IDT Résultats passés
Passé contrôle des critères 3/6
IDT a connu une croissance annuelle moyenne de ses bénéfices de 4.5%, tandis que le secteur Telecom a vu ses bénéfices augmenter de en hausse à 17% par an. Les revenus ont augmenté de en baisse à un taux moyen de 3.9% par an. Le rendement des capitaux propres de IDT est 23.7% et ses marges nettes sont de 6.5%.
Informations clés
4.52%
Taux de croissance des bénéfices
5.05%
Taux de croissance du BPA
| Telecom Croissance de l'industrie | 6.72% |
| Taux de croissance des recettes | -3.92% |
| Rendement des fonds propres | 23.73% |
| Marge nette | 6.49% |
| Dernière mise à jour des bénéfices | 31 Jan 2026 |
Mises à jour récentes des performances passées
Recent updates
Mise à jour de l'analyse • Apr 25
IDT: Buybacks And Rising Dividend Will Support Future Upside
Analysts have maintained their $80 price target for IDT, reflecting stable views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News From November 1, 2025 to January 31, 2026, IDT repurchased 149,109 shares, about 0.59% of its shares, for US$7.43 million under its existing buyback program.Mise à jour de l'analyse • Apr 09
IDT: Share Repurchases And Rising Dividend Will Support Future Upside
Analysts have maintained their fair value estimate for IDT at $80, citing unchanged assumptions for the discount rate, revenue trajectory, profit margin, and future P/E as the reasons for keeping the price target unchanged. What's in the News From November 1, 2025 to January 31, 2026, IDT repurchased 149,109 shares for $7.43 million, representing 0.59% of shares under the existing buyback program.Mise à jour de l'analyse • Mar 26
IDT: Share Repurchases And Dividend Policy Will Support Future Upside
Analysts have revised their price target on IDT to reflect updated views on revenue growth, profit margins, and the future P/E multiple. This has led to an adjusted fair value estimate of approximately $80.00 per share.Mise à jour de l'analyse • Mar 11
IDT: Unchanged Fair Value Assumptions Will Support Future Upside
Analysts have kept their $80 price target for IDT unchanged, reflecting consistent views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. Valuation Changes Fair Value: $80 unchanged, with no adjustment to the analysts' central estimate.Mise à jour de l'analyse • Feb 24
IDT: Ongoing Share Repurchases Will Support Future Upside
Analysts have maintained their $80.00 price target for IDT, citing consistent assumptions regarding the discount rate, revenue trends, profit margins, and future P/E as the basis for their view. What's in the News IDT reported repurchasing 158,424 shares between August 1, 2025 and October 31, 2025, representing 0.63% of its shares for $7.6 million (Key Developments).Mise à jour de l'analyse • Feb 10
IDT: Ongoing Share Repurchases And Stable Margins Will Support Future Upside
Analysts have modestly adjusted their price target on IDT, citing a slightly higher discount rate and a small tweak to the assumed future P/E multiple, while keeping their fair value estimate steady at $80.00. What's in the News IDT reported that from August 1, 2025 to October 31, 2025, it repurchased 158,424 shares for US$7.6 million, representing 0.63% of shares outstanding under its existing buyback program (Key Developments).Mise à jour de l'analyse • Jan 26
IDT: Ongoing Share Repurchases And Stable Margins Will Support Future Upside
Analysts have trimmed their price target on IDT to US$80. This reflects updated assumptions around the discount rate, revenue growth, profit margin and future P/E that keep their fair value view essentially unchanged.Mise à jour de l'analyse • Jan 12
IDT: Share Repurchases And Stable Margins Will Support Future Upside Potential
