MANH Stock Analysis — Manhattan Associates
Sector: Software
AI Verdict
Manhattan Associates trades at 25.3x next year's earnings while analysts expect +46.2% EPS growth — that's cheap for the growth you're getting if their sticky enterprise moat keeps competitors at bay.
Competitive Moat
Manhattan Associates builds supply chain and warehouse management software that integrates deeply into customer operations, making switching costly and risky for large enterprises. Their defensibility comes from sticky, mission-critical deployments and proprietary optimization algorithms honed over decades.
Summary
A 46.2% expected EPS jump puts Manhattan Associates on the radar as a rare high-growth play in logistics software.
Where It Stands
Shares trade at 25.3x forward earnings, right in line with the tech hardware/semis median but well below the software sector's 35x, while analysts expect 46.2% EPS growth next year.
Key Metrics
- Trailing P/E: 36.9x
- Forward P/E: 25.3x
- PEG Ratio: 0.80
- Earnings Growth: +0.5%
- Revenue Growth: +0.0%
- 52-Week High: $247.22
- 52-Week Low: $119.06
Analyst Consensus
15 Buy · 4 Hold · 0 Sell (19 analysts)
Bull Case
With a trailing PEG of 0.80 and forward EPS set to climb 46.2%, the stock offers growth at a price usually reserved for slower-moving software firms.
Bear Case
If the forward P/E reverts to the software median of 35x, there's no upside left, and any disappointment on that 46.2% EPS growth could trigger a sharp de-rating.
Catalyst to Watch
Watch for upcoming earnings to confirm that supply chain software demand is translating into the forecasted EPS surge.