LOGI vs PLXS
Logitech International S.A. vs Plexus Corp. — AI-powered side-by-side comparison
LOGI
Logitech International S.A.
67
Buy
VS
| Metric | LOGI | PLXS |
|---|
| AI Score |
67
|
65
|
| Price |
$103.68
|
$270.18
|
| P/E Ratio |
19.01×
|
39.06×
|
| ROE |
32.1%
|
11.9%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
45.1%
|
10.0%
|
| Debt / Equity |
0.04×
|
0.20×
|
| Dividend Yield |
1.5%
|
0.0%
|
| RSI (14) |
47.2
|
59.1
|
| Beta |
0.653
|
0.904
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for LOGI versus PLXS.
LOGI leads by 2 points.
LOGI scores 67/100 (Buy) versus PLXS at 65/100 (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
PLXS Committee View
67% agreement
6 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is p/e of 38.9 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
- Trend and market structure agree -- coherent bullish picture — Technical
Bear Case
- P/E of 38.9 is moderate-to-rich — Value
- Bollinger bandwidth of 16.1% signals elevated volatility — Risk