IDT 경영진
경영진 기준 점검 3/4
IDT CEO는 Shmuel Jonas, Jan2014 에 임명되었습니다 의 임기는 12.33 년입니다. 총 연간 보상은 $1.48M, 33.5% 급여 및 66.5% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $9.41M 가치에 해당하는 회사 주식의 0.71% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 13 년과 5.2 년입니다.
핵심 정보
Shmuel Jonas
최고경영자
US$1.5m
총 보수
| CEO 급여 비율 | 33.46% |
| CEO 재임 기간 | 12.3yrs |
| CEO 지분 보유율 | 0.7% |
| 경영진 평균 재임 기간 | 13yrs |
| 이사회 평균 재임 기간 | 5.2yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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 Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...
새 내러티브 • 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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 AlphaCEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Jan 31 2026 | n/a | n/a | US$82m |
| Oct 31 2025 | n/a | n/a | US$81m |
| Jul 31 2025 | US$1m | US$495k | US$76m |
| Apr 30 2025 | n/a | n/a | US$96m |
| Jan 31 2025 | n/a | n/a | US$80m |
| Oct 31 2024 | n/a | n/a | US$74m |
| Jul 31 2024 | US$1m | US$495k | US$64m |
| Apr 30 2024 | n/a | n/a | US$36m |
| Jan 31 2024 | n/a | n/a | US$37m |
| Oct 31 2023 | n/a | n/a | US$37m |
| Jul 31 2023 | US$1m | US$495k | US$40m |
| Apr 30 2023 | n/a | n/a | US$50m |
| Jan 31 2023 | n/a | n/a | US$48m |
| Oct 31 2022 | n/a | n/a | US$41m |
| Jul 31 2022 | US$1m | US$495k | US$27m |
| Apr 30 2022 | n/a | n/a | US$49m |
| Jan 31 2022 | n/a | n/a | US$80m |
| Oct 31 2021 | n/a | n/a | US$86m |
| Jul 31 2021 | US$1m | US$495k | US$96m |
| Apr 30 2021 | n/a | n/a | US$79m |
| Jan 31 2021 | n/a | n/a | US$43m |
| Oct 31 2020 | n/a | n/a | US$31m |
| Jul 31 2020 | US$940k | US$495k | US$21m |
| Apr 30 2020 | n/a | n/a | US$2m |
| Jan 31 2020 | n/a | n/a | US$3m |
| Oct 31 2019 | n/a | n/a | US$920k |
| Jul 31 2019 | US$2m | US$495k | US$134k |
보상 대 시장: Shmuel의 총 보수(USD1.48M)는 US 시장에서 비슷한 규모 기업의 평균(USD5.52M)보다 낮습니다.
보상과 수익: Shmuel의 보상은 지난 1년 동안 20% 이상 증가했습니다.
CEO
Shmuel Jonas (44 yo)
12.3yrs
재임 기간
US$1,479,253
보수
Mr. Samuel Jonas, also known as Shmuel, has been the Chief Executive Officer of IDT Corporation since January 1, 2014. Since 2004, Mr. Jonas has been the Managing Member of Arlington Suites, LLC. He served...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Executive Chairman of the Board | 5.2yrs | US$250.00k | 15.58% $ 205.6m | |
| Chief Executive Officer | 12.3yrs | US$1.48m | 0.71% $ 9.4m | |
| President | 8.3yrs | US$3.27m | 0.15% $ 2.0m | |
| Chief Financial Officer | 14.6yrs | US$1.78m | 0.23% $ 3.1m | |
| Chief Technology Officer | 8.2yrs | US$498.28k | 데이터 없음 | |
| Executive Vice President of Strategy & Legal Affairs | 13.6yrs | US$1.11m | 0.14% $ 1.8m | |
| Chief Accounting Officer & Controller | 19.9yrs | 데이터 없음 | 0.018% $ 242.7k | |
| Vice President of Investor Relations & External Affairs | no data | 데이터 없음 | 데이터 없음 | |
| Executive VP | 35.8yrs | US$410.59k | 0.33% $ 4.4m | |
| Executive Vice President of Global Human Resources | 6.7yrs | 데이터 없음 | 0.047% $ 617.4k | |
| Chief Operating Officer of IDT Telecom | 26.6yrs | US$3.28m | 데이터 없음 | |
| Executive Vice President of Carrier Operations- IDT Telecom | no data | 데이터 없음 | 데이터 없음 |
13.0yrs
평균 재임 기간
57yo
평균 나이
경험이 풍부한 관리: IDT의 경영진은 노련하고 경험이 풍부합니다(평균 재임 13 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Executive Chairman of the Board | 5.2yrs | US$250.00k | 15.58% $ 205.6m | |
| President | 5.2yrs | US$3.27m | 0.15% $ 2.0m | |
| Independent Director | 19.4yrs | US$100.29k | 0.52% $ 6.8m | |
| Lead Independent Director | 19.3yrs | US$150.29k | 0.0041% $ 54.6k | |
| Independent Director | 1.4yrs | US$106.78k | 0.0096% $ 126.6k | |
| Director | 2.4yrs | 데이터 없음 | 데이터 없음 |
5.2yrs
평균 재임 기간
69.5yo
평균 나이
경험이 풍부한 이사회: IDT의 이사회는 경험이 있음으로 간주됩니다(평균 재임 5.2 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/07 08:36 |
| 종가 | 2026/05/07 00:00 |
| 수익 | 2026/01/31 |
| 연간 수익 | 2025/07/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
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분석가 소스
IDT Corporation는 2명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Jaywant Srivatsa | Chardan Capital Markets, LLC |
| Mikhail Paramonov | Freedom Broker |