AVT vs LOGI
Avnet vs Logitech International S.A. — AI-powered side-by-side comparison
VS
LOGI
Logitech International S.A.
66
Buy
| Metric | AVT | LOGI |
|---|
| AI Score |
64
|
66
|
| Price |
$97.36
|
$103.20
|
| P/E Ratio |
14.54×
|
18.89×
|
| ROE |
2.2%
|
32.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
10.4%
|
45.1%
|
| Debt / Equity |
0.23×
|
0.04×
|
| Dividend Yield |
1.5%
|
1.5%
|
| RSI (14) |
67.4
|
47.2
|
| Beta |
1.119
|
0.653
|
| Expected Upside |
—
|
+18.6%
|
AI Committee View
Current Innellis committee reasoning for AVT versus LOGI.
LOGI leads by 2 points.
LOGI scores 66/100 (Buy) versus AVT at 64/100 (Buy).
AVT Committee View
83% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — eps growing 46.1% yoy. Risk Analyst remains cautious — bollinger bandwidth of 20.1% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Price-to-book of 1.4x is a discount to asset value — Value
- EPS growing 46.1% YoY — Growth
- 5 consecutive earnings beats -- consistent execution — Growth
Bear Case
- Price structure (LH_LL) contradicts the uptrend -- mixed signals — Technical
- Bollinger bandwidth of 20.1% signals elevated volatility — Risk
LOGI Committee View
67% agreement
6 analysts
The primary driver is low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock. The main limiting factor is price-to-book of 6.5x prices in significant intangible value. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 35.7% shows genuine earnings power backing the valuation — Value
- EPS growing 29.6% YoY — Growth
- 4 consecutive earnings beats -- consistent execution — Growth
Bear Case
- Price-to-book of 6.5x prices in significant intangible value — Value