COMPARE · Data as of August 21, 2026
LOGI vs WDC
Verdict: Side-by-side breakdown using the Bull Rankings model. LOGI scored 69.3, WDC scored 70.6 — WDC leads.
Compare another set
LOGI
Logitech International S.A.
69.3
$96.66 · $13.8B
fundamentals as of
Score gap
1.3
WDC leads
WDC
Western Digital Corporation
70.6
$459.44 · $165.6B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestWDC17.1x
- Fastest growthWDC+35.7%
- Strongest balance sheetLOGI0.04
- Highest qualityLOGI93 / 100
- Largest discount to fair valueLOGI-37%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
LOGI
stronger →← stronger
WDC
93
Qualityreturns · margins · balance sheet
81
54
Growthrevenue & earnings expansion
76
65
Valuevaluation vs sector peers
57
LOGI is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
LOGI
WDC
$1.0bC+
FCF
$3.5bB
+6.6%C+
Rev
+35.7%A
0.04A-
D/E
0.13B+
17.7xA-
P/E
17.1xA-
1.84C+
PEG
0.88B+
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
WDC
37% below
Price vs fair valuelower is cheaper
251% above
~-6%/yr
Growth the price implies10-yr FCF · lower = less priced in
~52%/yr
+52%
1-yr DCF upside
-78%
+58%
5-yr DCF upside
-71%
+66%
10-yr DCF upside
-60%
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 $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.
WDCWestern Digital Corporation
Why now
Computer Hardware · market cap $165.6b. Down 43% from 52-week high of $799.87 — deep drawdown territory. Revenue growing +36% — in hypergrowth territory. PEG 0.88 — paying under fair value for the growth rate. 24 sell-side analysts rate this a Buy with a mean 1-yr target of $664.92 (implying +45% upside).
Moat
Net margin 73% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. $165.6b 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 43% 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. P/S 12.8x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
Verdict — model-derived comparison
WDC leads LOGI by 3 points (70.6 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, WDC screens as value — 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 WDC diverge
On the headline score the gap is 1.3 points in favor of WDC. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- GrowthLOGI 54.5 · WDC 75.8WDC +21.3
- QualityLOGI 93.4 · WDC 81.2LOGI +12.2
- ValueLOGI 65.5 · WDC 57.3LOGI +8.2
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.