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RADCOM Ltd.NasdaqCM:RDCM 株式レポート

時価総額 US$243.5m
株価
US$14.66
US$18
18.6% 割安 内在価値ディスカウント
1Y11.4%
7D2.2%
1D
ポートフォリオ価値
​
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RADCOM Ltd.

NasdaqCM:RDCM 株式レポート

時価総額：US$243.5m

RADCOM（RDCM）株式概要

RADCOM Ltd.は、通信サービスプロバイダー（CSP）向けに、クラウドネイティブで5G対応のネットワーク・インテリジェンス・ソリューションを提供している。 詳細

RDCM ファンダメンタル分析
スノーフレーク・スコア
評価3/6
将来の成長0/6
過去の実績4/6
財務の健全性6/6
配当金0/6

報酬

当社が推定した公正価値より10.9%で取引されている

過去1年間で収益は46.1%増加しました

リスク分析

リスクチェックの結果、RDCM 、リスクは検出されなかった。

RDCM Community Fair Values

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RADCOM Ltd. 競合他社

価格と性能

株価の高値、安値、推移の概要RADCOM
過去の株価
現在の株価US$14.66
52週高値US$16.74
52週安値US$10.41
ベータ0.75
1ヶ月の変化-7.04%
3ヶ月変化25.51%
1年変化11.40%
3年間の変化51.29%
5年間の変化46.16%
IPOからの変化-66.68%

最新ニュース

Seeking Alpha • May 26

Radcom: A Thesis, Wrapped In Patience, Inside A Very Long Sales Cycle

Summary RADCOM enters a new phase with activist-driven board changes and a $108M cash-rich balance sheet, yet remains undervalued versus its strategic potential. RDCM's recurring, high-margin revenue base is anchored by AT&T, which recently renewed a multi-year contract, de-risking near-term revenues despite DISH's network wind-down. The company's new reseller partnerships with Infosys and ServiceNow could meaningfully accelerate customer acquisition and market reach, addressing its historical sales bottleneck. With no near-term catalyst and a new board strategy pending, patient investors may find a better entry point as the company's channel strategy and capital allocation evolve. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha • May 26

Radcom: A Thesis, Wrapped In Patience, Inside A Very Long Sales Cycle

Summary RADCOM enters a new phase with activist-driven board changes and a $108M cash-rich balance sheet, yet remains undervalued versus its strategic potential. RDCM's recurring, high-margin revenue base is anchored by AT&T, which recently renewed a multi-year contract, de-risking near-term revenues despite DISH's network wind-down. The company's new reseller partnerships with Infosys and ServiceNow could meaningfully accelerate customer acquisition and market reach, addressing its historical sales bottleneck. With no near-term catalyst and a new board strategy pending, patient investors may find a better entry point as the company's channel strategy and capital allocation evolve. Read the full article on Seeking Alpha
分析記事 • Jul 19

RADCOM's (NASDAQ:RDCM) Returns On Capital Are Heading Higher

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'll want to see a...
分析記事 • May 15

RADCOM Ltd. (NASDAQ:RDCM) Shares Could Be 26% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for RADCOM is US$18.17 based on 2 Stage Free Cash Flow to Equity RADCOM's...
分析記事 • May 01

Here's Why RADCOM (NASDAQ:RDCM) Has Caught The Eye Of Investors

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 • Feb 08

RADCOM Ltd. (NASDAQ:RDCM) Stock Catapults 27% Though Its Price And Business Still Lag The Industry

RADCOM Ltd. ( NASDAQ:RDCM ) shares have continued their recent momentum with a 27% gain in the last month alone...
分析記事 • Nov 14

Should You Be Adding RADCOM (NASDAQ:RDCM) To Your Watchlist Today?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 • Sep 22

Is Now The Time To Look At Buying RADCOM Ltd. (NASDAQ:RDCM)?

RADCOM Ltd. ( NASDAQ:RDCM ), might not be a large cap stock, but it saw a double-digit share price rise of over 10% in...
Seeking Alpha • Aug 09

Radcom's Steady And Profitable Revenue Growth Is Being Overlooked

Summary RADCOM Ltd. reported impressive Q2 results, with revenue up 20% and EPS up 120% year-over-year, beating expectations. The company's revenue and gross margin have shown consistent growth, with a strong balance sheet and minimal financial risks in the near term. I am not in a rush to purchase shares at the moment, but may on speculation of strong Q3 results or an opportunistic dip buy before then. Read the full article on Seeking Alpha
分析記事 • May 22

RADCOM Ltd.'s (NASDAQ:RDCM) Revenues Are Not Doing Enough For Some Investors

RADCOM Ltd.'s ( NASDAQ:RDCM ) price-to-sales (or "P/S") ratio of 2.7x might make it look like a buy right now compared...
分析記事 • Jan 26

Improved Revenues Required Before RADCOM Ltd. (NASDAQ:RDCM) Shares Find Their Feet

You may think that with a price-to-sales (or "P/S") ratio of 2.8x RADCOM Ltd. ( NASDAQ:RDCM ) is a stock worth checking...
Seeking Alpha • Sep 13

