LOGI vs LRCX
Logitech International S.A. vs Lam Research — AI-powered side-by-side comparison
LOGI
Logitech International S.A.
67
Buy
VS
| Metric | LOGI | LRCX |
|---|
| AI Score |
67
|
68
|
| Price |
$103.68
|
$311.33
|
| P/E Ratio |
19.01×
|
53.78×
|
| ROE |
32.1%
|
58.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
45.1%
|
50.5%
|
| Debt / Equity |
0.04×
|
0.30×
|
| Dividend Yield |
1.5%
|
0.3%
|
| RSI (14) |
47.2
|
49.9
|
| Beta |
0.653
|
1.865
|
| Expected Upside |
—
|
+43.1%
|
AI Committee View
Current Innellis committee reasoning for LOGI versus LRCX.
LRCX leads by 1 points.
LRCX scores 68/100 (Buy) versus LOGI at 67/100 (Buy).
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
- Price structure making higher highs and higher lows — Technical
Bear Case
- Price-to-book of 6.5x prices in significant intangible value — Value
LRCX Committee View
60% agreement
5 analysts
The primary driver is 5 consecutive earnings beats -- consistent execution. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Bollinger bandwidth of 27.3% signals elevated volatility — Risk