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Manhattan Associates Inc Stock Research

MANH

143.49USD+2.07(+1.46%)Delayed

Market Summary

USD143.49+2.07
Delayed
1.46%

MANH Alerts

MANH Stock Price

MANH RSI Chart

MANH Valuation

Market Cap

8.9B

Price/Earnings (Trailing)

69.2

Price/Sales (Trailing)

11.63

EV/EBITDA

52.6

Price/Free Cashflow

51.57

MANH Price/Sales (Trailing)

MANH Profitability

EBT Margin

20.61%

Return on Equity

56.86%

Return on Assets

22.62%

Free Cashflow Yield

1.94%

MANH Fundamentals

MANH Revenue

Revenue (TTM)

767.1M

Revenue Y/Y

15.52%

Revenue Q/Q

0%

MANH Earnings

Earnings (TTM)

129.0M

Earnings Y/Y

83.99%

Earnings Q/Q

27.61%

Price Action

52 Week Range

106.02158.61
(Low)(High)

Last 7 days

-1.2%

Last 30 days

-3.0%

Last 90 days

18.2%

Trailing 12 Months

9.0%

MANH Financial Health

Current Ratio

1.32

MANH Investor Care

Buy Backs (1Y)

1.52%

Diluted EPS (TTM)

2.03

Peers (Alternatives to Manhattan Asso)

View All Peers In Detail
NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
MSFT
2.1T
204.1B
 -1.92% -6.89%
30.5
10.08
 10.38% -5.25%
ORCL
228.6B
46.1B
 -7.20% 4.35%
25.98
4.96
 11.29% -14.28%
CRM
186.7B
31.4B
 6.91% -6.75%
897.78
5.96
 19.41% -85.60%
ADBE
163.2B
17.6B
 -11.04% -20.88%
34.32
9.27
 11.54% -1.37%
ZM
20.9B
4.4B
 -7.13% -28.23%
201.15
4.75
 7.15% -92.46%
AZPN
12.1B
-
 -3.12% 49.09%
44.35
17.39
 - -
MID-CAP
PLAN
9.6B
631.5M
 -1.97% 16.85%
-45.68
15.19
 33.30% -26.60%
MANH
8.9B
767.1M
 -2.98% 9.04%
69.2
11.63
 15.59% 16.73%
GWRE
6.5B
869.9M
 3.14% -9.62%
-33
7.53
 13.87% -103.37%
APPN
3.1B
468.0M
 2.00% -15.48%
-20.53
6.62
 26.74% -70.26%
PING
2.4B
308.3M
 1.17% 7.67%
-23.16
7.93
 13.75% -237.98%
SMALL-CAP
ZUO
1.2B
383.7M
 4.07% -32.35%
-9.91
3.24
 14.43% -50.89%
YEXT
1.2B
399.9M
 30.95% 57.36%
-14.32
2.91
 4.73% 8.15%
UPLD
152.1M
317.3M
 -43.48% -70.17%
-2.22
0.48
 5.06% -17.52%

Financials for Manhattan Asso

Income Statement (Last 12 Months)
(In Millions)
* denotes actual numbers (not divided by Millions)
Description(%) Q/Q2022Q42022Q32022Q22022Q12021Q4
Revenue3.6%767740712686664
  S&GA Expenses0.0%65.0065.0063.0059.0058.00
  R&D Expenses0.3%11211210610198.00
Costs and Expenses1.5%614605571543529
EBITDA9.8%165151151142-
EBITDA Margin1.8%0.22*0.21*0.22*0.21*-
Earnings Before Taxes13.3%158139143144134
EBT Margin9.4%0.21*0.19*0.20*0.21*-
Interest Expenses776.5%1.000.00---
Net Income15.5%129112119118110
Net Income Margin11.5%0.17*0.15*0.17*0.17*-
Free Cahsflow9.2%173158179172-
Balance Sheet
(In Millions)
* denotes actual numbers (not divided by Millions)
Description(%) Q/Q2022Q42022Q32022Q22022Q12021Q4
Assets10.8%570515514512540
  Current Assets13.3%415367375377408
    Cash Equivalents14.4%225197214216264
  Net PPE4.4%13.0012.0012.0013.0014.00
  Goodwill0.0%62.0062.0062.0062.0062.00
  Current Liabilities11.1%316284271257249
Shareholder's Equity14.5%227198209217251
  Retained Earnings12.2%254226233237270
Accumulated Depreciation-53.00----
Shares Outstanding-0.3%62.0062.0063.0063.0063.00
Cashflow (Last 12 Months)
(In Millions)
Description(%) Q/Q2022Q42022Q32022Q22022Q12021Q4
Cashflow From Operations9.2%180165184177185
  Share Based Compensation5.7%59.0056.0052.0047.0043.00
Cashflow From Investing-9.6%-6.59-6.01-5.09-4.61-4.02
Cashflow From Financing-2.6%-204-199-168-151-120
  Buy Backs2.6%204199169151120

Risks for MANH

What is the probability of a big loss on MANH?

