Professional
Added to YB: 2025-03-12
Pitch date: 2025-03-10
IDT [neutral]
IDT Corporation
-0.61%
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
$49.75
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 Portfolio Holding: IDT Corporation
IDT (holding update): Outstanding execution across all segments. NRS 30% topline growth, 30% EBITDA margin. BOSS Money 34% growth, 10.6% EBITDA margin. Traditional Comms exceeding expectations, 20% gross margin. Net2phone profitable, 10% topline growth, 55% EBITDA growth. FY25 est. $130M EBITDA (40% YoY). Increasing dividend, buybacks. $1.1B market cap, $171M cash.
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