IDT Communication Services

IDT Corporation

$81.17-1.34%

Price as of close on Nov 3, 2026 · Financials updated Oct 1, 2026

Basics

Sector: Communication Services
Industry: Telecom Services
Country: United States
Market cap: 2.0B USD
Enterprise value: 1.8B USD
Full-time employees: 1,965

Overall health

About average: growth and valuation

Ranks #98 of 454 communication services companies (top 22%)

See how it ranks against its peers

Worth knowing

Operating margin at a 6-year high. 9.3% in FY Jul 2026, the best of the last 6 years.
IDT kept 9.3% of revenue as operating profit in FY Jul 2026, its highest in the 6 years of filings we have.
Profits growing faster than sales. Since FY Jul 2023: revenue +4.8%, operating profit +99%.
Since FY Jul 2023, IDT's revenue grew 4.8% while operating profit grew 99%: each extra dollar of sales is adding more profit.
Little borrowing. Debt is 0.00× equity vs a peer median of 0.4×.Debt is 0.00× equity vs peers 0.4×.
IDT has among the least debt in its peer group relative to shareholders' equity.

StockQuotient Score

65/ 100

Oct 5 65 → Nov 4 65

Valuation

Is the price right?

43/100

Moderate

3/3 inputs reported · High confidence

Since last quarter: No major changeValuation also moves with the share price every day.

Why

Held back by:

▼ FCF yield

Compare with peers

Behind the score

Sector-normalized EBITDA, earnings, and free cash flow yields.

Earnings yield4.3%

SEC filings · 12 months to Jul 2026Reported value30% base weight · Z-score 0.45Sector median: 0.0294 · MAD: 0.0294

EBITDA yield7.3%

Yahoo Finance fallback · SEC enterprise value unavailable (debt or EBITDA not reported in standard form) · trailing 12 monthsReported value50% base weight · Z-score -0.19Sector median: 0.0857 · MAD: 0.0649

Free cash flow yield3.4%

SEC filings · 12 months to Jul 2026 · operating cash flow − capital spendingReported value20% base weight · Z-score -0.68Sector median: 0.0740 · MAD: 0.0593

Other data (not scored)

Book yield18.7%

SEC filings · latest balance sheetReported valueInformational · 0% composite weightSector median: 0.4780 · MAD: 0.3375

Growth

Is it growing?

51/100

Moderate▼ 1 since Oct 27 close

3/3 inputs reported · High confidence

Since last quarter: No major change

Why it changed since the Oct 27, 2026 close: Score 52 → 51

Peer companies moved-1

Each step re-scores the company against its peers as they were on Oct 28, 2026; the parts add up to the change. Price effects on EBITDA yield are approximate.

Why

Close to the peer norm on every measure.

Compare with peers

Behind the score

Revenue and earnings-per-share growth over one year, and revenue growth over three years.

Earnings per share growth15.4%

SEC filings · 12 months to Jul 2026Reported value33% base weight · Z-score 0.21Sector median: 0.0878 · MAD: 0.3126

3-year revenue growth1.6%

SEC filings · 3 years to Jul 2026Reported value33% base weight · Z-score -0.21Sector median: 0.0303 · MAD: 0.0683

Revenue growth5.4%

SEC filings · 12 months to Jul 2026Reported value33% base weight · Z-score 0.33Sector median: 0.0299 · MAD: 0.0720

Profitability

Does it earn well?

93/100

Strong

3/3 inputs reported · High confidence

Since last quarter: No major change

Why

Stronger than most peers on:

▲ ROIC
▲ ROA

Compare with peers

Behind the score

Return on invested capital, operating margin, and return on assets.

