LOGI vs SANM
Logitech International S.A. vs Sanmina Corporation — AI-powered side-by-side comparison
LOGI
Logitech International S.A.
67
Buy
VS
SANM
Sanmina Corporation
65
Buy
| Metric | LOGI | SANM |
|---|
| AI Score |
67
|
65
|
| Price |
$103.68
|
$202.55
|
| P/E Ratio |
19.01×
|
35.57×
|
| ROE |
32.1%
|
10.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
45.1%
|
9.0%
|
| Debt / Equity |
0.04×
|
0.95×
|
| Dividend Yield |
1.5%
|
0.0%
|
| RSI (14) |
47.2
|
49.4
|
| Beta |
0.653
|
1.601
|
| Expected Upside |
—
|
+44.9%
|
AI Committee View
Current Innellis committee reasoning for LOGI versus SANM.
LOGI leads by 2 points.
LOGI scores 67/100 (Buy) versus SANM 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
SANM Committee View
60% agreement
5 analysts
Positive signals support the current rating — vix regime is low -- calm backdrop supports risk-taking. The committee sees sufficient evidence to maintain the constructive view.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- MACD histogram positive -- bullish momentum — Technical
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- Bollinger bandwidth of 29.1% signals elevated volatility — Risk