Hand of the Market Screener
Quality checklist

4 of 6 checks passed · quarter ending 2026-09-30

  • ROIC at least 10%5.7%failed
  • Operating margin up over 3 years+12.2 pppassed
  • Free cash flow at least 80% of net income170.3%passed
  • Share count up at most 5% in 3 years-14.3%passed
  • Net debt at most 3× EBITDA4.2×failed
  • Revenue grew over 3 years4.6%passed
Insider buying, last 90 days

No discretionary insider buying in the last 90 days.

Tracked funds, latest reports
Active managers
−$2.67M −0.0 pp of the company
1 buying · 1 selling · 2 holding
Mutual funds & ETFs
+$5.2M +0.1 pp of the company
1 buying · 0 selling · 2 holding

Each factor with its sector median and, where it's reported per quarter, its last 12 quarters.

Size & liquidity
IRDMSector12 quartersMarket cap$4.65B$11.2BEnterprise value$6.31B$18.56BAvg daily $ volume$60.06M$195.76MDaily turnover1.3%1.2%
Growth
IRDMSector12 quartersRevenue CAGR 3y4.6%4.0%10.3% → 4.6%Revenue CAGR 5y8.3%5.8%8.3% → 8.3%Revenue growth YoY8.3%7.8%0.5% → 8.3%Revenue acceleration+4.4 pp−1.7 pp−6.9 pp → +4.4 ppFCF growth YoY-9.0%15.4%-11.7% → -9.0%FCF conversion170.3%156.2%1566.2% → 170.3%Forward growth (HoM est.)6.4%7.4%
Valuation
IRDMSector12 quartersP/E (trailing)28.5×16.6×P/E (forward, HoM est.)26.8×16.1×P/E vs. sector1.8×1.0×PEG (HoM est.)4.172.72EV/EBITDA16.0×9.6×EV/Sales7.0×2.4×FCF yield4.4%4.6%Dividend yield1.4%0.0%Shareholder yield1.4%4.2%
Quality
IRDMSector12 quartersQuality checks passed43ROIC5.7%8.2%2.8% → 5.7%Gross profitability—42.2%Gross margin—56.5%Gross margin Δ 3y—+3.8 ppOperating margin19.0%16.9%10.3% → 19.0%Operating margin Δ 3y+12.2 pp+5.5 pp+14.6 pp → +12.2 ppDebt/equity3.1×1.0×1.7× → 3.1×Net debt/EBITDA4.2×2.9×3.5× → 4.2×Interest coverage—3.8×Share count Δ 3y-14.3%-5.8%-8.4% → -14.3%Stock compensation / revenue6.3%1.6%7.3% → 6.3%Accruals ratio-8.1%-7.0%-10.7% → -8.1%
Earnings & estimates
IRDMSector12 quartersDays to next report11213
Ownership & positioning
IRDMSector12 quartersInsider buys (90d)00Insiders buying (90d)00Insider net value (90d)-$19.65M$0Institutional ownership86.1%87.7%Institutional Δ QoQ+0.4 pp+0.6 ppConviction funds net buying—−0.0 ppActive managers net buying−0.0 pp−0.1 ppActive funds net buying+0.1 pp+0.0 ppDays to cover2.464.21Short % of shares out3.2%7.1%Short interest Δ−0.0 pp−0.0 pp

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Source: SEC EDGAR: Forms 4 (insider trades), 10-Q and 10-K (financials). Insider trades as filed (amendments applied); financial metrics computed by Hand of the Market from the companies' quarterly and annual reports. Each trade links to its filing.

Not investment advice. These signals are starting points for research, not recommendations. Data may contain errors or lag the filings.