10 Best Satellite Communications for November 2025
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Market Overview & Selection Criteria
The satellite communications and technology sectors are experiencing rapid transformation, driven by global connectivity demands, AI integration, and infrastructure upgrades. Our selection methodology leverages ValueSense’s intrinsic value tools, focusing on stocks with strong quality ratings, significant growth catalysts, and compelling valuation metrics. Each pick is filtered for sector relevance, financial health, and potential for outperformance, using proprietary ValueSense ratings and deep-dive financial analysis[1][2][3].
Featured Stock Analysis
Stock #1: Intel Corporation (INTC)
| Metric | Value |
|---|---|
| Market Cap | $180.5B |
| Quality Rating | 5.1 |
| Intrinsic Value | $74.5 |
| 1Y Return | 85.8% |
| Revenue | $53.4B |
| Free Cash Flow | ($7,251.0M) |
| Revenue Growth | (1.5%) |
| FCF margin | (13.6%) |
| Gross margin | 35.8% |
| ROIC | (1.3%) |
| Total Debt to Equity | 39.9% |
Investment Thesis
Intel Corporation stands as a foundational player in the semiconductor industry, with a market cap of $180.5B. Despite a modest revenue decline -1.5%, Intel’s intrinsic value is estimated at $74.5, suggesting substantial upside from current levels. The company’s quality rating of 5.1 reflects solid fundamentals, though recent free cash flow is negative $7,251.0M, indicating ongoing investment and restructuring. Intel’s gross margin of 35.8% and a total debt to equity ratio of 39.9% position it as a stable, if not high-growth, candidate for long-term value investors.
Key Catalysts
- Expansion into AI and data center markets
- Strategic investments in manufacturing capacity
- Potential recovery in PC and server demand
Risk Factors
- Negative free cash flow and declining ROIC -1.3%
- Competitive pressures from AMD, NVIDIA, and ARM-based solutions
- Cyclical demand in core markets
Stock #2: EchoStar Corporation (SATS)
| Metric | Value |
|---|---|
| Market Cap | $21.5B |
| Quality Rating | 6.0 |
| Intrinsic Value | $136.2 |
| 1Y Return | 198.8% |
| Revenue | $15.5B |
| Free Cash Flow | ($1,456.1M) |
| Revenue Growth | (35.9%) |
| FCF margin | (9.4%) |
| Gross margin | 27.6% |
| ROIC | (1.7%) |
| Total Debt to Equity | 149.7% |
Investment Thesis
EchoStar Corporation, with a market cap of $21.5B, is a leader in satellite communications, recently posting an impressive 1-year return of 198.8%. The company’s intrinsic value of $136.2 and quality rating of 6.0 highlight its strong position in a rapidly expanding sector. Revenue growth of 35.9% underscores EchoStar’s ability to capitalize on global connectivity trends, though free cash flow remains negative $1,456.1M, reflecting heavy investment in infrastructure.
Key Catalysts
- Accelerated adoption of satellite broadband
- Strategic partnerships and technology upgrades
- Expansion into new geographic markets
Risk Factors
- High debt to equity ratio 149.7%
- Negative free cash flow and ROIC -1.7%
- Regulatory and competitive risks in global markets
Stock #3: Suzano S.A. (SUZ)
| Metric | Value |
|---|---|
| Market Cap | $11.2B |
| Quality Rating | 6.9 |
| Intrinsic Value | $14.7 |
| 1Y Return | -9.8% |
| Revenue | R$51.3B |
| Free Cash Flow | R$6,011.8M |
| Revenue Growth | 27.4% |
| FCF margin | 11.7% |
| Gross margin | 37.7% |
| ROIC | 1.9% |
| Total Debt to Equity | 227.4% |
Investment Thesis
Suzano S.A. is a major player in the global commodities sector, specializing in pulp and paper. With a market cap of $11.2B and a quality rating of 6.9, Suzano offers a unique blend of growth and value. The company’s intrinsic value is $14.7, and it boasts robust revenue growth 27.4% and positive free cash flow R$6,011.8M. Despite a recent 1-year return of -9.8%, Suzano’s gross margin 37.7% and FCF margin 11.7% suggest resilience amid commodity price volatility.
Key Catalysts
- Global demand for sustainable packaging
- Expansion into new product lines
- Operational efficiency improvements
Risk Factors
- High total debt to equity 227.4%
- Exposure to commodity price swings
- Currency risk in international markets
Stock #4: Globalstar, Inc. (GSAT)
| Metric | Value |
|---|---|
| Market Cap | $6,889.1M |
| Quality Rating | 7.0 |
| Intrinsic Value | $4.3 |
| 1Y Return | 245.5% |
| Revenue | $260.7M |
| Free Cash Flow | $367.9M |
| Revenue Growth | 14.9% |
| FCF margin | 141.2% |
| Gross margin | 65.3% |
| ROIC | (0.2%) |
| Total Debt to Equity | 150.4% |
Investment Thesis
Globalstar, Inc. has emerged as a high-growth satellite communications provider, with a market cap of $6.89B and a stellar 1-year return of 245.5%. The company’s intrinsic value of $4.3 and quality rating of 7.0 indicate strong fundamentals. Revenue growth 14.9% and exceptionally high FCF margin 141.2% highlight operational efficiency, while a gross margin of 65.3% sets Globalstar apart from peers.
