Quality Investor

Digi International Inc.

Rank #242Value

DGII · Nasdaq · Technology

Digi International Inc. (DGII) — Rank #242 by gross profitability (GP/assets 0.28) · ROE 6.0% · Piotroski F-Score 5 / 9.

As-of 2026-09-15 · CIK 0000854775 · all metrics point-in-time as of the filing date.

About

Digi International Inc. provides business and mission-critical Internet of Things (IoT) connectivity products, services, and solutions in the United States, Europe, the Middle East, Africa, and internationally.

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It operates through IoT Products & Services, and IoT Solutions segments. The company offers cellular routers for mission-critical wireless connectivity; cellular modules to embed cellular communications abilities into the products to deploy and manage intelligent and secure cellular connected products; console servers to provide secure and remote access to network equipment in data centers and at edge locations; and radio frequency products, including embedded wireless modules, off-the-shelf gateways, modems, and adapters under the Digi XBee brand. It also provides embedded system products under the Digi Connect, and ConnectCore brands; and infrastructure management products comprising serial servers, which offers serial port-to-Ethernet integration of devices into wired Ethernet networks; and universal serial bus solutions. In addition, it provides Digi Remote Manager and Lighthouse, a recurring revenue cloud-based service that offers a secure environment for customers to manage connected device deployment and network devices; SmartSense by Digi for monitoring wirelessly the temperature of food and other perishable or sensitive goods, monitoring facilities or pharmacies by tracking the completion of operating tasks by employees, and quality control and incident management in food service, healthcare, and transportation/logistics industries; and Ventus for MNaaS solutions. Further, the company provides professional services, such as site planning, implementation management, application development, and customer training; data plan subscriptions; and enhanced technical support services, as well as Digi Wireless Design Services. Digi International Inc.

was incorporated in 1985 and is headquartered in Hopkins, Minnesota.

Industry
Communication Equipment
Sector
Technology
State
DE
Filer Category
Large accelerated filer
Fiscal Year End
September 30
Website
digi.com

Price History

DGII+215.2% · +25.8% CAGRSPY+80.5% · +12.5% CAGR

Company Snapshot

P/E and dividend yield are the primary valuation lenses for mature businesses.

Market Cap

$2.53B

P/E (annual)

61.8

P/S (annual)

5.9

P/B

3.7

P/OCF (annual)

23.5

Shareholder Yield

-2.0%

Employees

913

Industry

Communication Equipment

Exchange

Nasdaq

Signal Flags

5 green1 yellow
Revenue growth acceleratingGrowth rate increasing year over year
Operating leverage expandingOperating income growing faster than revenue
Deferred revenue growingRevenue and deferred revenue both growing — retention signal
RPO outpacing revenueRemaining performance obligations growing faster than recognized revenue — forward demand building
Sequential beat (rev + EPS)Both revenue and EPS exceeded prior quarter — 2-quarter streak
Dilution above 2%Annual share count increase exceeds 2%. May be acceptable for high-growth companies funding talent via stock compensation

Quality Profile

Profitability

1/1 pass
GP / assets
0.28
Return on equity
6.0%
Gross margin trend
PASS

Safety

1/1 pass
Balance-sheet safety
PASS
Debt / equity
0.41
Current ratio
1.13×
Net cash
-$80.16M

Cash Flow

3/3 pass
Positive FCF
PASS
Cash-backed earnings
PASS
Accruals healthy
PASS
SBC / revenue
3.6%

Growth

1/2 pass
Revenue growth
1.5%
Piotroski F-Score
5 / 9
Share dilution
2.0%

Terry Smith quality gate

Passes 2/5 Terry Smith thresholds

What Growth Is Priced In

Implied revenue growth (10Y)

10.1%

incredible deal

The annual FCF growth rate today's price requires over a 10-year horizon (discount rate 10%, terminal growth 2.5%).

Dilution drag: 2.0% — per-share value needs a total required return of 12.2% once share-count change is priced in.

vs. own 6-year median revenue growth: 10.2%

within its own history

Cost-of-equity sensitivity (implied growth at different discount rates)

r = 8%

5.7%

r = 10% (base)

10.1%

r = 12%

14.0%

Net debt / market cap: 3.2%

Note: current FCF margin is 1.7σ above its historical mean — implied growth may understate valuation risk if the margin reverts.

Base FCF: $105.3M3Y mean FCF: $72.9M

Valuation History

Current multiple vs historical range at each filing date. Band spans 25th-75th percentile.

P / E

Price / diluted EPS

37.1xFair
16.2xmed 52.6x234.6x

P / S

Price / revenue per share

3.5xExpensive
1.3xmed 2.0x3.9x

P / B

Price / book value per share

2.4xExpensive
0.9xmed 1.6x3.0x

P / GP

Price / gross profit per share

5.6xExpensive
2.7xmed 3.9x7.0x

P / FCF

Price / free cash flow per share

14.3xCheap
11.2xmed 15.1x399.5x

Dividend yield and payout ratio are the primary reads at this stage (trailing P/E — see valuation above).

Profitability

Gross profitability (GP / assets)

0.28

Primary signal (Novy-Marx).

5th of 5 SIC 3576 peers

Return on equity

6.0%

Gross margin

62.9%

4th of 5 SIC 3576 peers

Revenue growth (YoY)

1.5%

RPO growth (YoY)

34.8%

Remaining performance obligations growth — RPO > revenue = forward demand building.

Gross margin improving

Margin trend vs prior year.

PASS

Operating Leverage

2022202320242025
Revenue vs COGS
Revenue vs OpEx
Op. Income vs Revenue

Growth

Revenue CAGR (3Y)

3.5%

Revenue CAGR (5Y)

9.0%

Earnings CAGR (3Y)

28.2%

FCF CAGR (3Y)

43.3%

Anti-fragile safety

Balance-sheet safety

Composite anti-fragile check.

PASS

Debt / equity

0.41

2nd of 5 SIC 3576 peers (best = lowest)

Current ratio

1.13×

5th of 5 SIC 3576 peers

Quick ratio

0.71×

Net cash

-$80.16M

Cash & equivalents minus total debt.

Cash-flow health

Free cash flow

$105.33M

Operating cash flow minus capex.

Positive free cash flow

PASS

FCF / net income

1.58

Cash-backing of earnings.

FCF/NI divergence

Unfavorable divergence (yellow flag).

PASS

Accruals healthy

Cash-backed earnings.

PASS

SBC / revenue

3.6%

Stock-based comp intensity.

Piotroski F-Score

F-Score

5 / 9

Fundamental-strength score (0-9).

Lifecycle Phase History

20202025
Value
Op. Leverage
Hypergrowth