RF Industries Ltd (RFIL)
NASDAQIndustrialsElectrical Equipment & PartsSnapshot 2026-10-29
$7.69-3.27%
Close 2026-10-30 · 1-day change
NASDAQIndustrialsElectrical Equipment & PartsSnapshot 2026-10-29
Research Workspace
Put RFIL 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 →
Electrical Components & Equipment is in expansion. 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 — EPS grows to at least $0.69 in fiscal 2026: Comparison needs review.
View ThesisRevenue growth is slowing — up about 13% over the past year and decelerating.
View GrowthMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 3% on a typical day and fell roughly 69% in its worst 12-month stretch.
View RiskRF Industries’ case rests on accelerating back-half revenue growth and reaching adjusted EBITDA of at least 10%. Revenue growth accelerated from 9% year over year in Q2 to 21% in Q3. Q3 non-GAAP EPS beat consensus, although another report says Q3 earnings missed estimates. RFIL trades at 14× P/E versus a 35× peer median and its 26× historical multiple. The price reflects less growth than our forecast, though its Mania market cycle and recent sharp drop add caution. Our model puts the next-quarter miss probability near 42%. The fiscal 2026 EPS pillar needs review because its comparison is unverified. Peer multiples imply a price about 36% above where it trades; the thesis is on watch, and this read is provisional.
Trailing returns as of 2026-10-30. RFIL is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 2 analysts currently covering RFIL (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare RFIL 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 |
|---|---|---|---|---|---|
| RFIL 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 10 valuation methods, at three horizons. As of 2026-10-29. 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 Electrical Components & Equipment — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put RFIL next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Achieve adjusted EBITDA of at least 10%
Stronger profits indicate progress towards EBITDA goal.
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.
Around the middle on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Revenue growth acceleration in back half of fiscal 2026
Record revenue supports revenue growth acceleration objective.
Advances: Achieve adjusted EBITDA of at least 10%
Earnings call confirms progress towards adjusted EBITDA target.
Advances: Revenue growth acceleration in back half of fiscal 2026
Q4 sales target supports revenue growth acceleration objective.
Threatens: Achieve adjusted EBITDA of at least 10%
Earnings miss raises concerns about achieving EBITDA target.
