LOGI vs SNX
Logitech International S.A. vs TD Synnex — AI-powered side-by-side comparison
LOGI
Logitech International S.A.
67
Buy
VS
| Metric | LOGI | SNX |
|---|
| AI Score |
67
|
70
|
| Price |
$103.68
|
$253.78
|
| P/E Ratio |
19.01×
|
18.04×
|
| ROE |
32.1%
|
9.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
45.1%
|
6.8%
|
| Debt / Equity |
0.04×
|
0.53×
|
| Dividend Yield |
1.5%
|
0.7%
|
| RSI (14) |
47.2
|
49.5
|
| Beta |
0.653
|
1.436
|
| Expected Upside |
—
|
+16.8%
|
AI Committee View
Current Innellis committee reasoning for LOGI versus SNX.
SNX leads by 3 points.
SNX scores 70/100 (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
SNX Committee View
100% agreement
5 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is 2 existing position pair(s) are highly correlated already. The committee is constructive but not yet at full conviction.
Bull Case
- Price-to-book of 1.5x is a discount to asset value — Value
- EPS growing 63.4% YoY — Growth
- 3 consecutive earnings beats -- consistent execution — Growth
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth