Logitech (SWX:LOGN) Valuation: Assessing the Stock After Board Changes and a Dividend Boost

Logitech International (SWX:LOGN) just wrapped up its annual general meeting, and it was anything but routine. The headlines? A new chairperson at the helm as Guy Gecht replaces Wendy Becker after her planned departure, and shareholders also approved a bigger dividend payout. For anyone considering what comes next for the stock, these decisions set a new tone for both governance and capital returns. Shares have been trending higher, gaining over 29% in the past three months and rising 24% over the past year. This momentum has been fueled not only by today’s updates but also by steady growth across revenue and net income in recent periods, alongside some strategic moves from the leadership. The market response suggests growing optimism around Logitech’s future direction under fresh stewardship and an improved reward for shareholders. But after such gains and a spike in interest now, is the share price reflecting all that future growth, or is there an opening here for long-term investors seeking value?

Most Popular Narrative: Fairly Valued

According to the most widely followed narrative, Logitech International is trading very close to its fair value, with only a small margin separating the current share price from the fair value estimate under present projections and risks.

“The analysts have a consensus price target of CHF86.87 for Logitech International based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of CHF111.66, and the most bearish reporting a price target of just CHF61.42.”

Curious what is fueling this razor-thin margin to fair value? Analysts are betting on more than market momentum or high-flying hopes. The secret recipe behind this valuation blends some surprising growth projections and assumptions about profitability. Ready to see which bold forecasts are driving this tight call? Dive into the full narrative to uncover what is behind the numbers.

Result: Fair Value of CHF86.87 (ABOUT RIGHT)

Have a read of the narrative in full and understand what's behind the forecasts.

However, persistent tariff uncertainty and intensifying competition could threaten Logitech’s margins and growth outlook if market conditions change unexpectedly.

Find out about the key risks to this Logitech International narrative.

Another View: How Do the Numbers Stack Up?

While the fair value discussion weighs analyst expectations and future growth, our DCF model offers an additional perspective. This approach suggests the stock might actually be underappreciated based on its long-term cash flow potential. Which lens should investors trust?

Look into how the SWS DCF model arrives at its fair value.

Stay updated when valuation signals shift by adding Logitech International to your watchlist or portfolio. Alternatively, explore our screener to discover other companies that fit your criteria.

Build Your Own Logitech International Narrative

If you see things differently or are keen to dig into the numbers on your own terms, you can easily piece together your own view in just a few minutes, and Do it your way.

A good starting point is our analysis highlighting 3 key rewards investors are optimistic about regarding Logitech International.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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