Logitech International S.A. (LOGI) vs Super Micro Computer, Inc. (SMCI)

Logitech International S.A. and Super Micro Computer, Inc. are both Computer Hardware companies. Super Micro Computer, Inc. is the larger, with a market value of $27.7B against $14.3B — 1.9× the size. Super Micro Computer, Inc. trades at the lower P/E: 12.1× against 18.4×. Super Micro Computer, Inc. grew revenue faster over the last twelve months: 77.8% against 6.63%. Logitech International S.A. has the higher net margin (16.3% vs 5.71%) and the higher return on invested capital (90.5% vs 11.0%). Across the 21 metrics below, Super Micro Computer, Inc. leads on 11 and Logitech International S.A. on 10.

Valuation

Metric LOGI SMCI Computer Hardware median
P/E 18.38 12.05 20.64
P/S 2.95 0.67 2.95
P/B 6.17 2.54 2.78
Price to free cash flow 14.27 n/m 25.64
EV/EBITDA 13.45 9.43 20.51
EV/Sales 2.59 0.70 3.48
Earnings yield 5.44% 8.30% (4.08%)
Free cash flow yield 7.01% (26.73%) (2.90%)

Profitability

Metric LOGI SMCI Computer Hardware median
Gross margin 45.13% 10.82% 37.84%
Operating margin 17.72% 7.09% (0.80%)
Net margin 16.28% 5.71% (14.15%)
Free cash flow margin 20.67% (17.81%) 0.00%
Return on equity 35.29% 26.95% (2.10%)
Return on assets 20.60% 10.15% (0.42%)
Return on invested capital 90.49% 11.04% 0.00%

Growth

Metric LOGI SMCI Computer Hardware median
Revenue growth (TTM) 6.63% 77.79% 27.21%
EPS growth (last fiscal year) 16.22% 94.05% —
Revenue growth, 5-year CAGR (1.62%) 61.48% 0.81%
Net income growth, 5-year CAGR (5.57%) 81.94% 0.00%

Health

Metric LOGI SMCI Computer Hardware median
Debt to equity 0.00 0.60 0.00
Current ratio 2.31 3.87 2.76
Net debt to EBITDA (2.04) 0.42 0.46

Dividend

Metric LOGI SMCI Computer Hardware median
Dividend yield 1.35% — 2.47%
Payout ratio 0.49 0.00 0.00

Size

Metric LOGI SMCI Computer Hardware median
Market cap 14.31b 27.73b 462.08m

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