COMP <GO>
MANH vs GOOG // OPERATING MARGIN
Manhattan Associates Inc. (NASDAQ) VS. Alphabet Inc. (NASDAQ) • 15-METRIC TALLY: MANH 4
— GOOG 11
▲ OPERATING MARGIN LEADER: GOOG
LAST: $248.39 (+3.13%) • MKT CAP: $14.04B
operating-margins
25.90%
LAST: $278.22 (-1.45%) • MKT CAP: $3.47T
operating-margins
32.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MANH VS. GOOG)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MANH | GOOG | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 56.30% | 59.70% | -3.40 | GOOG | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 19.70% | 23.60% | -3.90 | GOOG | /roic <GO> |
| EV/EBITDA & P/E Valuation | 47.4x | 16.9x | +30.50 | GOOG | /valuation <GO> |
| Free Cash Flow Yield | 2.66% | 2.11% | +0.55 | MANH | /fcf-yield <GO> |
| Operating Margin ACTIVE | 25.90% | 32.00% | -6.10 | GOOG | /operating-margins <GO> |
| Net Profit Margin | 20.30% | 32.80% | -12.50 | GOOG | /net-margins <GO> |
| Revenue Growth (YoY) | 3.70% | 15.10% | -11.40 | GOOG | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.29% | -0.29 | GOOG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 24.06 | 13.93 | +10.13 | MANH | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 9/9 | -1.00 | GOOG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 8.30% | 7.40% | +0.90 | GOOG | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 72.2 | 21.1 | +51.13 | MANH | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.42 | 1.16 | +0.26 | MANH | /macro-sensitivity <GO> |
| Forward P/E Multiple | 59.3x | 22.1x | +37.20 | GOOG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $14.04B | $3.47T | -$3.46T | GOOG | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MANH REV | GOOG REV | MANH GROSS % | GOOG GROSS % | MANH FCF | GOOG FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.08B | $402.84B | 56.3% | 59.7% | $374.0M | $73.27B |
| FY 2024 | $1.04B | $350.02B | 54.8% | 58.2% | $286.3M | $72.76B |
| FY 2023 | $928.7M | $307.39B | 44.0% | 44.0% | $204.4M | $87.91B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MANH // BETA 1.42
GOOG // BETA 1.16