Obermatt

Flags

Financial distress

Iridium Communications

NSQ:IRDM · US46269C1027
Diversified Telecommunication ServicesMedium

360

32
EV / EBIT17
Price / Owner Earnings22
Owner Earnings Yield47
Dividend Yield87
Price/Sales28
EV / Gross Profit13
Price/Book26
Return on Capital60
Cash Return on Capital70
Return on Equity73
EBIT Margin80
Gross Profitability61
Cash Conversion67
Accruals84
Owner Earnings Margin90
Sales growth37
Profit Growth45
Long-Term EPS Growth74
Owner Earnings Growth19
Reinvestment18
Price momentum59
Debt load11
Refinancing47
Debt Payback41
Liquidity51
Analyst ratings35
Opinion Changes80
Price Target Upside1
Market mood60
Value Creation8/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Iridium Communications clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUSA
IndustryDiversified Telecommunication Services
SizeMedium
TypePublic Company
ExchangeNASDAQGS
Employees823
ISINUS46269C1027
Last UpdateApr 2, 2026
Themes
Location Based ServicesFleet ManagementMarine TransportationDefenseTechNetwork BackboneRemote Access and ControlGPSNavigationMobileWireless

Description

Iridium Communications Inc. (‘Iridium’) provides global voice, data, and positioning, navigation and timing (PNT) satellite services. The company is the only commercial provider of communications services offering true global coverage, connecting pe…

Analysis

Beloved champion

Iridium Communications Inc. sits in the top corner of our grid: excellent business, premium price; every investor already knows the story.

On valuation, the picture is fair. The owner-earnings multiple stands at 24.8×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 9% a year, against analyst forecasts of 16%. The price, in other words, assumes less than the experts do.

Growth is moderate; the safety picture is stretched. The company scores 8/20 on our value-creation score: creating some value.

Flags to be aware of: Some accounting patterns deserve a closer look. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
28
2023202420252026

All-time high

34

Mar 2026

All-time low

12

Jan 2024

Average rank

25

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
28
13
5
5
Price/Earnings
26
3
4
1
Price/Book
26
3
9
17
Dividend Yield
87
58
56
54
Value (overall)
48
5
6
3

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →