Rafael Holdings, Inc. (RFL) vs Seritage Growth Properties (SRG)

Rafael Holdings, Inc. and Seritage Growth Properties are both Real Estate Services companies. Seritage Growth Properties is the larger, with a market value of $91.8M against $77.0M — 1.2× the size. Rafael Holdings, Inc. grew revenue faster over the last twelve months: 33.9% against −23.7%. Seritage Growth Properties has the higher net margin (−457.1% vs −3,321.7%) and the higher return on invested capital (−10.2% vs −44.7%). Across the 18 metrics below, Seritage Growth Properties leads on 12 and Rafael Holdings, Inc. on 6.

Valuation

Metric RFL SRG Real Estate Services median
P/E n/m n/m 15.56
P/S 83.64 7.00 1.11
P/B 1.01 0.31 1.24
Price to free cash flow n/m 0.66 12.38
EV/EBITDA n/m 4.32 9.19
EV/Sales 53.14 (5.16) 1.06
Earnings yield (42.50%) (65.00%) 1.03%
Free cash flow yield (38.96%) 152.42% (0.91%)

Profitability

Metric RFL SRG Real Estate Services median
Gross margin 95.10% 10.00% 26.81%
Operating margin (3,717.24%) (171.96%) 0.00%
Net margin (3,321.73%) (457.08%) 0.11%
Free cash flow margin (3,256.94%) 1,066.79% 0.00%
Return on equity (39.38%) (18.25%) 0.94%
Return on assets (32.54%) (12.67%) 0.00%
Return on invested capital (44.72%) (10.20%) 0.00%

Growth

Metric RFL SRG Real Estate Services median
Revenue growth (TTM) 33.88% (23.74%) 4.33%
EPS growth (last fiscal year) 28.28% 53.90% 32.94%
Revenue growth, 5-year CAGR (28.51%) (31.01%) 5.09%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric RFL SRG Real Estate Services median
Debt to equity 0.01 0.17 0.08
Current ratio 3.16 18.98 2.10
Net debt to EBITDA 1.99 6.03 0.54

Dividend

Metric RFL SRG Real Estate Services median
Dividend yield — — 1.77%
Payout ratio — — 0.37

Size

Metric RFL SRG Real Estate Services median
Market cap 76.98m 91.81m 214.14m

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