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Ooma IncOOMACompetitor analysis, valuation and peers

United States · USD·Communication Services›Major Telecommunications
Momentum weak 32
Mkt cap
$497M
US dollars, full cap
Free float
88%
of shares outstanding
$/day
$5.48M
20-day average traded
Fwd P/E
13.0×
forward earnings
ROIC−WACC
-1.8 pp
WACC 10.0%
Hurdle
+13 pp
Req g minus delivered
Next earnings
20 days
26 Nov 2026
Close · USD$18.00
1D+2.5%
1W-9.6%
1M-10.4%
3M-16.6%
6M-6.8%
YTD+53.5%
1Y+48.5%
ATR %4.3%
Beta0.84
52w lowhigh31.3% off high

What Ooma does

Employees: 1,420

Ooma at a glance

Size Ooma (OOMA) is a United States Communication Services company (Major Telecommunications) with a market value of $497M, the 2705th largest of 3,117 United States companies the cockpit tracks. Shares closed at $18.00 on 6 Nov 2026.

Performance Over six months the shares fell 6.8%, against -20.8% for the median peer and -1.1% for the United States market (cap-weighted) — 7th highest of 17 in its peer set.

Growth Revenue grew 17.2% over the last twelve months (peer median +3.8%); the operating margin is 4.8% (peer median 10.4%).

Valuation It trades at 13.0× forward earnings against a peer median of 13.8× (6th cheapest of 12).

Price implies For today's price to make sense, revenue must grow about 23% a year for seven years (Req g). Recent delivered growth is +10%, so the hurdle is +13 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.

Capital Return on invested capital runs 1.8 points below its cost of capital (10.0% WACC).

Short interest Short interest is 6.5% of the free float (15 Oct 2026).

Next results Next results expected around 26 Nov 2026 (exchange calendar; dates can move).

Relative performance

8010012011 May 202611 Aug 20266 Nov 2026OOMA 95Peer median 81
Six months, rebased to 100: Ooma against the median of its 16 peers (local-currency closes).

Ooma financials

Reported figures in USD; fiscal year ends 2026-01-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$307M$274M$257M$237M$216M
Revenue growth—+7%+8%+10%—
Gross profit$188M$167M$150M$144M$135M
EBITDA$33.1M$22.1M$9.01M$7.24M$6.18M
Net income$10.9M$6.46M-$6.90M-$835,000-$3.65M
Free cash flow$30.3M$22.1M$20.2M$6.11M$3.56M
Capital expenditure$6.82M$5.59M$6.45M$6.16M$5.21M
Total debt$60.8M$73.2M$15.9M$33.4M$14.0M

Quarterly statements and history in the cockpit →

Ooma competitor charts

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.

Performance: 6-month against 1-month return

-50%0%+50%-20%0%+20%300921SHENATNIOVZONBAHN-BCGO0989RAILTELROUTE1310301262UNITGAMA300770LILAOOMA6-month return →1-month return →
Up and to the right = strong over both horizons. Ooma is the large dot.

Fundamentals: revenue growth against valuation

0%+20%+40%+60%+80%10×20×30×ATNIOVZONBAHN-BCGORAILTELROUTE1310301262GAMA300770OOMARevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Ooma is the large dot.

Capital: growth delivered against growth the price implies

0%+20%0%20%300921ATNIOVZONBAHN-BCGORAILTELROUTE301262TVGAMA300770LILAOOMAGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Ooma is the large dot.

Ooma competitors and peer comparison

How Ooma compares with its peers

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.

Ooma against its 16 peers (data as of 6 Nov 2026)
MeasureOOMAPeer medianRank in peer set
1-month return-10.4%+1.0%5th lowest of 17
6-month return-6.8%-20.8%7th highest of 17
Distance from 52-week high-31.3%-36.8%6th highest of 17
Revenue growth (TTM)+17.2%+3.8%4th highest of 17
Operating margin4.8%10.4%5th lowest of 17
Forward P/E13.0×13.8×6th cheapest of 12
Growth the price implies (Req g, 7 yrs)22.7%2.8%3rd most demanding of 13
Growth delivered (Del g)+10.1%+7.2%5th highest of 13
Hurdle (Req g minus delivered)+12.6 pp-4.1 pp2nd most demanding of 13
ROIC minus cost of capital-1.8 pp-0.4 pp7th lowest of 15
EV / EBITDA16.3×7.5×2nd most expensive of 13
Net debt / EBITDA1.3×1.9×6th least indebted of 13

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Ooma OOMAUnited States$497M-7%+17%5%13.0×22.7%+10.1%
NOVA Technology 300921.SZChina$504M-32%+2%5%n/a23.9%+2.2%
Shenandoah Telecommunications SHENUnited States$534M-40%+6%-3%n/an/an/a
ATN International ATNIUnited States$432M-1%+2%8%31.5×4.5%+9.8%
Ovzon OVZON.STSweden$417M-26%+77%26%18.0×13.1%+35.6%
Bahnhof BAHN-B.STSweden$681M+12%+8%11%25.2×10.9%+8.5%
Cogeco CGO.TOCanada$349M-20%-4%26%5.5×-11.3%+2.1%
China Changbaishan International 0989.HKHong Kong$318M-27%-71%-48%n/an/an/a
RailTel Corp. of India RAILTEL.NSIndia$817M-31%+23%10%18.8×31.3%+25.4%
Route Mobile ROUTE.NSIndia$301M-22%+1%9%7.7×-8.0%+25.7%
HKBN 1310.HKHong Kong$1.02B-25%+6%3%10.1×n/an/a
Hicon Network Technology (Shandong) 301262.SZChina$1.21B+1%+2%38%30.8×5.4%+0.1%
Grupo Televisa, S.A.B. Sponsored ADR TVUnited States$1.24B-18%+6%11%9.9×1.1%-7.5%
Uniti UNITUnited States$1.27B-54%+200%10%n/an/an/a
Gamma Communications GAMA.LUnited Kingdom$1.32B+23%+7%15%11.9×-0.4%+10.4%
Guangdong South New Media 300770.SZChina$1.37B+7%-6%37%13.8×-1.5%+5.9%
Liberty Latin America LILAUnited States$1.73B+72%+1%17%n/a0.5%+3.4%

Questions

Which companies are Ooma's closest peers?
The cockpit's peer set: NOVA Technology (300921.SZ), Shenandoah Telecommunications (SHEN), ATN International (ATNI), Ovzon (OVZON.ST), Bahnhof (BAHN-B.ST), Cogeco (CGO.TO), China Changbaishan International (0989.HK), RailTel Corp. of India (RAILTEL.NS).
Is Ooma expensive compared with its peers?
On forward p/e it trades at 13.0× against a peer median of 13.8×, 6th cheapest of 12 in its peer set. For today's price to make sense, revenue must grow about 23% a year for seven years (Req g). Recent delivered growth is +10%, so the hurdle is +13 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.
How has Ooma stock performed?
Over six months to 6 Nov 2026 the shares returned -6.8% against -20.8% for the median peer; over one year +48.5%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.