Logitech beat FactSet consensus and the third-quarter sales impact from supply disruption was lowered to $70 million-$80 million from $200 million. However, shortages and inflationary pressures are broadening beyond the originally affected supplier. Shares fell 12% on Oct. 28.
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.
Metric | LOGI | HPE | DELL |
|---|---|---|---|
Price/Earnings (Normalized) | 15.62 | 15.84 | 20.33 |
Price/Book Value | 6.59 | 2.52 | — |
Price/Sales | 2.95 | 1.70 | 1.64 |
Price/Cash Flow | 14.47 | 9.32 | 16.42 |
Metric | LOGI | HPE | DELL |
|---|---|---|---|
Quick Ratio | 1.64 | 0.53 | 0.56 |
Current Ratio | 2.13 | 1.11 | 0.96 |
Interest Coverage | — | 6.69 | 24.38 |
Metric | LOGI | HPE | DELL |
|---|---|---|---|
Return on Assets (Normalized) | 23.93% | 5.72% | 11.68% |
Return on Equity (Normalized) | 42.10% | 17.83% | — |
Return on Invested Capital (Normalized) | 38.51% | 10.24% | 43.17% |
1-Day Chart | Name | Price | Morningstar Rating for Stocks | Capital Allocation | Economic Moat | Market Cap |
|---|---|---|---|---|---|---|
| Arista Networks Inc ANET | LOCK|LRNZ<W^N | LOCK|mfN | $234B | |||
| Dell Technologies Inc Ordinary Shares - Class C DELL | LOCK|tKKr?K%R | LOCK|#S | $213B | |||
| SanDisk Corp Ordinary Shares SNDK | LOCK|z&S$QL@ | LOCK|xYP | $122B | |||
| Seagate Technology Holdings PLC STX | LOCK|%XLTpx | LOCK|^f | $115B | |||
| Western Digital Corp WDC | LOCK|hdfgbv& | LOCK|^< | $108B | |||
| Everpure Inc Class A P | — | LOCK|#W<C | $34B | |||
| Lenovo Group Ltd ADR LNVGY | LOCK|NM%?Jg# | LOCK|q%H | $30B | |||
| Lenovo Group Ltd LNVGF | — | LOCK|DC | $30B | |||
| HP Inc HPQ | LOCK|ShB^$g | LOCK|%F | $26B |
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