-2.59%
-22.81%
-20.80%
-18.32%
-14.00%
55.82%
144.08%
AI Spotlight on MANH
Company Description
Manhattan Associates, Inc.develops, sells, deploys, services, and maintains software solutions to manage supply chains, inventory, and omni-channel operations.It offers Manhattan SCALE, a portfolio of logistics execution solutions that provide trading partner management, yard management, optimization, warehouse management, and transportation execution services; and Manhattan Active, a set of enterprise and store omni-channel solutions.
The company also provides inventory optimization, planning, and allocation solutions; maintenance services comprising customer support services and software enhancements; professional services, such as solutions planning and implementation, and related consulting services; and training and change management services.In addition, it resells computer hardware, radio frequency terminal networks, radio frequency identification chip readers, bar code printers and scanners, and other peripherals.The company offers products through direct sales personnel, as well as through partnership agreements with various organizations.
It serves grocery, food and beverage, manufacturing, medical and pharmaceutical, retail, third-party logistics, and wholesale industries.The company operates in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.Manhattan Associates, Inc.
was founded in 1990 and is headquartered in Atlanta, Georgia.
Market Data
| Last Price | 208.59 |
| Change Percentage | -2.59% |
| Open | 215.13 |
| Previous Close | 214.14 |
| Market Cap ( Millions) | 12740 |
| Volume | 1283281 |
| Year High | 312.6 |
| Year Low | 205.12 |
| M A 50 | 281.8 |
| M A 200 | 257.72 |
Financial Ratios
| FCF Yield | 2.13% |
| Dividend Yield | 0.00% |
| ROE | 82.61% |
| Debt / Equity | 15.98% |
| Net Debt / EBIDTA | -80.93% |
| Price To Book | 42.54 |
| Price Earnings Ratio | 58.27 |
| Price To FCF | 46.99 |
| Price To sales | 12.22 |
| EV / EBITDA | 46.39 |
News
- Jan -31 - Down -20.35% in 4 Weeks, Here's Why Manhattan Associates (MANH) Looks Ripe for a Turnaround
- Jan -31 - Levi & Korsinsky Announces an Investigation on Behalf of Manhattan Associates, Inc. (MANH) Shareholders Who May Have Been Affected by Fraud
- Jan -31 - Manhattan Associates (MANH) Shares Tumble 24% After Citing Headwinds for Services Business & Revealing 2025 GAAP EPS Expected to Shrink – Hagens Berman
- Jan -30 - Why Manhattan Associates Stock Plunged This Week
- Jan -30 - Manhattan Associates, Inc. INVESTIGATION: Levi & Korsinsky Investigates Potential Securities Fraud by Manhattan Associates (MANH)
- Jan -29 - Manhattan Associates Stock Sinks on Profit Warning
- Jan -29 - Manhattan Associates, LendingClub And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session
- Jan -29 - Manhattan Associates, Inc. (MANH) Q4 2024 Earnings Call Transcript
- Jan -29 - Manhattan Associates (MANH) Reports Q4 Earnings: What Key Metrics Have to Say
- Jan -28 - Manhattan Associates (MANH) Q4 Earnings and Revenues Surpass Estimates
- Jan -23 - Unlocking Q4 Potential of Manhattan Associates (MANH): Exploring Wall Street Estimates for Key Metrics
- Jan -13 - Duluth Trading Enhances Omnichannel Fulfillment and Boosts Inventory Efficiency with Manhattan Active® Omni
- Jan -09 - Manhattan Debuts Postgame Spotlight, a Rich Analytics Tool to Optimize Fulfillment Performance
- Dec -26 - MANH Climbs 31% Year to Date: Should Investors Buy the Stock?
- Dec -20 - This Big-Cap Oracle Rival Funds Are Buying Eyes Entry Amid 39% Run
- Dec -11 - Supply-Chain Software Firm Manhattan Associates Chases Breakout Amid Enterprise Tech Rally
- Dec -09 - Lamps Plus Partners with Manhattan to Improve Demand Forecasting, Inventory Accuracy
- Dec -05 - KLLM Selects Manhattan's Carrier Management Suite to Optimize Fleet Operations
- Dec -05 - Manhattan Named a Leader in Point-of-Service and Order Management Analyst Evaluations
- Nov -19 - WSI Implements Manhattan Active® Warehouse Management to Address Growth in Ecommerce, DTC Fulfillment
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Services
Expected Growth : 12 %
What the company do ?
Manhattan Associates, Inc. offers a range of services, including supply chain consulting, implementation, and managed services, to optimize logistics and distribution operations.
Why we expect these perspectives ?
Manhattan Associates' 12% growth driven by increasing adoption of omnichannel commerce, rising demand for supply chain optimization, and growing need for inventory management solutions. Additionally, the company's investments in artificial intelligence, machine learning, and cloud-based technologies have enhanced its offerings, attracting new customers and expanding existing relationships.
Segment n°2 -> Cloud Subscriptions
Expected Growth : 15 %
What the company do ?
Cloud Subscriptions from Manhattan Associates, Inc. provide a flexible, on-demand access to its supply chain and omnichannel solutions, allowing businesses to scale and adapt quickly.
