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US Equities · Finance research note

SATS — EchoStar

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2. Company Fundamentals

2.1 Competitiveness

Metric Value
Operating Margins 8.91%
Profit Margins -97.56%
Return on Equity -112.28%
Return on Assets 0.4%
Free Float 0.14B
Short Int % Utilisation 36.49%

2.2 Growth

Metric Value
Revenue Growth -5.2%
Free Cash Flow -0.46B
EBITDA 38.53 (Ratio)
Enterprise Value 61.17B
EV/Revenue 4.13
EV/EBITDA 38.53

Revenue growth of -5.2% suggests mature or challenged top-line momentum.

2.3 Management

Role Metric
Consensus Rating N/A

2.4 Return

Metric Value
Expected Return (Ann.) 50.98%
Risk / Std Dev (Ann.) 69.17%
Sharpe Ratio (rf=4.5%) 0.67
Beta 0.96

DuPont Model Analysis

The DuPont model decomposes return on equity (ROE) into three operating and capital-structure drivers:

ROE = Net Margin × Asset Turnover × Equity Multiplier

The comparison uses the latest two comparable annual periods available for the issuer, with reported statement amounts shown in US$. Revenue and net income are income-statement flows; total assets and shareholders’ equity are year-end balance-sheet figures. This is a simplified year-end-balance DuPont comparison rather than an average-balance ROE calculation.

DuPont component Calculation FY2025 FY2024
Revenue Reported revenue $15.00B $15.83B
Net income Reported net income $-14.50B $-119.55M
Total assets Year-end reported balance $43.02B $60.94B
Shareholders’ equity Year-end reported balance $5.77B $20.19B
Net margin Net income ÷ revenue -96.62% -0.76%
Asset turnover Revenue ÷ total assets 0.3488x 0.2597x
Equity multiplier Total assets ÷ shareholders’ equity 7.4606x 3.0181x
ROE Net margin × asset turnover × equity multiplier -251.43% -0.59%

Source: Yahoo Finance annual statements. Values are based on the two latest comparable annual periods returned by the source; fiscal period labels use the statement period-end year.

2.5 FCFF DCF Valuation

FCFF DCF exception: Reported operating inputs do not support a stable FCFF DCF. This post deliberately does not publish a mechanical enterprise value or implied per-share value on an unsuitable basis.

Available valuation input Value
Last market price $103.92
Market capitalisation $30.12B
Revenue $15.00B
EBIT -$17.37B
Reported free cash flow -$1.74B
FCF yield -5.78%
Net debt / EBITDA -1.72x

2.6 Investor-Style Research Screen

Educational screen Result
Buffett-inspired cash-quality checks not rated — FCFF DCF suitability or data-integrity condition not met
Lynch-inspired balance-and-growth checks not rated — FCFF DCF suitability or data-integrity condition not met

Data lineage: Yahoo Finance public market and reported-statement data; retrieval timestamp: 2026-08-18 17:48:12.529756 UTC; latest reported fiscal period: 2025-12-31 00:00:00. Financial institutions and REITs require sector-specific methods rather than a mechanical FCFF DCF. This is research and analysis only, not personalized financial advice.

2.7 Quantitative Factor Diagnostics

Factor-model exception: No verified adjusted-close issuer series is available for factor regression. No Fama–French loading or alpha estimate is published on an incomplete basis.

Factor models are descriptive in-sample exposure diagnostics, not forecasts, investment recommendations, or estimates of future returns. This is research and analysis only, not personalized financial advice.

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