LOGI vs TER
Logitech International S.A. vs Teradyne Inc. — AI-powered side-by-side comparison
LOGI
Logitech International S.A.
70
Buy
VS
| Metric | LOGI | TER |
|---|
| AI Score |
70
|
67
|
| Price |
$103.08
|
$418.82
|
| P/E Ratio |
19.03×
|
56.01×
|
| ROE |
32.1%
|
19.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
45.1%
|
59.3%
|
| Debt / Equity |
0.04×
|
0.03×
|
| Dividend Yield |
1.5%
|
0.1%
|
| RSI (14) |
50.7
|
66.9
|
| Beta |
0.653
|
1.793
|
| Expected Upside |
+17.6%
|
+2.8%
|
AI Committee View
Current Innellis committee reasoning for LOGI versus TER.
LOGI leads by 3 points.
LOGI scores 70/100 (Buy) versus TER at 67/100 (Buy).
LOGI Committee View
75% agreement
4 analysts
The primary driver is 4 consecutive earnings beats -- consistent execution. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- 4 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
- MACD histogram negative -- bearish momentum — Technical
TER Committee View
83% agreement
6 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is p/e of 55.7 is expensive by classic value standards. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 38.0% shows genuine earnings power backing the valuation — Value
- Revenue growing 57.9% YoY -- genuine top-line momentum — Growth
- EPS growing 152.8% YoY — Growth
Bear Case
- P/E of 55.7 is expensive by classic value standards — Value
- Price-to-book of 10.8x prices in significant intangible value — Value
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth