Logitech International SA (LOGI)vsWestern Digital Corporation (WDC)
LOGI
Logitech International SA
$93.91
+2.27%
TECHNOLOGY · Cap: $13.40B
WDC
Western Digital Corporation
$296.14
-1.63%
TECHNOLOGY · Cap: $102.93B
Smart Verdict
WallStSmart Research — data-driven comparison
Western Digital Corporation generates 125% more annual revenue ($10.73B vs $4.77B). WDC leads profitability with a 35.6% profit margin vs 14.9%. WDC appears more attractively valued with a PEG of 0.69. LOGI earns a higher WallStSmart Score of 67/100 (B-).
LOGI
Strong Buy67
out of 100
Grade: B-
WDC
Buy55
out of 100
Grade: C
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
-280.8%
Fair Value
$71.88
Current Price
$296.14
$224.26 premium
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
Every $100 of equity generates 41 in profit
Keeps 36 of every $100 in revenue as profit
Large-cap with strong market position
Growing faster than its price suggests
Areas to Watch
No major concerns identified
Moderate valuation
Trading at 14.2x book value
Revenue declined 41.0%
Earnings declined 95.9%
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 : WDC
The strongest argument for WDC centers on Return on Equity, Profit Margin, Market Cap. Profitability is solid with margins at 35.6% and operating margin at 15.4%. PEG of 0.69 suggests the stock is reasonably priced for its growth.
Bear Case : LOGI
No major red flags identified for LOGI, but monitor valuation.
Bear Case : WDC
The primary concerns for WDC are P/E Ratio, Price/Book, Revenue Growth.
Key Dynamics to Monitor
LOGI profiles as a value stock while WDC is a declining play — different risk/reward profiles.
WDC carries more volatility with a beta of 1.85 — expect wider price swings.
LOGI is growing revenue faster at 6.1% — sustainability is the question.
WDC generates stronger free cash flow (653M), providing more financial flexibility.
Bottom Line
LOGI scores higher overall (67/100 vs 55/100). Both earn "Strong Buy" and "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 →Western Digital Corporation
TECHNOLOGY · COMPUTER HARDWARE · USA
Western Digital Corporation (WDC, commonly known as Western Digital or WD) is an American computer hard disk drive manufacturer and data storage company, headquartered in San Jose, California. It designs, manufactures and sells data technology products, including storage devices, data center systems and cloud storage services.
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