Manhattan Associates Inc (MANH)vsSnowflake Inc. (SNOW)
MANH
Manhattan Associates Inc
$201.82
-1.56%
TECHNOLOGY · Cap: $12.12B
SNOW
Snowflake Inc.
$328.99
-0.22%
TECHNOLOGY · Cap: $116.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Snowflake Inc. generates 383% more annual revenue ($5.43B vs $1.13B). MANH leads profitability with a 18.7% profit margin vs -20.1%. MANH appears more attractively valued with a PEG of 2.57. MANH earns a higher WallStSmart Score of 53/100 (C-).
MANH
Buy53
out of 100
Grade: C-
SNOW
Avoid33
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-19.8%
Fair Value
$119.08
Current Price
$201.82
$82.74 premium
Margin of Safety
+56.2%
Fair Value
$408.16
Current Price
$328.99
$79.17 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 133 in profit
Safe zone — low bankruptcy risk
Strong operational efficiency at 25.0%
Revenue surging 35.1% year-over-year
Large-cap with strong market position
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 74.7x book value
Earnings declined 8.6%
0.0% earnings growth
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : MANH
The strongest argument for MANH centers on Return on Equity, Altman Z-Score, Operating Margin. Profitability is solid with margins at 18.7% and operating margin at 25.0%.
Bull Case : SNOW
The strongest argument for SNOW centers on Revenue Growth, Market Cap. Revenue growth of 35.1% demonstrates continued momentum.
Bear Case : MANH
The primary concerns for MANH are PEG Ratio, P/E Ratio, Price/Book. A P/E of 59.8x leaves little room for execution misses.
Bear Case : SNOW
The primary concerns for SNOW are EPS Growth, Debt/Equity, Piotroski F-Score.
Key Dynamics to Monitor
MANH profiles as a mature stock while SNOW is a hypergrowth play — different risk/reward profiles.
SNOW carries more volatility with a beta of 1.33 — expect wider price swings.
SNOW is growing revenue faster at 35.1% — sustainability is the question.
MANH generates stronger free cash flow (90M), providing more financial flexibility.
Bottom Line
MANH scores higher overall (53/100 vs 33/100), backed by strong 18.7% margins. SNOW offers better value entry with a 56.2% margin of safety. Both earn "Buy" and "Avoid" 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.
Snowflake Inc.
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Snowflake Inc. provides a cloud-based data platform in the United States and internationally. The company is headquartered in San Mateo, California.
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