Narrative Update on IDT The analyst price target for IDT has been restated at US$80.00. Analysts are keeping assumptions around fair value, discount rate, revenue growth, profit margin and future P/E essentially unchanged as they reaffirm their existing view on the stock.Mise à jour de l'analyse • Dec 24
IDT: Ongoing Buybacks And Margin Expansion Will Drive Future Upside Potential
Analysts have modestly raised their price target on IDT, citing slightly faster expected revenue growth and an improved profit margin outlook. Together, these factors support a fair value holding near $80.00, despite a marginally lower future P/E multiple.Mise à jour de l'analyse • Dec 10
IDT: Future Share Repurchases Will Unlock Undervalued Earnings Power
Analysts have raised their price target on IDT to reflect modestly improved profit margin expectations and a slightly more favorable discount rate, even as they temper revenue growth assumptions and apply a lower future P/E multiple. What's in the News From August 1, 2025 to October 31, 2025, IDT repurchased 158,000 shares for 7.6 million dollars, bringing total buybacks under its January 27, 2016 authorization to approximately 3.98 million shares, or 15.58 percent of shares outstanding, for 66.28 million dollars (company filing).Seeking Alpha • Dec 08
IDT Q1: Delivering Consistently And Poised To Exceed Expectations
Summary IDT's Q1 results showed a strong performance across all its business segments. Performance at NRS was solid with several positives, though I have highlighted a couple of my concerns. The outlook for its businesses remain strong and are together set to comfortably exceed the adjusted EBITDA guidance range. Shares are currently trading at 9.6x FCF, with my estimate for intrinsic value based on sum-of-the-parts standing at $68.8. Given the cheap valuation and solid growth outlook, I am maintaining my Buy rating on the stock. Read the full article on Seeking AlphaMise à jour de l'analyse • Nov 26
IDT: Future Share Buybacks And Disciplined Acquisitions Will Unlock Value
Analysts have maintained their price target for IDT at $80.00. This reflects minimal changes in underlying assumptions such as discount rate, revenue growth, and profit margin forecasts.Mise à jour de l'analyse • Nov 07
IDT: Share Buybacks and Acquisition Efforts Will Drive Further Upside
Analysts have maintained their fair value price target for IDT at $80.00 per share. They cite minimal changes in financial projections and valuation metrics as the reason for this decision.Article d'analyse • Nov 05
Here's Why IDT Corporation's (NYSE:IDT) CEO May Deserve A Raise
Key Insights IDT will host its Annual General Meeting on 11th of November CEO Shmuel Jonas' total compensation includes...Mise à jour de l'analyse • Oct 24
Share Buyback And Acquisition Plans Will Drive Future Shareholder Value
Analysts have maintained their price target for IDT at $80.00. This reflects continued confidence in the company’s valuation and steady financial outlook.Mise à jour de l'analyse • Oct 09
Net2Phone's AI Agent Will Transform Customer Interactions And Lower Costs
The analyst price target for IDT has been reduced from $85.60 to $80.00. This change reflects analysts' updated expectations following a downward revision in revenue growth projections, despite a slightly improved profit margin forecast.Article d'analyse • Oct 07
IDT Corporation (NYSE:IDT) Might Not Be As Mispriced As It Looks After Plunging 25%
IDT Corporation ( NYSE:IDT ) shareholders that were waiting for something to happen have been dealt a blow with a 25...Article d'analyse • May 20
After Leaping 26% IDT Corporation (NYSE:IDT) Shares Are Not Flying Under The Radar
IDT Corporation ( NYSE:IDT ) shareholders have had their patience rewarded with a 26% share price jump in the last...Article d'analyse • May 03
Why We Like The Returns At IDT (NYSE:IDT)
To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...
