Author sees IDT Corporation as a value opportunity trading at a low-to-mid-teens earnings multiple with a sum-of-the-parts story in NRS and net2phone plus spin-off optionality.
IDT — LONG The author argues IDT Corporation trades at a low- to mid-teens earnings multiple, reasonable given its cash-generative, asset-light businesses and strong capital allocation. The core thesis is a sum-of-the-parts story with growth potential in National Retail Solutions (NRS) and net2phone, paired with management's track record of value-creating spin-offs. The author frames it as a disciplined capital allocator at a fair multiple with embedded optionality rather than a classic compounder.
The core thesis is a sum-of-the-parts story with particularly the growth potential in National Retail Solutions (NRS) and net2phone areas, paired with management’s track record of value-creating spin-offs.
This Reddit post, published February 23, 2026, features u/Firm_Entertainment58 discussing IDT. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/Firm_Entertainment58 · Tickers: IDT