Manhattan Associates Inc (MANH)vsSAP SE ADR (SAP)
MANH
Manhattan Associates Inc
$130.53
-1.63%
TECHNOLOGY · Cap: $8.00B
SAP
SAP SE ADR
$168.95
-1.20%
TECHNOLOGY · Cap: $217.55B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 3303% more annual revenue ($36.80B vs $1.08B). MANH leads profitability with a 20.3% profit margin vs 19.5%. SAP appears more attractively valued with a PEG of 0.79. MANH earns a higher WallStSmart Score of 60/100 (C+).
MANH
Buy60
out of 100
Grade: C+
SAP
Buy58
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
-88.8%
Fair Value
$104.04
Current Price
$168.95
$64.91 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
Mega-cap, among the largest globally
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Growing faster than its price suggests
Strong operational efficiency at 29.2%
Generating 1.1B 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
Moderate valuation
3.3% revenue growth
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 : SAP
The strongest argument for SAP centers on Market Cap, Altman Z-Score, Debt/Equity. Profitability is solid with margins at 19.5% and operating margin at 29.2%. PEG of 0.79 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 : SAP
The primary concerns for SAP are P/E Ratio, Revenue Growth.
Key Dynamics to Monitor
MANH profiles as a growth stock while SAP is a value play — different risk/reward profiles.
MANH carries more volatility with a beta of 1.07 — expect wider price swings.
MANH is growing revenue faster at 16.6% — sustainability is the question.
SAP generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
MANH scores higher overall (60/100 vs 58/100), 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.
SAP SE ADR
TECHNOLOGY · SOFTWARE - APPLICATION · USA
SAP SE is a global enterprise application software company. The company is headquartered in Walldorf, Germany.
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