Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
AUDC
Strong BuyFull HouseFLAGAudioCodes Ltd. · Technology · Israel · $242M · Avg Vol: $1M/d
AudioCodes passes the floors (Q58 V63 M63) but quality misses the all-three-above-60 path with no corroborating filing, so stage one fails.
COMPANY DESCRIPTION
AudioCodes Ltd. is an Israeli technology company specializing in advanced voice networking and media processing solutions for the digital workplace. The company provides a comprehensive portfolio of products, including session border controllers, media gateways, and IP phones, critical for unified communications, contact centers, and service provider networks. AudioCodes' deep expertise in voice over IP (VoIP) and strategic partnerships, notably with Microsoft Teams, solidify its position as a leading enabler of modern enterprise communications.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 248.9M | 275.1M | 244.4M | 242.2M | 245.6M | -0.3% | 249.3M | 253.1M | 262.9M | 3.5% |
| EPS | — | 0.89 | 0.28 | 0.51 | 0.31 | -29.6% | 0.25 | 0.31 | 0.33 | 2.4% |
| Shares | — | 31.7M | 30.5M | 29.7M | 27.1M | -14.5% | 24.2M | — | — | — |
| Debt | — | 13.7M | 39.3M | 36.5M | 38.0M | 40.4% | 41.4M | — | — | — |
| Equity | — | 189.8M | 188.1M | 191.8M | 171.3M | -3.4% | — | — | — | — |
| Op CF | — | 8.3M | 14.9M | 35.3M | 29.4M | 52.5% | 27.1M | — | — | — |
| Inv CF | — | -19.7M | 20.0M | 17.8M | -1.5M | — | — | — | — | — |
| Fin CF | — | -48.6M | -28.9M | -24.9M | -41.3M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of AUDC are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| AUDC | AudioCodes Ltd.(you) | $242M | 94 | Strong Buy |
| MWE.L | M.T.I Wireless Edge Ltd. | $79M | 93 | Strong Buy |
| CRNT | Ceragon Networks Ltd. | $191M | 60 | Hold |
| SILC | Silicom Ltd. | $243M | 44 | Hold |
| GILT | Gilat Satellite Networks Ltd. | $766M | 38 | Hold |
| PAY.BR | Payton Planar Magnetics Ltd. | $162M | 90 | Strong Buy |
| ALLT | Allot Ltd. | $381M | 75 | Buy |
| ITRN | Ituran Location and Control Ltd. | $1.0B | 98 | Strong Buy |
| FORTY | Formula Systems (1985) Ltd. | $1.9B | 87 | Strong Buy |
| CGNT | Cognyte Software Ltd. | $650M | 56 | Hold |
Peer medians: ROE 4.7% · P/E 25.2x · Gross margin 51.0%