IDT Corporation

Report azionario NYSE:IDT

Capitalizzazione di mercato: US$1.3b

IDT Salute del bilancio

Criteri Salute finanziaria verificati 6/6

IDT ha un patrimonio netto totale di $368.2M e un debito totale di $0.0, che porta il suo rapporto debito/patrimonio netto a 0%. Le sue attività totali e le sue passività totali sono rispettivamente $678.3M e $310.1M. L'EBIT di IDT è $112.8M rendendo il suo rapporto di copertura degli interessi -16.9. Ha liquidità e investimenti a breve termine pari a $246.2M.

Informazioni chiave

0%

Rapporto debito/patrimonio netto

US$0

Debito

Indice di copertura degli interessi-16.9x
ContantiUS$246.18m
Patrimonio nettoUS$368.20m
Totale passivitàUS$310.09m
Totale attivitàUS$678.29m

Aggiornamenti recenti sulla salute finanziaria

Nessun aggiornamento

Recent updates

Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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 Alpha
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
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Nuova narrazione 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 Alpha
Articolo di analisi 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 Alpha
Articolo di analisi 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...
Articolo di analisi 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 Alpha
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Articolo di analisi 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 Alpha
Seeking 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 Alpha
Articolo di analisi 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 Alpha
Seeking 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 Alpha
Articolo di analisi 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 Alpha

Analisi della posizione finanziaria

Passività a breve termine: Le attività a breve termine ( $572.8M ) di IDT superano le sue passività a breve termine ( $308.4M ).

Passività a lungo termine: Le attività a breve termine di IDT ( $572.8M ) superano le sue passività a lungo termine ( $1.7M ).


Storia e analisi del rapporto debito/patrimonio netto

Livello di debito: IDT è esente da debiti.

Riduzione del debito: IDT non aveva debiti 5 anni fa.

Copertura del debito: IDT non ha debiti, pertanto non deve essere coperto dal flusso di cassa operativo.

Copertura degli interessi: IDT non ha debiti, pertanto la copertura dei pagamenti degli interessi non è un problema.


Bilancio


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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/21 16:22
Prezzo dell'azione a fine giornata2026/05/21 00:00
Utili2026/01/31
Utili annuali2025/07/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

IDT Corporation è coperta da 2 analisti. 1 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Jaywant SrivatsaChardan Capital Markets, LLC
Mikhail ParamonovFreedom Broker