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Rafael Holdings, Inc. (RFL)
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Upturn Advisory Summary
12/23/2025: RFL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -65.56% | Avg. Invested days 25 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/23/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 58.27M USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.92 | 52 Weeks Range 1.27 - 3.19 | Updated Date 06/29/2025 |
52 Weeks Range 1.27 - 3.19 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.92 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) -1633.43% |
Management Effectiveness
Return on Assets (TTM) -9.82% | Return on Equity (TTM) -26.78% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 21022811 | Price to Sales(TTM) 79.6 |
Enterprise Value 21022811 | Price to Sales(TTM) 79.6 | ||
Enterprise Value to Revenue 28.72 | Enterprise Value to EBITDA 5.39 | Shares Outstanding 34303200 | Shares Floating 15495922 |
Shares Outstanding 34303200 | Shares Floating 15495922 | ||
Percent Insiders 54.74 | Percent Institutions 9.37 |
Upturn AI SWOT
Rafael Holdings, Inc.
Company Overview
History and Background
Rafael Holdings, Inc. was founded in 2017. It is a diversified holding company that aims to acquire and build businesses in various sectors, including real estate, technology, and healthcare. The company's strategy involves identifying undervalued assets and companies with significant growth potential. Key milestones include its initial public offering and subsequent strategic investments and acquisitions.
Core Business Areas
- Real Estate Development: Engages in the development, acquisition, and management of real estate properties, with a focus on multi-family residential and commercial properties.
- Technology Solutions: Invests in and develops technology-driven businesses, potentially including software, digital platforms, and related services.
- Healthcare Investments: Seeks opportunities in the healthcare sector, which may involve investments in medical devices, pharmaceuticals, or healthcare services.
Leadership and Structure
Rafael Holdings, Inc. is led by a management team with experience in finance, real estate, and business development. The organizational structure is that of a holding company, overseeing its various subsidiaries and investments.
Top Products and Market Share
Key Offerings
- Real Estate Portfolio: Develops and manages a portfolio of residential and commercial properties. Market share data is not readily available for this segment as it is diverse and fragmented. Competitors include large real estate development firms, REITs, and local property management companies.
- Technology Investments: Invests in promising technology ventures. Specific product offerings and market share are dependent on the portfolio companies, which can vary. Competitors are numerous and depend on the specific technology niche.
Market Dynamics
Industry Overview
Rafael Holdings operates across diverse industries including real estate, technology, and healthcare. The real estate market is influenced by economic conditions, interest rates, and local demand. The technology sector is characterized by rapid innovation and disruption. The healthcare industry is driven by demographic trends, regulatory changes, and technological advancements.
Positioning
Rafael Holdings aims to position itself as a diversified investment vehicle seeking opportunistic growth. Its competitive advantage lies in its ability to identify and acquire underperforming or undervalued assets and to leverage its management expertise to drive value creation across its portfolio companies.
Total Addressable Market (TAM)
The TAM for Rafael Holdings is expansive due to its diversified investment strategy, encompassing global real estate, technology, and healthcare markets. Its current positioning relative to this TAM is early-stage, as it continues to build its portfolio and market presence.
Upturn SWOT Analysis
Strengths
- Diversified business model across multiple high-growth sectors.
- Experienced management team with a track record in finance and acquisitions.
- Ability to identify and capitalize on undervalued assets.
Weaknesses
- Relatively young company with a limited operating history.
- Reliance on successful execution of acquisitions and integrations.
- Potential for dilution of focus across multiple disparate business segments.
Opportunities
- Expansion into emerging markets and new business verticals.
- Strategic partnerships and joint ventures to leverage expertise.
- Benefiting from economic recovery and increased investment in target sectors.
Threats
- Economic downturns impacting real estate and investment markets.
- Increased competition in target acquisition spaces.
- Regulatory changes affecting real estate, technology, or healthcare sectors.
Competitors and Market Share
Key Competitors
- No single US stock symbol can represent all competitors due to the diversified nature of Rafael Holdings' operations. Competitors vary significantly by segment (e.g., real estate developers, diversified holding companies, technology investment firms).
Competitive Landscape
Rafael Holdings faces competition from a broad range of companies within each of its operational sectors. Its competitive advantages are its diversified approach and its agility in seeking out value, but it faces established players with significant resources in each segment.
Growth Trajectory and Initiatives
Historical Growth: Historical growth for Rafael Holdings, Inc. has been primarily through strategic acquisitions and the development of its portfolio companies. Growth patterns are therefore episodic, tied to significant corporate actions.
Future Projections: Future projections are speculative and depend on the company's ability to execute its acquisition strategy and successfully integrate new businesses. Analyst coverage and projections may be limited.
Recent Initiatives: Recent initiatives likely involve identifying and executing new acquisitions, optimizing the performance of existing portfolio companies, and potentially exploring new investment avenues within its core sectors.
Summary
Rafael Holdings, Inc. is a relatively young diversified holding company with a strategy focused on opportunistic acquisitions in real estate, technology, and healthcare. Its strengths lie in its diversified model and experienced management, while weaknesses include its limited operating history and reliance on successful integrations. Opportunities for growth are significant across its target sectors, but it faces threats from economic volatility and increased competition. Continued success will depend on its ability to execute its acquisition strategy effectively and drive value within its portfolio.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings (SEC)
- Financial news outlets
- Industry analysis reports
- Company investor relations materials (where available)
Disclaimers:
This analysis is based on publicly available information and may not be exhaustive. Financial data can be subject to change. Investors should conduct their own due diligence before making any investment decisions. Market share data for diversified holding companies is often fragmented and difficult to precisely quantify across all segments.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Rafael Holdings, Inc.
Exchange NYSE | Headquaters Newark, NJ, United States | ||
IPO Launch date 2018-03-26 | CEO, Founder & Executive Chairman Mr. Howard S. Jonas | ||
Sector Real Estate | Industry Real Estate Services | Full time employees 28 | Website https://www.rafaelholdings.com |
Full time employees 28 | Website https://www.rafaelholdings.com | ||
Rafael Holdings, Inc. primarily engages in holding interests in clinical and early-stage pharmaceutical companies, and commercial real estate assets in the United States and Israel. It operates in three segments, Healthcare, Infusion Technology, and Real Estate. The company engages in the development and commercialization of therapies that exploit the metabolic differences between normal cells and cancer cells. Its lead drug candidate is CPI-613 (devimistat), a stable analog of transient, acylated catalytic intermediates of lipoate currently under phase 2 open-label multi-cohort study evaluating CPI-613 in combination with hydroxychloroquine and 5-fluorouracil or gemcitabine in patients with advanced chemorefractory colorectal, pancreatic, or other solid cancers; and under phase 1 dose-escalation study of CPI-613 in combination with chemoradiation in patients with pancreatic adenocarcinoma. The company is also involved in developing Promitil, a molecule designed for the targeted delivery of mitomycin-C in a proprietary prodrug form, completed Phase 1A and 1B clinical studies targeting patients with advanced cancers; Folate-targeted Promitil (Promi-Fol) which is aimed at local treatment (intravesical) of superficial bladder cancer; and Promi-Dox, a highly potent dual drug liposome with MLP and doxorubicin targeting a potential basket of tumors. In addition, it engages in the development of surgical and procedural devices, including orthopedic arthroscopy instrument for Carpal Tunnel syndrome. Rafael Holdings, Inc. was incorporated in 2017 and is headquartered in Newark, New Jersey.
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