COMPARE · Reviewed August 3, 2026
LOGI vs SMCI
Verdict: Side-by-side breakdown using the Bull Rankings model. LOGI scored 63.5, SMCI scored 70.3 — SMCI leads.
Compare another set
Different reporting periods. LOGI's fundamentals are as of June 2026, but SMCI's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
LOGI
Logitech International S.A.
63.5
$105.11 · $15.1B
fundamentals as of
Score gap
6.8
SMCI leads
SMCI
Super Micro Computer, Inc.
70.3
$28.64 · $18.5B
fundamentals as of
The model, pillar by pillar (0–100 each)
LOGI
stronger →← stronger
SMCI
93
Qualityreturns · margins · balance sheet
53
55
Growthrevenue & earnings expansion
100
50
Valuevaluation vs sector peers
65
SMCI is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
LOGI
SMCI
$1.0bC+
FCF
-$6.8bF
+6.6%C+
Rev
+56.2%A
0.04A-
D/E
1.21C
19.3xA-
P/E
—
1.82C+
PEG
0.91B+
—
P/S
0.5xA
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
LOGI
SMCI
31% below
Price vs fair valuelower is cheaper
—
~-4%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
+40%
1-yr DCF upside
—
+45%
5-yr DCF upside
—
+53%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
LOGI
Why this score
- Buying back stock
- Raising its dividend
- Durable high returns
SMCI
Why this score
- Durable high returns
The companies
LOGILogitech International S.A.
Why now
Computer Hardware · market cap $15.1b. 19% off the 52-week high of $129.66. 10 sell-side analysts rate this a Hold with a mean 1-yr target of $108.60 (implying +3% upside).
Moat
Net margin 16% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 34% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 127% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
SMCISuper Micro Computer, Inc.
Why now
Computer Hardware · market cap $18.5b. Down 52% from 52-week high of $59.40 — deep drawdown territory. Revenue growing +56% — in hypergrowth territory. PEG 0.91 — paying under fair value for the growth rate. 16 sell-side analysts rate this a Hold with a mean 1-yr target of $37.81 (implying +32% upside).
Moat
ROE 16% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Free cash flow is negative (-$6.8b) — capital raises or debt issuance likely required; dilution / leverage risk. Down 52% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.97 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.