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BENF vs BX
Revenue, margins, valuation, and 5-year total return — side by side.
Asset Management
BENF vs BX — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Asset Management | Asset Management |
| Market Cap | $1.86B | $95.85B |
| Revenue (TTM) | $-8M | $13.83B |
| Net Income (TTM) | $-50M | $3.02B |
| Gross Margin | 312.1% | 86.0% |
| Operating Margin | 304.4% | 51.9% |
| Forward P/E | 54.6x | 20.5x |
| Total Debt | $118M | $13.31B |
| Cash & Equiv. | $1M | $2.63B |
BENF vs BX — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Dec 21 | May 26 | Return |
|---|---|---|---|
| Beneficient (BENF) | 100 | 0.4 | -99.6% |
| Blackstone Inc. (BX) | 100 | 94.5 | -5.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: BENF vs BX
Each card shows where this stock fits in a portfolio — not just who wins on paper.
BENF is the clearest fit if your priority is income & stability and growth exposure.
- beta 0.69
- Rev growth 92.0%, EPS growth 100.0%
- Lower volatility, beta 0.69, current ratio 0.26x
BX carries the broadest edge in this set and is the clearest fit for long-term compounding.
- 476.1% 10Y total return vs BENF's -99.6%
- Lower P/E (20.5x vs 54.6x)
- 21.8% margin vs BENF's -6.4%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 92.0% NII/revenue growth vs BX's 21.6% | |
| Value | Lower P/E (20.5x vs 54.6x) | |
| Quality / Margins | 21.8% margin vs BENF's -6.4% | |
| Stability / Safety | Beta 0.69 vs BX's 1.53 | |
| Dividends | 6.3% yield; 2-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | +10.1% vs BX's -6.5% | |
| Efficiency (ROA) | 6.5% ROA vs BENF's -14.7%, ROIC 16.1% vs -10.0% |
BENF vs BX — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
BENF vs BX — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
BENF leads this category, winning 4 of 5 comparable metrics.
Income & Cash Flow (Last 12 Months)
BX and BENF operate at a comparable scale, with $13.8B and -$8M in trailing revenue. BX is the more profitable business, keeping 21.8% of every revenue dollar as net income compared to BENF's -6.4%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | -$8M | $13.8B |
| EBITDAEarnings before interest/tax | -$85M | $7.2B |
| Net IncomeAfter-tax profit | -$50M | $3.0B |
| Free Cash FlowCash after capex | -$44M | $3.5B |
| Gross MarginGross profit ÷ Revenue | +3.1% | +86.0% |
| Operating MarginEBIT ÷ Revenue | +3.0% | +51.9% |
| Net MarginNet income ÷ Revenue | -6.4% | +21.8% |
| FCF MarginFCF ÷ Revenue | +4.9% | +12.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | — | — |
| EPS Growth (YoY)Latest quarter vs prior year | +103.0% | +41.3% |
Valuation Metrics
BX leads this category, winning 2 of 2 comparable metrics.
Valuation Metrics
At 31.5x trailing earnings, BX trades at a 42% valuation discount to BENF's 54.6x P/E.
| Metric | ||
|---|---|---|
| Market CapShares × price | $1.9B | $95.8B |
| Enterprise ValueMkt cap + debt − cash | $2.0B | $106.5B |
| Trailing P/EPrice ÷ TTM EPS | 54.57x | 31.53x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 20.50x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.51x |
| EV / EBITDAEnterprise value multiple | — | 14.77x |
| Price / SalesMarket cap ÷ Revenue | — | 6.93x |
| Price / BookPrice ÷ Book value/share | 33.48x | 4.37x |
| Price / FCFMarket cap ÷ FCF | — | 54.93x |
Profitability & Efficiency
BX leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
BENF delivers a 89.3% return on equity — every $100 of shareholder capital generates $89 in annual profit, vs $14 for BX. BX carries lower financial leverage with a 0.61x debt-to-equity ratio, signaling a more conservative balance sheet compared to BENF's 2.12x. On the Piotroski fundamental quality scale (0–9), BENF scores 6/9 vs BX's 5/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +89.3% | +14.3% |
| ROA (TTM)Return on assets | -14.7% | +6.5% |
| ROICReturn on invested capital | -10.0% | +16.1% |
| ROCEReturn on capital employed | -13.1% | +16.9% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 5 |
| Debt / EquityFinancial leverage | 2.12x | 0.61x |
| Net DebtTotal debt minus cash | $117M | $10.7B |
| Cash & Equiv.Liquid assets | $1M | $2.6B |
| Total DebtShort + long-term debt | $118M | $13.3B |
| Interest CoverageEBIT ÷ Interest expense | -4.75x | 14.12x |
Total Returns (Dividends Reinvested)
BX leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in BX five years ago would be worth $15,900 today (with dividends reinvested), compared to $45 for BENF. Over the past 12 months, BENF leads with a +1010.4% total return vs BX's -6.5%. The 3-year compound annual growth rate (CAGR) favors BX at 18.4% vs BENF's -83.9% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -51.6% | -21.3% |
| 1-Year ReturnPast 12 months | +1010.4% | -6.5% |
| 3-Year ReturnCumulative with dividends | -99.6% | +65.9% |
| 5-Year ReturnCumulative with dividends | -99.6% | +59.0% |
| 10-Year ReturnCumulative with dividends | -99.6% | +476.1% |
| CAGR (3Y)Annualised 3-year return | -83.9% | +18.4% |
Risk & Volatility
Evenly matched — BENF and BX each lead in 1 of 2 comparable metrics.
