LOGI vs TDY
Logitech International S.A. vs Teledyne Technologies — AI-powered side-by-side comparison
LOGI
Logitech International S.A.
67
Buy
VS
TDY
Teledyne Technologies
67
Buy
| Metric | LOGI | TDY |
|---|
| AI Score |
67
|
67
|
| Price |
$103.68
|
$681.60
|
| P/E Ratio |
19.01×
|
32.82×
|
| ROE |
32.1%
|
8.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
45.1%
|
39.0%
|
| Debt / Equity |
0.04×
|
0.19×
|
| Dividend Yield |
1.5%
|
0.0%
|
| RSI (14) |
47.2
|
75.8
|
| Beta |
0.653
|
0.92
|
| Expected Upside |
—
|
+0.3%
|
AI Committee View
Current Innellis committee reasoning for LOGI versus TDY.
The committee scores are tied.
LOGI and TDY both score 67/100.
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
TDY Committee View
67% agreement
6 analysts
The primary driver is low leverage (debt-to-equity 0.24) -- balance sheet can absorb a shock. The main limiting factor is p/e of 33.0 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- P/E of 33.0 is moderate-to-rich — Value
- RSI at 76 is in overbought territory — Technical