Manhattan Associates Inc
NASDAQ:MANH
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Manhattan Associates Inc
Intrinsic Value
The intrinsic value of one
MANH
stock under the Base Case scenario is
116.36
USD.
Compared to the current market price of 280.4 USD,
Manhattan Associates Inc
is
Overvalued by 59%.
The Intrinsic Value is calculated as the average of DCF and Relative values:
Valuation Backtest
Manhattan Associates Inc
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Fundamental Analysis
Economic Moat
Manhattan Associates Inc
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Manhattan Associates Inc. stands at the forefront of supply chain and inventory management solutions, simplifying complex logistics for businesses worldwide. Founded in 1990 and headquartered in Atlanta, Georgia, the company has steadily built a reputation for its cutting-edge technology in optimizing supply chain operations. With the ever-growing emphasis on efficiency and responsiveness in retail and distribution, Manhattan Associates provides a suite of software applications that help organizations manage warehousing, transportation, and order fulfillment. Their cloud-native solutions harness the power of advanced data analytics and artificial intelligence, offering clients a competitive...
Manhattan Associates Inc. stands at the forefront of supply chain and inventory management solutions, simplifying complex logistics for businesses worldwide. Founded in 1990 and headquartered in Atlanta, Georgia, the company has steadily built a reputation for its cutting-edge technology in optimizing supply chain operations. With the ever-growing emphasis on efficiency and responsiveness in retail and distribution, Manhattan Associates provides a suite of software applications that help organizations manage warehousing, transportation, and order fulfillment. Their cloud-native solutions harness the power of advanced data analytics and artificial intelligence, offering clients a competitive edge in today’s dynamic market landscape.
As businesses increasingly turn to digital transformation, Manhattan Associates is uniquely positioned for growth. Their robust customer base spans various industries, including retail, wholesale distribution, and manufacturing, demonstrating their versatile applicability across different sectors. By focusing on continuous innovation and customer-centric development, the company not only enhances operational efficiency but also supports sustainable practices in logistics. For investors, Manhattan Associates represents a compelling opportunity to participate in the booming logistics technology sector, with a strong track record of financial performance and a commitment to driving future growth through technological advancements.
Manhattan Associates Inc. specializes in supply chain and omnichannel commerce solutions. Its core business segments can be delineated as follows:
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Supply Chain Management Solutions: This segment focuses on providing advanced software solutions to optimize supply chain operations. This includes tools for inventory management, transportation management, and warehouse management. The goal is to enhance efficiency, reduce costs, and improve service levels through better supply chain visibility and analytics.
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Omnichannel Solutions: Manhattan Associates offers omnichannel commerce solutions that enable retailers and wholesalers to integrate their sales and distribution channels. This helps businesses deliver a seamless customer experience across various platforms, whether online or in-store. The solutions include order management systems that facilitate customer orders from multiple sources.
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Cloud Solutions: Increasingly, Manhattan Associates is moving towards cloud-based services, providing clients with access to scalable, flexible, and cost-effective software solutions. This segment enhances collaboration, improves data management, and accelerates the deployment of supply chain technologies.
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Consulting and Professional Services: This segment includes advisory services aimed at helping clients implement Manhattan’s technologies effectively. It encompasses system integration, project management, and ongoing support services, ensuring that businesses can maximize the value of their investments in Manhattan’s software solutions.
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Licensing and Maintenance: Traditionally, Manhattan Associates has generated revenue from software licensing and maintenance fees, which involves providing clients with ongoing support and updates for their software products.
By focusing on these segments, Manhattan Associates is able to deliver comprehensive solutions tailored to meet the diverse needs of its global clientele in various industries. This integrated approach positions the company effectively within the competitive landscape of supply chain and logistics technology.
Manhattan Associates Inc. is a supply chain and inventory management software company that provides specialized solutions for various industries, including retail, wholesale distribution, and manufacturing. Their unique competitive advantages can be highlighted in several key areas:
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Specialization in Supply Chain Solutions: Manhattan Associates focuses exclusively on supply chain and inventory management, which allows them to develop highly tailored solutions. Their expertise in this niche gives them an edge over more generalized enterprise resource planning (ERP) software providers.
