Go Pro

Beneficient (BENF) Competitors

Beneficient logo
$2.33 +0.18 (+8.37%)
As of 09/4/2026 04:00 PM Eastern

BENF vs. TPZ, SAMG, SAGU, CHMI, and PFX

Should you buy Beneficient stock or one of its competitors? Beneficient's main competitors and comparable companies include Tortoise Power and Energy Infrastructure Fund (TPZ), Silvercrest Asset Management Group (SAMG), Shreya Acquisition Group (SAGU), Cherry Hill Mortgage Investment (CHMI), and PhenixFIN (PFX). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "asset management & custody banks" industry.

How does Beneficient compare to Tortoise Power and Energy Infrastructure Fund?

Tortoise Power and Energy Infrastructure Fund (NYSE:TPZ) and Beneficient (NASDAQ:BENF) are both small-cap finance companies, but which is the superior stock? We will compare the two businesses based on the strength of their analyst recommendations, profitability, institutional ownership, media sentiment, dividends, earnings, valuation and risk.

In the previous week, Beneficient had 1 more articles in the media than Tortoise Power and Energy Infrastructure Fund. MarketBeat recorded 1 mentions for Beneficient and 0 mentions for Tortoise Power and Energy Infrastructure Fund. Tortoise Power and Energy Infrastructure Fund's average media sentiment score of 0.00 equaled Beneficient'saverage media sentiment score.

Company Overall Sentiment
Tortoise Power and Energy Infrastructure Fund Neutral
Beneficient Neutral

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Tortoise Power and Energy Infrastructure Fund$24.21M5.08N/AN/AN/A
BeneficientN/AN/AN/A-$7.11N/A

Tortoise Power and Energy Infrastructure Fund has a beta of 0.59, meaning that its stock price is 41% less volatile than the broader market. Comparatively, Beneficient has a beta of -0.04, meaning that its stock price is 104% less volatile than the broader market.

90.6% of Beneficient shares are owned by institutional investors. 10.1% of Beneficient shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Company Net Margins Return on Equity Return on Assets
Tortoise Power and Energy Infrastructure FundN/A N/A N/A
Beneficient N/A N/A N/A

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Tortoise Power and Energy Infrastructure Fund
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00
Beneficient
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00

Summary

Beneficient beats Tortoise Power and Energy Infrastructure Fund on 4 of the 6 factors compared between the two stocks.

How does Beneficient compare to Silvercrest Asset Management Group?

Beneficient (NASDAQ:BENF) and Silvercrest Asset Management Group (NASDAQ:SAMG) are both small-cap finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their risk, earnings, media sentiment, analyst recommendations, dividends, valuation, profitability and institutional ownership.

Silvercrest Asset Management Group has a net margin of 0.72% compared to Beneficient's net margin of 0.00%. Silvercrest Asset Management Group's return on equity of 8.71% beat Beneficient's return on equity.

Company Net Margins Return on Equity Return on Assets
BeneficientN/A N/A N/A
Silvercrest Asset Management Group 0.72%8.71%4.91%

90.6% of Beneficient shares are held by institutional investors. Comparatively, 47.6% of Silvercrest Asset Management Group shares are held by institutional investors. 10.1% of Beneficient shares are held by company insiders. Comparatively, 21.7% of Silvercrest Asset Management Group shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Beneficient has a beta of -0.04, indicating that its share price is 104% less volatile than the broader market. Comparatively, Silvercrest Asset Management Group has a beta of 0.64, indicating that its share price is 36% less volatile than the broader market.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Beneficient
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00
Silvercrest Asset Management Group
1 Sell rating(s)
1 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.50

Silvercrest Asset Management Group has higher revenue and earnings than Beneficient. Beneficient is trading at a lower price-to-earnings ratio than Silvercrest Asset Management Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
BeneficientN/AN/AN/A-$7.11N/A
Silvercrest Asset Management Group$125.44M0.96$4.89M$0.1192.45

In the previous week, Beneficient and Beneficient both had 1 articles in the media. Silvercrest Asset Management Group's average media sentiment score of 1.92 beat Beneficient's score of 0.00 indicating that Silvercrest Asset Management Group is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Beneficient
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Silvercrest Asset Management Group
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

Summary

Silvercrest Asset Management Group beats Beneficient on 10 of the 11 factors compared between the two stocks.

