Manhattan Associates Inc (MANH)vsTurtle Beach Corporation (TBCH)
MANH
Manhattan Associates Inc
$147.64
-1.95%
TECHNOLOGY · Cap: $8.46B
TBCH
Turtle Beach Corporation
$12.51
0.00%
TECHNOLOGY · Cap: $265.76M
Smart Verdict
WallStSmart Research — data-driven comparison
Manhattan Associates Inc generates 269% more annual revenue ($1.10B vs $298.19M). MANH leads profitability with a 19.7% profit margin vs 0.4%. TBCH appears more attractively valued with a PEG of 1.00. MANH earns a higher WallStSmart Score of 56/100 (C).
MANH
Buy56
out of 100
Grade: C
TBCH
Hold43
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-25.5%
Fair Value
$113.69
Current Price
$147.64
$33.95 premium
Intrinsic value data unavailable for TBCH.
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%
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 42.5x book value
Earnings declined 3.5%
Grey zone — moderate risk
Smaller company, higher risk/reward
ROE of 1.1% — below average capital efficiency
0.4% margin — thin
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 : TBCH
The strongest argument for TBCH centers on PEG Ratio, Price/Book. PEG of 1.00 suggests the stock is reasonably priced for its growth.
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 : TBCH
The primary concerns for TBCH are Altman Z-Score, Market Cap, Return on Equity. A P/E of 669.5x leaves little room for execution misses. Thin 0.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
MANH profiles as a mature stock while TBCH is a value play — different risk/reward profiles.
TBCH carries more volatility with a beta of 2.29 — expect wider price swings.
MANH is growing revenue faster at 7.4% — sustainability is the question.
MANH generates stronger free cash flow (80M), providing more financial flexibility.
Bottom Line
MANH scores higher overall (56/100 vs 43/100), backed by strong 19.7% margins. Both earn "Buy" and "Hold" 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.
Turtle Beach Corporation
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Turtle Beach Corporation is an audio technology company in North America, Europe, the Middle East, and the Asia Pacific. The company is headquartered in White Plains, New York.
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