LOGI vs TOST
Logitech International S.A. vs Toast, Inc. — AI-powered side-by-side comparison
LOGI
Logitech International S.A.
67
Buy
VS
| Metric | LOGI | TOST |
|---|
| AI Score |
67
|
63
|
| Price |
$103.68
|
$34.89
|
| P/E Ratio |
19.01×
|
42.02×
|
| ROE |
32.1%
|
16.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
45.1%
|
26.7%
|
| Debt / Equity |
0.04×
|
0.00×
|
| Dividend Yield |
1.5%
|
0.0%
|
| RSI (14) |
47.2
|
68.2
|
| Beta |
0.653
|
1.725
|
| Expected Upside |
—
|
—
|
AI Committee View
Current Innellis committee reasoning for LOGI versus TOST.
LOGI leads by 4 points.
LOGI scores 67/100 (Buy) versus TOST at 63/100 (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
TOST Committee View
50% agreement
6 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- ROE of 23.8% shows genuine earnings power backing the valuation — Value
- EPS growing 120.8% YoY — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- P/E of 42.7 is expensive by classic value standards — Value
- Price-to-book of 13.4x prices in significant intangible value — Value
- Weekly RSI at 77 -- overbought on the larger timeframe too — Technical