Iridium Communications Inc (IRDM) Fair Value & Analysis
Communication Services · US · Market cap $5.2B · ISIN US46269C1027
What is Iridium Communications Inc really worth?
Iridium Communications Inc
IRDM · US
A solid business, but trading 136% above our fair value of $19.93.
Strengths
Risks
For context
Fair value as of: Sep 5, 2026
From 26 valuation models · updated today
Share price −5.4% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price sits above even our optimistic bull case ($28.84). The favourable scenario is already priced in.
- The model range is unusually wide ($9.23 to $28.84). The outcome hinges heavily on assumptions, so read the point estimate with caution.
- Solid but not exceptional quality (69/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Sep 5, 2026.
How to read this chart
60‑month range $15.57 – $63.13 · fair‑value band $9.23 – $28.84 · the $46.95 price screens above the $19.93 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Sep 5, 2026.
Analysis
Iridium Communications Inc (IRDM) currently trades at $46.95, while our model-based Fair Value estimate is $19.93, implying the stock looks roughly 135.6% overvalued today. The Quality Score stands at 69/100 (solid quality), in the Communication Services sector. Bull case: the Growth Earnings group reads highest at a median of $21.72 per share, and 0 of the 26 models we run sit above the $46.95 price. Bear case: the Asset-Based group reads lowest at $2.93, and 26 of the 26 models stay below the price. Evidence for this calculation is high.
Over the trailing twelve months, Iridium Communications Inc generated revenue of $876M at a net margin of 12.1%. Revenue grew 1.9% year over year. It earns a return on equity of 21.4%. Net debt stands at $1.7B. Fundamentals as of Sep 5, 2026
Our scenario range runs from $9.23 (bear case) to $28.84 (bull case); at $46.95, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 13% below its 52-week high and 204% above its 52-week low, currently above its 200-day average. For context, the median of 10 Communication Services peers we cover trades at 30% fair-value upside, at −58%, IRDM screens richer than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly $0.2707 per share, which is 1.4 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 26 models by family
Widest divergence: Growth Earnings ($21.72) versus Asset-Based ($2.93). Highest evidence: FCF DCF (76).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Sep 5, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 64 · Market factors (momentum, volatility) 69
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
Iridium Communications Inc. provides mobile voice and data communications services and products to businesses, the United States and foreign governments, non-governmental organizations, and consumers in the United States, Canada, and internationally.
Full company description
Iridium Communications Inc. provides mobile voice and data communications services and products to businesses, the United States and foreign governments, non-governmental organizations, and consumers in the United States, Canada, and internationally. The company offers mobile satellite communications services for land mobile end users and aviation sectors; broadband terminals, embedded devices, and handsets for merchant shipping, fishing, leisure and research vessels, and specialized watercraft; satellite-based IoT services; hosted payload and other data services; and other data services and engineering services. It also provides postpaid mobile voice and data satellite communications; prepaid mobile voice satellite communications; push-to-talk; broadband data; Internet of Things (IoT); and satellite time and location services. In addition, the company offers personnel tracking devices; asset tracking devices for equipment, vehicles, and aircrafts; beyond-line-of-sight aircraft communications applications; maritime communications applications; specialized communications solutions for high-value individuals; and mobile communications and data devices for the military and other government agencies, such as secure satellite handsets; and maintenance services for the U.S. government's dedicated gateway. Further, it provides satellite handsets, voice and data modems, broadband data devices, and IoT data devices; and various accessories for its devices that include batteries, holsters, earbud headphones, portable auxiliary antennas, antenna adaptors, USB data cables, and charging units. The company sells its products and services to commercial end users through a wholesale distribution network that include service providers, and value-added resellers and value-added manufacturers. The company was formerly known as Iridium Holdings LLC and changed its name to Iridium Communications Inc. in September 2009. Iridium Communications Inc. is headquartered in McLean, Virginia.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Iridium Communications Inc reported revenue of $872M in FY2025 versus $615M in FY2021, a compound +9.1%/yr. Reported net income was $114M in FY2025.
of which total revenue +7.9 % · buybacks/dilution −2.4 %
Annual growth per factor. These are factors, not summands: multiplied they give the EPS growth rate, added they do not quite. Start and end points are 3-year averages (details on hover).
IRDM screens 136% overvalued. Compare with China Mobile Limited →
Earlier news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Why Is Iridium (IRDM) Up 1.7% Since Last Earnings Report?
- Rocket Lab CEO Says $8 Billion Iridium Deal Won’t Take on Elon Musk’s Starlink — Don’t Intend to 'Directly Compete,’ But Plans Something Tha
Peer Group
Telecom Services · 248 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Telecom Services median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 46/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Telecom Services stocks, each showing price versus our Fair Value estimate (as of Sep 5, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| China Mobile Limited 600941 | ¥96.11 | ¥109.88 | +14% |
| T-Mobile US, Inc TMUS | $177.75 | $172.67 | −3% |
| Verizon Communications Inc VZ | $49.43 | $64.43 | +30% |
| AT&T Inc T | $26.01 | $43.97 | +69% |
| Bharti Airtel Limited BHARTIARTL | ₹1,935 | ₹941.48 | −51% |
| Comcast Corporation CMCSA | $26.41 | $95.42 | +261% |
| China Telecom Corporation 601728 | ¥6.43 | ¥8.36 | +30% |
| América Móvil, S.A. AMX | $23.50 | $39.45 | +68% |
| Singapore Telecommunications Limited Z77 | 4.29 SGD | 3.03 SGD | −29% |
| Swisscom AG SCMN | CHF 627.50 | CHF 463.92 | −26% |
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