Operating margin9.3%

SEC filings · 12 months to Jul 2026Reported value33% base weight · Z-score 0.15Sector median: 0.0818 · MAD: 0.0789

Return on assets11.3%

SEC filings · 12 months to Jul 2026Reported value33% base weight · Z-score 2.71Sector median: 0.0272 · MAD: 0.0318

Return on invested capital61.1%

SEC filings · 12 months to Jul 2026Outlier capped at sector 5th/95th percentile33% base weight · Z-score 5.95Sector median: 0.0598 · MAD: 0.0706

Other data (not scored)

Gross margin38.3%

SEC filings · 12 months to Jul 2026Reported valueInformational · 0% composite weightSector median: 0.4656 · MAD: 0.1827

Return on equity23.0%

SEC filings · 12 months to Jul 2026Reported valueInformational · 0% composite weightSector median: 0.0529 · MAD: 0.1007

Risk

Debt, liquidity, price swings

Lower

Lower relative risk

3/3 inputs reported · High confidence

Since last quarter: No major change

Why

Stronger than most peers on:

▲ Debt / equity
▲ Current ratio

Compare with peers

Behind the score

Relative to sector peers: 0 = lower relative risk · 1 = moderate · 2 = higher. Based on leverage, beta and liquidity.

Beta0.62

Yahoo Finance · 5-year monthly beta vs the marketReported value33% base weight · Z-score 0.10Sector median: 0.6525 · MAD: 0.2880

Current ratio1.86×

SEC filings · latest balance sheetReported value33% base weight · Z-score 0.69Sector median: 1.3848 · MAD: 0.6948

Debt / equity<0.01×

Yahoo Finance fallback · no standard SEC debt tagOutlier capped at sector 5th/95th percentile33% base weight · Z-score 1.09Sector median: 0.3697 · MAD: 0.3335

Valuation, growth and profitability scores: higher is better. Risk: 0 is lower, 2 is higher. Risk is a relative proxy, not a bankruptcy probability. Scores depend on available sector peers.

Questions investors ask about IDT

Is IDT getting weaker?: Its latest SEC filing (Sep 29, 2026) showed no major changes. Its overall score is unchanged at 65/100 since Oct 28, 2026.
How is IDT valued vs its peers?: Priced about in line with its peers. Valuation scores 43/100 against 512 communication services peers. Free cash flow yield 3.4% vs a peer median of 7.4% (weaker than 73% of peers).Free cash flow yield 3.4% vs peers 7.4% (weaker than 73% of peers).
Is IDT growing?: At about the same pace as its peers. Growth scores 51/100 against 512 communication services peers.
How profitable is IDT?: More profitable than most of its peers. Profitability scores 93/100 against 512 communication services peers. Return on invested capital 61.1% vs a peer median of 6.0% (stronger than 95% of peers).Return on invested capital 61.1% vs peers 6.0% (stronger than 95% of peers).
How risky is IDT?: Lower risk relative to 512 communication services peers, judged on debt, liquidity and share-price swings. Debt / equity <0.01× vs a peer median of 0.37× (stronger than 95% of peers).Debt / equity <0.01× vs peers 0.37× (stronger than 95% of peers). A relative measure, not a bankruptcy probability.

Latest filing: what changed

Quarter ended Jul 31, 2026 · filed Sep 29, 2026 · compared with the quarter ended Apr 30, 2026

No major changes

	Previous quarter	Latest quarter	Change
Revenue (12 months)	1.3B USD	1.3B USD	+1.8%
Net income (12 months)	81.8M USD	86.6M USD	+5.9%
Operating margin	8.6%	9.3%	+0.7 pts
Free cash flow (12 months)	55.3M USD	68.0M USD	+22.8%
Cash	215.0M USD	220.7M USD	+2.7%

From the company’s own SEC filings, as filed. Twelve-month figures roll forward one quarter at a time.

Industry valuation context

Sector: Communication Services · 67 companies

Valuations in Communication Services are within their usual range since 2016.

46% of months since 2016 were valued lower than now.
22% of companies are in the most expensive fifth of their own price-to-sales history.
Over 24 months, company values +13% and earnings +11% (medians): earnings grew faster than prices.
Median price-to-sales is −6% vs the whole market, against a usual −7%.

2016Shaded: most expensive fifth of its range2026

Shown for Communication Services: too few Telecom Services companies have a long enough history of their own.

