COMP <GO>
BENF vs BAC // RETURN ON INVESTED CAPITAL (ROIC)
Beneficient (Class A) (NASDAQ) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: BENF 0
— BAC 4
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BAC
LAST: $0.81 (-2.30%) • MKT CAP: $15.3M
roic
-35.00%
LAST: $51.14 (+0.57%) • MKT CAP: $357.61B
roic
2.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BENF VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BENF | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | -35.00% | 2.50% | -37.50 | BAC | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 30.2x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | — | 2.10% | — | TIE | /fcf-yield <GO> |
| Operating Margin | — | 32.90% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | — | 27.00% | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | — | 6.80% | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 1/9 | 7/9 | -6.00 | BAC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 38.2 | 38.3 | -0.10 | BAC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.90 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 10.9x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $15.3M | $357.61B | -$357.59B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BENF REV | BAC REV | BENF GROSS % | BAC GROSS % | BENF FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | -$39.1M | $113.10B | — | — | -$38.8M | $7.52B |
| FY 2024 | -$7.9M | $105.86B | — | — | -$38.8M | -$13.57B |
| FY 2023 | -$98.7M | $102.77B | — | — | -$58.2M | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BENF // BETA —
BAC // BETA 0.90