Head to Head

IRDM vs YSS: which is the better buy in 2026?

On Alexandria's Compass, York Space Systems, Inc. has the edge with a 90/100 score versus 89/100 for IRDM. Here is how they stack up, factor by factor.

Iridium Communications

NASDAQ:IRDM

89/100 Compass
True NorthHold$4.6B

Premium satellite monopoly priced for perfection near all-time highs with flat revenue growth and heavy debt.

Full IRDM analysis

York Space Systems, Inc.

NYSE:YSS

Edge
90/100 Compass
True NorthAccumulate$4.0B

A space infrastructure arms dealer approaching profitability inflection, with the market underpricing the defense backlog ramp ahead.

Full YSS analysis

Factor by factor

FactorIRDMYSS
Revenue Growth3735
Profitability6620
Valuation5177
Momentum6952
Theme Purity8373
Moat8352
Catalysts7175
Market Position8452

Get head-to-heads like this, free

Join the Alexandria e-letter for Compass verdicts, earnings intelligence, and the contrarian calls the crowd misses. Twice a week, no noise.

Free forever. Unsubscribe anytime. We never share your email.

Frequently asked questions

Is IRDM or YSS the better buy in 2026?

By Compass Score, York Space Systems, Inc. (NYSE:YSS) edges it at 90/100 versus 89/100 for IRDM. Both scores update weekly and reflect a contrarian, forward-looking read, not a recommendation.

How does Alexandria compare IRDM and YSS?

Each company is scored 1-100 on eight factors: revenue growth, profitability, valuation, momentum, theme purity, moat, catalysts, and market position. The Compass Score is the composite, and the comparison below shows where each name wins factor by factor.

Compass Scores are proprietary editorial research from publicly available data, not investment advice or a recommendation regarding any security. Rankings update weekly.