How does Beneficient compare to Shreya Acquisition Group?

Shreya Acquisition Group (NYSE:SAGU) and Beneficient (NASDAQ:BENF) are both small-cap finance companies, but which is the superior business? We will compare the two businesses based on the strength of their risk, institutional ownership, earnings, dividends, media sentiment, valuation, profitability and analyst recommendations.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Shreya Acquisition Group
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00
Beneficient
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00

90.6% of Beneficient shares are held by institutional investors. 10.1% of Beneficient shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Shreya Acquisition GroupN/AN/AN/AN/AN/A
BeneficientN/AN/AN/A-$7.11N/A

In the previous week, Shreya Acquisition Group and Shreya Acquisition Group both had 1 articles in the media. Beneficient's average media sentiment score of 0.00 beat Shreya Acquisition Group's score of -1.00 indicating that Beneficient is being referred to more favorably in the news media.

Company Overall Sentiment
Shreya Acquisition Group Negative
Beneficient Neutral

Company Net Margins Return on Equity Return on Assets
Shreya Acquisition GroupN/A N/A N/A
Beneficient N/A N/A N/A

Summary

Beneficient beats Shreya Acquisition Group on 3 of the 3 factors compared between the two stocks.

How does Beneficient compare to Cherry Hill Mortgage Investment?

Beneficient (NASDAQ:BENF) and Cherry Hill Mortgage Investment (NYSE:CHMI) are both small-cap finance companies, but which is the superior investment? We will compare the two businesses based on the strength of their media sentiment, institutional ownership, earnings, dividends, profitability, risk, valuation and analyst recommendations.

Beneficient has a beta of -0.04, meaning that its stock price is 104% less volatile than the broader market. Comparatively, Cherry Hill Mortgage Investment has a beta of 0.97, meaning that its stock price is 3% less volatile than the broader market.

Cherry Hill Mortgage Investment has higher revenue and earnings than Beneficient. Beneficient is trading at a lower price-to-earnings ratio than Cherry Hill Mortgage Investment, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
BeneficientN/AN/AN/A-$7.11N/A
Cherry Hill Mortgage Investment$61.10M1.80$6.83M$0.1816.50

In the previous week, Beneficient and Beneficient both had 1 articles in the media. Cherry Hill Mortgage Investment's average media sentiment score of 1.02 beat Beneficient's score of 0.00 indicating that Cherry Hill Mortgage Investment is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Beneficient
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Cherry Hill Mortgage Investment
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Cherry Hill Mortgage Investment has a consensus target price of $3.00, indicating a potential upside of 1.01%. Given Cherry Hill Mortgage Investment's stronger consensus rating and higher probable upside, analysts clearly believe Cherry Hill Mortgage Investment is more favorable than Beneficient.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Beneficient
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00
Cherry Hill Mortgage Investment
0 Sell rating(s)
4 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.20

90.6% of Beneficient shares are owned by institutional investors. Comparatively, 18.5% of Cherry Hill Mortgage Investment shares are owned by institutional investors. 10.1% of Beneficient shares are owned by company insiders. Comparatively, 1.6% of Cherry Hill Mortgage Investment shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Cherry Hill Mortgage Investment has a net margin of 26.43% compared to Beneficient's net margin of 0.00%. Cherry Hill Mortgage Investment's return on equity of 21.74% beat Beneficient's return on equity.

