Stock Ratings / Financials / BENF / insiders

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Beneficient (Class A) (BENF) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

$0.81 -2.30% NASDAQ • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $0.81

Beneficient (Class A) (BENF) carries a Roarable Rating of D- (Sell) with 43/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

📊 Historical Track Record Warning: Scores below 50 (43/100 · D-) historically underperformed SPY in 71% of rolling 90-day windows →

ROARABLE D- • SELL / AVOID Cap $15.3M

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $0.81 (-0.60%)🧬 Disciplined Float (+0.72% YoY Shares)⚙️ Cash Engine: 6/20 (E) • 0% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record Warning: Scores below 50 (43/100 · D-) historically underperformed SPY in 71% of rolling 90-day windows (-6.7% avg 90D alpha vs SPY • 29.0% hit rate).

Audit Bucket Track Record →

RQD QUANT TACHOMETERSELL / AVOID • D-

3-of-3 JEV AI Jury Bearish Warning

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D- · Rk D

Each axis scored 0–20

12M PRICE TARGET CONE-6.2% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for BENF)Realized 20D OHLCV Swing Band: ±12.5%

Deterministic 5-Pillar Attribution (43/100 Composite)

🔍 WHY BENF SCORES 43/100 (D-) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Whale & Options Positioning+12/20 pts (28% of score)

20D Institutional Volume Accumulation (±12.5% realized swing band)

▲ #2 Bullish Driver: SEC 10-K Forensic Risk+10/20 pts (23% of score)

Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 1/9

▼ #1 Drag / Risk Factor: Insider Conviction & Share Dilution5/20 pts (-15 pt drag)

Disciplined Float (+0.72% YoY Shares) & executive Form 4 sales trim 15 pts from alignment

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade C-$1.05+0% Next Q

Q2 (-2Q)

Grade D$1.05-23.8% Next Q

Q3 (-1Q)

Grade D$0.80+1.3% Next Q

Current

Grade D-$0.81-6.7% Hist 90D α

Trajectory: C- (51) → D- (43)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

⚔️ Adversarial Opposing Case: What Could Spark a BENF Turnaround Squeeze

Gideon Ashmere Forensic Desk →

While BENF currently carries a cautious 43/100 (D-) rating due to Insider Conviction & Share Dilution (5/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.

🚀 Contrarian Squeeze Trigger #1

Established market leader in Financials with deep daily trading liquidity.

🚀 Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($1.33) and Max Pain ($0.85) forces dealer call-delta covering toward $10.46.

🚀 Contrarian Squeeze Trigger #3

Forensic Repair Trigger: Halting share dilution (Disciplined Float (+0.72% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $BENF• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “BENF Beats Next Quarter EPS Consensus (Dec 29, 2026) & Holds Above 200D SMA”

YES 43%NO 57%Trade / Inspect Odds →

SEC FORM 4 × 13F HEDGE FUNDS × CONGRESSIONAL STOCK ACT

BENF Smart-Money Thermometer: NET EXECUTIVE TRIMMING / PROFIT-TAKING

Explore All 13F & Congress Whales →

▲ Disclosed Buys: 0 ($0)▼ Disclosed Sales: 0 ($0)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (BENF)

No recent open-market Form 4 cluster sales or emergency dumps flagged on BENF. Visit the Global 13F & Congressional Whale Ledger for cross-market smart-money filings.

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring BENF)

✓Walkthrough of BENF's RQD Radar, SEC cash-conversion gap & downside invalidation levels
✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?

Join Founding VIP Waitlist (No Card Required) →$100K Arena

BENF // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -75.53%▼ DESCENDING CHANNEL

2026-10-30O $0.80H $0.81L $0.70C $0.81VOL 266.6K

RES: $2.82SUP: $-0.32SMA50: $1.33SMA200: $3.04

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

BENF Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 BENF Butterfly Map → + Track BENF →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

8.0%/yr Implied 5Y Growth

vs. +6.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on BENF today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for BENF. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for BENF today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (BENF)

Financials Rank #957 of 1096 ⚔️ NCPL vs BENF Full Matrix →

1. Head-to-Head Financials Peer Comparison (BENF vs. NCPL, BCG, ORIO, DRK)

Industry: Finance: Consumer Services (156 Tracked Issuers)

Across 1096 tracked Financials securities in the Roarable RQD universe, Beneficient (Class A) (BENF) ranks #957 by composite RQD confidence (43/100, grade D-) and #1067 by equity capitalization ($15.3M). Within this direct 5-issuer industry benchmark cohort, BCG leads on earnings valuation at 8.0x trailing P/E, while BCG leads on capital efficiency and profitability with 12.6% ROIC and — gross margin. NCPL currently holds the highest overall quantitative score in the immediate peer group at 61/100 (C-) compared with BENF at 43/100 (D-).

