IRDM vs VSAT

For growth investors, Viasat, Inc.

(VSAT) is the stronger pick with 5. 5% revenue growth year-over-year, versus 4. 9% for Iridium Communications Inc. (IRDM). Iridium Communications Inc. (IRDM) offers the better valuation at 38. 3x trailing P/E (36. 5x forward), making it the more compelling value choice. Analysts rate Iridium Communications Inc. (IRDM) a "Buy" — based on 13 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

Over the past 5 years, Viasat, Inc.

(VSAT) delivered a total return of +34. 1%, compared to +10. 9% for Iridium Communications Inc. (IRDM). Over 10 years, the gap is even starker: IRDM returned +415. 1% versus VSAT's -11. 0%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Iridium Communications Inc.

(IRDM) is the lower-risk stock at 1. 05β versus Viasat, Inc. 's 2. 92β — meaning VSAT is approximately 177% more volatile than IRDM relative to the S&P 500. On balance sheet safety, Viasat, Inc. (VSAT) carries a lower debt/equity ratio of 162% versus 4% for Iridium Communications Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Viasat, Inc.

(VSAT) is pulling ahead at 5. 5% versus 4. 9% for Iridium Communications Inc. (IRDM). On earnings-per-share growth, the picture is similar: Viasat, Inc. grew EPS 50. 9% year-over-year, compared to 12. 8% for Iridium Communications Inc.. Over a 3-year CAGR, VSAT leads at 23. 2% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Iridium Communications Inc.

(IRDM) is the more profitable company, earning 13. 1% net margin versus -12. 7% for Viasat, Inc. — meaning it keeps 13. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: IRDM leads at 27. 1% versus -2. 2% for VSAT. At the gross margin level — before operating expenses — IRDM leads at 77. 3%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

Analyst consensus price targets imply the most upside for IRDM: -12.

5% to $35. 50.

In this comparison, IRDM (1.

4% yield) pays a dividend. VSAT does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Iridium Communications Inc.

(IRDM) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 05), 1. 4% yield, +415. 1% 10Y return). Viasat, Inc. (VSAT) carries a higher beta of 2. 92 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (IRDM: +415. 1%, VSAT: -11. 0%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

These companies operate in different sectors (IRDM (Communication Services) and VSAT (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

IRDM pays a dividend while VSAT does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.