LOGI vs RUN
Logitech International S.A. vs Sunrun Inc. — AI-powered side-by-side comparison
LOGI
Logitech International S.A.
67
Buy
VS
| Metric | LOGI | RUN |
|---|
| AI Score |
67
|
62
|
| Price |
$103.68
|
$10.02
|
| P/E Ratio |
19.01×
|
5.87×
|
| ROE |
32.1%
|
14.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
45.1%
|
34.5%
|
| Debt / Equity |
0.04×
|
4.36×
|
| Dividend Yield |
1.5%
|
0.0%
|
| RSI (14) |
47.2
|
45.1
|
| Beta |
0.653
|
2.353
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for LOGI versus RUN.
LOGI leads by 5 points.
LOGI scores 67/100 (Buy) versus RUN at 62/100 (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
RUN Committee View
67% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — revenue growing 63.2% yoy -- genuine top-line momentum. Risk Analyst remains cautious — high leverage (debt-to-equity 4.71) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- P/E of 5.9 is inexpensive for the broad market — Value
- Price-to-book of 1.4x is a discount to asset value — Value
- Revenue growing 63.2% YoY -- genuine top-line momentum — Growth
Bear Case
- Debt-to-equity of 4.71 adds balance-sheet risk to the value case — Value
- Price structure making lower highs and lower lows — Technical
- Daily trend (downtrend) conflicts with the weekly trend (uptrend) -- fighting the larger trend — Technical