Price
No data yet.
Social Signal Score
Revenue
$1.33M+67.46%Company Profile
- CEO
- Laurence S. Levy
- Sector
- Financial Services
- Industry
- Asset Management
- Employees
- 2
- Beta
- 0.07
- Country
- US
- Piotroski score
- 5 / 9 (Middling)
- Altman Z-score
- 1.29
Financials
Revenue
$1.33M+67.5%Net Income
$-199.9K-112.0%EBITDA
$586.8K-67.7%Free Cash Flow
$351.7K+109.7%EPS (diluted)
$-0.05-113.3%Shares Outstanding (diluted)
4.28M-10.4%Operating Expenses
$0.00Cash & Debt
$7.82MReturn of Capital
$122.9KDividend per Share
$0.08Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $5.03M | $-875.4K | $-0.20 |
| 2024 | $5.06M | $-995.0K | $-0.22 |
| 2023 | $5.24M | $-2.43M | $-0.50 |
| 2022 | $5.22M | $-2.56M | $-0.53 |
| 2021 | $4.69M | $1.43M | $0.30 |
| 2020 | $3.99M | $787.6K | $0.16 |
| 2019 | $3.96M | $1.68M | $0.35 |
| 2018 | $3.66M | $788.2K | $0.16 |
| 2017 | $3.41M | $4.66M | $0.97 |
| 2016 | $2.40M | $3.34M | $0.70 |
| 2015 | $6.0K | $4.28M | $1.16 |
| 2014 | $0.00 | $4.41M | $1.22 |
| 2013 | $0.00 | $4.01M | $1.14 |
| 2012 | $0.00 | $3.14M | $0.94 |
Valuation
RAFIhas no positive reported earnings per share, so an earnings-multiple projection can't be built for it. Companies are valued on other measures at this stage — revenue growth, cash burn, or book value — none of which this calculator models.
Signal Score (90d)
100+0.00%Social Signal Score
Mentions (7)
- Newsetftrends.com·8d ago·Neutral
Rethinking Equal Weight: How RAFI Offers an Alternative As equity market concentration hits historic levels, investors are actively seeking alternative index weighting strategies to mitigate idiosyncratic risk. For decades, the default option to escape the confines of market-capitalization concentration was to seek refuge in equal-weight strategies.
View source ↗ - Newsetftrends.com·12d ago·Neutral
Multi-Factor Strategies Strike Back: The RAFI Approach Highly concentrated capitalization-weighted indices have exerted their market dominance within the past decade, but multi-factor investing is striking back. A recent analysis by RAFI Indices highlighted the strategy's resurgence as of late.
View source ↗ - Newsetftrends.com·15d ago·Negative
Indexing Redefined, Part IV: Active Management vs. RAFI Throughout this Indexing Redefined series, we explored how traditional market-capitalization indexing ties portfolio weights directly to stock prices, creating hidden concentration risks. Furthermore, we discussed how fundamental indexing offers a disciplined alternative by weighting companies according to their real-world economic footprint.
View source ↗ - Newsetftrends.com·36d ago·Negative
Indexing Redefined, Part II: Core, Value, & Growth Exposure In Part I of Indexing Redefined, the foundational strategies comprising Research Affiliates' fundamental indexing methodology (RAFI) were introduced. More specifically, the article explained how fundamental indexing differentiates itself from a traditional market-cap-weighted approach, and the risks involved in tying portfolio weights directly to stock prices.
View source ↗ - Newsetftrends.com·43d ago·Negative
Indexing Redefined, Part I: The RAFI Approach When it comes to equities exposure, investors typically gravitate toward a passive, market-cap-weighted index as the default strategy. These strategies are often billed as an efficient, low-cost method to capture broad market returns.
View source ↗ - Newsetftrends.com·48d ago·Neutral
RAFI Fundamental Indexing: An Interview With Rob Arnott Meta: Learn how RAFI fundamental indexing offers an alternative to market-cap weighting in this interview with Rob Arnott and TMX VettaFi.
View source ↗ - Newsetftrends.com·48d ago·Neutral
VettaFi Accelerates Smart Beta Expansion With Closed RAFI Deal VettaFi today officially completed its acquisition of RAFI Indices, LLC from Research Affiliates Global Holdings, LLC. The deal was originally announced in June 2026.
View source ↗
Insider trading
Open-market buys and sells by RAFI officers and directors.
No open-market trades in the recent filings. All 9 recent Form 4 entries were share awards, option exercises or tax withholding — pay, not decisions to buy or sell.
9 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
No disclosed congressional trades in RAFI.
Self-reported filings, amounts as brackets. Via Senate/House disclosures.