LOGI vs TDC
Logitech International S.A. vs Teradata Corporation — AI-powered side-by-side comparison
LOGI
Logitech International S.A.
67
Buy
VS
TDC
Teradata Corporation
55
Watch
| Metric | LOGI | TDC |
| AI Score |
67
|
55
|
| Price |
$103.68
|
$26.88
|
| P/E Ratio |
19.01×
|
5.47×
|
| ROE |
32.1%
|
56.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
45.1%
|
60.9%
|
| Debt / Equity |
0.04×
|
0.17×
|
| Dividend Yield |
1.5%
|
0.0%
|
| RSI (14) |
47.2
|
37.6
|
| Beta |
0.653
|
0.587
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for LOGI versus TDC.
LOGI leads by 12 points.
LOGI scores 67/100 (Buy) versus TDC at 55/100 (Watch).
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
TDC Committee View
50% agreement
4 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Risk Analyst remains cautious — bollinger bandwidth of 28.2% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- VIX regime is low -- calm backdrop supports risk-taking — Macro
- Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
- MACD histogram negative -- bearish momentum — Technical
- Bollinger bandwidth of 28.2% signals elevated volatility — Risk