74.6%

Probability that Manhattan Asso stock will be more than 20% underwater in next one year

49.6%

Probability that Manhattan Asso stock will be more than 30% underwater in next one year.

18.5%

Probability that Manhattan Asso stock will be more than 40% underwater in next one year.
*Calculated based on probability distribution of losses observed in actual data in the last 5 years.

How does MANH drawdown profile look like?

Y-axis is the maximum loss one would have experienced if Manhattan Asso was unfortunately bought at previous high price.

Drawdowns

Returns for MANH

Cumulative Returns on MANH

22.7%

10-Year Cumulative Returns

13.8%

7-Year Cumulative Returns

26.2%

5-Year Cumulative Returns

35.0%

3-Year Cumulative Returns

What are the long-term rolling returns for MANH?

FIve years rolling returns for Manhattan Asso.

Annualized Returns

Which funds bought or sold MANH recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
2023-03-15
B. Riley Wealth Advisors, Inc.
sold off
-100
-320,000
-
 -%
2023-03-10
VICTORY CAPITAL MANAGEMENT INC
reduced
-8.56
-323,627
1,631,370
 -%
2023-03-06
Rockefeller Capital Management L.P.
reduced
-4.00
-17,000
112,000
 -%
2023-03-03
TIAA, FSB
reduced
-2.41
-115,658
945,342
 -%
2023-03-02
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
new
-
17,603
17,603
 -%
2023-02-28
Voya Investment Management LLC
added
28.26
2,378,730
16,334,700
 0.02%
2023-02-27
ST GERMAIN D J CO INC
new
-
26,708
26,708
 0.01%
2023-02-24
SRS Capital Advisors, Inc.
unchanged
-
-272
728
 -%
2023-02-22
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY
reduced
-12.03
-680,000
2,768,000
 0.03%
2023-02-21
MACQUARIE GROUP LTD
reduced
-12.43
-1,752,000
6,526,000
 0.01%

1–10 of 44

Latest Funds Activity

Are funds buying MANH calls or puts?
Calls
Puts
Are funds bullish or bearish(Calls - Puts)?
Net Call Options
No. of funds that own MANH
No. of Funds

MANH Alerts

Manhattan Asso News

Schedule 13G FIlings of Manhattan Asso

Date FiledName of FilerPercent of ClassNo. of SharesForm Type
Feb 14, 2023
alliancebernstein l.p.
5.9%
3,711,373
SC 13G
Feb 14, 2023
brown capital management llc
3.96%
2,472,331
SC 13G/A
Feb 09, 2023
vanguard group inc
11.13%
6,942,728
SC 13G/A
Feb 02, 2023
invesco ltd.
6.2%
3,891,704
SC 13G/A
Jan 26, 2023
blackrock inc.
10.5%
6,572,873
SC 13G/A
Jan 20, 2023
blackrock inc.
10.5%
6,572,873
SC 13G/A
Feb 14, 2022
neuberger berman group llc
4.66%
2,948,378
SC 13G/A
Feb 14, 2022
brown capital management llc
5.89%
3,727,512
SC 13G/A
Feb 14, 2022
invesco ltd.
5.4%
3,436,974
SC 13G
Feb 01, 2022
blackrock inc.
9.5%
6,043,245
SC 13G/A

MANH Fair Value

Manhattan Asso fair value in different scenarios

The table shows the Fair Value estimates for Manhattan Asso for various scenarios. Disclaimer: These are just estimations from a model. None of the models are good at predicting the future. Please dont buy or sell stocks based on these outputs.
Fair ValueVery PessimisticPessimisticBase CaseOptimisticVery Optimistic
Very Low Inflation

18.09

-87.39%

21.65

-84.91%

28.97

-79.81%

40.60

-71.71%

48.94

-65.89%
Current Inflation

16.80

-88.29%

19.87

-86.15%

26.14

-81.78%

35.94

-74.95%

42.99

-70.04%
Very High Inflation

15.17

-89.43%

17.68

-87.68%

22.74

-84.15%

30.48

-78.76%

36.05

-74.88%

Historical Manhattan Asso Fair Value Estimates

Very Pessimistic Case
Pessimistic Case
Fair Value
Optimistic Case
Very Optimistic Case
Closing Stock Price

