Manhattan Associates Inc (MANH)vsUber Technologies Inc (UBER)
MANH
Manhattan Associates Inc
$147.64
-1.95%
TECHNOLOGY · Cap: $8.46B
UBER
Uber Technologies Inc
$72.21
+5.82%
TECHNOLOGY · Cap: $145.79B
Smart Verdict
WallStSmart Research — data-driven comparison
Uber Technologies Inc generates 4777% more annual revenue ($53.69B vs $1.10B). MANH leads profitability with a 19.7% profit margin vs 15.9%. MANH appears more attractively valued with a PEG of 1.75. MANH earns a higher WallStSmart Score of 56/100 (C).
MANH
Buy56
out of 100
Grade: C
UBER
Buy54
out of 100
Grade: C-
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
+3.8%
Fair Value
$71.28
Current Price
$72.21
$0.93 discount
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%
Every $100 of equity generates 35 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Generating 2.3B in free cash flow
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 42.5x book value
Earnings declined 3.5%
Expensive relative to growth rate
Earnings declined 84.6%
Distress zone — elevated risk
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 : UBER
The strongest argument for UBER centers on Return on Equity, Market Cap, P/E Ratio. Profitability is solid with margins at 15.9% and operating margin at 14.6%. Revenue growth of 14.5% 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 : UBER
The primary concerns for UBER are PEG Ratio, EPS Growth, 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 14.5% — sustainability is the question.
UBER generates stronger free cash flow (2.3B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MANH scores higher overall (56/100 vs 54/100), backed by strong 19.7% margins. 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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