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Beneficient BENF Number of securities with an upward adjustment

Number of securities with an upward adjustment at other companies

BK
BKBK
$394M+13.2%
Schneider National logo
Schneider NationalSNDR
$0-100%
BK
BKBK
$26M+117%
Ford Motor Company logo
Ford Motor CompanyF
$276M
PayPal Holdings, Inc. logo
PayPal Holdings, Inc.PYPL
$45M-18.2%
Rockwell Automation logo
Rockwell AutomationROK
$23M0.0%

Other financials

Income statement

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Revenue$18.7M+322%
Operating income$3.9M+141%
Net income$19.9M+331%
EPS (diluted)-$0.49+26.5%

Balance sheet

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Cash & equivalents$7.9M+87.3%
Total debt$100.3M-16.6%
Total equity-$128.6M-1,002%
Total assets$337.9M-15.5%

Cash flow

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Operating cash flow-$9.4M+6.3%
CapEx$96.0K-85.5%
Free cash flow-$9.4M+6.7%

Valuation

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Market cap$52.86M+2,018%
Enterprise value$145.33M+40.6%

Profitability

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Operating margin548.5%-323pp
Net margin517.9%-235pp
FCF margin156.8%-40.4pp

Returns & leverage

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Return on equity-1,647.1%-2,080pp
Debt / equity8.4×-23.8×

Where this comes from

Reported directly by Beneficient in its filing.

Tagged under the XBRL concept ben:EquitySecuritiesWithoutReadilyDeterminableFairValueUpwardPriceAdjustmentNumberOfSecurities.

The official record: Beneficient’s 10-Q, filed February 17, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Beneficient's number of securities with an upward adjustment?
Beneficient (BENF) reported number of securities with an upward adjustment of 1 in Q4 2025.
How has Beneficient's number of securities with an upward adjustment changed year-over-year?
Beneficient's number of securities with an upward adjustment decreased by 0.0% year-over-year, from 1 to 1.
What does number of securities with an upward adjustment mean?
The count of equity securities held by the firm that do not have a readily determinable market price and have undergone an upward valuation adjustment. This metric reflects the firm's internal assessment of value appreciation for private or illiquid equity holdings.