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Rafael Holdings, Inc. (RFL)
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Upturn Advisory Summary
02/20/2026: RFL (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
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 incorporated in 1996. It has undergone several transformations and name changes, evolving from its initial focus. Its history is marked by shifts in strategy and business focus, with recent efforts to consolidate and streamline operations. The company aims to leverage its expertise in technology and innovation.
Core Business Areas
- Medical Devices: Focuses on the development and commercialization of advanced medical devices, particularly in areas like surgical robotics and precision medicine. This segment aims to address unmet clinical needs through innovative technological solutions.
- Advanced Technologies: Engages in the development and application of cutting-edge technologies across various sectors, potentially including defense and cybersecurity, drawing on expertise from its parent/affiliated entities.
Leadership and Structure
Information on Rafael Holdings, Inc.'s current leadership team and specific organizational structure is not readily available through public financial filings. The company is structured to manage its diverse business segments.
Top Products and Market Share
Key Offerings
- Robotic Surgery Platforms: Development of advanced robotic platforms for minimally invasive surgical procedures. Market share data for specific, early-stage products is not publicly disclosed. Key competitors include Intuitive Surgical (ISRG) and Johnson & Johnson (JNJ) with their respective robotic systems.
- Diagnostic and Therapeutic Technologies: Focus on novel technologies for early disease detection and targeted therapies. Specific product revenue and market share information are not yet available for these nascent areas.
Market Dynamics
Industry Overview
The medical device industry is characterized by rapid technological advancement, stringent regulatory requirements, and significant investment in research and development. The global surgical robotics market is experiencing substantial growth, driven by the demand for less invasive procedures and improved patient outcomes. The advanced technologies sector is broad, encompassing AI, cybersecurity, and other emerging fields with high growth potential.
Positioning
Rafael Holdings, Inc. aims to position itself as an innovator in specialized medical devices and advanced technologies. Its competitive advantages are anticipated to stem from proprietary technology, potential synergies with affiliated entities, and a focus on niche, high-growth markets. However, it faces established players with significant market presence and R&D budgets.
Total Addressable Market (TAM)
The TAM for surgical robotics is projected to be tens of billions of dollars globally by the end of the decade. For broader advanced technologies, the TAM is considerably larger and more diverse. Rafael Holdings, Inc. is positioned to capture a segment of these markets by focusing on specific innovative solutions.
Upturn SWOT Analysis
Strengths
- Potential for innovative technological solutions.
- Focus on high-growth segments like medical devices and advanced tech.
- Potential synergies with affiliated entities.
- Agility as a smaller, developing company.
Weaknesses
- Limited established market presence.
- Significant R&D investment required.
- Dependence on future product development and regulatory approvals.
- Financial resources may be constrained compared to larger competitors.
Opportunities
- Growing demand for minimally invasive surgery and robotic assistance.
- Advancements in AI and machine learning for medical applications.
- Potential for strategic partnerships and collaborations.
- Expansion into emerging global markets.
Threats
- Intense competition from established players.
- Long and costly regulatory approval processes.
- Rapid technological obsolescence.
- Economic downturns impacting healthcare spending.
- Potential intellectual property challenges.
Competitors and Market Share
Key Competitors
- Intuitive Surgical (ISRG)
- Johnson & Johnson (JNJ)
Competitive Landscape
Rafael Holdings, Inc. faces a highly competitive landscape in the medical device and advanced technology sectors. Its key competitors are well-established, with significant financial resources, extensive intellectual property portfolios, and strong brand recognition. Rafael Holdings' competitive advantage will depend on its ability to innovate and carve out niche markets where its technology offers a distinct benefit.
Growth Trajectory and Initiatives
Historical Growth: Historical growth for Rafael Holdings, Inc. has been characterized by strategic shifts rather than consistent organic expansion. Its trajectory is more about evolving its business model and seeking new opportunities in technology and healthcare.
Future Projections: Future projections are speculative and highly dependent on the successful development and commercialization of its medical device and advanced technology initiatives. Analyst coverage is limited.
Recent Initiatives: Recent initiatives likely involve consolidating business segments, focusing R&D efforts, and potentially seeking strategic partnerships or acquisitions to accelerate growth in its core areas.
Summary
Rafael Holdings, Inc. is a company in transition, focusing on innovative medical devices and advanced technologies. While it operates in high-growth markets with significant potential, it faces intense competition and the inherent risks of product development and regulatory approval. Its success hinges on its ability to execute its strategy, secure funding for R&D, and effectively commercialize its offerings in a challenging market.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company SEC Filings (e.g., 10-K, 10-Q)
- Financial News Outlets
- Market Research Reports (general industry data)
Disclaimers:
This analysis is based on publicly available information and general market understanding. It is not financial advice. Investors should conduct their own due diligence before making any investment decisions. Market share data is an estimation and may vary depending on the specific market segment and reporting methodology. Competitor information is based on broad industry categorization and may not reflect all competitive interactions.
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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