Key Catalysts
- Expansion of IoT and satellite-based connectivity
- Strategic partnerships with telecom operators
- New product launches in global markets
Risk Factors
- High debt to equity 150.4%
- Negative ROIC -0.2%
- Technology disruption risk
Stock #5: Viasat, Inc. (VSAT)
| Metric | Value |
|---|---|
| Market Cap | $5,185.0M |
| Quality Rating | 6.3 |
| Intrinsic Value | $51.8 |
| 1Y Return | 314.8% |
| Revenue | $4,564.2M |
| Free Cash Flow | $870.8M |
| Revenue Growth | (1.4%) |
| FCF margin | 19.1% |
| Gross margin | 37.6% |
| ROIC | (1.6%) |
| Total Debt to Equity | 152.5% |
Investment Thesis
Viasat, Inc. is a leader in satellite broadband and communications, with a market cap of $5.19B and a remarkable 1-year return of 314.8%. The company’s intrinsic value is $51.8, and its quality rating of 6.3 reflects solid operational performance. Despite a slight revenue decline -1.4%, Viasat’s free cash flow $870.8M and FCF margin 19.1% demonstrate financial strength. Gross margin stands at 37.6%, supporting ongoing innovation.
Key Catalysts
- Launch of next-generation satellites
- Expansion into government and enterprise markets
- Growth in global broadband demand
Risk Factors
- High debt to equity 152.5%
- Negative ROIC -1.6%
- Market competition and regulatory challenges
Stock #6: Iridium Communications Inc. (IRDM)
| Metric | Value |
|---|---|
| Market Cap | $2,031.7M |
| Quality Rating | 7.0 |
| Intrinsic Value | $47.6 |
| 1Y Return | -34.4% |
| Revenue | $871.7M |
| Free Cash Flow | $305.2M |
| Revenue Growth | 7.3% |
| FCF margin | 35.0% |
| Gross margin | 75.5% |
| ROIC | 10.5% |
| Total Debt to Equity | 0.0% |
Investment Thesis
Iridium Communications Inc. is a global satellite network operator with a market cap of $2.03B and a quality rating of 7.0. Despite a 1-year return of -34.4%, Iridium’s intrinsic value $47.6 and strong gross margin 75.5% highlight its operational efficiency. Revenue growth 7.3% and a healthy FCF margin 35.0% support long-term stability, with zero debt to equity indicating robust financial health.
Key Catalysts
- Expansion of global satellite coverage
- Growth in IoT and maritime communications
- New service offerings
Risk Factors
- Negative share price momentum
- Technology disruption risk
- Market competition
Stock #7: SES AI Corporation (SES)
| Metric | Value |
|---|---|
| Market Cap | $876.8M |
| Quality Rating | 5.3 |
| Intrinsic Value | $0.9 |
| 1Y Return | 398.6% |
| Revenue | $11.4M |
| Free Cash Flow | ($72.8M) |
| Revenue Growth | 44.6% |
| FCF margin | (640.7%) |
| Gross margin | 106.6% |
| ROIC | (236.5%) |
| Total Debt to Equity | 3.6% |
Investment Thesis
SES AI Corporation, with a market cap of $876.8M, is an emerging player in advanced battery technology. The company’s quality rating of 5.3 and intrinsic value of $0.9 suggest speculative upside, supported by a 1-year return of 398.6%. Revenue growth 44.6% and a gross margin of 106.6% highlight innovation, though negative free cash flow $72.8M and ROIC -236.5% indicate early-stage risk.
Key Catalysts
- Breakthroughs in battery technology
- Strategic partnerships in automotive and energy sectors
- Expansion of R&D initiatives
Risk Factors
- Negative free cash flow and extreme ROIC
- Market adoption risk
- Competitive pressures
Stock #8: Gilat Satellite Networks Ltd. (GILT)
| Metric | Value |
|---|---|
| Market Cap | $827.7M |
| Quality Rating | 5.9 |
| Intrinsic Value | $9.0 |
| 1Y Return | 176.5% |
| Revenue | $271.6M |
| Free Cash Flow | $21.3M |
| Revenue Growth | (7.1%) |
| FCF margin | 7.8% |
| Gross margin | 32.4% |
| ROIC | 2.8% |
| Total Debt to Equity | 20.9% |
Investment Thesis
Gilat Satellite Networks Ltd. is a global provider of satellite-based communications solutions, with a market cap of $827.7M and a quality rating of 5.9. The company’s intrinsic value is $9.0, and its 1-year return stands at 176.5%. Despite a revenue decline -7.1%, Gilat’s free cash flow $21.3M and FCF margin 7.8% support ongoing innovation. Gross margin 32.4% and ROIC 2.8% indicate operational stability.
