IRDM
Iridium Communications Inc.
IRDM trails on the overall score without a compensating advantage in the available component scores.
META
Meta Platforms, Inc.
META has the edge over IRDM overall, supported by stronger modeled upside and lower modeled downside.
IRDM Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Strong | |
| Weak |
IRDM's profitability and cash flow are currently healthy, and its revenue is stable, but its balance sheet is weak.
META Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Stable | |
| Healthy |
META's revenue, profitability and balance sheet are currently healthy, and its cash flow is stable.
IRDM PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 24x | $36.38 | -21% |
| Current | 31x | $46.12 | — |
| Fair | 40x | $60.39 | +31% |
| Forward | 68x | $46.12 | — |
| Expensive | 489x | $738 | +1501% |
Historical ranges are pointers, not guarantees.
IRDM has the edge over META in the historical PE scenario, which offers more potential upside but is not a forecast.
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's PE is in its cheap range at 21x. If earnings grow as analysts expect, today's price would be 19x next year's earnings.
IRDM Forward outlook
| Metric | Outlook |
|---|---|
| Strongly deteriorating | |
| Strong decline | |
| Growth | |
| Strongly weakening | |
| Limited | |
| Low |
Analysts expect IRDM's revenue to grow, but its earnings and profitability to decline. However, they disagree widely on these estimates.
META Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Strong growth | |
| Strongly weakening | |
| Moderate | |
| Low |
META has the edge over IRDM on the outlook, with more favorable valuation and earnings expectations.
IRDM Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.68 | -55% |
| Q3 2026 | $1.51 | +35% |
| Q2 2026 | $0.88 | -10% |
| Q1 2026 | $0.99 | -5.7% |
| Q4 2025 | $1.06 | +13% |
| Q3 2025 | $1.12 | +20% |
| Q2 2025 | $0.98 | +38% |
| Q1 2025 | $1.05 | +425% |
| Q4 2024 | $0.94 | +683% |
IRDM has the edge over META on earnings, with stronger typical year-over-year growth.
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.
IRDM Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $245.7M | +8.3% |
| Q2 2026 | $225.2M | +3.8% |
| Q1 2026 | $219.1M | +1.9% |
| Q4 2025 | $212.9M | 0% |
| Q3 2025 | $226.9M | +6.7% |
| Q2 2025 | $216.9M | +7.9% |
| Q1 2025 | $214.9M | +5.4% |
| Q4 2024 | $213M | +9.4% |
IRDM's revenue has held roughly level: $246M last quarter, up 8.3% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 13% | -18 points |
| Q2 2026 | 15% | -8.1 points |
| Q1 2026 | 23% | -5 points |
| Q4 2025 | 26% | +1.5 points |
| Q3 2025 | 31% | +5.1 points |
| Q2 2025 | 23% | +1.5 points |
| Q1 2025 | 28% | +3.7 points |
| Q4 2024 | 24% | +0.7 points |
IRDM's operating margin was 13% last quarter, down 18 points from the same quarter a year ago.
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 IRDM on sales, with more consistent year-over-year improvement.
| 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 IRDM on profitability, with a higher operating margin.
IRDM Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $68.5M | -14% |
| Q2 2026 | $92.3M | -15% |
| Q1 2026 | $41.7M | +14% |
| Q4 2025 | $75.1M | -6.7% |
| Q3 2025 | $79.2M | -21% |
| Q2 2025 | $108.9M | +59% |
| Q1 2025 | $36.5M | -36% |
| Q4 2024 | $80.5M | +12% |
IRDM has the edge over META on cash flow, with stronger typical year-over-year growth.
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.
IRDM Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.4% | +458K shares |
| 1 year | +2.3% | +2.5M shares |
| 3 years | -13% | -16.3M shares |
| 5 years | -18% | -23.9M shares |
| Available history | -13% | -16.2M shares |
IRDM has 109M diluted shares, up 2.3% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | $30,000 |
| Q3 2025 | $50.4M |
| Q2 2025 | $65.6M |
| Q1 2025 | $70.5M |
| Q4 2024 | $123.1M |
IRDM has spent almost nothing on buybacks in the past year.
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 the edge over IRDM on shareholder dilution, with a more favorable share count trend.
| 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.
IRDM Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 5.6x | High |
| Q2 2026 | 3.7x | Elevated |
| Q1 2026 | 3.8x | Elevated |
| Q4 2025 | 3.7x | Elevated |
| Q3 2025 | 3.9x | Elevated |
| Q2 2025 | 4.1x | High |
| Q1 2025 | 4.2x | High |
| Q4 2024 | 4.2x | High |
IRDM's net debt is about 5.6 years of its operating earnings (EBITDA), up from 3.9 years a year ago.
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 has the edge over IRDM on leverage, with a lower net debt burden relative to earnings.
IRDM Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 54.3 | Neutral |
| Stochastic | 34.5 | Neutral |
IRDM's weekly RSI is 54 (neutral) and its Stochastic is 34 (neutral).
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).
IRDM PE vs Communication Services Sector
| Metric | IRDM | Sector median | Relative |
|---|---|---|---|
| PE | 31x | 16x | 85% above |
| PE % | 33 | 26 | 7 pts above |
IRDM is trading at 31x earnings, a 85% 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 IRDM on valuation relative to its sector.
IRDM Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $46.1 | 0.2% above |
| 20 week MA | $47.5 | 2.8% below |
| 50 week MA | $37.3 | 24% above |
| 100 week MA | $31.2 | 48% above |
| 200 week MA | $36.2 | 27% above |
IRDM 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.
IRDM Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $25.1 | $39.1 | +55% |
| 2021 | $39.1 | $42.3 | +8.3% |
| 2022 | $42.3 | $50.6 | +20% |
| 2023 | $50.6 | $41.2 | -19% |
| 2024 | $41.2 | $29.1 | -29% |
| 2025 | $29.1 | $17.2 | -41% |
| 2026 YTD | $17.2 | $46.1 | +168% |
IRDM 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.