Manhattan Associates, Inc.

Valuation Analysis

About the Company

Manhattan Associates, Inc. en bref

Manhattan Associates, Inc. (MANH) is currently trading at 115,32 € with a market capitalization of 6,8 Md €. The trailing P/E ratio stands at 37.05x, with a forward P/E of 22.22x. The 52-week range spans from 103,79 € to 215,52 €; the current price is 46.5% below the yearly high. Year-over-year revenue growth stands at +7.4%. The net profit margin stands at 19.68%.

💰 Dividende

Manhattan Associates, Inc. currently does not pay a dividend. The company typically reinvests its earnings into growth initiatives and product development.

📊 Avis des analystes

11 analystes évaluent Manhattan Associates, Inc. (MANH) au consensus : Acheter. L'objectif de cours moyen est de 160,40 €, soit un potentiel de +39.1% par rapport au cours actuel. La fourchette des objectifs de cours des analystes va de 126,41 € à 209,22 €.

Manhattan Associates, Inc. : la thèse d'investissement en détail

Manhattan Associates, Inc. (MANH) operates in the Technology — specifically Software - Application — and is headquartered in United States. Below is a structured read of the investment case built directly from the latest fundamentals, valuation multiples, analyst positioning and smart-money flows. Each section translates raw numbers into the investment logic they imply, so you can decide whether the risk/reward fits your portfolio.

Le scénario haussier

The combination of a 55.99% gross margin and 23.01% operating margin shows the business converts revenue into profit efficiently — a hallmark of competitive moat. Return on equity of 96.24% places management among the most capital-efficient operators in the public market — every euro of shareholder capital is working hard. Free cash flow is positive and net margins stand at 19.68%, meaning reported earnings translate into real cash that can fund buybacks, dividends or strategic acquisitions.

Le scénario baissier

Our valuation screen flags the stock as overvalued — current multiples imply the business needs to deliver well above its recent trajectory to justify the price.

Valorisation en contexte

The EV/EBITDA multiple of 28.03x reflects rich expectations — historically, multiples at this level have proven hard to maintain for more than a few quarters.

À surveiller

• The forward P/E of 22.22x is meaningfully below the trailing 37.05x — analysts expect earnings to step up; the next earnings release is the test.
• The price sits in the lower quartile of the 52-week range — value hunters often start scaling in around this zone if fundamentals hold.
• The analyst consensus price target implies 39.1% upside — if the next two quarters confirm the underlying thesis, target hikes typically follow.

Thèse d'investissement : forces et faiblesses

Aperçu technique

Price is below both the 50- and 200-day moving averages, with 50d below 200d — a bearish picture (death-cross alignment).

Profil de risque

The data points to relatively defensive market behavior, elevated short interest (6.18%).

Trading Data

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