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Howard Jonas-founded telecom/fintech holding company offering international calling, remittances and point-of-sale payment services.
Howard Jonas-founded telecom/fintech holding company offering international calling, remittances and point-of-sale payment services.
Earns small margins on very large volumes of prepaid calling minutes and money transfers sold through a network of convenience stores and agents; the NRS terminal business adds fees and services to those stores. Founder Howard Jonas has spun off several businesses, including Genie Energy and Zedge, and controls the voting share class.
In one line: A phone-card-and-fintech conglomerate.
Moat: narrow (distribution, network effects, installed base). Large retail-agent network for prepaid/remittance products plus installed NRS point-of-sale terminals.
Headquarters: Newark, New Jersey · Founded: 1990 · Employees: 1,971
Size IDT (IDT) is a United States Communication Services company (Major Telecommunications) with a market value of $2.18B, the 1736th largest of 3,117 United States companies the cockpit tracks. Shares closed at $82.17 on 6 Nov 2026.
Performance Over six months the shares gained 53.5%, against -12.2% for the median peer and -1.1% for the United States market (cap-weighted) — 2nd highest of 21 in its peer set.
Growth Revenue grew 5.4% over the last twelve months (peer median +3.7%); the operating margin is 9.4% (peer median 9.6%).
Valuation It trades at 19.5× forward earnings against a peer median of 17.1× (7th most expensive of 15).
Price implies For today's price to make sense, revenue must grow about 6% a year for seven years (Req g). Recent delivered growth is -2%, so the hurdle is +8 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Backlog Backlog (remaining performance obligations) was $89.8M at 31 Jul 2026 — 0.1 years of trailing revenue. Backlog detail →
Short interest Short interest is 4.1% of the free float (15 Oct 2026).
Next results Next results expected around 7 Dec 2026 (exchange calendar; dates can move).
| TTM | FY2026 | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|---|
| Revenue | $1.30B | $1.30B | $1.23B | $1.21B | $1.24B |
| Revenue growth | — | +5% | +2% | -3% | — |
| Gross profit | $497M | $497M | $446M | $390M | $343M |
| EBITDA | $144M | $144M | $128M | $89.7M | $87.8M |
| Net income | $86.6M | $86.6M | $76.1M | $64.5M | $40.5M |
| Free cash flow | $68.0M | $68.0M | $106M | $59.3M | $32.2M |
| Capital expenditure | $23.1M | $23.1M | $20.8M | $18.9M | $22.0M |
| Total debt | $1.57M | $1.57M | $1.95M | $3.40M | $5.74M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| IDT IDT | $2.18B | +54% | +5% | 9% | 19.5× | 5.7% |
| Western Union WU | $2.15B | -24% | -2% | 17% | 4.8× | n/a |
| Remitly Global RELY | $4.72B | -7% | +24% | 10% | 22.7× | n/a |
| Euronet Worldwide EEFT | $2.65B | +3% | +5% | 11% | 6.2× | n/a |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | IDT | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +1.9% | +1.4% | 10th highest of 21 |
| 6-month return | +53.5% | -12.2% | 2nd highest of 21 |
| Distance from 52-week high | -2.8% | -23.2% | 2nd highest of 21 |
| Revenue growth (TTM) | +5.4% | +3.7% | 11th highest of 21 |
| Operating margin | 9.4% | 9.6% | 11th highest of 21 |
| Forward P/E | 19.5× | 17.1× | 7th most expensive of 15 |
| Growth the price implies (Req g, 7 yrs) | 5.7% | 2.3% | 5th most demanding of 16 |
| Growth delivered (Del g) | -2.2% | +3.4% | 3rd lowest of 16 |
| Hurdle (Req g minus delivered) | +7.9 pp | -1.1 pp | 5th most demanding of 16 |
| EV / EBITDA | 12.5× | 8.3× | 4th most expensive of 17 |
| Net debt / EBITDA | -2.9× | 2.7× | least indebted of 17 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| IDT IDT | United States | $2.18B | +54% | +5% | 9% | 19.5× | 5.7% | -2.2% |
| Eutelsat Communications ETL.PA | France | $2.40B | -40% | -1% | -6% | n/a | n/a | n/a |
| ITI ITI.NS | India | $2.53B | -18% | -41% | -1% | n/a | n/a | n/a |
| Liberty Latin America LILA | United States | $1.73B | +72% | +1% | 17% | n/a | 0.5% | +3.4% |
| NetLink NBN Trust CJLU.SI | Singapore | $2.87B | -7% | 0% | 22% | 44.5× | 16.0% | +2.3% |
| Liberty Global LBTYB | United States | $3.09B | -17% | -27% | -1% | n/a | n/a | n/a |
| Guangdong South New Media 300770.SZ | China | $1.37B | +7% | -6% | 37% | 13.8× | -1.5% | +5.9% |
| Gamma Communications GAMA.L | United Kingdom | $1.32B | +23% | +7% | 15% | 11.9× | -0.4% | +10.4% |
| Uniti UNIT | United States | $1.27B | -54% | +200% | 10% | n/a | n/a | n/a |
| Grupo Televisa, S.A.B. Sponsored ADR TV | United States | $1.24B | -18% | +6% | 11% | 9.9× | 1.1% | -7.5% |
| Hicon Network Technology (Shandong) 301262.SZ | China | $1.21B | +1% | +2% | 38% | 30.8× | 5.4% | +0.1% |
| Internet Initiative Japan 3774.T | Japan | $4.05B | +30% | +14% | 9% | 25.3× | 2.3% | +10.2% |
| Lumen Technologies LUMN | United States | $4.12B | -59% | -8% | -3% | n/a | 5.1% | -9.7% |
| HKBN 1310.HK | Hong Kong | $1.02B | -25% | +6% | 3% | 10.1× | n/a | n/a |
| Telecom Argentina SA Sponsored ADR TEO | United States | $4.87B | -16% | +33% | 9% | 12.8× | 4.1% | +8.4% |
| PCCW 0008.HK | Hong Kong | $5.04B | -17% | +7% | 13% | 46.4× | 1.2% | +2.3% |
| Tata Communications TATACOMM.NS | India | $5.15B | +7% | +9% | 8% | 30.9× | 34.1% | +7.7% |
| LG Uplus 032640.KS | South Korea | $5.17B | +6% | 0% | 7% | 9.8× | -17.5% | +2.9% |
| United Internet UTDI.DE | Germany | $5.17B | -9% | -8% | 9% | 15.5× | 1.4% | +2.7% |
| RailTel Corp. of India RAILTEL.NS | India | $817M | -31% | +23% | 10% | 18.8× | 31.3% | +25.4% |
| Bahnhof BAHN-B.ST | Sweden | $681M | +12% | +8% | 11% | 25.2× | 10.9% | +8.5% |
IDT reported $89.8M of remaining performance obligations at 31 Jul 2026 and down 13% from the previous quarter. That is 0.1 years of trailing revenue already under contract.