RADCOM renews cloud-native assurance solutions contract with Rakuten Mobile

RADCOM (NASDAQ:RDCM) renews its initial contract signed in 2019 with Rakuten Mobile to continue its successful partnership in providing advanced cloud-native assurance solutions for Rakuten Mobile's network in Japan. "Following our successful partnership with Rakuten Mobile, we continue to work closely together as the Japanese operator launches new innovative services and expands their network. Our advanced cloud-native solutions ensure unparalleled focus on network service quality, efficient impact analysis, and fast detection of potential issues." said Rami Amit, chief technology officer of RADCOM.
Seeking Alpha • Aug 25

RADCOM Ramps Up Guidance On 5G Rollouts

Summary RADCOM Ltd. recently reported its Q2 2022 financial results. The firm provides network intelligence and service assurance software and services to communications service providers. RDCM recently announced a prominent customer win with DISH and expects growth well into 2023. I'm cautiously optimistic about RDCM at around $11.60 per share. A Quick Take On RADCOM RADCOM Ltd. (RDCM) recently reported its Q2 2022 financial results on August 11, 2022, beating expected revenue and EPS estimates. The company provides network intelligence and service assurance software and services to communications service providers. It recently announced a high visibility customer win in DISH’ 5G network launch and raised 2022 revenue guidance for a second time this year. My outlook is a Buy for RDCM at around $11.60 per share on the strength of its prospects in the 5G space. RADCOM Overview Tel Aviv, Israel-based RADCOM Ltd. was founded in 1985 and provides a range of cloud-based, 5G standard-ready network intelligence and service assurance software solutions for communications service providers worldwide. The firm is headed by Chief Executive Officer Eyal Harari, who was previously Software Group Manager at Tvuna. The company’s primary offerings include: Network Visibility Service Assurance Network Insights The firm acquires customers via its direct sales and marketing efforts focused on a wide range of telecom service providers across all market tiers. RADCOM’s Market & Competition According to a 2022 market research report by MarketsAndMarkets, the market for telecom service assurance was an estimated $6.5 billion in 2021 and is forecast to reach $10.4 billion by 2026. This represents a forecast CAGR of 9.9% from 2022 to 2026. The main drivers for this expected growth are demand from communications service providers for products that detect and remediate network performance issues to reduce customer churn. Also, large enterprise providers are expected to hold the largest market share within the vendor universe. Major competitive or other industry participants include: NEC Ericsson Amdocs NETSCOUT Broadcom HPE Accenture Huawei Spirent TEOCO EXFO Infovista SysMech Anodot Matellio Stixis Others RADCOM’s Recent Financial Performance Total revenue by quarter has grown unevenly in the past 5 quarters: 5 Quarter Total Revenue (Seeking Alpha) Gross profit by quarter has plateaued, as the chart shows here: 5 Quarter Gross Profit (Seeking Alpha) Selling, G&A expenses as a percentage of total revenue by quarter have fluctuated as follows: 5 Quarter SG&A % Of Revenue (Seeking Alpha) Operating income by quarter has remained negative in the past five quarters: 5 Quarter Operating Income (Seeking Alpha) Earnings per share (Diluted) have remained negative recently as well: 5 Quarter Earnings Per Share (Seeking Alpha) (All data in above charts is GAAP) In the past 12 months, RDCM’s stock price has risen 9.2% vs. the U.S. S&P 500 index’ fall of around 7.3%, as the chart below indicates: 52 Week Stock Price (Seeking Alpha) Valuation And Other Metrics For RADCOM Below is a table of relevant capitalization and valuation figures for the company: Measure [TTM] Amount Enterprise Value / Sales 2.31 Revenue Growth Rate 10.7% Net Income Margin -9.9% GAAP EBITDA % -10.0% Market Capitalization $171,260,000 Enterprise Value $99,580,000 Operating Cash Flow $2,000,000 Earnings Per Share (Fully Diluted) -$0.31 (Source - Seeking Alpha) The Rule of 40 is a software industry rule of thumb that says that as long as the combined revenue growth rate and EBITDA percentage rate equal or exceed 40%, the firm is on an acceptable growth/EBITDA trajectory. RDCM’s most recent GAAP Rule of 40 calculation was only 0.7% as of Q2 2022, so the firm needs significant improvement in this regard, per the table below: Rule of 40 - GAAP Calculation Recent Rev. Growth % 10.7% GAAP EBITDA % -10.0% Total 0.7% (Source - Seeking Alpha) Commentary On RADCOM In its last earnings call (Source - Seeking Alpha), covering Q2 2022’s results, management highlighted recent customer wins in the 5G space as well as an extension of a multiyear deal with AT&T. Management believes the ‘5G market is ramping up’, with DISH recently selecting the firm to monitor its 5G smart network launched for the Las Vegas market and expanding to more than 120 U.S. cities, or about 20% of the population. The firm’s previous integration with AWS has enabled the DISH relationship to scale more automatically. Management is seeing increased collaboration between telecom firms and public cloud providers such as AWS. As to its financial results, revenue rose by 14% year-over-year while non-GAAP gross margin was reported as 72%. SG&A increased while gross R&D decreased. GAAP operating income remained negative as did earnings per share. For the balance sheet, the company finished the quarter with cash, equivalents and short-term bank deposits of $73.1 million. The firm has used working capital of $9.1 million in the past 4 quarters. Looking ahead, management doesn’t currently see any negative impact from current global economic changes as network operators seek to migrate their networks to 5G capabilities.
Seeking Alpha • Aug 10

