Manhattan Associates Inc (MANH)vsNVIDIA Corporation (NVDA)
MANH
Manhattan Associates Inc
$147.64
-1.95%
TECHNOLOGY · Cap: $8.46B
NVDA
NVIDIA Corporation
$205.10
+0.16%
TECHNOLOGY · Cap: $5.40T
Smart Verdict
WallStSmart Research — data-driven comparison
NVIDIA Corporation generates 22927% more annual revenue ($253.49B vs $1.10B). NVDA leads profitability with a 63.0% profit margin vs 19.7%. NVDA appears more attractively valued with a PEG of 0.69. NVDA earns a higher WallStSmart Score of 80/100 (A-).
MANH
Buy56
out of 100
Grade: C
NVDA
Exceptional Buy80
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-25.5%
Fair Value
$113.69
Current Price
$147.64
$33.95 premium
Margin of Safety
-71.9%
Fair Value
$119.30
Current Price
$205.10
$85.80 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 106 in profit
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Strong operational efficiency at 23.0%
Mega-cap, among the largest globally
Every $100 of equity generates 82 in profit
Keeps 63 of every $100 in revenue as profit
Strong operational efficiency at 65.6%
Revenue surging 85.2% year-over-year
Earnings expanding 214.5% YoY
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 42.5x book value
Earnings declined 3.5%
Premium valuation, high expectations priced in
Weak financial health signals
Trading at 31.7x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : MANH
The strongest argument for MANH centers on Return on Equity, Altman Z-Score, Debt/Equity. Profitability is solid with margins at 19.7% and operating margin at 23.0%.
Bull Case : NVDA
The strongest argument for NVDA centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 63.0% and operating margin at 65.6%. Revenue growth of 85.2% demonstrates continued momentum.
Bear Case : MANH
The primary concerns for MANH are PEG Ratio, P/E Ratio, Price/Book. A P/E of 40.0x leaves little room for execution misses.
Bear Case : NVDA
The primary concerns for NVDA are P/E Ratio, Piotroski F-Score, Price/Book.
Key Dynamics to Monitor
MANH profiles as a mature stock while NVDA is a growth play — different risk/reward profiles.
NVDA carries more volatility with a beta of 2.24 — expect wider price swings.
NVDA is growing revenue faster at 85.2% — sustainability is the question.
NVDA generates stronger free cash flow (48.6B), providing more financial flexibility.
Bottom Line
NVDA scores higher overall (80/100 vs 56/100), backed by strong 63.0% margins and 85.2% revenue growth. Both earn "Exceptional 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.
NVIDIA Corporation
TECHNOLOGY · SEMICONDUCTORS · USA
Nvidia Corporation is an American multinational technology company incorporated in Delaware and based in Santa Clara, California. It designs graphics processing units (GPUs) for the gaming and professional markets, as well as system on a chip units (SoCs) for the mobile computing and automotive market.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
Want to dig deeper into these stocks?