Research Frontiers Inc (REFR)
NASDAQInformation TechnologyHardware, Equipment & PartsSnapshot 2026-10-30
$0.35-7.89%
Close 2026-10-30 · 1-day change
NASDAQInformation TechnologyHardware, Equipment & PartsSnapshot 2026-10-30
Research Workspace
Put REFR beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Electronic Components is in recovery. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Revenue growth recovers above -55% decline: Comparison needs review.
View ThesisRevenue is contracting — down about 46% over the past year.
View GrowthManagement screens weak on capital allocation, margins, the balance sheet.
View ManagementExpectations look high — what the market is pricing in runs ahead of what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 4% on a typical day and fell roughly 83% in its worst 12-month stretch.
View RiskREFR’s sales growth must recover to support its unusually high sales multiple. The desk lacks earnings history and a recorded latest release, so growth evidence is limited. REFR trades at 19× sales versus a 4× peer median, below its 25× historical multiple. The market prices in more growth than our forecast, leaving expectations full. The thesis pillar cites revenue growth recovering from a 55% decline, but says comparison needs review. The next-quarter miss probability is 34%, adding risk alongside the wide peer gap. Peer multiples imply a price about 130% below where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-30. REFR is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Continue this research
Compare REFR with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| REFR Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 2 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Electronic Components — fair value, gap to price, and forward P/E.
Compare the value case
Put REFR next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Partnership enhances product offerings and market position.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.