MODEL VERDICT
Beneficient (BENF)
Relative Valuation•Peer multiples, Monte Carlo simulation & quality-adjusted fair value
Popular:
Composite score derived from valuation, quality, and risk factors
Quantitative model thresholds · For educational and research purposes only
Each row records the model's monthly assessment. High Conviction = the model detected notable undervaluation vs peers. Neutral = no notable divergence was found. The return column shows the actual price change over 90 days for reference. This is a quantitative observation log — not investment advice.
| Date | Assessment | Score | Price | Status | 90d Fwd Return |
|---|---|---|---|---|---|
| May 1, 2026 | NEUTRAL | 0.17 | $3.47 | CURRENT | — |
| Apr 24, 2026 | NEUTRAL | 0.17 | $3.23 | CURRENT | — |
| Apr 17, 2026 | NEUTRAL | 0.17 | $3.17 | CURRENT | — |
| Apr 16, 2026 | NEUTRAL | 0.17 | $3.27 | CURRENT | — |
| Apr 10, 2026 | NEUTRAL | 0.15 | $4.08 | CURRENT | — |
Historical model observations for research purposes only. Past quantitative patterns do not predict future results. Not a recommendation to buy, sell, or hold any security.
| Methodology | Fair Value | vs Current | Weight | Quality | Status |
|---|---|---|---|---|---|
| Industry Median P/E 7 industry peers | $1.02 | -70.6% | 30% | A | Peer Data |
| Price / Book 8 industry peers | $0.18 | -94.8% | 25% | B | Model Driven |
| Price / Tangible Book 8 bank peers | $0.20 | -94.2% | 20% | B+ | Bank Primary |
| Earnings Yield 7 industry peers | $1.01 | -70.9% | 8% | B | Data |
| Weighted Output Blended model output | $0.86 | -75.2% | 100% | 66 | SIGNIFICANTLY OVERVALUED |
| EPS Growth ↓ | P/E Multiple → | 46× | 50× | 54× (Current) | 58× | 62× |
|---|---|---|---|---|---|
| Bear Case (4%) | $3 | $3 | $4 | $4 | $4 |
| Conservative (7%) | $3 | $3 | $4 | $4 | $4 |
| Base Case (10.0%) | $3 | $4 | $4 | $4 | $4 |
| Bull Case (14%) | $3 | $4 | $4 | $4 | $5 |
Cross-sectional regression predicting expected multiples based on growth, margins, ROIC, and beta.
| Multiple | Avg | Median | Min | Max | Std |
|---|---|---|---|---|---|
| P/TBV | 22.13 | 0.58 | 0.06 | 87.30 | 43.45 |
| P/B Ratio | 16.82 | 0.19 | 0.04 | 66.87 | 33.37 |
Based on our peer multiples analysis with 10 valuation metrics, the model estimates BENF's fair value at $0.86 vs the current price of $3.47, implying -75.2% downside potential. Model verdict: Significantly Overvalued. Confidence: 66/100. This is a quantitative estimate, not a recommendation.
The blended fair value of $0.86 is calculated using four lenses: industry median multiples (40%), historical multiples (30%), forward estimates (20%), and quality-adjusted multiples (10%). Monte Carlo simulation (10,000 iterations) gives a range of $0.57 (P10) to $1.76 (P90), with a median of $1.06.
BENF's current P/E of 53.8x compares to the industry median of 15.8x (7 peers in the group). This represents a +240.8% premium to the industry. The historical average P/E is N/Ax over 0 years. Signal: High Premium.
No analyst coverage data is available for BENF.
The model confidence score is 66/100, based on: data completeness (24), peer quality (25), historical depth (10), earnings stability (5), and model agreement (2). Cyclicality penalty: -0 points. The model shows moderate agreement across inputs.
The model flags several key risks: (1) Macro/regulatory risks are not captured in this model but remain material.
Peak earnings risk data is not available for BENF.
No. This dashboard is a quantitative research tool for educational and informational purposes only. It is not investment advice, a solicitation, or a recommendation to buy, sell, or hold any security. The operator of this platform is not a registered investment advisor (RIA), broker-dealer, or financial planner. All model outputs, fair value estimates, signals, and scenarios are the result of automated quantitative computations and should not be construed as professional financial guidance. You should consult a qualified, licensed financial advisor before making any investment decisions. Past model performance is not indicative of future results.