Iridium Communications Inc (IRDM) vs PLDT Inc. (PHI)

Iridium Communications Inc and PLDT Inc. are both Telecom Services companies. Iridium Communications Inc is the larger, with a market value of $5.1B against $3.8B — 1.4× the size. PLDT Inc. trades at the lower P/E: 8.1× against 55.4×. Iridium Communications Inc grew revenue faster over the last twelve months: 3.10% against −1.98%. PLDT Inc. has the higher net margin (12.1% vs 10.6%) and the lower return on invested capital (5.94% vs 6.40%). Both pay a dividend; PLDT Inc. yields more (7.74% vs 1.01%). Across the 23 metrics below, PLDT Inc. leads on 16 and Iridium Communications Inc on 7.

Valuation

Metric IRDM PHI Telecom Services median
P/E 55.40 8.12 13.27
P/S 5.90 0.99 0.95
P/B 11.04 1.69 1.47
Price to free cash flow 18.09 4.98 8.72
EV/EBITDA 15.94 4.74 6.85
EV/Sales 7.68 2.24 1.87
Earnings yield 1.81% 12.31% 1.66%
Free cash flow yield 5.53% 20.09% 5.53%

Profitability

Metric IRDM PHI Telecom Services median
Gross margin 71.85% 85.00% 51.26%
Operating margin 23.76% 17.50% 7.62%
Net margin 10.55% 12.12% 4.22%
Free cash flow margin 32.61% 21.75% 4.73%
Return on equity 19.72% 20.51% 5.80%
Return on assets 3.63% 4.19% 0.00%
Return on invested capital 6.40% 5.94% 3.41%

Growth

Metric IRDM PHI Telecom Services median
Revenue growth (TTM) 3.10% (1.98%) 3.31%
EPS growth (last fiscal year) 12.77% (7.66%) —
Revenue growth, 5-year CAGR 8.36% 0.77% 1.50%
Net income growth, 5-year CAGR 0.00% 0.29% 0.00%

Health

Metric IRDM PHI Telecom Services median
Debt to equity 3.73 2.20 0.63
Current ratio 2.78 0.44 1.13
Net debt to EBITDA 3.71 2.68 1.86

Dividend

Metric IRDM PHI Telecom Services median
Dividend yield 1.01% 7.74% 4.06%
Payout ratio 0.00 2.38 0.00

Size

Metric IRDM PHI Telecom Services median
Market cap 5.11b 3.77b 3.06b

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