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Logitech International S.A.SWX:LOGN 株式レポート

時価総額 CHF 11.7b
株価
CHF 81.52
CHF 89.92
9.3% 割安 内在価値ディスカウント
1Y13.6%
7D-3.4%
ポートフォリオ価値
表示

Logitech International S.A.

SWX:LOGN 株式レポート

時価総額:CHF 11.7b

Logitech International(LOGN)株式概要

Logitech International S.A.は、その子会社を通じて、世界中の人々を仕事、創造、ゲーム、ストリーミングにつなげるソフトウェア対応のハードウェアソリューションを設計、製造、販売しています。 詳細

LOGN ファンダメンタル分析
スノーフレーク・スコア
評価5/6
将来の成長3/6
過去の実績5/6
財務の健全性6/6
配当金4/6

LOGN Community Fair Values

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Logitech International S.A. 競合他社

価格と性能

株価の高値、安値、推移の概要Logitech International
過去の株価
現在の株価CHF 81.52
52週高値CHF 98.94
52週安値CHF 65.00
ベータ0.60
1ヶ月の変化3.40%
3ヶ月変化18.04%
1年変化13.57%
3年間の変化37.66%
5年間の変化-19.21%
IPOからの変化4,107.49%

最新ニュース

分析記事 May 08

Analysts Are Updating Their Logitech International S.A. (VTX:LOGN) Estimates After Its Yearly Results

Investors in Logitech International S.A. ( VTX:LOGN ) had a good week, as its shares rose 6.6% to close at CHF81.82...
ナラティブの更新 May 03

LOGN: Future Returns Will Be Driven By Gaming Peripherals And Large Buyback Program

Analysts have trimmed their fair value estimate for Logitech International slightly to about CHF 89.75 from roughly CHF 90.38, reflecting small adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Logitech G launched the G512 X TMR Analog/Mechanical Gaming Keyboard, positioned as a modular, highly customizable option with TMR sensor technology and True 8K performance.

Recent updates

分析記事 May 08

Analysts Are Updating Their Logitech International S.A. (VTX:LOGN) Estimates After Its Yearly Results

Investors in Logitech International S.A. ( VTX:LOGN ) had a good week, as its shares rose 6.6% to close at CHF81.82...
ナラティブの更新 May 03

LOGN: Future Returns Will Be Driven By Gaming Peripherals And Large Buyback Program

Analysts have trimmed their fair value estimate for Logitech International slightly to about CHF 89.75 from roughly CHF 90.38, reflecting small adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Logitech G launched the G512 X TMR Analog/Mechanical Gaming Keyboard, positioned as a modular, highly customizable option with TMR sensor technology and True 8K performance.
ナラティブの更新 Apr 19

LOGN: Future Returns Will Be Driven By Buybacks And AI Meeting Solutions

Analysts have inched their fair value price target for Logitech International slightly higher to CHF 90.38 from CHF 89.84, reflecting small adjustments to assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News The Board of Directors authorized a new share buyback plan on March 18, 2026, indicating an intention to return additional capital to shareholders over time (Key Developments).
ナラティブの更新 Apr 05

LOGN: Share Buybacks And Stable Margins Will Likely Sustain A Fair Pricing Range

Analysts have trimmed their price target for Logitech International to CHF 68 from CHF 73, citing updates to fair value, discount rate, revenue growth assumptions and expected future P/E, while keeping profit margin expectations broadly steady. What's in the News Board of Directors authorized a new share repurchase plan on March 18, 2026, permitting Logitech International to buy back up to US$1,400m of its shares over three years, subject to Swiss Takeover Board approval (Buyback Transaction Announcements).
ナラティブの更新 Mar 21

LOGN: New Buybacks And AI Cameras Will Support Future Upside

Analysts have nudged their price target for Logitech International slightly higher to CHF 113.17 from CHF 111.08, citing small adjustments to fair value estimates, discount rate, revenue growth expectations, profit margin assumptions and future P/E inputs. What's in the News The Board of Directors authorized a new share repurchase plan for up to US$1,400m of shares to be bought back over three years, subject to Swiss Takeover Board approval (Buyback Transaction Announcements).
ナラティブの更新 Mar 07

LOGN: Future Returns Will Be Led By AI Meeting Solutions

Analysts have trimmed their price target on Logitech International to CHF 89.84 from CHF 93.34, reflecting slightly lower revenue growth expectations and a modestly higher discount rate that are only partly offset by a small uplift in projected profit margins. What's in the News Logitech G introduced the G325 LIGHTSPEED Wireless Gaming Headset, a US$79.99 wireless model positioned to offer LIGHTSPEED performance, 24 bit audio, and all day comfort in a minimalist design for PC, console, and mobile users (Product related announcement).
ナラティブの更新 Feb 21

LOGN: Future AI Cameras And Buybacks Will Support Upside Potential

Analysts have nudged their price target for Logitech International slightly higher to CHF111.08, reflecting updated assumptions around revenue growth, profit margins and a modestly higher future P/E multiple. What's in the News Logitech G introduced the G325 LIGHTSPEED Wireless Gaming Headset at an MSRP of US$79.99, targeting players looking for wireless performance, immersive 24 bit audio, and all day comfort at a lower price point (Product related announcement).
ナラティブの更新 Feb 07

