- ISIN
- US75062E1064
- CUSIP
- 75062E106
- Sector
- Healthcare
- Industry
- Biotechnology
- IPO Date
- Mar 26, 2018
Highlights
- Market Cap
- $83.05M
- Enterprise Value
- $53.78M
- EPS (TTM)
- -$0.66
- Total Revenue (TTM)
- $980.00K
- Gross Profit (TTM)
- $777.00K
- EBITDA (TTM)
- -$32.35M
- Year Range
- $1.12 - $3.96
- ROA (TTM)
- -35.39%
- ROE (TTM)
- -43.18%
Share Price Chart
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Performance
RFL Performance Chart
Rafael Holdings, Inc. (RFL) is up 91.5% since the beginning of the year. At $2 per share, RFL is trading 42.9% below its 52-week high of $4. Investors who bought $1,000 worth of RFL shares 5 years ago would now be looking at an investment worth $39.
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Returns By Period
Rafael Holdings, Inc. (RFL) has returned 91.53% so far this year and 8.65% over the past 12 months.
Rafael Holdings, Inc.
- 1D
- 1.35%
- 1M
- 0.89%
- 6M
- 82.26%
- YTD
- 91.53%
- 1Y
- 8.65%
- 3Y*
- 2.95%
- 5Y*
- -47.73%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -0.79%
- 1M
- 1.13%
- 6M
- 7.71%
- YTD
- 9.79%
- 1Y
- 20.06%
- 3Y*
- 18.60%
- 5Y*
- 11.43%
- 10Y*
- 13.27%
RFL Monthly Returns History
Based on dividend-adjusted daily data since Mar 26, 2018, RFL's average daily return is +0.06%, while the average monthly return is +1.48%. At this rate, an investment would double in approximately 3.9 years.
Historically, 45% of months were positive and 55% were negative. The best month was Jun 2026 with a return of +139.4%, while the worst month was Oct 2021 at -75.4%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 13 months.
On a daily basis, RFL closed higher 45% of trading days. The best single day was Jan 10, 2019 with a return of +30.0%, while the worst single day was Oct 28, 2021 at -73.2%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.69% | 9.48% | -1.57% | 1.60% | 7.87% | 139.42% | -31.10% | 91.53% | |||||
| 2025 | 24.85% | -1.94% | -7.43% | -15.51% | -8.23% | 20.98% | -2.31% | -13.02% | -7.48% | -0.00% | -13.24% | 0.00% | -27.48% |
| 2024 | -1.09% | -4.97% | 0.00% | -7.56% | -3.77% | -5.88% | 3.47% | -2.68% | 33.79% | -4.64% | 1.62% | -12.23% | -9.84% |
| 2023 | 10.16% | 5.34% | -28.57% | 35.48% | -2.86% | 2.45% | -4.31% | 9.50% | -13.24% | -6.32% | 0.00% | 2.81% | -2.14% |
| 2022 | -18.82% | -23.91% | -20.32% | -14.34% | -9.30% | -4.10% | 8.02% | 7.43% | -17.05% | -1.67% | 10.73% | -4.59% | -63.33% |
| 2021 | 0.69% | 52.39% | 11.57% | 3.56% | 25.06% | -1.26% | -0.86% | -17.31% | -26.57% | -75.40% | -27.38% | -7.10% | -78.13% |
Benchmark Metrics
Rafael Holdings, Inc. has an annualized alpha of -2.00%, beta of 1.14, and R2 of 0.08 versus S&P 500 Index. Calculated based on daily prices since March 26, 2018.
- This stock participated in 108.38% of S&P 500 Index downside but only -4.04% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.08 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- -2.00%
- Beta
- 1.14
- R²
- 0.08
- Upside Capture
- -4.04%
- Downside Capture
- 108.38%
Return for Risk
Risk / Return Rank
RFL ranks 51 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Rafael Holdings, Inc. (RFL) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| RFL | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.49 | ||
| Sortino ratioReturn per unit of downside risk | -1.46 | ||
| Omega ratioGain probability vs. loss probability | 1.10 | 1.29 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 0.18 | 2.21 | -2.04 |
| Martin ratioReturn relative to average drawdown | 0.22 | 9.61 | -9.39 |
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Rafael Holdings, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Rafael Holdings, Inc. was 98.15%, occurring on Jan 30, 2026. The portfolio has not yet recovered.
The current Rafael Holdings, Inc. drawdown is 96.40%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2026 bear market2026 | -98.15%Jan 2026 | 4y 6mo | — | 5y 2dJul 2021 - now |
2018 bear market2018 | -64.43%Apr 2018 | 6d | 9mo 18d | 9mo 24dMar 2018 - Jan 2019 |
COVID crash2020 | -63.83%Mar 2020 | 8mo 23d | 10mo 25d | 1y 7moJul 2019 - Feb 2021 |
2019 bear market2019 | -36.18%Mar 2019 | 2mo 3d | 2mo 15d | 4mo 18dJan 2019 - Jun 2019 |
2021 bear market2021 | -32.70%Mar 2021 | 13d | 4d | 17dFeb 2021 - Mar 2021 |
Drawdown Indicators
| RFL | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -98.15% | -56.78% | -41.37% |
Max Drawdown (1Y)Largest decline over 1 year | -49.12% | -9.10% | -40.02% |
Max Drawdown (3Y)Largest decline over 3 years | -59.30% | -18.90% | -40.40% |
Max Drawdown (5Y)Largest decline over 5 years | -97.99% | -25.43% | -72.56% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -96.40% | -1.24% | -95.16% |
Average DrawdownAverage peak-to-trough decline | -67.60% | -10.71% | -56.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 39.29% | 2.09% | +37.20% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Rafael Holdings, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Rafael Holdings, Inc. is priced in the market compared to other companies in the Biotechnology industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for RFL relative to other companies in the Biotechnology industry. Currently, RFL has a P/S ratio of 113.4. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for RFL in comparison with other companies in the Biotechnology industry. Currently, RFL has a P/B value of 1.5. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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