Manhattan Associates Inc (MANH)vsUber Technologies Inc (UBER)
MANH
Manhattan Associates Inc
$201.82
-1.56%
TECHNOLOGY · Cap: $12.12B
UBER
Uber Technologies Inc
$71.67
-1.23%
TECHNOLOGY · Cap: $146.39B
Smart Verdict
WallStSmart Research — data-driven comparison
Uber Technologies Inc generates 4804% more annual revenue ($55.23B vs $1.13B). MANH leads profitability with a 18.7% profit margin vs 17.3%. MANH appears more attractively valued with a PEG of 2.57. UBER earns a higher WallStSmart Score of 64/100 (C+).
MANH
Buy53
out of 100
Grade: C-
UBER
Buy64
out of 100
Grade: C+
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
+0.4%
Fair Value
$71.93
Current Price
$71.67
$0.26 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%
Every $100 of equity generates 35 in profit
Earnings expanding 85.5% YoY
Large-cap with strong market position
Attractively priced relative to earnings
Generating 2.8B in free cash flow
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 74.7x book value
Earnings declined 8.6%
Expensive relative to growth rate
Distress zone — elevated risk
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 : UBER
The strongest argument for UBER centers on Return on Equity, EPS Growth, Market Cap. Profitability is solid with margins at 17.3% and operating margin at 13.3%. Revenue growth of 12.2% 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 : UBER
The primary concerns for UBER are PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
UBER carries more volatility with a beta of 1.16 — expect wider price swings.
UBER is growing revenue faster at 12.2% — sustainability is the question.
UBER generates stronger free cash flow (2.8B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
UBER scores higher overall (64/100 vs 53/100), backed by strong 17.3% margins and 12.2% 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.
Uber Technologies Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Uber Technologies, Inc., commonly known as Uber, is an American technology company. Its services include ride-hailing, food delivery (Uber Eats), package delivery, couriers, freight transportation, and, through a partnership with Lime, electric bicycle and motorized scooter rental. The company is based in San Francisco, California.
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