COMP <GO>
TYL vs MANH // NET PROFIT MARGIN
Tyler Technologies Inc. (NYSE) VS. Manhattan Associates Inc. (NASDAQ) • 15-METRIC TALLY: TYL 6
— MANH 7
▲ NET PROFIT MARGIN LEADER: MANH
LAST: $403.94 (+2.44%) • MKT CAP: $15.68B
net-margins
13.50%
LAST: $253.22 (+1.95%) • MKT CAP: $14.48B
net-margins
20.30%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (TYL VS. MANH)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | TYL | MANH | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 46.50% | 56.30% | -9.80 | MANH | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 8.10% | 19.70% | -11.60 | MANH | /roic <GO> |
| EV/EBITDA & P/E Valuation | 39.5x | 47.4x | -7.90 | TYL | /valuation <GO> |
| Free Cash Flow Yield | 4.29% | 2.66% | +1.63 | TYL | /fcf-yield <GO> |
| Operating Margin | 15.30% | 25.90% | -10.60 | MANH | /operating-margins <GO> |
| Net Profit Margin ACTIVE | 13.50% | 20.30% | -6.80 | MANH | /net-margins <GO> |
| Revenue Growth (YoY) | 9.10% | 3.70% | +5.40 | TYL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 5.79 | 24.06 | -18.27 | MANH | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 8/9 | +1.00 | TYL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 62.1 | 67.8 | -5.70 | MANH | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.29 | 1.42 | -0.13 | MANH | /macro-sensitivity <GO> |
| Forward P/E Multiple | 43.8x | 59.3x | -15.50 | TYL | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $15.68B | $14.48B | $1.19B | TYL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | TYL REV | MANH REV | TYL GROSS % | MANH GROSS % | TYL FCF | MANH FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.33B | $1.08B | 46.5% | 56.3% | $637.5M | $374.0M |
| FY 2024 | $2.14B | $1.04B | 43.8% | 54.8% | $604.1M | $286.3M |
| FY 2023 | $1.95B | $928.7M | — | — | $292.6M | $204.4M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
TYL // BETA 1.29
MANH // BETA 1.42