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Upturn AI SWOT - About
Beneficient Warrant (BENFW)
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Upturn Advisory Summary
01/16/2025: BENFW (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 0% | Avg. Invested days 33 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 01/16/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) 146831 | Beta -1.04 | 52 Weeks Range 0.01 - 0.02 | Updated Date 02/26/2025 |
52 Weeks Range 0.01 - 0.02 | Updated Date 02/26/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) -141.96% |
Management Effectiveness
Return on Assets (TTM) -11.95% | Return on Equity (TTM) -84.35% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating 6531690 |
Shares Outstanding - | Shares Floating 6531690 | ||
Percent Insiders - | Percent Institutions - |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Beneficient Warrant
Company Overview
History and Background
The Beneficient Company Group, L.P., now known as GWG Holdings, Inc. and under bankruptcy, was founded to provide liquidity solutions to owners of alternative assets. It faced numerous challenges and controversies throughout its existence, culminating in its bankruptcy filing.
Core Business Areas
- Liquidity Solutions: Previously offered liquidity solutions for owners of alternative assets, including private equity, venture capital, and hedge fund investments.
- Financial Services: Engaged in providing financial services related to managing and administering these alternative assets.
Leadership and Structure
Historically, Beneficient was led by its executive management team. Currently, it is under the direction of bankruptcy trustees.
Top Products and Market Share
Key Offerings
- Liquidity Programs: Offered programs designed to provide liquidity to holders of illiquid alternative assets. Market share data not readily available due to the company's current state and niche market. Competitors in the broader alternative asset liquidity space include firms specializing in secondary market transactions and structured finance solutions.
Market Dynamics
Industry Overview
The market for alternative asset liquidity is characterized by its complexity, high transaction costs, and limited transparency. The demand for liquidity arises from investors seeking to rebalance portfolios, manage risk, or access capital.
Positioning
Beneficient previously positioned itself as a provider of innovative liquidity solutions. The companyu2019s bankruptcy significantly impacted its position. It held a very niche market share.
Total Addressable Market (TAM)
The TAM for alternative asset liquidity is estimated in the billions of dollars annually. Beneficient aimed to capture a portion of this market by catering to underserved segments.
Upturn SWOT Analysis
Strengths
- Innovative liquidity solutions (historically)
Weaknesses
- Bankruptcy
- Financial instability
- Controversial business practices
- Lack of transparency
Opportunities
- Restructuring and turnaround (highly uncertain)
- Potential for new management and business model
Threats
- Litigation
- Regulatory scrutiny
- Loss of investor confidence
- Competition from established financial institutions
Competitors and Market Share
Key Competitors
- None due to bankruptcy
Competitive Landscape
Due to its bankruptcy, Beneficient currently has no competitive advantages.
Major Acquisitions
Growth Trajectory and Initiatives
Historical Growth: Beneficient experienced periods of growth followed by significant decline and ultimately bankruptcy.
Future Projections: Future growth is highly uncertain and dependent on the outcome of the bankruptcy proceedings and any potential restructuring.
Recent Initiatives: No recent strategic initiatives due to bankruptcy.
Summary
Beneficient Warrant has gone bankrupt and therefore it is highly volatile. Its previous goal was to make alternative assets liquid, but its current goal is to restructure its company to become stable again. It suffers from litigation, regulatory scrutiny and negative shareholder returns. At this time, it is not a strong company and investors should be cautious.
Similar Companies
Sources and Disclaimers
Data Sources:
- SEC Filings
- News Articles
- Financial Analysis Reports (prior to bankruptcy)
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. The financial condition of Beneficient is highly unstable due to bankruptcy, and any investment decisions should be made with extreme caution.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Beneficient Warrant
Exchange NASDAQ | Headquaters Dallas, TX, United States | ||
IPO Launch date 2023-06-08 | Founder, Chairman & CEO Mr. Brad K. Heppner | ||
Sector Financial Services | Industry Asset Management | Full time employees 80 | Website https://www.trustben.com |
Full time employees 80 | Website https://www.trustben.com | ||
Beneficient, a technology-enabled financial services company, provides liquidity solutions and related trustee, custody and trust administrative services to participants in the alternative asset industry in the United States. It operates through Ben Liquidity, Ben Custody, and Customer ExAlt Trusts segments. The company offers Ben AltAccess platform for secure, online, and end-to-end delivery of each of the Ben business unit products and services, including upload documents, and work through tasks, and complete their transactions with standardized transaction agreements. It also provides Ben Liquidity, which offers alternative asset liquidity and fiduciary financing products; Ben Custody that provides custody and trust administration services to trustees and document custodian services to customers; and Ben Markets, which provides broker-dealer and transfer agency services. In addition, the company provides Ben Insurance Services, which offers insurance products and services; and Ben Data that provides data collection, evaluation, and analytics products and services. It serves individual and institutional investors, wealth advisors, and general partners. Beneficient is based in Dallas, Texas.
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