Beneficient (BENFW) Invested Capital (2020 - 2025)
Beneficient recorded quarterly Invested Capital of -$28.2 million in Q4 2025, up 27.37% quarter-over-quarter from -$38.9 million in Q3 2025, and down 120.98% year-over-year from $134.5 million in Q4 2024.
Beneficient's Invested Capital history runs 6 years deep, the most recent figure standing at -$28.2 million for Q4 2025.
- In Q4 2025, Invested Capital fell 120.98% year-over-year to -$28.2 million; the TTM figure through Dec 2025 stood at -$28.2 million (down 120.98% YoY), while the FY2025 annual figure was $83.0 million, up 215.86% from the prior year.
- Invested Capital came in at -$28.2 million for Q4 2025 at Beneficient, up from -$38.9 million in the prior quarter.
- In the past five years, Invested Capital ranged from a high of $1.9 billion in Q1 2022 to a low of -$71.6 million in Q1 2024.
- A 5-year average of $715.1 million and a median of $134.5 million in 2024 frame the typical range for Invested Capital.
- On a YoY basis, Invested Capital climbed as much as 215.86% in 2025 and fell as far as 135.68% in 2025.
- Beneficient's Invested Capital stood at $1.1 billion in 2021, then jumped by 65.19% to $1.8 billion in 2022, then slumped by 92.68% to $132.2 million in 2023, then grew by 1.79% to $134.5 million in 2024, then slumped by 120.98% to -$28.2 million in 2025.
- According to Business Quant data, Invested Capital over the past three periods registered -$28.2 million, -$38.9 million, and -$12.0 million for Q4 2025, Q3 2025, and Q2 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | BlackRock | 158.51 Bn | 148.89 Bn | - | 69.22 Bn |
| 2 | Blackstone | 92.68 Bn | 91.63 Bn | - | 8.37 Bn |
| 3 | Kkr | 84.94 Bn | 132.45 Bn | - | 30.50 Bn |
| 4 | Brookfield Asset Management | 77.34 Bn | 77.68 Bn | - | 8.59 Bn |
| 5 | Apollo Global Management | 76.27 Bn | 95.00 Bn | 5.04 Bn | 53.75 Bn |
| 6 | State Street | 44.42 Bn | 18.75 Bn | - | - |
| 7 | Ameriprise Financial | 41.68 Bn | 41.55 Bn | 4.57 Bn | 8.75 Bn |
| 8 | Northern Trust | 31.21 Bn | 31.21 Bn | - | 12.99 Bn |
| 9 | Ares Management | 28.85 Bn | 32.22 Bn | - | 12.75 Bn |
| 10 | Beneficient | - | - | - | -28.23 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Dec 31, 2025 | -28.23 Mn |
| Sep 30, 2025 | -38.87 Mn |
| Jun 30, 2025 | -12.00 Mn |
| Mar 31, 2025 | 82.97 Mn |
| Dec 31, 2024 | 134.53 Mn |
| Sep 30, 2024 | 108.93 Mn |
| Jun 30, 2024 | -27.74 Mn |
| Mar 31, 2024 | -71.61 Mn |
| Dec 31, 2023 | 132.17 Mn |
| Sep 30, 2023 | 1.03 Bn |
| Jun 30, 2023 | 1.38 Bn |
| Mar 31, 2023 | 1.83 Bn |
| Sep 30, 2022 | 1.81 Bn |
| Jun 30, 2022 | 1.84 Bn |
| Mar 31, 2022 | 1.91 Bn |
| Dec 31, 2021 | 1.09 Bn |
| Mar 31, 2021 | 984.89 Mn |
| Dec 31, 2020 | 986.35 Mn |