Análisis Argos
LOGI
LOGIOportunidad
Logitech International S.A. · Technology
US$ 94.00
precio al 2026-07-04
Valor justo Argos*
US$ 119–147
vs. su valor justo
29% por debajo
Score Argos
79/100
Oportunidad
LA RESPUESTA
El mercado la precia para que se encoja 1.6% al año — menos de lo que viene demostrando (12.2%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Las ganancias crecieron 13% el último año.
Retorno sobre el capital alto (121%).
Tiene más caja que deuda: balance fuerte.
Riesgos
!Venta significativa de insiders en el último trimestre.
VALOR6/6FUTURO3/6PASADO5/6SALUD6/6DIVIDENDO5/6
El Iris de calidad
VALOR6/6FUTURO3/6PASADO5/6SALUD6/6DIVIDENDO5/6
ValorCotiza por debajo de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos79de 100Oportunidad
Ingresos7%
US$ 4.9 B
Margen operativo13%
16.2%
Flujo de caja libre24%
US$ 1 B
Deuda neta
US$ -1.7 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 13.5B
P/E18.9x
EV/EBITDA13.7x
FCF yield7.2%
ROIC120.9%
Margen operativo16.2%
Crecim. ingresos+6.7%/año
Piotroski F6/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

247wallst.com · 30 jun
Here are Tuesday’s Best Wall Street Analyst Research Calls: Block, Comcast, Fortinet, Goldman Sachs, Honeywell, Klarna, Logitech, Scorpio Tankers, Trade Desk, and More
Pre-Market Stock Futures: Futures are trading higher after a big start to the holiday-shortened trading week, which saw every index trade higher, after the small-cap Russell 2000 eked out a tiny gain on the close, finishing up 0.01% at $3010, and still leads all the major indices in 2026, up over 20%. The tech-heavy Nasdaq... Here are Tuesday's Best Wall Street Analyst Research Calls: Block, Comcast, Fortinet, Goldman Sachs, Honeywell, Klarna, Logitech, Scorpio Tankers, Trade Desk, and More
businesswire.com · 30 jun
Gaming Icons Unite: Logitech G Announces Partnership with Call of Duty®: Modern Warfare® 4
LAUSANNE, Switzerland & SAN JOSE, Calif.--(BUSINESS WIRE)--Logitech G announced today that it is the Official PC Peripheral Partner for Call of Duty: Modern Warfare 4. The partnership is crafted for those who want more out of their gaming experience: more performance, more intensity, and more ways to elevate every match. As the Official PC Peripheral Provider, Logitech G delivers trusted performance in mice, keyboards, headsets, and gear that help players elevate their game, from everyday gamin.
247wallst.com · 28 jun
Gaming ETF Becomes Growth Fund; Trailing Dividend Payout No Longer Reflects New Holdings
The VanEck Digital Native Economy ETF (NASDAQ:GENZ) is the same fund that traded for years as the VanEck Gaming ETF, VanEck Vectors Gaming ETF (NASDAQ:BJK), until VanEck flipped its mandate on April 9, 2026.
seekingalpha.com · 24 jun
Logitech: Enterprise Momentum Supports A Buy Rating
Logitech is rated a buy, with a FY 2027 price target of $120, projecting 12% upside from current levels. LOGI's B2B acceleration, particularly in AI-enabled products, is expected to drive margin expansion and potential re-rating as a high-margin enterprise player. FY 2026 fundamentals are robust: net sales grew 6% YoY to $4.8B, non-GAAP operating margin reached 18.8%, and cash balance rose 16% YoY with no debt.
gurufocus.com · 16 jun
Elite Tech, Accessible Price - Introducing the Logitech G3 Series Mouse and Keyboard for PC Gaming
Logitech G today announced the expansion of the G3 Series suite of PC Gaming products. Designed to bring pro-inspired performance to more gamers, the extended
businesswire.com · 16 jun
Elite Tech, Accessible Price - Introducing the Logitech G3 Series Mouse and Keyboard for PC Gaming
LAUSANNE, Switzerland & SAN JOSE, Calif.--(BUSINESS WIRE)--Logitech G today announced the expansion of the G3 Series suite of PC Gaming products. Designed to bring pro-inspired performance to more gamers, the extended lineup features the G305 X SUPERLIGHT wireless gaming mouse and the G316 X 98 wired mechanical gaming keyboard. These new products join the recently launched Logitech G325 gaming headset, completing the G3 series, a comprehensive high-performance desktop ecosystem that delivers ex.
zacks.com · 15 jun
4 Computer Peripheral Stocks to Watch Despite Industry Headwinds
Despite a challenging macroeconomic environment, few companies in the Zacks Computer-Peripheral Equipment industry, including LOGI, TBCH, IMMR and TACT, are worth watching due to their end-market strength.
gurufocus.com · 10 jun
Captivate Your Audience with the New Logitech Spotlight 2 Advanced Presenter, Featuring Haptics and Digital Highlighting
Logitech (SIX: LOGN) (NASDAQ: LOGI) today announced [url="]Spotlight 2[/url], a premium advanced presenter designed to keep audiences fully engaged. Raising ex

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.