Manhattan Associates Inc (MANH) Stock Analysis
Verdict: WATCH (do not buy)
High cloud supply-chain execution offsets execution risk, but a 59.8x P/E and zero price-target margin leave no room for error.
Investment score: 58/100
Analysis as of
Is Manhattan Associates Inc stock worth reviewing? The TradeMates thesis
The model assigns a HOLD rating with an investment score of 58/100. Excellent operational execution and high cash conversion are offset by elevated valuation multiples and lack of price target upside.
7-factor investment score
- Valuation: 30/100 (weight 20%)
- Financial Health: 85/100 (weight 15%)
- Technical Momentum: 80/100 (weight 15%)
- Earnings Quality: 85/100 (weight 15%)
- Insider Sentiment: 25/100 (weight 10%)
- Analyst Consensus: 55/100 (weight 10%)
- Risk-Adjusted Return: 45/100 (weight 15%)
Manhattan Associates Inc opportunities and risks
What speaks for MANH
- Accelerating cloud migration driving high-margin recurring software revenues
What speaks against MANH
- Valuation multiple contraction on macroeconomic software spending slowdown
Peers and competitors
| Ticker | P/E | P/S | EV/EBITDA | Gross margin | Net margin | FCF yield |
|---|---|---|---|---|---|---|
| MANH | 59.8x | 10.9x | 41.8x | 54.6% | 18.7% | 3.3% |
| TYL | 44.8x | 5.8x | 30.5x | 46.6% | 13.4% | 5.1% |
| TRMB | n/a | 3.5x | 55.5x | 68.4% | -2.8% | 4.1% |
| DOCU | 42.2x | 4.0x | 20.7x | 79.5% | 9.8% | 8.9% |
| AUR | n/a | 2516.2x | n/a | 7040.0% | -18000.0% | -6.0% |
| FIG | n/a | 8.8x | n/a | 79.1% | -123.1% | 2.1% |
| Peer median | n/a | 5.8x | 20.7x | 79.1% | -2.8% | 4.1% |
Frequently asked questions about Manhattan Associates Inc (MANH)
Is MANH stock a good investment?
The TradeMates model rates Manhattan Associates Inc as WATCH (do not buy) with an investment score of 58/100. The model assigns a HOLD rating with an investment score of 58/100. Excellent operational execution and high cash conversion are offset by elevated valuation multiples and lack of price target upside. This is algorithmic model output, not personal investment advice.
Is MANH stock a buy?
The TradeMates model verdict for MANH is WATCH (do not buy) with an investment score of 58/100. Treat this as a model signal to review, not a personal buy recommendation.