30, 2024 -0.41
Mar 31, 2024 -0.52
Dec 31, 2023 0.01
Sep 30, 2023 0.64
Jun 30, 2023 0.71
Mar 31, 2023 0.59
Mar 31, 2022 0.61