Manhattan Associates Inc (MANH)vsServiceNow Inc (NOW)
MANH
Manhattan Associates Inc
$130.53
-1.63%
TECHNOLOGY · Cap: $8.00B
NOW
ServiceNow Inc
$103.06
-1.52%
TECHNOLOGY · Cap: $110.42B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 1128% more annual revenue ($13.28B vs $1.08B). MANH leads profitability with a 20.3% profit margin vs 13.2%. NOW appears more attractively valued with a PEG of 1.06. MANH earns a higher WallStSmart Score of 60/100 (C+).
MANH
Buy60
out of 100
Grade: C+
NOW
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-482.9%
Fair Value
$24.48
Current Price
$130.53
$106.05 premium
Margin of Safety
-404.2%
Fair Value
$20.44
Current Price
$103.06
$82.62 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 72 in profit
Safe zone — low bankruptcy risk
Keeps 20 of every $100 in revenue as profit
16.6% revenue growth
Large-cap with strong market position
Revenue surging 20.7% year-over-year
Generating 2.0B in free cash flow
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
0.0% earnings growth
Trading at 24.8x book value
Trading at 8.3x book value
3.4% earnings growth
Distress zone — elevated risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : MANH
The strongest argument for MANH centers on Return on Equity, Altman Z-Score, Profit Margin. Profitability is solid with margins at 20.3% and operating margin at 15.8%. Revenue growth of 16.6% demonstrates continued momentum.
Bull Case : NOW
The strongest argument for NOW centers on Market Cap, Revenue Growth, Free Cash Flow. Revenue growth of 20.7% demonstrates continued momentum. PEG of 1.06 suggests the stock is reasonably priced for its growth.
Bear Case : MANH
The primary concerns for MANH are PEG Ratio, P/E Ratio, EPS Growth.
Bear Case : NOW
The primary concerns for NOW are Price/Book, EPS Growth, Altman Z-Score. A P/E of 62.7x leaves little room for execution misses.
Key Dynamics to Monitor
MANH carries more volatility with a beta of 1.07 — expect wider price swings.
NOW is growing revenue faster at 20.7% — sustainability is the question.
NOW generates stronger free cash flow (2.0B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MANH scores higher overall (60/100 vs 56/100), backed by strong 20.3% margins and 16.6% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Manhattan Associates Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Manhattan Associates, Inc. develops, sells, implements, services, and maintains software solutions to manage supply chains, inventory, and omnichannel operations for retailers, wholesalers, manufacturers, logistics providers, and other organizations. The company is headquartered in Atlanta, Georgia.
ServiceNow Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
ServiceNow is an American software company based in Santa Clara, California that develops a cloud computing platform to help companies manage digital workflows for enterprise operations.
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