Logitech, based in Switzerland, is a leader in computer peripherals such as mice, keyboards, and webcams. The company has expanded from being primarily a standard mouse and keyboard producer to new categories such as high-performance gaming products and video conference room cameras, which are the key drivers of its future growth profile.
Logitech dominates some categories such as pointing devices and webcams, with more than 50% market share.
The gaming market has several focused competitors with meaningful market share that will likely lead to intensifying competition in the future.
|
Metric
|
LOGI
|
HPE
|
DELL
|
|---|---|---|---|
Price/Earnings (Normalized) | 20.88 | 8.54 | 17.54 |
Price/Book Value | 5.57 | 1.04 | — |
Price/Sales | 2.96 | 0.80 | 1.04 |
Price/Cash Flow | 18.84 | 4.21 | 11.66 |
|
Metric
|
LOGI
|
HPE
|
DELL
|
|---|---|---|---|
Quick Ratio | 1.79 | 0.49 | 0.44 |
Current Ratio | 2.24 | 0.89 | 0.74 |
Interest Coverage | — | 10.54 | 3.39 |
|
Metric
|
LOGI
|
HPE
|
DELL
|
|---|---|---|---|
Return on Assets (Normalized) | 16.80% | 4.66% | 6.17% |
Return on Equity (Normalized) | 27.20% | 12.75% | — |
Return on Invested Capital (Normalized) | 24.57% | 8.37% | 24.55% |
|
Ticker
|
Name
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|
DELL
| Dell Technologies Inc Ordinary Shares - Class C | Qjttjyzz | Lkjnh | $89.2 Bil | |
ANET
| Arista Networks Inc | Jrcvwbplj | Ctww | $82.8 Bil | |
SMCI
| Super Micro Computer Inc | — | Dfqpxyk | $50.2 Bil | |
HPQ
| HP Inc | Fslmkdtml | Wdm | $27.4 Bil | |
CAJFF
| Canon Inc | Xwnqjlfk | Zftq | $26.8 Bil | |
CAJPY
| Canon Inc ADR | Kfgfwmlpq | Trvr | $25.9 Bil | |
WDC
| Western Digital Corp | Trcwdkrtv | Whz | $22.7 Bil | |
NTAP
| NetApp Inc | Wgxwhwxml | Lbhtbjf | $20.9 Bil | |
STX
| Seagate Technology Holdings PLC | Ctbqrngvr | Yxvj | $18.0 Bil |
