Professional
Added to YB: 2024-01-30
Pitch date: 2024-01-30
IDT [bullish]
IDT Corporation
+41.35%
current return
Author Info
Arauca Capital is a long-biased alternative investment fund that invests in listed companies following Warren Buffett´s philosophy. Arauca thrives in finding and holding great businesses for long periods of time or as long as management executes. Visit the website.
Company Info
IDT Corporation, together with its subsidiaries, provides communications and payment services in the United States, the United Kingdom, and internationally.
Market Cap
$1.2B
Pitch Price
$34.98
Price Target
N/A
Dividend
0.49%
EV/EBITDA
8.42
P/E
15.14
EV/Sales
0.83
Sector
Diversified Telecommunication Services
Category
growth
Arauca Capital holding - IDT Corporation ($IDT)
IDT: Core holding, legal overhang lifted. $160M cash for growth & returns. NRS POS terminals: $100M ARR soon, 31% YoY unit growth, $5.5M op income. Net2Phone VoIP 20% growth, near CF+. Undervalued: Peer PAR 4x EV/sales w/ less growth & no profit. NRS spinoff 6x sales = $600M+, IDT $790M w/ $160M cash = other biz free.
Read full article (2 min)