Logitech International SA (LOGI)vsSeagate Technology PLC (STX)
LOGI
Logitech International SA
$93.91
+2.27%
TECHNOLOGY · Cap: $13.40B
STX
Seagate Technology PLC
$413.22
-2.76%
TECHNOLOGY · Cap: $92.13B
Smart Verdict
WallStSmart Research — data-driven comparison
Seagate Technology PLC generates 111% more annual revenue ($10.06B vs $4.77B). STX leads profitability with a 19.6% profit margin vs 14.9%. STX appears more attractively valued with a PEG of 0.64. STX earns a higher WallStSmart Score of 72/100 (B).
LOGI
Strong Buy67
out of 100
Grade: B-
STX
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+58.2%
Fair Value
$223.24
Current Price
$93.91
$129.33 discount
Margin of Safety
+1.6%
Fair Value
$413.71
Current Price
$413.22
$0.49 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 32 in profit
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Strong operational efficiency at 20.2%
Earnings expanding 28.0% YoY
Earnings expanding 67.7% YoY
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Growing faster than its price suggests
Strong operational efficiency at 29.9%
Revenue surging 21.5% year-over-year
Areas to Watch
No major concerns identified
Premium valuation, high expectations priced in
Trading at 196.8x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : LOGI
The strongest argument for LOGI centers on Return on Equity, Debt/Equity, Altman Z-Score. PEG of 1.22 suggests the stock is reasonably priced for its growth.
Bull Case : STX
The strongest argument for STX centers on EPS Growth, Market Cap, Return on Equity. Profitability is solid with margins at 19.6% and operating margin at 29.9%. Revenue growth of 21.5% demonstrates continued momentum.
Bear Case : LOGI
No major red flags identified for LOGI, but monitor valuation.
Bear Case : STX
The primary concerns for STX are P/E Ratio, Price/Book. A P/E of 46.5x leaves little room for execution misses.
Key Dynamics to Monitor
LOGI profiles as a value stock while STX is a growth play — different risk/reward profiles.
STX carries more volatility with a beta of 1.65 — expect wider price swings.
STX is growing revenue faster at 21.5% — sustainability is the question.
STX generates stronger free cash flow (618M), providing more financial flexibility.
Bottom Line
STX scores higher overall (72/100 vs 67/100), backed by strong 19.6% margins and 21.5% revenue growth. LOGI offers better value entry with a 58.2% margin of safety. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Logitech International SA
TECHNOLOGY · COMPUTER HARDWARE · USA
Logitech International SA designs, manufactures and markets products that help people connect to digital and cloud experiences globally. The company is headquartered in Lausanne, Switzerland.
Visit Website →Seagate Technology PLC
TECHNOLOGY · COMPUTER HARDWARE · USA
Seagate Technology Holdings plc, an Irish public limited company (commonly referred to as Seagate) is an American data storage company.
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