IDT
Through the investors’ lenses
Each of these investors has said in public what they look at before buying. Click a name to see how this company measures up — a tick where it passes one of their tests, a cross where it does not.
Warren Buffett 2/3
| Measure | IDT | Checked against | |
|---|---|---|---|
| Owner earnings | $76.33m | positive | ✓ |
| Return on equity | 24.9% | median 11.7% | ✓ |
| Debt to equity | — | median 0.79x | — |
| Operating margin | 8.2% | median 15.0% | ✗ |
Passes 2 of 3. To be clear: Warren Buffett has never said anything about IDT. These are the company’s own figures put through the tests he described. What he looks at, and why →
Terry Smith 0/2
| Measure | IDT | Checked against | |
|---|---|---|---|
| Return on capital employed | — | median 10.1% | — |
| Cash conversion | 1.67x | median 1.78x | ✗ |
| Operating margin | 8.2% | median 15.0% | ✗ |
| Debt to equity | — | median 0.79x | — |
Passes 0 of 2. To be clear: Terry Smith has never said anything about IDT. These are the company’s own figures put through the tests he described. What he looks at, and why →
Charlie Munger 1/2
| Measure | IDT | Checked against | |
|---|---|---|---|
| Return on capital employed | — | median 10.1% | — |
| Return on equity | 24.9% | median 11.7% | ✓ |
| Operating margin | 8.2% | median 15.0% | ✗ |
Passes 1 of 2. To be clear: Charlie Munger has never said anything about IDT. These are the company’s own figures put through the tests he described. What he looks at, and why →
Chuck Akre 2/3
| Measure | IDT | Checked against | |
|---|---|---|---|
| Return on equity | 24.9% | median 11.7% | ✓ |
| Debt to equity | — | median 0.79x | — |
| Cash conversion | 1.67x | median 1.78x | ✗ |
| Return on equity, sustained | 8 of 10 | 8 of 10 above median | ✓ |
Passes 2 of 3. To be clear: Chuck Akre has never said anything about IDT. These are the company’s own figures put through the tests he described. What he looks at, and why →
Philip Fisher 1/3
| Measure | IDT | Checked against | |
|---|---|---|---|
| Operating margin | 8.2% | median 15.0% | ✗ |
| Net margin | 6.2% | median 10.2% | ✗ |
| Return on capital employed | — | median 10.1% | — |
| Operating margin, held or improving | 8.2% | 10-yr median 1.8% | ✓ |
Passes 1 of 3. To be clear: Philip Fisher has never said anything about IDT. These are the company’s own figures put through the tests he described. What he looks at, and why →
Walter Schloss 1/1
| Measure | IDT | Checked against | |
|---|---|---|---|
| Current ratio | 1.78x | median 1.25x | ✓ |
| Debt to equity | — | median 0.79x | — |
Passes 1 of 1. To be clear: Walter Schloss has never said anything about IDT. These are the company’s own figures put through the tests he described. What he looks at, and why →
Benjamin Graham 1/2
| Measure | IDT | Checked against | |
|---|---|---|---|
| Current ratio | 1.78x | 2.00x published | ✗ |
| Long-term debt to working capital | — | 1.00x published | — |
| Positive earnings, ten years running | 10 yrs | 10 published | ✓ |
Passes 1 of 2. To be clear: Benjamin Graham has never said anything about IDT. These are the company’s own figures put through the tests he described. What he looks at, and why →
Peter Lynch 0/1
| Measure | IDT | Checked against | |
|---|---|---|---|
| Debt to equity | — | median 0.79x | — |
| Net margin | 6.2% | median 10.2% | ✗ |
Passes 0 of 1. To be clear: Peter Lynch has never said anything about IDT. These are the company’s own figures put through the tests he described. What he looks at, and why →
| Basis | Payout | Why |
|---|---|---|
| GAAP earnings | 7.3% | whyThe figure most screeners publish. |
| Operating cash flow | 4.4% | whyBefore capital spending. |
| Free cash flow | 5.2% | whyAfter maintaining the business. |
Spread between highest and lowest: 2.9 percentage points. Same filings, different denominators.
Coverage rating 76 / 100 — Adequate. ? Peer standing 46/50Direction 30/30Stability 0/20
Free cash flow payout, last 6 years
| Fiscal year | Payout |
|---|---|
| 2025-07-31 | 5.2% |
| 2024-07-31 | 4.3% |
| 2017-07-31 | 136.0% |
| 2016-07-31 | 56.6% |
| 2014-07-31 | 47.5% |
| 2013-07-31 | 40.1% |
92% of the 25 communications here pay out more — comfortable for the sector.
The arithmetic
- GAAP earnings — dividends declared per share $0.220 ÷ diluted EPS $3.01
- Operating cash flow — dividends paid $5.55m ÷ operating cash flow $127m
- Free cash flow — dividends paid $5.55m ÷ (operating cash flow $127m − capex $20.8m)
Where the figures came from
- 10-K filed 2025-09-29 · accession 0001493152-25-016071
All public at sec.gov — you should not have to take our word for it.
Computed straight from SEC XBRL. A number that looks wrong to you is more useful to us than agreement — tell us.
What the free cash flow payout ratio measures, and where every company here sits on it.
Also on: rated adequate · when it files.
When this changes
Every figure above is recomputed whenever IDT files. The monthly letter carries what filed, what moved, and one finding computed across every company here.