Logos Holdings Inc. (205A.T)

Logos Holdings Inc. (205A.T) — VMCI valuation read

Logos Holdings Inc. (205A.T) carries a VMCI composite of 52/100, 2 points above the Consumer Cyclical sector median of 50. Among mid-cap names, that gap places 205A.T in the top third on the five-pillar weighting (Value 35%, Quality 30%, Integrity 15%, Growth 12%, Risk 8%).

The 205A.T insider tape has been silent for the past 30 days on Form 4. Where executives neither buy nor sell, the bull and bear cases lean harder on filings cadence and the next earnings line.

**Investor frame.** Value reads 205A.T trades at 22.0x earnings, 22% above the Consumer Cyclical median of 18.0x, which compresses or extends through the 11.0x EV/EBITDA versus a Consumer Cyclical 12.0x. Quality: ROIC of 10.0% sits 0.0pp above the Consumer Cyclical median (10.0%). Risk: net debt to EBITDA of -1.6x leaves covenant headroom, the line to track on Logos Holdings Inc.'s next 10-Q.

205A.T held flat 0.0% over the trailing 7 days, with a -18.0% read on a 30-day basis.