Financials

Fiscal years from SEC annual filings · change vs the prior year

Key ratios	FY Jul 2022	FY Jul 2023	FY Jul 2024	FY Jul 2025	FY Jul 2026	Change
Gross margin	23.8%	28.8%	32.4%	36.2%	38.3%	▲ 2.0 pts
Operating margin	4.4%	4.9%	5.4%	8.2%	9.3%	▲ 1.2 pts
Net margin	2.0%	3.3%	5.3%	6.2%	6.7%	▲ 0.5 pts
Return on assets (ROA)	5.4%	7.9%	11.7%	12.2%	11.3%	▼ 0.8 pts
Return on equity (ROE)	16.1%	20.9%	26.2%	24.9%	23.0%	▼ 2.0 pts
Free cash flow margin	0.6%	2.5%	4.9%	8.6%	5.2%	▼ 3.4 pts
Current ratio	1.19×	1.32×	1.51×	1.78×	1.86×	▲ 4.9%

IDT price history

Price history is added with the daily price update and will appear after the next one.

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Bringing the fundamentals into focus…

Worth knowing

Operating margin at a 6-year high. 9.3% in FY Jul 2026, the best of the last 6 years.

IDT kept 9.3% of revenue as operating profit in FY Jul 2026, its highest in the 6 years of filings we have.

Profits growing faster than sales. Since FY Jul 2023: revenue +4.8%, operating profit +99%.

Since FY Jul 2023, IDT's revenue grew 4.8% while operating profit grew 99%: each extra dollar of sales is adding more profit.

Little borrowing. Debt is 0.00× equity vs a peer median of 0.4×.Debt is 0.00× equity vs peers 0.4×.

IDT has among the least debt in its peer group relative to shareholders' equity.

Questions investors ask about IDT

Is IDT getting weaker?

Its latest SEC filing (Sep 29, 2026) showed no major changes. Its overall score is unchanged at 65/100 since Oct 28, 2026.

How is IDT valued vs its peers?

Priced about in line with its peers. Valuation scores 43/100 against 512 communication services peers. Free cash flow yield 3.4% vs a peer median of 7.4% (weaker than 73% of peers).Free cash flow yield 3.4% vs peers 7.4% (weaker than 73% of peers).

Is IDT growing?

At about the same pace as its peers. Growth scores 51/100 against 512 communication services peers.

How profitable is IDT?

More profitable than most of its peers. Profitability scores 93/100 against 512 communication services peers. Return on invested capital 61.1% vs a peer median of 6.0% (stronger than 95% of peers).Return on invested capital 61.1% vs peers 6.0% (stronger than 95% of peers).

How risky is IDT?

Lower risk relative to 512 communication services peers, judged on debt, liquidity and share-price swings. Debt / equity <0.01× vs a peer median of 0.37× (stronger than 95% of peers).Debt / equity <0.01× vs peers 0.37× (stronger than 95% of peers). A relative measure, not a bankruptcy probability.

Previous quarter

Latest quarter

Change

Revenue (12 months)

1.3B USD

1.3B USD

+1.8%

Net income (12 months)

81.8M USD

86.6M USD

+5.9%

Operating margin

8.6%

9.3%

+0.7 pts

Free cash flow (12 months)

55.3M USD

68.0M USD

+22.8%

Cash

215.0M USD

220.7M USD

+2.7%

Key ratios

FY Jul 2022

FY Jul 2023

FY Jul 2024

FY Jul 2025

FY Jul 2026

Change

Gross margin

23.8%

28.8%

32.4%

36.2%

38.3%

▲ 2.0 pts

Operating margin

4.4%

4.9%

5.4%

8.2%

9.3%

▲ 1.2 pts

Net margin

2.0%

3.3%

5.3%

6.2%

6.7%

▲ 0.5 pts

Return on assets (ROA)

5.4%

7.9%

11.7%

12.2%

11.3%

▼ 0.8 pts

Return on equity (ROE)

16.1%

20.9%

26.2%

24.9%

23.0%

▼ 2.0 pts

Free cash flow margin

0.6%

2.5%

4.9%

8.6%

5.2%

▼ 3.4 pts

Current ratio

1.19×

1.32×

1.51×

1.78×

1.86×

▲ 4.9%