COMPARE · Reviewed August 3, 2026
LOGI vs WDC
Verdict: Side-by-side breakdown using the Bull Rankings model. LOGI scored 63.5, WDC scored 65.8 — WDC leads.
Compare another set
LOGI
Logitech International S.A.
63.5
$105.11 · $15.1B
fundamentals as of
Score gap
2.3
WDC leads
WDC
Western Digital Corporation
65.8
$527.22 · $181.7B
fundamentals as of
The model, pillar by pillar (0–100 each)
LOGI
stronger →← stronger
WDC
93
Qualityreturns · margins · balance sheet
83
55
Growthrevenue & earnings expansion
71
50
Valuevaluation vs sector peers
48
LOGI is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
LOGI
WDC
$1.0bC+
FCF
$2.9bB
+6.6%C+
Rev
+32.0%A
0.04A-
D/E
0.18B+
19.3xA-
P/E
31.5xB
1.82C+
PEG
0.48A
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
LOGI
WDC
31% below
Price vs fair valuelower is cheaper
365% above
~-4%/yr
Growth the price implies10-yr FCF · lower = less priced in
>60%/yr
+40%
1-yr DCF upside
-83%
+45%
5-yr DCF upside
-78%
+53%
10-yr DCF upside
-70%
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
WDC
No notable signals flagged.
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.
WDCWestern Digital Corporation
Why now
Computer Hardware · market cap $181.7b. Down 34% from 52-week high of $799.87 — deep drawdown territory. Revenue growing +32% — in hypergrowth territory. PEG 0.48 — paying under fair value for the growth rate. 24 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $655.50 (implying +24% upside).
Moat
Net margin 55% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 67% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $181.7b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Down 34% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 2.22 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Trailing P/E 32x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
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.