Manhattan Associates Inc (MANH)vsSAP SE ADR (SAP)
MANH
Manhattan Associates Inc
$239.73
+2.46%
TECHNOLOGY · Cap: $12.95B
SAP
SAP SE ADR
$236.93
+0.48%
TECHNOLOGY · Cap: $272.16B
Smart Verdict
WallStSmart Research — data-driven comparison
SAP SE ADR generates 3397% more annual revenue ($39.39B vs $1.13B). SAP leads profitability with a 20.4% profit margin vs 18.7%. SAP appears more attractively valued with a PEG of 1.84. SAP earns a higher WallStSmart Score of 60/100 (C).
MANH
Buy53
out of 100
Grade: C-
SAP
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-18.7%
Fair Value
$120.24
Current Price
$239.73
$119.49 premium
Margin of Safety
-25.6%
Fair Value
$156.37
Current Price
$236.93
$80.56 premium
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%
Mega-cap, among the largest globally
Safe zone — low bankruptcy risk
Keeps 20 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Strong operational efficiency at 29.5%
Generating 1.7B in free cash flow
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 88.8x book value
Earnings declined 8.6%
Expensive relative to growth rate
Moderate valuation
Trading at 74.3x book value
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 : SAP
The strongest argument for SAP centers on Market Cap, Altman Z-Score, Profit Margin. Profitability is solid with margins at 20.4% and operating margin at 29.5%. Revenue growth of 13.2% demonstrates continued momentum.
Bear Case : MANH
The primary concerns for MANH are PEG Ratio, P/E Ratio, Price/Book. A P/E of 65.2x leaves little room for execution misses.
Bear Case : SAP
The primary concerns for SAP are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
MANH carries more volatility with a beta of 0.95 — expect wider price swings.
SAP is growing revenue faster at 13.2% — sustainability is the question.
SAP generates stronger free cash flow (1.7B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SAP scores higher overall (60/100 vs 53/100), backed by strong 20.4% margins and 13.2% 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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