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Cloud-Based Technology: The company has effectively transitioned to cloud-native solutions, offering flexibility, scalability, and lower upfront costs for customers. This model is particularly attractive in today’s fast-paced business environment, where companies need to adapt quickly to changes in demand and market conditions.
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Advanced Analytics and AI Integration: Manhattan Associates incorporates advanced analytics and machine learning into its software solutions, enabling businesses to optimize their operations, forecast demand more accurately, and improve overall efficiency. This technological innovation can lead to better decision-making for clients.
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Strong Industry Partnerships: The company has established significant partnerships with major technology players and integrators, allowing for enhanced product offerings and better customer support. This network can lead to increased credibility and expanded market reach.
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Robust Customer Base: Manhattan Associates serves a diverse array of clients, including leading brands in retail and logistics. Their extensive experience with large-scale implementations can be a strong selling point when attracting new customers.
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Flexibility and Customization: Their solutions can be customized to fit a wide range of operational needs, which can be a crucial factor for companies looking for tailored solutions rather than one-size-fits-all software.
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Focus on User Experience: Manhattan Associates invests in user-friendly interfaces and customer-centric designs, ensuring that their systems are not only functional but also accessible and easy to use for end-users.
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Proven Track Record: With decades in the business, the company's history and successful case studies provide confidence to potential clients, showcasing their expertise in delivering reliable and effective solutions.
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Continuous Innovation: The company places a strong emphasis on research and development, committing resources to continually update and enhance its product offerings to meet evolving industry demands.
By leveraging these competitive advantages, Manhattan Associates positions itself as a leader in supply chain and inventory management solutions, significantly differentiating itself from competitors in the marketplace.
Manhattan Associates Inc., a provider of supply chain and inventory management software, faces several risks and challenges in the near future. Here are some key factors to consider:
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Market Competition:
- The technology sector, particularly in supply chain and logistics, is highly competitive. Companies like SAP, Oracle, and newer entrants could pose significant threats, leading to pricing pressures and potential loss of market share.
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Economic Conditions:
- Economic downturns, supply chain disruptions, or inflation could impact clients' budgets and spending on technology solutions, leading to decreased demand for Manhattan's products.
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Technological Advancements:
- Rapid technological changes could require continued investment in research and development. Failing to keep pace with innovations, such as artificial intelligence and machine learning, could hinder Manhattan's competitiveness.
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Cybersecurity Threats:
- As a software provider, Manhattan Associates must safeguard against cyberattacks. A significant breach could damage reputation, result in litigation, and lead to financial losses.
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Dependency on Key Customers:
- A significant portion of revenue may come from a limited number of large customers. The loss or downsizing of any key account could adversely affect financial performance.
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Regulatory Changes:
- Changes in data privacy regulations, supply chain laws, or trade tariffs could impact operations. Compliance costs and adjustments may pose challenges.
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Integration and Implementation Risks:
- As businesses adopt more complex systems, successful integration and customization of Manhattan’s software becomes crucial. Any failures here may lead to customer dissatisfaction and attrition.
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Talent Acquisition and Retention:
- The tech sector faces ongoing challenges in finding and retaining skilled talent. High turnover or difficulties in hiring could constrain growth, especially in critical areas like development and customer service.
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Global Supply Chain Issues:
- Events such as natural disasters, geopolitical tensions, or pandemics can disrupt supply chains, impacting the demand for Manhattan's solutions as companies adjust to new realities.
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Changing Customer Needs:
- The evolving landscape of consumer expectations, including the rise of e-commerce and demand for real-time data analytics, requires Manhattan Associates to continually adapt its offerings.
By actively monitoring these risks and challenges, Manhattan Associates can develop strategies to mitigate potential impacts and leverage opportunities for growth.
