COMP <GO>
MANH vs TSM // NET PROFIT MARGIN
Manhattan Associates Inc. (NASDAQ) VS. Taiwan Semiconductor Manufacturing Company Ltd. (NYSE) • 15-METRIC TALLY: MANH 7
— TSM 5
▲ NET PROFIT MARGIN LEADER: MANH
LAST: $248.39 (+3.13%) • MKT CAP: $14.04B
net-margins
20.30%
LAST: $406.13 (-5.95%) • MKT CAP: $2.24T
net-margins
16.40%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MANH VS. TSM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MANH | TSM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 56.30% | 62.00% | -5.70 | TSM | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 19.70% | 14.90% | +4.80 | MANH | /roic <GO> |
| EV/EBITDA & P/E Valuation | 47.4x | 14.9x | +32.50 | TSM | /valuation <GO> |
| Free Cash Flow Yield | 2.66% | 3.99% | -1.33 | TSM | /fcf-yield <GO> |
| Operating Margin | 25.90% | 21.10% | +4.80 | MANH | /operating-margins <GO> |
| Net Profit Margin ACTIVE | 20.30% | 16.40% | +3.90 | MANH | /net-margins <GO> |
| Revenue Growth (YoY) | 3.70% | -3.30% | +7.00 | MANH | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 24.06 | 3.87 | +20.19 | MANH | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | MANH | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 8.30% | 8.30% | 0.00 | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 72.2 | 38.3 | +33.87 | MANH | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.42 | 1.42 | 0.00 | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 59.3x | 20.2x | +39.10 | TSM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $14.04B | $2.24T | -$2.23T | TSM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MANH REV | TSM REV | MANH GROSS % | TSM GROSS % | MANH FCF | TSM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.08B | — | 56.3% | — | $374.0M | — |
| FY 2024 | $1.04B | — | 54.8% | — | $286.3M | — |
| FY 2023 | $928.7M | — | 44.0% | — | $204.4M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MANH // BETA 1.42
TSM // BETA 1.42