Idt Corp. (IDT) intrinsic value & 10-year financials
Idt Corp. (IDT) has a Graham intrinsic value of $87.77 per share. At $80.67 on Oct 17, 2026, the stock trades 8% below that value. Over the last 10 fiscal years revenue shrank 2.1% a year to $1.2B, with an average return on invested capital of -15.1%.
- Graham intrinsic value
- $87.77
- Share price (Oct 17, 2026)
- $80.67
- Price vs Graham value
- 8% below
- Market cap
- $2.0B
- Revenue (FY2025)
- $1.2B
- Revenue growth (10-yr CAGR)
- -2.1%
- ROIC (10-yr avg)
- -15.1%
- Free cash flow (FY2025)
- $106.3M
IDT 10-year financial history
| Fiscal year | Revenue | Net income | EPS (diluted) | Free cash flow | Operating margin | ROIC |
|---|---|---|---|---|---|---|
| FY2025 | $1.2B | $76.1M | $3.01 | $106.3M | 8.2% | 93.1% |
| FY2024 | $1.2B | $64.5M | $2.54 | $59.3M | 5.4% | 73.5% |
| FY2023 | $1.2B | $40.5M | $1.58 | $32.2M | 4.9% | 51.8% |
| FY2022 | $1.4B | $27.0M | $1.03 | $7.5M | 4.4% | 72.0% |
| FY2021 | $1.4B | $96.5M | $3.70 | $49.9M | 3.9% | 188.5% |
| FY2020 | $1.3B | $21.4M | $0.81 | -$45.6M | 1.3% | -656.0% |
| FY2019 | $1.4B | $134.0K | $0.01 | $66.5M | -0.1% | -1.2% |
| FY2018 | $1.5B | $4.2M | $0.17 | -$13.7M | 0.5% | 5.6% |
| FY2017 | $1.5B | $8.2M | $0.35 | -$3.9M | 0.4% | 4.1% |
| FY2016 | $1.5B | $23.5M | $1.03 | $30.7M | 1.8% | 18.0% |
Source: annual 10-K filings on SEC EDGAR. Figures in USD.
Executive summary
IDT CORP is facing top-line stagnation, with revenue contracting over the decade.
IDT CORP has earned high returns on invested capital, averaging 31.2% ROIC over the available history. High ROIC is consistent with a durable franchise, but it is not by itself proof of an economic moat.
IDT CORP has not shown aggressive share repurchases (>10% retirement) or a major balance-sheet leverage increase (>50% net debt growth) over the 10-year window.
Benjamin Graham lens
Under Benjamin Graham's formula using SEC EDGAR fundamentals, IDT CORP is modeled at 12.7% normalized earnings growth with a 5.1% bond-yield adjustment. The resulting Graham intrinsic value estimate is $87.77 per share.