Revenue & Expenses Breakdown
Manhattan Associates Inc
Balance Sheet Decomposition
Manhattan Associates Inc
| Current Assets | 452.3m |
| Cash & Short-Term Investments | 215m |
| Receivables | 199.8m |
| Other Current Assets | 37.6m |
| Non-Current Assets | 245.8m |
| PP&E | 62.9m |
| Intangibles | 62.2m |
| Other Non-Current Assets | 120.7m |
| Current Liabilities | 362.2m |
| Accounts Payable | 23.2m |
| Accrued Liabilities | 86.2m |
| Other Current Liabilities | 252.8m |
| Non-Current Liabilities | 57.9m |
| Other Non-Current Liabilities | 57.9m |
Earnings Waterfall
Manhattan Associates Inc
|
Revenue
|
1B
USD
|
|
Cost of Revenue
|
-464.7m
USD
|
|
Gross Profit
|
560.1m
USD
|
|
Operating Expenses
|
-300.3m
USD
|
|
Operating Income
|
259.8m
USD
|
|
Other Expenses
|
-40.7m
USD
|
|
Net Income
|
219.1m
USD
|
Free Cash Flow Analysis
Manhattan Associates Inc
| USD | |
| Free Cash Flow | USD |
In Q3, Manhattan Associates achieved a 12% revenue increase to $267 million, driven by a 33% rise in cloud revenue. Adjusted earnings per share grew 29% to $1.35. With a record $1.7 billion in remaining performance obligations, they anticipate 2024 total revenue of $1.04 billion, reflecting 12% growth. The company raised its operating margin expectation to 34% and EPS to $4.61 for 2024, showcasing confidence in long-term growth despite macroeconomic challenges. Looking ahead, revenue expectations for 2025 are set at $1.13-$1.14 billion, targeting 9-10% growth, supported by cloud revenues projected to rise by 23%.
What is Earnings Call?
MANH Profitability Score
Profitability Due Diligence
Manhattan Associates Inc's profitability score is 84/100. The higher the profitability score, the more profitable the company is.
Score
Manhattan Associates Inc's profitability score is 84/100. The higher the profitability score, the more profitable the company is.
MANH Solvency Score
Solvency Due Diligence
Manhattan Associates Inc's solvency score is 69/100. The higher the solvency score, the more solvent the company is.
Score
Manhattan Associates Inc's solvency score is 69/100. The higher the solvency score, the more solvent the company is.
Wall St
Price Targets
MANH Price Targets Summary
Manhattan Associates Inc
According to Wall Street analysts, the average 1-year price target for
MANH
is 303.11 USD
with a low forecast of 249.77 USD and a high forecast of 330.75 USD.
Click here to dive deeper.
Dividends
Current shareholder yield for MANH is
.
Shareholder yield represents the total return a company provides to its shareholders, calculated as the sum of dividend yield, buyback yield, and debt paydown yield. What is shareholder yield?
Ownership
MANH Insider Trading
Buy and sell transactions by insiders
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Profile
Manhattan Associates Inc
Country
Industry
Market Cap
Dividend Yield
Description
Manhattan Associates, Inc. engages in designing, building and delivering supply chain commerce solutions by converging front-end sales with back-end supply chain. The company is headquartered in Atlanta, Georgia and currently employs 3,600 full-time employees. The firm operates through three geographical segments: North and Latin America; Europe, the Middle East and Africa (EMEA); and Asia Pacific (APAC). The company is engaged in developing, selling, deploying, servicing, and maintaining software solutions designed to manage supply chains, inventory and omnichannel operations for retailers, wholesalers, manufacturers, logistics providers and other organizations. Its solutions consist of software, services, and hardware, which coordinates people, workflows, assets, events, and tasks across the functions linked in a supply chain from planning through execution. Its supply chain solutions consist of three components: Distribution Management, Transportation Management, and Visibility. Its Omni-Channel Solutions include Enterprise Omnichannel Solutions, Omnichannel Solutions for the Store. Its Inventory Solutions include Inventory Optimization and Planning.
Contact
IPO
Employees
Officers
The intrinsic value of one
MANH
stock under the Base Case scenario is
116.36
USD.
Compared to the current market price of 280.4 USD,
Manhattan Associates Inc
is
Overvalued by 59%.
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