Recent SEC filings of Manhattan Asso

View All Filings
Date Filed Form Type Document
Mar 13, 2023
4
Insider Trading
Mar 10, 2023
4
Insider Trading
Mar 09, 2023
8-K
Current Report
Mar 02, 2023
4
Insider Trading
Mar 02, 2023
4
Insider Trading
Mar 02, 2023
4
Insider Trading
Mar 02, 2023
4
Insider Trading
Mar 02, 2023
4
Insider Trading
Mar 02, 2023
4
Insider Trading
Feb 15, 2023
4
Insider Trading

Latest Insider Trading transactions for MANH

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
2023-03-09
HUNTZ JOHN J JR
sold
-143,654
143
-1,000
-
2023-03-09
RAGHAVAN DEEPAK
sold
-534,269
142
-3,744
-
2023-03-09
RAGHAVAN DEEPAK
acquired
534,269
142
3,744
-
2023-02-28
Richards Bruce
sold (taxes)
-56,637
143
-394
svp, clo & secretary
2023-02-28
Pinne Linda C.
sold (taxes)
-19,550
143
-136
svp, global corp controller
2023-02-28
STORY DENNIS B
sold (taxes)
-157,119
143
-1,093
evp, cfo & treasurer
2023-02-28
Gantt James Stewart
sold (taxes)
-98,756
143
-687
evp, professional services
2023-02-28
Howell Robert G
sold (taxes)
-130,238
143
-906
evp, americas sales
2023-02-28
Capel Eddie
sold (taxes)
-520,806
143
-3,623
president & ceo
2023-02-13
Capel Eddie
sold
-6,147,340
144
-42,678
president & ceo

1–10 of 50

About Manhattan Asso

Eddie Capel
www.manh.com
3600
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.

MANH Income Statement

2022-09-30
Condensed Consolidated Statements of Income - USD ($)
shares in Thousands, $ in Thousands
3 Months Ended9 Months Ended
Sep. 30, 2022
Sep. 30, 2021
Sep. 30, 2022
Sep. 30, 2021
Total revenue$ 198,101$ 169,185$ 568,981$ 492,149
Total costs96,15871,503268,231216,196
Research and development29,37523,37284,75470,845
Sales and marketing15,74214,05747,88141,203
General and administrative18,39215,92854,96350,579
Depreciation and amortization1,6641,9175,1576,136
Total costs and expenses161,331126,777460,986384,959
Operating income36,77042,408107,995107,190
Other income (loss), net1,612(42)4,593(29)
Income before income taxes38,38242,366112,588107,161
Income tax provision8,7085,71221,49717,271
Net income$ 29,674$ 36,654$ 91,091$ 89,890
Basic earnings per share$ 0.47$ 0.58$ 1.45$ 1.42
Diluted earnings per share$ 0.47$ 0.57$ 1.43$ 1.40
Weighted average number of shares:    
Basic62,59263,36362,91763,514
Diluted63,16564,23863,48364,339
Cloud Subscriptions    
Total revenue$ 45,267$ 32,196$ 124,767$ 87,434
Software License    
Total revenue6,3868,46119,86925,122
Total costs4676901,7491,802
Maintenance    
Total revenue35,82034,479107,115108,370
Services    
Total revenue103,42588,172294,284253,234
Hardware    
Total revenue7,2035,87722,94617,989
Cloud Subscriptions, Maintenance and Services    
Total costs$ 95,691$ 70,813$ 266,482$ 214,394

MANH Balance Sheet

2022-09-30
Condensed Consolidated Balance Sheets - USD ($)
$ in Thousands
Sep. 30, 2022
Dec. 31, 2021
Current assets:  
Cash and cash equivalents$ 197,055$ 263,706
Accounts receivable, net of allowance of $3,296 and $2,419, at September 30, 2022 and December 31, 2021, respectively143,504124,420
Prepaid expenses and other current assets26,13620,293
Total current assets366,695408,419
Property and equipment, net12,26513,889
Operating lease right-of-use assets21,16927,272
Goodwill, net62,21862,239
Deferred income taxes28,2317,650
Other assets24,14120,239
Total assets514,719539,708
Current liabilities:  
Accounts payable27,36019,625
Accrued compensation and benefits62,56053,104
Accrued and other liabilities22,50722,741
Deferred revenue169,390153,196
Income taxes payable2,153376
Total current liabilities283,970249,042
Operating lease liabilities, long-term17,18623,157
Other non-current liabilities15,42916,865
Shareholders' equity:  
Common stock, $0.01 par value; 200,000,000 shares authorized; 62,394,460 and 63,154,494 shares issued and outstanding at September 30, 2022 and December 31, 2021, respectively624631
Retained earnings226,119269,841
Accumulated other comprehensive loss(28,609)(19,828)
Total shareholders' equity198,134250,644
Total liabilities and shareholders' equity$ 514,719$ 539,708