LOGN: Future Margin Strength And Buybacks Will Support Upside Potential

Analysts now see Logitech International's fair value edging from US$111.66 to US$111.08, reflecting updated views on slightly higher revenue growth, improved profit margins, a modestly higher discount rate, and a richer future P/E assumption. What's in the News Logitech G launched the G325 LIGHTSPEED Wireless Gaming Headset, targeting value-focused gamers at a US$79.99 MSRP with LIGHTSPEED wireless, 24-bit audio, Bluetooth connectivity, and G HUB integration for EQ and AI-powered noise reduction (Product-Related Announcements).
分析記事 Feb 05

We Think Logitech International's (VTX:LOGN) Healthy Earnings Might Be Conservative

The market seemed underwhelmed by the solid earnings posted by Logitech International S.A. ( VTX:LOGN ) recently. Along...
分析記事 Jan 30

Analyst Estimates: Here's What Brokers Think Of Logitech International S.A. (VTX:LOGN) After Its Third-Quarter Report

Shareholders might have noticed that Logitech International S.A. ( VTX:LOGN ) filed its third-quarter result this time...
ナラティブの更新 Jan 23

LOGN: Future Returns Will Be Driven By AI Meeting Solutions And Capital Discipline

Analysts have trimmed their fair value estimate for Logitech International to reflect a revised price target of US$93.34, down from US$97.73. They cited slightly softer revenue growth assumptions, a modestly lower future P/E multiple, and a small uplift in expected profit margins.
ナラティブの更新 Jan 09

LOGN: Future Returns Will Be Driven By Disciplined Capital Allocation

Analysts have trimmed their fair value estimate for Logitech International from $99.98 to $97.73, pointing to slightly more tempered assumptions on revenue growth, profit margins, and the future P/E multiple while keeping the discount rate broadly similar. What's in the News Management laid out capital allocation priorities, highlighting organic growth as the first use of cash, followed by the dividend, then targeted M&A focused on smaller tuck-in deals that fit within work and play categories, with share buybacks as a fourth priority backed by a 3 year, US$2b repurchase program (Key Developments).
分析記事 Jan 04

An Intrinsic Calculation For Logitech International S.A. (VTX:LOGN) Suggests It's 32% Undervalued

Key Insights The projected fair value for Logitech International is CHF121 based on 2 Stage Free Cash Flow to Equity...
ナラティブの更新 Dec 23

LOGN: Higher Margins And Buybacks Will Eventually Prove Unsustainably Priced

Analysts have raised their price target for Logitech International to approximately $73 per share from about $61, citing expectations for faster revenue growth, higher profit margins, a slightly lower discount rate, and a modestly richer future P/E multiple. What's in the News CEO Johanna Faber reiterated that Logitech will prioritize organic growth and dividends while pursuing only disciplined, tuck in M&A deals that accelerate existing work and play segments and complement its $2 billion, three year share buyback program (Key Developments).
分析記事 Dec 22

Why You Should Care About Logitech International's (VTX:LOGN) Strong Returns On Capital

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
ナラティブの更新 Dec 09

LOGN: Future Outlook Will Balance Share Buybacks With New Product Expansion

Analysts have modestly raised their price target on Logitech International, citing slightly faster expected revenue growth, a small improvement in profit margins, and only a marginal change in the assumed future price to earnings multiple. This has resulted in an updated fair value estimate that now stands just under 100 dollars per share.
ナラティブの更新 Nov 25

LOGN: Future Outlook Will Balance Expanding Margins With New Product Developments

Logitech International's analyst price target has seen a slight decrease from $100.38 to $99.98, as analysts cite modest adjustments in growth outlook and margin expectations. What's in the News Logitech opened its first Experience Store in San Francisco’s Union Square.
ナラティブの更新 Nov 10

LOGN: Future Performance Will Reflect Strengthened Profit Margins And Product Launch Momentum

Analysts have raised their price target for Logitech International from $90.81 to $100.38 per share. They cite improved expectations for revenue growth and profit margins.
ナラティブの更新 Oct 27

Future Performance Will Rely On Expanding Demand And Product Launch Momentum

Narrative Update on Logitech International Analysts have slightly reduced their price target for Logitech International, lowering it from $90.99 to $90.81. This adjustment reflects more cautious profit margin forecasts, even though the outlook for revenue growth has improved.
ナラティブの更新 Oct 13

Growing Video And Gaming Demand Will Sustain Future Upside

Analysts have raised their price target for Logitech International from $88.83 to $91.00, citing improved growth and profit margin forecasts as key drivers for the upward revision. What's in the News Launched the MX Master 4 mouse, which features haptic feedback, advanced software customization, improved connectivity, and design upgrades to support sustainability and business use (Key Developments).
ナラティブの更新 Sep 26

