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 | LOGN | HPE | DELL |
|---|---|---|---|
Price/Earnings (Normalized) | 15.69 | 15.11 | 18.19 |
Price/Book Value | 6.32 | 2.40 | — |
Price/Sales | 2.97 | 1.62 | 1.47 |
Price/Cash Flow | 14.53 | 8.89 | 14.70 |
Metric | LOGN | 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 | LOGN | 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|%<@?@sXp | LOCK|@hf | $234B | |||
| Dell Technologies Inc Ordinary Shares - Class C DELL | LOCK|N<$!WMBb | LOCK|v<f | $213B | |||
| SanDisk Corp Ordinary Shares SNDK | LOCK|%xxX>>q | LOCK|yp# | $122B | |||
| Seagate Technology Holdings PLC STX | LOCK|D$<p?gY | LOCK|bD% | $115B | |||
| Western Digital Corp WDC | LOCK|!GCd!d@ | LOCK|G? | $108B | |||
| Everpure Inc Class A P | — | LOCK|<%djN | $34B | |||
| Lenovo Group Ltd ADR LNVGY | LOCK|tJ%<KX? | LOCK|>%V | $30B | |||
| Lenovo Group Ltd LNVGF | — | LOCK|t>@ | $30B | |||
| HP Inc HPQ | LOCK|gC!Vf$f | LOCK|gz | $26B | |||
| Logitech International SA LOGI | LOCK|SHGRzjM | LOCK|?K | $14B |
United States