Iridium Communications Inc (IRDM)vsAT&T Inc. (T)
IRDM
Iridium Communications Inc
$46.12
-2.47%
COMMUNICATION SERVICES · Cap: $5.01B
T
AT&T Inc.
$22.18
-0.36%
COMMUNICATION SERVICES · Cap: $144.23B
Smart Verdict
WallStSmart Research — data-driven comparison
AT&T Inc. generates 14170% more annual revenue ($128.85B vs $902.97M). IRDM leads profitability with a 18.1% profit margin vs 10.2%. T appears more attractively valued with a PEG of 1.26. T earns a higher WallStSmart Score of 64/100 (C+).
IRDM
Buy64
out of 100
Grade: C+
T
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+43.3%
Fair Value
$32.57
Current Price
$46.12
$13.55 discount
Margin of Safety
+22.7%
Fair Value
$28.38
Current Price
$22.18
$6.20 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 180.0% YoY
Every $100 of equity generates 21 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Large-cap with strong market position
Strong operational efficiency at 24.6%
Generating 5.5B in free cash flow
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 8.5x book value
Distress zone — elevated risk
Elevated debt levels
Earnings declined 90.4%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : IRDM
The strongest argument for IRDM centers on EPS Growth, Return on Equity. Profitability is solid with margins at 18.1% and operating margin at 19.0%.
Bull Case : T
The strongest argument for T centers on P/E Ratio, Price/Book, Market Cap. PEG of 1.26 suggests the stock is reasonably priced for its growth.
Bear Case : IRDM
The primary concerns for IRDM are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 3.71 is elevated, increasing financial risk.
Bear Case : T
The primary concerns for T are Debt/Equity, EPS Growth, Altman Z-Score. Debt-to-equity of 1.67 is elevated, increasing financial risk.
Key Dynamics to Monitor
IRDM profiles as a mature stock while T is a value play — different risk/reward profiles.
IRDM carries more volatility with a beta of 0.87 — expect wider price swings.
IRDM is growing revenue faster at 8.3% — sustainability is the question.
T generates stronger free cash flow (5.5B), providing more financial flexibility.
Bottom Line
IRDM scores higher overall (64/100 vs 64/100), backed by strong 18.1% margins. T offers better value entry with a 22.7% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Iridium Communications Inc
COMMUNICATION SERVICES · TELECOM SERVICES · USA
Iridium Communications Inc. provides mobile voice and data communications products and services to businesses, governments in the United States and other countries, non-governmental organizations, and consumers around the world. The company is headquartered in McLean, Virginia.
AT&T Inc.
COMMUNICATION SERVICES · TELECOM SERVICES · USA
AT&T Inc. is an American multinational conglomerate holding company, Delaware-registered but headquartered at Whitacre Tower in Downtown Dallas, Texas. It is the world largest telecommunications company, and the second largest provider of mobile telephone services.
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