Gogo vs Iridium Communications
GOGO and IRDM side by side, both in communications. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How GOGO and IRDM compare
Iridium Communications is the larger company, worth 11 times as much as Gogo ($4.9B against $465M).
Gogo grew revenue faster over the last twelve months (9.2% versus 3.6% for Iridium Communications).
Iridium Communications keeps more of each dollar of sales as profit, with a net margin of 18.1% compared with −0.24% at Gogo.
Iridium Communications pays a dividend yielding 1.3%; Gogo does not pay one.
Iridium Communications scores higher on the StockData Score (14 against 8 for Gogo), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | GOGO | IRDM |
|---|---|---|
| Size and price | ||
| Market cap | $465M | $4.9B |
| Share price | $3.43 | $46.12 |
| Change, 1 year | −53.6% | 176% |
| Change, 5 years | −75.1% | 15.4% |
| Beta (5Y) | 0.94 | 0.69 |
| Employees | 680 | 975 |
| StockData Score | ||
| Total score | 8 | 14 (better) |
| Valuation score | 3 (better) | 1 |
| Growth score | 2 | 2 |
| Performance score | 2 | 4 (better) |
| Health score | 1 | 4 (better) |
| Dividend score | 0 | 3 (better) |
| Valuation | ||
| P/E | – | 30.5× |
| P/S | 0.5× (better) | 5.4× |
| P/B | 3.8× (better) | 8.5× |
| EV/EBITDA | 7.6× (better) | 12.2× |
| P/FCF | – | 17.6× |
| PEG | – | 0.21 |
| FCF yield | −2.8% | 5.7% (better) |
| Fair value | $7.11 | $38.47 |
| Margin of safety | 51.8% (better) | −19.9% |
| Growth | ||
| Revenue growth (TTM) | 9.2% (better) | 3.6% |
| Revenue growth, 5Y average | 27.5% (better) | 8.4% |
| Net income growth (TTM) | – | 29.5% |
| EPS growth (TTM) | – | 33.6% |
| Profitability | ||
| Operating margin | 10.4% | 19.0% (better) |
| Net margin | −0.24% | 18.1% (better) |
| FCF margin | −1.4% | 30.7% (better) |
| Return on equity | −1.8% | 31.7% (better) |
| Return on invested capital | 5.6% | 30.1% (better) |
| Financial health | ||
| Debt / equity | 6.67 (better) | 0.00 |
| Net debt / EBITDA | 4.62 | – |
| Interest coverage | 1.3× | – |
| Current ratio | 1.84 (better) | 0.91 |
| Altman Z-score | 0.07 | 1.51 (better) |
| Piotroski F-score | 5 | 8 (better) |
| Dividends and buybacks | ||
| Dividend yield | – | 1.3% |
| Payout ratio | – | 39.8% |
| Buyback yield | – | −0.00% |
| Shareholder yield | 0.00% | 1.3% (better) |
| Ownership | ||
| Held by institutions | 74.0% | 86.0% |
| Held by insiders | 42.2% | 22.6% |
| Insider net buying, 12 months | $2.0M (better) | −$19.8M |
| Short interest, % of float | 18.7% | 3.7% |
Go deeper
- GOGO stock overview
- GOGO income statement
- GOGO valuation and score
- IRDM stock overview
- IRDM income statement
- IRDM valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.