Manhattan Associates MANH
Manhattan Associates is a provider of supply chain management and omnichannel commerce software, with a cloud subscription model. Manhattan Associates combines exceptional quality (ROE 96.4%, ROIC 133.3%, operating margin 25%) with a very demanding valuation (P/E 59.2, EV/EBITDA 41.1) and negative earnings growth (-8.6%), resulting in a high-quality but expensive profile.
Detailed metrics
Market and fundamental data as of the analysis date.
Full AI report
Generated automatically from the metrics, the macro context and the company's news.
Manhattan Associates is a provider of supply chain management and omnichannel commerce software, with a cloud subscription model. Manhattan Associates combines exceptional quality (ROE 96.4%, ROIC 133.3%, operating margin 25%) with a very demanding valuation (P/E 59.2, EV/EBITDA 41.1) and negative earnings growth (-8.6%), resulting in a high-quality but expensive profile.
Score by category
| Category | Score |
|---|---|
| Financial health | 7.1 |
| Quality / Moat | 9.7 |
| Valuation | 3.0 |
| Growth | 4.7 |
| Dividend | 1.5 |
| Momentum | 6.7 |
| Risk & Context | 6.6 |
OVERALL SCORE: 6.1/10
Context and risks
The macro context (rising rates, geopolitical tensions) does not materially affect Manhattan Associates: it is a software company with net cash and no direct exposure to commodities, shipping routes, or specific sector regulation. Its supply chain software business does not depend on the macro factors mentioned.
News considered in the analysis
- 3 Reasons MANH is Risky and 1 Stock to Buy Instead — Artículo de opinión que señala riesgos genéricos del negocio, sin hechos nuevos cuantificables.
- Is Manhattan Associates (MANH) Expensive Following Its Editions Launch? — Análisis de valoración sin información nueva; el lanzamiento de ediciones ya es conocido.
- 3 Software Stocks with Open Questions — Listículo genérico sin información específica sobre MANH.
- Boscov’s Teams with Manhattan Associates to Modernize Fulfillment Capabilities — Nuevo cliente minorista para modernizar su cadena de suministro, refuerza la cartera de clientes.
- All You Need to Know About Manhattan Associates (MANH) Rating Upgrade to Buy — Upgrade de analista a Comprar, señal positiva moderada.
Verdict: Hold; business quality is outstanding but the multiple already discounts much of the expectations, and the earnings decline requires seeing a recovery before adding.
Main risk: The main risk is valuation: with a P/E of 59.2 and negative earnings growth, any disappointment in execution or in the adoption pace of its new editions could trigger a significant multiple correction.
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