Growing Video And Gaming Demand Will Sustain Future Upside

Logitech International's consensus price target increased as a result of a notably lower future P/E ratio and a slightly reduced discount rate, indicating improved earnings outlook and lower perceived risk, lifting the fair value to CHF88.83. What's in the News Logitech launched Signature Slim Solar+ K980 wireless keyboards powered by solar and artificial light, with a 10-year battery life, multi-device compatibility, and high sustainability credentials targeting both consumers and enterprise IT.
分析記事 Sep 09

Logitech International (VTX:LOGN) Is Paying Out A Larger Dividend Than Last Year

The board of Logitech International S.A. ( VTX:LOGN ) has announced that it will be paying its dividend of $1.26 on the...
ナラティブの更新 Aug 27

Growing Video And Gaming Demand Will Sustain Future Upside

Logitech International's fair value estimate was marginally raised to CHF84.80 as its forward P/E multiple declined significantly, while revenue growth forecasts held steady. What's in the News Logitech provided FY26 Q2 sales guidance of $1,145 million to $1,190 million, projecting 1%-5% constant currency sales growth and 3%-7% US dollar sales growth year-over-year.
分析記事 Aug 25

Shareholders Would Enjoy A Repeat Of Logitech International's (VTX:LOGN) Recent Growth In Returns

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
分析記事 Aug 01

Logitech International S.A. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

The quarterly results for Logitech International S.A. ( VTX:LOGN ) were released last week, making it a good time to...
分析記事 Jul 30

Logitech International (VTX:LOGN) Has Announced That It Will Be Increasing Its Dividend To $1.26

The board of Logitech International S.A. ( VTX:LOGN ) has announced that it will be paying its dividend of $1.26 on the...
分析記事 Jul 11

Logitech International (VTX:LOGN) Has Announced That It Will Be Increasing Its Dividend To $1.26

The board of Logitech International S.A. ( VTX:LOGN ) has announced that it will be paying its dividend of $1.26 on the...
User avatar
新しいナラティブ Mar 11

AI Focus And B2B Expansion Will Strengthen Future Market Position

Design-led innovation and AI applications are expected to enhance product appeal and drive growth in high-end product lines.

株主還元

LOGNCH TechCH 市場
7D-3.4%-2.8%0.3%
1Y13.6%13.3%5.9%

業界別リターン: LOGN過去 1 年間で13.3 % のリターンをもたらしたSwiss Tech業界と一致しました。

リターン対市場: LOGN過去 1 年間で5.9 % の収益を上げたSwiss市場を上回りました。

価格変動

Is LOGN's price volatile compared to industry and market?
LOGN volatility
LOGN Average Weekly Movement4.1%
Tech Industry Average Movement6.9%
Market Average Movement4.6%
10% most volatile stocks in CH Market8.2%
10% least volatile stocks in CH Market2.5%

安定した株価: LOGN 、 Swiss市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: LOGNの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
19817,300Hanneke Faberwww.logitech.com

Logitech International S.A.は、その子会社を通じて、世界中の人々を仕事、創造、ゲーム、ストリーミングにつなげるソフトウェア対応ハードウェアソリューションの設計、製造、販売を行っています。同社は、マウス、レーシングホイール、ヘッドセット、キーボード、マイク、ストリーミングサービスなどのゲーマーやストリーマー向け製品、コード付きおよびコードレスキーボード、キーボードとマウスの組み合わせ、ワイヤレスマウスやワイヤレスマウス製品などのポインティングデバイス、ConferenceCams;ストリーミングカメラやVCウェブカメラを含むPCベースのウェブカメラ、タブレット用キーボードを含むタブレットアクセサリー、PCおよびVCヘッドセット、インイヤーヘッドフォン、プレミアムワイヤレスイヤフォン、モバイルスピーカー、PCスピーカー、ポータブルワイヤレスブルートゥーススピーカーなど。同社はディストリビューター、小売業者、小売業者、付加価値再販業者、システムインテグレーター、その他のディストリビューターに再販するe-tailerのネットワークに製品を販売している。同社はLogitech、Logitech Gなどのブランド名で製品を販売している。Logitech International S.A.は1981年に設立され、本社はスイスのローザンヌにある。

Logitech International S.A. 基礎のまとめ

Logitech International の収益と売上を時価総額と比較するとどうか。
LOGN 基礎統計学
時価総額CHF 11.70b
収益(TTM)CHF 559.47m
売上高(TTM)CHF 3.81b
20.9x
PER(株価収益率
3.1x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
LOGN 損益計算書(TTM)
収益US$4.84b
売上原価US$2.74b
売上総利益US$2.10b
その他の費用US$1.39b
収益US$711.19m

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)4.96
グロス・マージン43.35%
純利益率14.69%
有利子負債/自己資本比率0%

LOGN の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

1.5%
現在の配当利回り
30%
配当性向

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/18 09:21
終値2026/05/15 00:00
収益2026/03/31
年間収益2026/03/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Logitech International S.A. 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。29

アナリスト機関
Guenther HollfelderBaader Helvea Equity Research
Timothy LongBarclays
Andrew GardinerBarclays