COMPARE · Data as of August 21, 2026
LOGI vs SMCI
Verdict: Side-by-side breakdown using the Bull Rankings model. LOGI scored 69.3, SMCI scored 70.9 — 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.
69.3
$96.66 · $13.8B
fundamentals as of
Score gap
1.6
SMCI leads
SMCI
Super Micro Computer, Inc.
70.9
$37.24 · $24.1B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthSMCI+56.2%
- Strongest balance sheetLOGI0.04
- Highest qualityLOGI93 / 100
- Largest discount to fair valueLOGI-37%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
LOGI
stronger →← stronger
SMCI
93
Qualityreturns · margins · balance sheet
55
54
Growthrevenue & earnings expansion
99
65
Valuevaluation vs sector peers
65
LOGI and SMCI split the three pillars evenly.
Fundamentals, head-to-head
LOGI
SMCI
$1.0bC+
FCF
-$6.8bF
+6.6%C+
Rev
+56.2%A
0.04A-
D/E
0.64C+
17.7xA-
P/E
—
1.84C+
PEG
0.91B+
—
P/S
0.7xA
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
LOGI
SMCI
37% below
Price vs fair valuelower is cheaper
—
~-6%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
+52%
1-yr DCF upside
—
+58%
5-yr DCF upside
—
+66%
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 $13.8b. Down 25% from 52-week high of $129.66 — deep drawdown territory. 10 sell-side analysts rate this a Hold with a mean 1-yr target of $106.80 (implying +10% 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 $24.1b. Down 37% from 52-week high of $58.78 — 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 $42.38 (implying +14% 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 37% 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
SMCI leads LOGI by 3.3 points (70.9 to 67.6), its sharpest advantage coming in Rev (grade A). A contrarian could still prefer LOGI, which trades about 37% below our DCF fair value — a margin of safety the score doesn't reward. Note they play different roles — LOGI screens as growth, SMCI screens as spec — so the model rewards different traits for each.
Our AI analyst is busy right now, so this verdict is drawn directly from the pillars, grades and DCF above.
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.
Where LOGI and SMCI diverge
On the headline score the gap is 1.6 points in favor of SMCI. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- GrowthLOGI 54.5 · SMCI 98.7SMCI +44.2
- QualityLOGI 93.4 · SMCI 55.4LOGI +38.0
- ValueLOGI 65.5 · SMCI 65.3level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.