Nouvelle analyse • Mar 23
Net2Phone's AI Agent Will Transform Customer Interactions And Lower Costs
New features in IDT's NRS and net2phone's AI agent could enhance market penetration and improve revenue and net margins.Seeking Alpha • Mar 16
IDT Q2 Earnings: Solid Execution Deserves A Higher Valuation
Summary Growth at NRS and BOSS Money remains above 30%. I value NRS alone at over $1 billion, which is close to IDT's current enterprise value. Shares are trading at a large discount to my estimate for intrinsic value of $70, based on sum of the parts. I see limited downside risk, and therefore retain my Strong Buy rating on the stock. Read the full article on Seeking AlphaArticle d'analyse • Mar 13
IDT's (NYSE:IDT) Promising Earnings May Rest On Soft Foundations
IDT Corporation's ( NYSE:IDT ) stock was strong after they recently reported robust earnings. However, we think that...Seeking Alpha • Dec 26
IDT Corporation: Irrespective Of Spinoff Plans, Poised To Surge Again In 2025
Summary IDT Corporation shares have surged nearly 40% this year, due to strong results and increased market awareness of its underlying value. However, don't assume the ship has fully sailed; additional gains may be in the cards during 2025, even if the company decides not to spin off its faster growing businesses. Whether due to shares appreciating in tandem with earnings growth, or due to further increased awareness of IDT's underlying value, shares could hit $60 per share in 2025. Given this additional upside, plus the fact shares still trade for a third less than their underlying value, consider IDT stock a buy at current prices. Read the full article on Seeking AlphaArticle d'analyse • Dec 24
Shareholders Would Enjoy A Repeat Of IDT's (NYSE:IDT) Recent Growth In Returns
To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...Article d'analyse • Nov 07
IDT Corporation's (NYSE:IDT) 32% Share Price Surge Not Quite Adding Up
IDT Corporation ( NYSE:IDT ) shares have continued their recent momentum with a 32% gain in the last month alone...Seeking Alpha • Oct 09
IDT Corporation Q4 Earnings: Growth Businesses Continue To Shine (Rating Upgrade)
Summary NRS and BOSS Money are continuing to post more than 40% year-over-year growth rates. IDT's shares trade at a large discount to my estimate of intrinsic value at $65 per share. The balance sheet remains strong, and management is returning capital to shareholders through dividends and share repurchases. I am consequently upgrading IDT stock from a Buy to a Strong Buy. Read the full article on Seeking AlphaArticle d'analyse • Sep 12
IDT Corporation's (NYSE:IDT) Price Is Out Of Tune With Earnings
With a price-to-earnings (or "P/E") ratio of 26x IDT Corporation ( NYSE:IDT ) may be sending bearish signals at the...Article d'analyse • Aug 08
Why We Like The Returns At IDT (NYSE:IDT)
What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...Article d'analyse • Jun 19
IDT's (NYSE:IDT) Conservative Accounting Might Explain Soft Earnings
Investors were disappointed with the weak earnings posted by IDT Corporation ( NYSE:IDT ). While the headline numbers...Seeking Alpha • Jun 07
IDT Corporation: Solid Performance Fueled By Its Growth Businesses
Summary Its high growth businesses are showing outstanding profitable growth. Shares trade at a large discount to intrinsic value, with further upside likely if one of its high growth businesses is spun off. Meanwhile, management is returning capital to shareholders through dividends and share repurchases. Read the full article on Seeking AlphaSeeking Alpha • Mar 22
IDT Corporation: Strong Fundamentals With An Attractive Valuation
