Array Digital Infrastructure Inc. (AD) vs IDT Corporation (IDT)

Array Digital Infrastructure Inc. and IDT Corporation are both Telecom Services companies. Array Digital Infrastructure Inc. is the larger, with a market value of $2.9B against $2.2B — 1.3× the size. Array Digital Infrastructure Inc. trades at the lower P/E: 5.4× against 22.5×. Array Digital Infrastructure Inc. grew revenue faster over the last twelve months: 112.4% against 5.40%. Array Digital Infrastructure Inc. has the higher net margin (250.8% vs 6.67%) and the higher return on invested capital (20.8% vs 0.00%). Only IDT Corporation pays a dividend (0.34%). Across the 22 metrics below, Array Digital Infrastructure Inc. leads on 11 and IDT Corporation on 11.

Valuation

Metric AD IDT Telecom Services median
P/E 5.41 22.47 13.80
P/S 13.56 1.55 0.83
P/B 2.28 5.08 1.35
Price to free cash flow n/m 29.61 8.86
EV/EBITDA 5.59 11.37 6.37
EV/Sales 14.84 1.25 1.82
Earnings yield 18.49% 4.45% 2.02%
Free cash flow yield (11.75%) 3.38% 5.99%

Profitability

Metric AD IDT Telecom Services median
Gross margin 58.36% 38.27% 51.26%
Operating margin 241.34% 9.34% 7.62%
Net margin 250.79% 6.67% 4.22%
Free cash flow margin (159.33%) 5.24% 4.98%
Return on equity 18.20% 24.23% 5.80%
Return on assets 7.79% 12.46% 0.00%
Return on invested capital 20.82% 0.00% 3.41%

Growth

Metric AD IDT Telecom Services median
Revenue growth (TTM) 112.42% 5.40% 3.31%
EPS growth (last fiscal year) 221.74% 26.26% 0.62%
Revenue growth, 5-year CAGR (47.37%) (2.15%) 2.53%
Net income growth, 5-year CAGR (26.61%) (2.13%) 0.00%

Health

Metric AD IDT Telecom Services median
Debt to equity 0.54 0.00 0.63
Current ratio 0.95 1.86 1.13
Net debt to EBITDA (12.67) (2.88) 1.86

Dividend

Metric AD IDT Telecom Services median
Dividend yield 0.00% 0.34% 2.72%
Payout ratio 0.00 0.08 0.43

Size

Metric AD IDT Telecom Services median
Market cap 2.90b 2.18b 2.77b

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