Ticker / Company	Roarable Grade	RQD Score	Trailing P/E	Gross Margin	ROIC	1D Change	Market Cap	Head-to-Head
BENF ACTIVE Beneficient (Class A)	D-	43/100	—	—	-35.0%	-2.30%	$15.3M	Benchmark Subject
NCPL Netcapital Inc.	C-	61/100	—	—	—	+61.82%	$14.3M	/ncpl-vs-benf →
BCG Binah Capital Group Inc.	D+	57/100	8.0x	—	12.6%	+2.77%	$18.4M	/bcg-vs-benf →
ORIO Orion Digital Corp.	C-	60/100	—	—	—	-3.47%	$20.5M	/orio-vs-benf →
DRK DarkHorse Technologies Inc.	E	30/100	—	—	-35.0%	-3.40%	$21.1M	/drk-vs-benf →

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K • FILED 2026-03-31 • CIK 0001775734

In its most recent audited fiscal period (FY2025, filed 2026-03-31), Beneficient (Class A) (BENF) reported GAAP revenue of -$39.1M (-392.6% vs. FY2024 revenue of -$7.9M , and +60.4% cumulative change since FY2023) , GAAP net income of -$87.4M, operating cash flow of -$38.7M, and free cash flow of -$38.8M (-0.0% YoY). On the balance sheet, BENF closed FY2025 with $337.9M in total assets against $0 in total debt (Altman Z-Score: N/A, Piotroski F-Score: 1/9).

Fiscal Period	Filing Date	Revenue	Net Income	Operating Cash Flow	Free Cash Flow	Total Assets	Total Debt
FY2025 (FY)	2026-03-31	-$39.1M	-$87.4M	-$38.7M	-$38.8M	$337.9M	—
FY2024 (FY)	2025-03-31	-$7.9M	$51.2M	-$37.7M	-$38.8M	$400.0M	—
FY2023 (FY)	2024-03-31	-$98.7M	-$2.10B	-$58.2M	-$58.2M	—	—

3. BENF Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is BENF stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-01, Beneficient (Class A) (NASDAQ: BENF) is rated D- (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 43/100 at a spot price of $0.81 (-2.30% 1D, market cap $15.3M). Pillar breakdown: Fundamental Cash Engine 6/20, Institutional 13F & Options Flow 12/20, Executive Insider Alignment 10/20, FRED Macro Regime Fit 10/20, and SEC Balance-Sheet Forensics 5/20. Across 1096 tracked Financials issuers, BENF ranks #957 in composite RQD confidence.

How does BENF compare to NCPL and BCG in the Financials sector?

Within the Financials sector (Finance: Consumer Services), BENF carries a Roarable D- (43/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of -35.0%. By comparison, NCPL (Netcapital Inc.) holds a C- grade (61/100 RQD, P/E N/A, ROIC —, cap $14.3M) and BCG (Binah Capital Group Inc.) posts a D+ grade (57/100 RQD, P/E 8.0x, ROIC 12.6%, cap $18.4M). Among the 5-stock peer group, BCG leads on earnings multiple (8.0x) while BCG leads on capital efficiency (12.6% ROIC).

What are the biggest fundamental strengths and SEC risk factors for BENF?

Per BENF's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-03-31, CIK 0001775734), Beneficient (Class A) generated -$39.1M in revenue (-392.6% YoY), -$87.4M in net income, and -$38.8M in free cash flow against $337.9M in total assets and $0 in total debt. Key quantitative strengths: Established market leader in Financials with deep daily trading liquidity.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is BENF trading relative to its 50-day, 200-day, and 52-week technical levels?

BENF last traded at $0.81 (-2.30% on volume of 353,533 shares), positioning the stock -39.10% below its 50-day simple moving average ($1.33) and -73.36% below its 200-day simple moving average ($3.04). Across its 52-week range of $0.50 to $9.96, BENF sits at the 3.3% percentile with a 14-day RSI of 38.2 (NEUTRAL RANGE) and an implied next-earnings move of ±12.5% ($1.00 to $0.91).

BENF Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Are BENF insiders and hedge funds buying or selling?

Roarable's SEC Form 4 and 13F Whale Thermometer currently classifies BENF leadership and institutional positioning as: NET EXECUTIVE TRIMMING / PROFIT-TAKING.

Direct Sub-Reports: BENF RQD Cockpit BENF 12M Forecast BENF Earnings & Move BENF Dividends & DRIP BENF Insiders & 13F BENF Whale Options BENF Profit Sankey BENF News & Why