IDT
IDT Corporation
IDT offers stronger fundamentals, but that advantage does not outweigh its weaker overall profile.
META
Meta Platforms, Inc.
META has the edge over IDT overall, supported by stronger valuation and stronger modeled upside.
IDT Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Stable | |
| Strong |
IDT's profitability and balance sheet are currently healthy, and its revenue and cash flow are stable.
META Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Stable | |
| Healthy |
META's revenue, profitability and balance sheet are currently healthy, and its cash flow is stable.
IDT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 13x | $46.12 | -44% |
| Fair | 17x | $58.62 | -29% |
| Current | 24x | $82.80 | — |
| Expensive | 26x | $91.05 | +10% |
Historical ranges are pointers, not guarantees.
IDT's PE is in its expensive range at 24x.
META PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 19x | $624 | — |
| Cheap | 21x | $613 | -1.7% |
| Current | 21x | $624 | — |
| Fair | 27x | $803 | +29% |
| Expensive | 32x | $934 | +50% |
Historical ranges are pointers, not guarantees.
META has the edge over IDT in the historical PE scenario, which offers more potential upside but is not a forecast.
IDT Forward outlook
There aren't enough analyst estimates for IDT to show an outlook.
META Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Strong growth | |
| Strongly weakening | |
| Moderate | |
| Low |
Analysts expect earnings and revenue growth for META, but weaker profitability. However, they disagree widely on these estimates.
IDT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | $3.46 | +15% |
| Q2 2026 | $3.27 | -14% |
| Q1 2026 | $3.26 | +3.5% |
| Q4 2025 | $3.22 | +10% |
| Q3 2025 | $3.01 | +19% |
| Q2 2025 | $3.79 | +171% |
| Q1 2025 | $3.15 | +117% |
| Q4 2024 | $2.92 | +101% |
IDT earned $3.46 per share over the past year, up 15% from the year before.
META Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $32.16 | +9.7% |
| Q3 2026 | $29.32 | +30% |
| Q2 2026 | $26.54 | -3.7% |
| Q1 2026 | $27.50 | +7.5% |
| Q4 2025 | $23.49 | -1.6% |
| Q3 2025 | $22.58 | +6.5% |
| Q2 2025 | $27.56 | +41% |
| Q1 2025 | $25.58 | +47% |
| Q4 2024 | $23.86 | +60% |
META earned $29.32 per share over the past year, up 30% from the year before.
IDT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $339M | +7.1% |
| Q2 2026 | $315.7M | +4.5% |
| Q1 2026 | $320.5M | +5.7% |
| Q4 2025 | $322.8M | +4.3% |
| Q3 2025 | $316.6M | +2.5% |
| Q2 2025 | $302M | +0.8% |
| Q1 2025 | $303.3M | +2.4% |
| Q4 2024 | $309.6M | +2.8% |
IDT's revenue has grown year over year for 10 quarters in a row: $339M last quarter, up 7.1% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 9.8% | +2.9 points |
| Q2 2026 | 9.4% | +0.6 points |
| Q1 2026 | 8.5% | -0.8 points |
| Q4 2025 | 9.6% | +1.9 points |
| Q3 2025 | 6.9% | +0.4 points |
| Q2 2025 | 8.8% | +5 points |
| Q1 2025 | 9.3% | +3.9 points |
| Q4 2024 | 7.6% | +1.9 points |
IDT's operating margin was 9.8% last quarter, up 2.9 points from the same quarter a year ago, near the top of its range since 2019.
META Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $64.6B | +26% |
| Q2 2026 | $60.8B | +28% |
| Q1 2026 | $56.3B | +33% |
| Q4 2025 | $59.9B | +24% |
| Q3 2025 | $51.2B | +26% |
| Q2 2025 | $47.5B | +22% |
| Q1 2025 | $42.3B | +16% |
| Q4 2024 | $48.4B | +21% |
META has the edge over IDT on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 20% | -20 points |
| Q2 2026 | 31% | -12 points |
| Q1 2026 | 41% | -0.9 points |
| Q4 2025 | 41% | -7 points |
| Q3 2025 | 40% | -2.7 points |
| Q2 2025 | 43% | +5 points |
| Q1 2025 | 41% | +3.6 points |
| Q4 2024 | 48% | +7.4 points |
META has the edge over IDT on profitability, with a higher operating margin.
IDT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $38.4M | +49% |
| Q2 2026 | $13.4M | -81% |
| Q1 2026 | $32.2M | +110% |
| Q4 2025 | -$16M | -$10.8M |
| Q3 2025 | $25.7M | +9.1% |
| Q2 2025 | $70.3M | +1351% |
| Q1 2025 | $15.3M | -25% |
| Q4 2024 | -$5.1M | -149% |
IDT has the edge over META on cash flow, with more consistent year-over-year improvement.
META Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$1.2B | -110% |
| Q2 2026 | $1.7B | -81% |
| Q1 2026 | $13.2B | +19% |
| Q4 2025 | $14.8B | +9.3% |
| Q3 2025 | $11.2B | -32% |
| Q2 2025 | $9B | -19% |
| Q1 2025 | $11.1B | -14% |
| Q4 2024 | $13.6B | +16% |
META usually generates cash, though not every quarter: the latest was −$1.2B, but it generated $28.6B over the past year.
IDT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.4% | +108K shares |
| 1 year | -1.1% | -272K shares |
| 3 years | -2.2% | -554K shares |
| 5 years | -4% | -1M shares |
| Available history | -5.4% | -1.4M shares |
IDT has the edge over META on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q1 2026 | $7.4M |
| Q4 2025 | $7.6M |
| Q3 2025 | — |
| Q2 2025 | $6.4M |
| Q1 2025 | $9M |
| Q4 2024 | $2.4M |
| Q3 2024 | $3.4M |
| Q2 2024 | $4M |
META Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.3% | +7M shares |
| 1 year | 0% | +1M shares |
| 3 years | -2.6% | -68M shares |
| 5 years | -10% | -286M shares |
| Available history | -11% | -303M shares |
META has 2.6B diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | $3.3B |
| Q2 2025 | $10.2B |
| Q1 2025 | $12.8B |
| Q4 2024 | — |
META hasn't bought back shares in the past year.
IDT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.6x | Net Cash |
| Q2 2026 | -1.6x | Net Cash |
| Q1 2026 | -1.6x | Net Cash |
| Q4 2025 | -1.5x | Net Cash |
| Q3 2025 | -1.9x | Net Cash |
| Q2 2025 | -1.7x | Net Cash |
| Q1 2025 | -1.4x | Net Cash |
| Q4 2024 | -1.6x | Net Cash |
IDT has the edge over META on leverage, with a lower net debt burden relative to earnings.
META Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.7x | Very low |
| Q2 2026 | 0.6x | Very low |
| Q1 2026 | 0.3x | Very low |
| Q4 2025 | 0.2x | Very low |
| Q3 2025 | 0.2x | Very low |
| Q2 2025 | 0.2x | Very low |
| Q1 2025 | 0.0x | Very low |
| Q4 2024 | -0.2x | Net Cash |
META's net debt is less than a year of its operating earnings (EBITDA).
IDT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 80.0 | Overbought |
| Stochastic | 89.3 | Overbought |
IDT's weekly RSI is 80 (overbought) and its Stochastic is 89 (overbought).
META Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 48.2 | Neutral |
| Stochastic | 33.7 | Neutral |
META's weekly RSI is 48 (neutral) and its Stochastic is 34 (neutral).
IDT PE vs Communication Services Sector
| Metric | IDT | Sector median | Relative |
|---|---|---|---|
| PE | 24x | 16x | 45% above |
| PE % | 75 | 26 | 49 pts above |
IDT is trading at 24x earnings, a 45% premium to the Communication Services sector's median of 16x.
META PE vs Communication Services Sector
| Metric | META | Sector median | Relative |
|---|---|---|---|
| PE | 21x | 16x | 29% above |
| PE % | 18 | 26 | 8 pts below |
META has the edge over IDT on valuation relative to its sector.
IDT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $79.8 | 3.8% above |
| 20 week MA | $71.5 | 16% above |
| 50 week MA | $59.3 | 40% above |
| 100 week MA | $57.0 | 45% above |
| 200 week MA | $45.6 | 82% above |
IDT has the edge over META on trend strength, trading above more of its moving averages.
META Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $674.9 | 7.6% below |
| 20 week MA | $634.5 | 1.7% below |
| 50 week MA | $630.8 | 1.1% below |
| 100 week MA | $647.8 | 3.7% below |
| 200 week MA | $517.5 | 21% above |
META has fallen below most of its moving averages, though it's still 21% above its 200-week average.
IDT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $7.03 | $12.5 | +78% |
| 2021 | $12.5 | $44.3 | +253% |
| 2022 | $44.3 | $27.9 | -37% |
| 2023 | $27.9 | $34.1 | +22% |
| 2024 | $34.1 | $47.9 | +41% |
| 2025 | $47.9 | $52.0 | +8.4% |
| 2026 YTD | $52.0 | $82.8 | +59% |
IDT has the edge over META on returns for 2026, with the stronger performance.
META Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $208.1 | $267.4 | +28% |
| 2021 | $267.4 | $335.2 | +25% |
| 2022 | $335.2 | $118.0 | -65% |
| 2023 | $118.0 | $354.0 | +200% |
| 2024 | $354.0 | $599.8 | +69% |
| 2025 | $599.8 | $663.3 | +11% |
| 2026 YTD | $663.3 | $623.6 | -6% |
META's yearly returns have swung widely, from +200% in 2023 to −65% in 2022. It's down 6% so far in 2026.