MANH

Manhattan Associates Inc

TMT, Consumer


Presented:01/25/2018
Price:$52.93
Cap:$3.66B
Current Price:$301.40
Cap:$18.46B

Presented

Date01/25/2018
Price$52.93
Market Cap$3.66B
Ent Value$2.74B
P/E Ratio30.42x
Book Value$2.82
Div Yield0%
Shares O/S69.14M
Ave Daily Vol555,808
Short Int14.01%

Current

Price$301.40
Market Cap$18.46B
Manhattan Associates, Inc. engages in designing, building and delivering supply chain commerce solutions by converging front-end sales with back-end supply chain. It operates through the following geographical segment: The Americas; Europe, Middle East, and Africa; and Asia Pacific. The company was founded by Deepak Raghavan in October 1990 and is headquartered in Atlanta, GA.

Publicly traded companies mentioned herein: Manhattan Associates Inc (MANH)

Highlights

The presenter is short shares of Manhattan Associates (MANH), expressing skepticism on MANH’s ability to transition from a legacy on-premise software provider into a SaaS model. He believes the market is overvaluing the company, even though management recently revised EPS guidance downwards and appears may be giving nebulous explanations of its proposed transition. By the presenter’s model, MANH is set to see meaningful and extended declines in EBIT and EPS until 2022 and beyond. As these dynamics become more clear, MANH shares are set to see a significant de-rating in the presenter’s view.

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Idea Discussion

Commentor 1 - 2 weeks ago

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