Summary IDT Corporation shows strong organic growth and profitability from its three high-margin, rapidly growing businesses: NRS, BOSS Money, and Net2Phone (N2P). 2Q24 marks a milestone as these businesses achieve self-sustainability, strengthening the balance sheet and enabling efficient resource allocation. Sum-of-the-parts (SOTP) valuation suggests a 17% upside potential, indicating attractive valuation. Thus, I rate it as a 'buy' Cash continues to pile up as it makes up 23% of its market cap, and management continues to return value to shareholders via potential acquisitions, buyback, or dividends. Further catalysts await for investors if management can command the right multiples for the spin-offs. Read the full article on Seeking AlphaSeeking Alpha • Feb 26
IDT Corporation: Building Strong Momentum Into FY24
Summary Traditional Communication continues to maintain EBITDA margin at 7.8%. NRS continues to onboard more merchants and has seen a recovery in ad revenue, leading to improved profitability. BOSS Money is experiencing strong operational growth but delaying profitability as it expands its retail agent network. Net2Phone margin expansion continues, showing self-sustainability. My SOTP valuation shows IDT stock is reasonably valued, and will rate it as a hold. Read the full article on Seeking AlphaArticle d'analyse • Dec 18
There May Be Some Bright Spots In IDT's (NYSE:IDT) Earnings
The market was pleased with the recent earnings report from IDT Corporation ( NYSE:IDT ), despite the profit numbers...Seeking Alpha • Nov 30
IDT Corp.: Update On Q4 2023 Results
Summary IDT Corporation has released its 4Q23 results, showing decent performance and a victory in its lawsuit against Straight Path Communication. The National Retail Solution segment has seen strong performance in recurring revenue despite a decline in advertising revenue. The FinTech segment has experienced significant growth in transaction volume and revenue but is still unprofitable. My estimated value per share stands at $35.87 for FY24, a 27% upside from the current share price. Read the full article on Seeking AlphaSeeking Alpha • Nov 23
IDT Corporation: The Valuation Gap Persists
Summary IDT Corporation's stock soared by 21.66% after the dismissal of the Straight Path Communications Class Action. The valuation of IDT's National Retail Solutions (NRS) subsidiary is crucial to valuing the entire entity. NRS experienced growth in its install base and merchant services revenue, but its advertising revenue was not sustainable. Read the full article on Seeking AlphaArticle d'analyse • Oct 26
IDT (NYSE:IDT) May Have Issues Allocating Its Capital
There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...Seeking Alpha • Oct 12
IDT Corporation: It Still Looks Attractive Despite The Big Rise In Recent Days
Summary IDT Corporation is a Spin-Off incubator, using cash flows from its core business to develop and take new companies public. In recent days, the stock has risen 25% thanks to a lawsuit that will not proceed and which was a great concern for the market. Despite this rise, a sum-of-the-parts valuation shows us that there are still attractive returns to offer in the long term. Read the full article on Seeking AlphaSeeking Alpha • Aug 03
IDT Corporation: Extreme Pessimism Priced In
Summary IDT Corporation has a substantial upside when valued as a sum of the parts story. The growth segment of the company, including BOSS Money, Net2Phone, and National Retail Solutions, has shown explosive growth and potential. The pending class action lawsuit against IDT by shareholders of Straight Path Communications is a major overhang on the stock. Read the full article on Seeking AlphaArticle d'analyse • Jun 13
Why The 34% Return On Capital At IDT (NYSE:IDT) Should Have Your Attention