Risk & Volatility
BENF is the less volatile stock with a 0.69 beta — it tends to amplify market swings less than BX's 1.53 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. BX currently trades 64.3% from its 52-week high vs BENF's 35.3% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.69x | 1.53x |
| 52-Week HighHighest price in past year | $9.96 | $190.09 |
| 52-Week LowLowest price in past year | $0.26 | $101.73 |
| % of 52W HighCurrent price vs 52-week peak | +35.3% | +64.3% |
| RSI (14)Momentum oscillator 0–100 | 49.4 | 54.8 |
| Avg Volume (50D)Average daily shares traded | 295K | 7.1M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
BX is the only dividend payer here at 6.30% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy |
| Price TargetConsensus 12-month target | — | $156.29 |
| # AnalystsCovering analysts | — | 29 |
| Dividend YieldAnnual dividend ÷ price | — | +6.3% |
| Dividend StreakConsecutive years of raises | — | 2 |
| Dividend / ShareAnnual DPS | — | $7.70 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.3% |
BX leads in 3 of 6 categories (Valuation Metrics, Profitability & Efficiency). BENF leads in 1 (Income & Cash Flow). 1 tied.
BENF vs BX: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is BENF or BX a better buy right now?
For growth investors, Beneficient (BENF) is the stronger pick with 92.
0% revenue growth year-over-year, versus 21. 6% for Blackstone Inc. (BX). Blackstone Inc. (BX) offers the better valuation at 31. 5x trailing P/E (20. 5x forward), making it the more compelling value choice. Analysts rate Blackstone Inc. (BX) a "Buy" — based on 29 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — BENF or BX?
On trailing P/E, Blackstone Inc.
(BX) is the cheapest at 31. 5x versus Beneficient at 54. 6x.
03Which is the better long-term investment — BENF or BX?
Over the past 5 years, Blackstone Inc.
(BX) delivered a total return of +59. 0%, compared to -99. 6% for Beneficient (BENF). Over 10 years, the gap is even starker: BX returned +476. 1% versus BENF's -99. 6%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — BENF or BX?
By beta (market sensitivity over 5 years), Beneficient (BENF) is the lower-risk stock at 0.
69β versus Blackstone Inc. 's 1. 53β — meaning BX is approximately 121% more volatile than BENF relative to the S&P 500. On balance sheet safety, Blackstone Inc. (BX) carries a lower debt/equity ratio of 61% versus 2% for Beneficient — giving it more financial flexibility in a downturn.
05Which is growing faster — BENF or BX?
By revenue growth (latest reported year), Beneficient (BENF) is pulling ahead at 92.
0% versus 21. 6% for Blackstone Inc. (BX). On earnings-per-share growth, the picture is similar: Beneficient grew EPS 100. 0% year-over-year, compared to 7. 2% for Blackstone Inc.. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — BENF or BX?
Blackstone Inc.
(BX) is the more profitable company, earning 21. 8% net margin versus -644. 0% for Beneficient — meaning it keeps 21. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: BENF leads at 304. 4% versus 51. 9% for BX. At the gross margin level — before operating expenses — BENF leads at 312. 1%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Which pays a better dividend — BENF or BX?
In this comparison, BX (6.
3% yield) pays a dividend. BENF does not pay a meaningful dividend and should not be held primarily for income.
08Is BENF or BX better for a retirement portfolio?
For long-horizon retirement investors, Blackstone Inc.
(BX) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (6. 3% yield, +476. 1% 10Y return). Both have compounded well over 10 years (BX: +476. 1%, BENF: -99. 6%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between BENF and BX?
Both stocks operate in the Financial Services sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
BX pays a dividend while BENF does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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