Why we expect these perspectives ?
Manhattan Associates' Cloud Subscriptions growth is driven by increasing adoption of omnichannel commerce, rising demand for supply chain visibility, and growing need for warehouse management efficiency. Additionally, the company's investments in artificial intelligence, machine learning, and IoT capabilities are enhancing its cloud-based offerings, further fueling growth.
Segment n°3 -> Maintenance
Expected Growth : 8 %
What the company do ?
Maintenance from Manhattan Associates, Inc. is a cloud-based enterprise asset management solution that helps organizations manage and optimize maintenance operations.
Why we expect these perspectives ?
Manhattan Associates' Maintenance segment growth is driven by increasing adoption of cloud-based supply chain management solutions, rising demand for omnichannel fulfillment, and growing need for predictive analytics to optimize logistics operations. Additionally, the company's focus on innovation, strategic partnerships, and expanding global presence contribute to its 8% growth.
Segment n°4 -> Hardware
Expected Growth : 6 %
What the company do ?
Hardware from Manhattan Associates, Inc. refers to warehouse management system (WMS) and transportation management system (TMS) hardware solutions for supply chain management.
Why we expect these perspectives ?
Manhattan Associates' Hardware segment growth is driven by increasing adoption of omnichannel commerce, rising demand for warehouse management systems, and growing need for supply chain visibility. Additionally, the company's focus on cloud-based solutions, artificial intelligence, and IoT integration is fueling growth.
Segment n°5 -> Software License
Expected Growth : 11 %
What the company do ?
The Software License from Manhattan Associates, Inc. is a proprietary agreement governing the use of Manhattan's software products, outlining terms, conditions, and restrictions.
Why we expect these perspectives ?
Manhattan Associates' software license growth is driven by increasing adoption of omnichannel commerce, rising demand for supply chain visibility, and growing need for warehouse management efficiency. Additionally, the company's focus on cloud-based solutions, strategic partnerships, and geographic expansion contribute to its 11% growth.
Manhattan Associates, Inc. Products
| Product Range | What is it ? |
|---|---|
| Warehouse Management | A comprehensive solution that manages and optimizes warehouse operations, including inventory management, order fulfillment, and labor management. |
| Transportation Management | A solution that optimizes transportation operations, including route optimization, carrier management, and freight audit and payment. |
| Order Management | A solution that manages the entire order lifecycle, including order capture, inventory allocation, and fulfillment. |
| Inventory Optimization | A solution that uses advanced analytics to optimize inventory levels, reducing stockouts and overstocking. |
| Supply Chain Visibility | A solution that provides real-time visibility into supply chain operations, enabling proactive decision-making and improved collaboration. |
| Omni-Channel Fulfillment | A solution that enables retailers to fulfill orders from any channel, including online, in-store, and mobile. |
Manhattan Associates, Inc.'s Porter Forces
Threat Of Substitutes
The threat of substitutes for Manhattan Associates, Inc. is medium due to the presence of alternative supply chain management solutions.
Bargaining Power Of Customers
The bargaining power of customers is high due to the concentration of major retailers and manufacturers, giving them significant negotiating power.
Bargaining Power Of Suppliers
The bargaining power of suppliers is low due to the availability of multiple suppliers and the company's strong negotiating position.
Threat Of New Entrants
The threat of new entrants is low due to the high barriers to entry, including significant capital requirements and the need for specialized expertise.
Intensity Of Rivalry
The intensity of rivalry is medium due to the presence of several established competitors, but the company's strong market position and differentiated products mitigate the competitive pressure.
Strength
Capital Structure
| Value | |
|---|---|
| Debt Weight | 6.93% |
| Debt Cost | 3.95% |
| Equity Weight | 93.07% |
| Equity Cost | 11.22% |
| WACC | 10.71% |
| Leverage | 7.45% |
Manhattan Associates, Inc. : Quality Control
Manhattan Associates, Inc. passed 7 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| AGYS | Agilysys, Inc., together with its subsidiaries, operates as a developer and marketer of hardware and software products and services to the hospitality industry in North America, Europe, the Asia-Pacific, and … |
| TYL | Tyler Technologies, Inc. provides integrated information management solutions and services for the public sector. The company operates in three segments: Enterprise Software; Appraisal and Tax; and NIC. It offers financial … |
| PRGS | Progress Software Corporation develops, deploys, and manages business applications. The company offers OpenEdge, a development software, which builds multi-language applications for secure deployment across various platforms and devices, as well … |
| ESTC | Elastic N.V., a search company, delivers technology solutions designed to run in public or private clouds in multi-cloud environments. It primarily offers Elastic Stack, a set of software products that … |
| AZPN | Aspen Technology, Inc. provides enterprise asset performance management, asset performance monitoring, and asset optimization solutions worldwide. The company's solutions address complex environments where it is critical to optimize the asset … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Progress Software
A-Score
1-Year Total Return ->
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Tyler Technologies
A-Score
1-Year Total Return ->
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Agilysys
A-Score
1-Year Total Return ->
4
Aspen Technology
A-Score
1-Year Total Return ->
5
Manhattan Associates
A-Score
1-Year Total Return ->
6