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Seeking Alpha • Jun 12
IDT Corporation: A Decent Q3 2023 Earnings, Positive Long-Term Outlook But Volatility Likely
Summary IDT Corporation's 3Q23 results showed a decline in NRS EBITDA due to a significant drop in advertising revenue, causing a negative market reaction. Net2Phone's 3 consecutive quarters of positive EBITDA demonstrate self-sustainability, while BOSS Money reports growth in transaction volume. The long-term outlook on IDT remains positive, with potential for shareholder compensation if NRS and BOSS Money generate positive EBITDA and spin-off market conditions improve. My outlook on IDT’s performance remained positive in the long term, although the stock is likely to be volatile given the fluctuations in NRS EBITDA. Read the full article on Seeking AlphaVentilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment IDT gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 Jan 26 | 1,262 | 82 | 299 | 53 |
| 31 Oct 25 | 1,245 | 81 | 291 | 52 |
| 31 Jul 25 | 1,231 | 76 | 288 | 51 |
| 30 Apr 25 | 1,224 | 96 | 284 | 51 |
| 31 Jan 25 | 1,221 | 80 | 280 | 51 |
| 31 Oct 24 | 1,214 | 74 | 277 | 51 |
| 31 Jul 24 | 1,206 | 64 | 270 | 51 |
| 30 Apr 24 | 1,201 | 36 | 266 | 50 |
| 31 Jan 24 | 1,200 | 37 | 233 | 73 |
| 31 Oct 23 | 1,218 | 37 | 238 | 60 |
| 31 Jul 23 | 1,239 | 40 | 243 | 48 |
| 30 Apr 23 | 1,264 | 50 | 244 | 36 |
| 31 Jan 23 | 1,293 | 48 | 271 | 0 |
| 31 Oct 22 | 1,316 | 41 | 260 | 0 |
| 31 Jul 22 | 1,364 | 27 | 217 | 47 |
| 30 Apr 22 | 1,425 | 49 | 241 | 0 |
| 31 Jan 22 | 1,471 | 80 | 233 | 0 |
| 31 Oct 21 | 1,474 | 86 | 226 | 0 |
| 31 Jul 21 | 1,447 | 96 | 218 | 0 |
| 30 Apr 21 | 1,417 | 79 | 217 | 0 |
| 31 Jan 21 | 1,365 | 43 | 214 | 0 |
| 31 Oct 20 | 1,349 | 31 | 214 | 0 |
| 31 Jul 20 | 1,346 | 21 | 215 | 0 |
| 30 Apr 20 | 1,342 | 2 | 213 | 0 |
| 31 Jan 20 | 1,361 | 3 | 210 | 0 |
| 31 Oct 19 | 1,387 | 1 | 207 | 0 |
| 31 Jul 19 | 1,409 | 0 | 204 | 0 |
| 30 Apr 19 | 1,446 | 7 | 202 | 0 |
| 31 Jan 19 | 1,470 | 1 | 202 | 0 |
| 31 Oct 18 | 1,516 | 4 | 204 | 0 |
| 31 Jul 18 | 1,547 | 4 | 203 | 0 |
| 30 Apr 18 | 1,550 | -14 | 202 | 0 |
| 31 Jan 18 | 1,554 | -15 | 198 | 0 |
| 31 Oct 17 | 1,526 | -16 | 193 | 0 |
| 31 Jul 17 | 1,502 | 8 | 188 | 0 |
| 30 Apr 17 | 1,475 | 29 | 188 | 0 |
| 31 Jan 17 | 1,460 | 38 | 193 | 0 |
| 31 Oct 16 | 1,475 | 41 | 197 | 0 |
| 31 Jul 16 | 1,496 | 24 | 205 | 0 |
| 30 Apr 16 | 1,534 | 14 | 210 | 0 |
| 31 Jan 16 | 1,563 | 10 | 212 | 0 |
| 31 Oct 15 | 1,574 | 9 | 218 | 0 |
| 31 Jul 15 | 1,597 | 84 | 222 | 2 |
Des revenus de qualité: IDT a des bénéfices de haute qualité.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de IDT sont inférieures à celles de l'année dernière IDT. (6.5%) sont inférieures à celles de l'année dernière (6.5%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: Les bénéfices de IDT ont augmenté de 4.5% par an au cours des 5 dernières années.
Accélération de la croissance: La croissance des bénéfices de IDT au cours de l'année écoulée ( 2.5% ) est inférieure à sa moyenne sur 5 ans ( 4.5% par an).
Bénéfices par rapport au secteur d'activité: La croissance des bénéfices IDT au cours de l'année écoulée ( 2.5% ) n'a pas surpassé celle du secteur Telecom 0.01%.
Rendement des fonds propres
ROE élevé: Le retour sur capitaux propres de IDT ( 23.7% ) est considéré comme élevé.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/07 17:37 |
| Cours de l'action en fin de journée | 2026/05/07 00:00 |
| Les revenus | 2026/01/31 |
| Revenus annuels | 2025/07/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
IDT Corporation est couverte par 2 analystes. 1 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Jaywant Srivatsa | Chardan Capital Markets, LLC |
| Mikhail Paramonov | Freedom Broker |