Between Western Digital and Logitech International, Which Stock Looks Set to Break Out?
Logitech International surged 15% during the past Month. You may be tempted to buy more, or may want to reduce your exposure. But there is an entirely different perspective you might be missing. Is there a better alternative? Turns out, its peer Western Digital gives you more. Western Digital (WDC) stock offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs Logitech International (LOGI) stock, suggesting you may be better off investing in WDC
- WDC’s quarterly revenue growth was 30.0%, vs. LOGI’s 6.3%.
- In addition, its Last 12 Months revenue growth came in at 39.2%, ahead of LOGI’s 4.8%.
- WDC’s LTM margin is higher: 21.1% vs. LOGI’s 15.1%.
These differences become even clearer when you look at the financials side by side. The data highlights how LOGI’s fundamentals stack up against those of WDC on growth, margins, momentum, and valuation multiples.
Valuation & Performance Overview
| LOGI | WDC | Preferred | |
|---|---|---|---|
| Valuation | |||
| P/EBIT Ratio | 25.1 | 20.7 | WDC |
| Revenue Growth | |||
| Last Quarter | 6.3% | 30.0% | WDC |
| Last 12 Months | 4.8% | 39.2% | WDC |
| Last 3 Year Average | -2.6% | 8.3% | WDC |
| Operating Margins | |||
| Last 12 Months | 15.1% | 21.1% | WDC |
| Last 3 Year Average | 13.8% | 3.7% | LOGI |
| Momentum | |||
| Last 3 Year Return | 102.9% | 460.6% | LOGI |
Note: For “Last 3 Year Return” metric, preferred stock is one with higher returns unless the returns are too high (>300%) which creates risk of sell off.
See more revenue details: LOGI Revenue Comparison | WDC Revenue Comparison
See more margin details: LOGI Operating Income Comparison | WDC Operating Income Comparison
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You can see detailed fundamentals on Buy or Sell WDC Stock and Buy or Sell LOGI Stock and assess yourself which stock looks better. Nevertheless, stock picking can fail no matter how good the strategy is. High Quality Portfolio turns single-stock insights into a robust market beating portfolio strategy.
Getting back to comparison, let’s check out how these two stocks have performed for investors in the last few years.
Historical Market Performance
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | Avg | Best | |
|---|---|---|---|---|---|---|---|---|---|
| Returns | |||||||||
| LOGI Return | 109% | -14% | -23% | 55% | -12% | 49% | 181% | ||
| WDC Return | -11% | 18% | -52% | 66% | 14% | 282% | 267% | <=== | |
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 16% | 112% | ||
| Monthly Win Rates [3] | |||||||||
| LOGI Win Rate | 83% | 42% | 42% | 67% | 50% | 80% | 61% | ||
| WDC Win Rate | 42% | 50% | 42% | 58% | 67% | 90% | 58% | ||
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 70% | 64% | <=== | |
| Max Drawdowns [4] | |||||||||
| LOGI Max Drawdown | -28% | -19% | -46% | -17% | -19% | -20% | -25% | ||
| WDC Max Drawdown | -54% | -11% | -54% | -0% | -6% | -32% | -26% | ||
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | -12% | <=== | |
[1] Cumulative total returns since the beginning of 2020
[2] 2025 data is for the year up to 11/12/2025 (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
No matter how good the numbers, stock investment is never a smooth ride. There is a risk you must factor in. Read WDC Dip Buyer Analyses and LOGI Dip Buyer Analyses to see how these stocks have fallen and recovered in the past.
Whatever your view on either of these stocks, investing in one or two stocks remains a risky proposition. Instead, the Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 — the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.