IRDMIridium Communications Inc.

$44.38+141% 1Y

Is the price fair?

Fair

Neither cheap nor expensive: nothing decisive, though rich vs its sector.

1 to watch, 2 neutral
What the price assumes~+3% a year

Priced for ~3% a year FCF growth. Roughly in line with its three-year revenue growth of 5% a year.

Vs its own P/E rangemid-range for this companyderived

In its normal range: P/E 29.4 vs a 21.5 median over 19 quarters (+37% vs median).

Vs sector (EV/EBIT)39.4×

Sector median 18.9× across 43 covered peers. EV/EBIT counts debt as part of the price, so a cash-rich and a borrowed company can be compared on the same footing.

Unless marked, from derived, as of Sep 30, 2026.

Against the whole market›

Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.

P/E (valuation)behind 68% of the market
FCF yieldmiddle of the market

Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.

What IRDM's price assumes

Iridium Communications Inc. trades at 29.4× earnings against 11.7× for the median Telecom Services name, more expensive than its own group.

29.4

Trailing P/E · Telecom Services median 11.7 · 2.50× the median: the market pays up for this one

Price / sales
5.22

Price / sales · today's price, trailing year to Sep 30, 2026

Free cash flow yield
5.9%

Free cash flow yield · Telecom Services median 10%

Growth the price implies
+3.5%

Growth the price implies · The price pays for +3.5% free cash flow growth a year for a decade; the business has delivered +5.9% a year over the last three.

Details›
Price / booktoday's price, trailing year to Sep 30, 2026
8.17
EV / EBITtoday's price, trailing year to Sep 30, 2026
39.4
EV / salestoday's price, trailing year to Sep 30, 2026
7.48
Communication Services median P/E135 names
16.2
Telecom Services median P/E35 names
11.7
Free cash flow, trailing twelve months
$278M
Market capitalisation106.2 million shares, counted Oct 13, 2026
$4.71B
3-year revenue growth
+4.6%
3-year free cash flow growth
+5.9%
What the market has paid for these earnings: 19 quarters of its own multiple × $1.51 of trailing earnings per share
MethodPer share
Its own P/E history, lower quartile$16.14
Its own P/E history, median$32.47
Its own P/E history, upper quartile$45.92
52-week range$15.57 – $55.70
Today$44.38

Multiples from SEC filings and end-of-day closes; implied growth from a reverse discounted cash flow. Group medians across the names Ryufin tracks.

What is it worth?

Today's price against what its own multiples, its cash flow and your growth assumption say it is worth.

Against its own past

Its multiples now against their own history, and how much of the price move came from earnings rather than the multiple.