Radcom Q2 2022 Earnings Preview

Radcom (NASDAQ:RDCM) is scheduled to announce Q2 earnings results on Thursday, August 11th, before market open. The consensus EPS Estimate is -$0.01 (+50.0% Y/Y) and the consensus Revenue Estimate is $10.79M (+10.6% Y/Y). Over the last 2 years, RDCM has beaten EPS estimates 100% of the time and has beaten revenue estimates 88% of the time. Over the last 3 months, EPS estimates have seen 1 upward revision and 0 downward. Revenue estimates have seen 1 upward revision and 0 downward.
Seeking Alpha • Jul 06

RADCOM to deploy its 5G automated network assurance solution in Symworld

RADCOM (NASDAQ:RDCM) innovative service assurance solution RADCOM ACE, deployed on Rakuten Mobile's fully virtualized cloud-native network in Japan, will be globally available in the Rakuten Symphony Symworld marketplace. Through Symworld marketplace, operators will be able to install RADCOM ACE into their live network. "We are thrilled to bring our cloud-native assurance solution to Rakuten Symphony's SymworldTM marketplace. Following our successful partnership with Rakuten Mobile in Japan, we are excited to offer operators worldwide our innovative solutions through Rakuten Symphony. This partnership is an important acknowledgment of our strong relationship with Rakuten and our 5G assurance capabilities." said Eyal Harari, RADCOM's Chief Executive Officer.  Press Release

株主還元

RDCMUS SoftwareUS 市場
7D2.2%1.2%2.5%
1Y11.4%-9.3%26.4%

業界別リターン: RDCM過去 1 年間で-9.3 % の収益を上げたUS Software業界を上回りました。

リターン対市場: RDCMは、過去 1 年間で26.4 % のリターンを上げたUS市場を下回りました。

価格変動

Is RDCM's price volatile compared to industry and market?
RDCM volatility
RDCM Average Weekly Movement7.4%
Software Industry Average Movement9.3%
Market Average Movement7.2%
10% most volatile stocks in US Market16.5%
10% least volatile stocks in US Market3.1%

安定した株価: RDCM 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: RDCMの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO（最高経営責任者ウェブサイト
1985325Benny Eppsteinwww.radcom.com

ラドコム株式会社は、通信サービスプロバイダー（CSP）向けにクラウドネイティブで5G対応のネットワークインテリジェンスソリューションを提供しています。クラウドネイティブでコンテナ化されたネットワーク可視化、サービス保証、ネットワークインサイトのポートフォリオを提供する自動保証・分析プラットフォーム「RADCOM ACE」、RADCOM ACEまたはレガシー保証ソリューションで自動保証を推進するAI主導の分析を提供する「RADCOM AIM」、通信事業者が複数のソリューションを提供するための「RADCOM RAN」、クローズドループ自動化のためのオープンで標準準拠、ベンダーにとらわれないソリューション「RADCOM NWDAF」を提供している。また、ジェネレーティブAIであるRADCOM NetTalkも運営している。また、5G、Voice over New Radio、ロングタームエボリューション（LTE）、Voice over LTE、Voice over Wifi、IPマルチメディアサブシステム、Voice over IP、ユニバーサルモバイル通信サービスなど、モバイルおよび固定ネットワーク向けのソリューションも提供している。ラドコムは、北米、アジア太平洋地域、中南米、ヨーロッパ、イスラエルにおいて、役員や販売代理店を通じて顧客に直接製品を販売するとともに、販売代理店や再販業者のネットワークを通じて製品を販売している。ラドコム社の前身はビッグ・ブルー・カタログ社で、1989年に社名をラドコム社に変更した。同社は1985年に法人化され、イスラエルのテルアビブ・ヤフォに本社を置いている。

RADCOM Ltd. 基礎のまとめ

RADCOM の収益と売上を時価総額と比較するとどうか。
RDCM 基礎統計学
時価総額US$243.54m
収益（TTM）US$12.63m
売上高(TTM)US$73.49m
19.4x
PER（株価収益率
3.3x
P/Sレシオ

RDCM は割高か？

公正価値と評価分析を参照

収益と収入

最新の決算報告書（TTM）に基づく主な収益性統計
RDCM 損益計算書（TTM）
収益US$73.49m
売上原価US$17.23m
売上総利益US$56.26m
その他の費用US$43.63m
収益US$12.63m

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益（EPS）0.75
グロス・マージン76.56%
純利益率17.18%
有利子負債／自己資本比率0%

RDCM の長期的なパフォーマンスは？

過去の実績と比較を見る

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/26 14:17
終値2026/05/26 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

RADCOM Ltd. 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2

アナリスト機関
Ryan KoontzNeedham & Company
Arjun BhatiaWilliam Blair & Company L.L.C.