Company Net Margins Return on Equity Return on Assets
BeneficientN/A N/A N/A
Cherry Hill Mortgage Investment 26.43%21.74%1.85%

Summary

Cherry Hill Mortgage Investment beats Beneficient on 11 of the 13 factors compared between the two stocks.

How does Beneficient compare to PhenixFIN?

Beneficient (NASDAQ:BENF) and PhenixFIN (NYSE:PFX) are both small-cap finance companies, but which is the superior investment? We will compare the two companies based on the strength of their risk, analyst recommendations, valuation, profitability, media sentiment, dividends, institutional ownership and earnings.

Beneficient has a beta of -0.04, indicating that its stock price is 104% less volatile than the broader market. Comparatively, PhenixFIN has a beta of 0.28, indicating that its stock price is 72% less volatile than the broader market.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Beneficient
1 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.00
PhenixFIN
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
1 Strong Buy rating(s)
4.00

PhenixFIN has higher revenue and earnings than Beneficient. Beneficient is trading at a lower price-to-earnings ratio than PhenixFIN, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
BeneficientN/AN/AN/A-$7.11N/A
PhenixFIN$14.16M6.26$18.62M$2.4119.05

In the previous week, Beneficient had 1 more articles in the media than PhenixFIN. MarketBeat recorded 1 mentions for Beneficient and 0 mentions for PhenixFIN. Beneficient's average media sentiment score of 0.00 equaled PhenixFIN'saverage media sentiment score.

Company Overall Sentiment
Beneficient Neutral
PhenixFIN Neutral

PhenixFIN has a net margin of 72.98% compared to Beneficient's net margin of 0.00%. PhenixFIN's return on equity of 2.95% beat Beneficient's return on equity.

Company Net Margins Return on Equity Return on Assets
BeneficientN/A N/A N/A
PhenixFIN 72.98%2.95%1.68%

90.6% of Beneficient shares are owned by institutional investors. Comparatively, 43.3% of PhenixFIN shares are owned by institutional investors. 10.1% of Beneficient shares are owned by company insiders. Comparatively, 25.2% of PhenixFIN shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Summary

PhenixFIN beats Beneficient on 10 of the 12 factors compared between the two stocks.

Get Beneficient News Delivered to You Automatically

Sign up to receive the latest news and ratings for BENF and its competitors with MarketBeat's FREE daily newsletter.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding BENF and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip Chart

Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
Skip Chart

BENF vs. The Competition

MetricBeneficientCapital Markets IndustryFinance SectorNASDAQ Exchange
Market Cap$31.22M$5.74B$14.30B$12.90B
Dividend YieldN/A7.38%5.88%8.90%
P/E Ratio-0.3331.6726.1925.45
Price / SalesN/A1,219.68517.7179.09
Price / CashN/A48.2139.5952.28
Price / BookN/A1.982.136.17
Net IncomeN/A$419.47M$1.32B$350.08M
7 Day Performance2.64%7.28%3.84%-0.14%
1 Month Performance-25.80%0.60%1.61%1.02%
1 Year Performance-29.24%7.46%11.96%14.51%

Beneficient Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BENF
Beneficient
0.3069 of 5 stars
$2.33
+8.4%
N/A-26.6%$31.22MN/AN/A80
TPZ
Tortoise Power and Energy Infrastructure Fund
N/A$21.53
+1.5%
N/A+5.8%$122.08M$24.21MN/AN/A
SAMG
Silvercrest Asset Management Group
2.7652 of 5 stars
$9.98
-0.5%
N/A-36.8%$118.26M$125.32M90.74150
SAGU
Shreya Acquisition Group
N/A$10.00
+0.3%
N/AN/A$112.30MN/AN/AN/A
CHMI
Cherry Hill Mortgage Investment
3.11 of 5 stars
$2.93
flat
$3.00
+2.4%
+2.6%$108.26M$61.10M16.2810

Related Companies and Tools


This page (NASDAQ:BENF) was last updated on 9/5/2026 by MarketBeat.com Staff.
From Our Partners