Key Catalysts
- Expansion into new markets
- Growth in enterprise and government contracts
- Technological innovation
Risk Factors
- Revenue contraction
- Competitive pressures
- Currency and geopolitical risks
Stock #9: Telesat Corporation (TSAT)
| Metric | Value |
|---|---|
| Market Cap | $444.8M |
| Quality Rating | 5.5 |
| Intrinsic Value | $715.2 |
| 1Y Return | 131.4% |
| Revenue | CA$489.3M |
| Free Cash Flow | CA$1,296.0K |
| Revenue Growth | (24.2%) |
| FCF margin | 0.3% |
| Gross margin | 95.3% |
| ROIC | (1.4%) |
| Total Debt to Equity | 139.8% |
Investment Thesis
Telesat Corporation is a Canadian satellite operator with a market cap of $444.8M and a quality rating of 5.5. The company’s intrinsic value $715.2 suggests significant upside potential, supported by a 1-year return of 131.4%. Despite a revenue decline -24.2%, Telesat’s gross margin 95.3% and positive free cash flow CA$1,296.0K highlight operational efficiency.
Key Catalysts
- Launch of new satellite constellations
- Expansion into broadband and enterprise services
- Strategic partnerships
Risk Factors
- High debt to equity 139.8%
- Revenue contraction
- Market competition
Stock #10: Comtech Telecommunications Corp. (CMTL)
| Metric | Value |
|---|---|
| Market Cap | $83.5M |
| Quality Rating | 4.6 |
| Intrinsic Value | $50.3 |
| 1Y Return | -23.7% |
| Revenue | $495.4M |
| Free Cash Flow | ($47.1M) |
| Revenue Growth | (12.0%) |
| FCF margin | (9.5%) |
| Gross margin | 22.0% |
| ROIC | (33.2%) |
| Total Debt to Equity | 88.1% |
Investment Thesis
Comtech Telecommunications Corp. is a diversified communications technology provider with a market cap of $83.5M and a quality rating of 4.6. The company’s intrinsic value $50.3 and 1-year return -23.7% reflect turnaround potential. Revenue stands at $495.4M, though free cash flow is negative $47.1M and revenue growth is down -12.0%. Gross margin 22.0% and ROIC -33.2% indicate challenges, but strategic initiatives may drive recovery.
Key Catalysts
- New product launches
- Strategic restructuring
- Expansion into defense and commercial markets
Risk Factors
- Negative free cash flow and ROIC
- Revenue contraction
- Competitive and technological risks
Portfolio Diversification Insights
This watchlist spans satellite communications, semiconductors, commodities, and advanced technology, providing exposure to both growth and value segments. Sector allocation is balanced, with a tilt toward satellite and connectivity stocks, complemented by technology and commodities for risk mitigation. The mix of large-cap (Intel, EchoStar) and emerging players (SES, Gilat) enables diversification across market cycles and innovation themes.
Market Timing & Entry Strategies
Entry strategies should consider sector momentum, earnings cycles, and macroeconomic trends. Satellite stocks may benefit from infrastructure rollouts and regulatory approvals, while technology and commodity plays are sensitive to global demand and innovation cycles. Monitoring ValueSense’s intrinsic value ratings and financial health metrics can help identify optimal entry points for each stock.
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FAQ Section
Q1: How were these stocks selected?
Stocks were chosen using ValueSense’s proprietary intrinsic value tools, focusing on quality ratings, financial metrics, and sector relevance for satellite communications and technology[1][2].
Q2: What's the best stock from this list?
Each stock offers unique strengths; high-quality ratings and strong intrinsic value scores highlight Globalstar (GSAT), Iridium (IRDM), and EchoStar (SATS) as standout picks for further analysis.
Q3: Should I buy all these stocks or diversify?
Diversification across sectors and market caps is recommended for risk management; this watchlist is structured to provide balanced exposure to growth and value themes.
Q4: What are the biggest risks with these picks?
Risks include high debt levels, negative free cash flow, sector competition, and technology disruption. Individual stock analysis sections detail specific concerns for each company.
Q5: When is the best time to invest in these stocks?
Optimal timing depends on sector trends, earnings releases, and macroeconomic conditions. ValueSense’s intrinsic value ratings and financial health metrics can guide entry decisions.