IDT Corporation (IDT) vs Grupo Televisa S.A. (TV)

IDT Corporation and Grupo Televisa S.A. are both Telecom Services companies. IDT Corporation is the larger, with a market value of $1.7B against $1.2B — 1.4× the size. Grupo Televisa S.A. has negative trailing earnings, so its P/E is not meaningful; IDT Corporation trades at 20.6×. Grupo Televisa S.A. grew revenue faster over the last twelve months: 5.74% against 4.24%. IDT Corporation has the higher net margin (6.41% vs −15.1%) and the lower return on invested capital (0.00% vs 3.82%). Across the 21 metrics below, Grupo Televisa S.A. leads on 12 and IDT Corporation on 9.

Valuation

Metric IDT TV Telecom Services median
P/E 20.63 n/m 13.27
P/S 1.32 0.38 0.95
P/B 4.46 0.19 1.47
Price to free cash flow 30.35 2.97 8.72
EV/EBITDA 10.05 0.02 6.85
EV/Sales 1.03 0.01 1.87
Earnings yield 4.85% (38.40%) 1.66%
Free cash flow yield 3.29% 33.66% 5.53%

Profitability

Metric IDT TV Telecom Services median
Gross margin 37.35% 38.36% 51.26%
Operating margin 8.61% 9.48% 7.62%
Net margin 6.41% (15.12%) 4.22%
Free cash flow margin 4.34% 12.92% 4.73%
Return on equity 24.21% (8.01%) 5.80%
Return on assets 12.60% (3.80%) 0.00%
Return on invested capital 0.00% 3.82% 3.41%

Growth

Metric IDT TV Telecom Services median
Revenue growth (TTM) 4.24% 5.74% 3.31%
EPS growth (last fiscal year) 18.50% (3.61%) —
Revenue growth, 5-year CAGR (1.76%) (7.61%) 1.50%
Net income growth, 5-year CAGR 28.84% 0.00% 0.00%

Health

Metric IDT TV Telecom Services median
Debt to equity 0.00 0.05 0.63
Current ratio 1.92 2.40 1.13
Net debt to EBITDA (3.04) 2.38 1.86

Dividend

Metric IDT TV Telecom Services median
Dividend yield — 2.52% 4.06%
Payout ratio 0.00 0.10 0.00

Size

Metric IDT TV Telecom Services median
Market cap 1.68b 1.21b 3.06b

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