IOT vs. MANH: Samsara vs. Manhattan Associates Stock Comparison
How do Samsara (IOT) and Manhattan Associates (MANH) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Samsara (IOT) and Manhattan Associates (MANH) are both classified in the Application Software sub-industry within the broader Software industry, placing them in the closest GICS peer bucket.
Manhattan Associates (MANH) has more than two decades of public-market history since April 23, 1998, whereas Samsara (IOT) listed on December 15, 2021 and has a much shorter record to draw on.
| Profile Item | IOT | MANH |
|---|---|---|
| Name | Samsara Inc. Class A Common Stock | Manhattan Associates Inc. |
| Country/Region | United States | United States |
| GICS Sector | Information Technology | Information Technology |
| GICS Industry Group | Software & Services | Software & Services |
| GICS Industry | Software | Software |
| GICS Sub-Industry | Application Software | Application Software |
| Market Capitalization | 24.00 billion USD | 14.68 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | December 15, 2021 | April 23, 1998 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | IOT | MANH |
|---|---|---|
| Total Return (1Y) | 9.09% | 42.28% |
| Total Return (3Y, Annualized) | 21.60% | 6.91% |
| Total Return (5Y, Annualized) | -- | 7.39% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | IOT | MANH |
|---|---|---|
| Volatility (1Y, Annualized) | 59.96% | 46.95% |
| Beta (5Y) | 1.32 | 0.82 |
| Max Drawdown (5Y) | -70.38% | -60.98% |
| Avg. Volume (3M) | 5.41M | 751.46K |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | IOT | MANH |
|---|---|---|
| Sharpe Ratio (1Y) | 0.08 | 0.81 |
| Sortino Ratio (1Y) | 0.13 | 1.27 |
Profitability
ROE (TTM)
Manhattan Associates (MANH) at 83.51% clears its industry range for ROE, a sharper capital-efficiency signal than Samsara (IOT) at 6.43%, which is closer to a typical peer reading.
IOT
Software & Services industry group
6.43%
- Max
- 53.85%
- Q3
- 17.90%
- Median
- 6.59%
- IOT
- 6.43%
- Q1
- -9.59%
- Min
- -50.52%
MANH
Software & Services industry group
83.51%
- MANH
- 83.51%
- Max
- 53.85%
- Q3
- 17.90%
- Median
- 6.59%
- Q1
- -9.59%
- Min
- -50.52%
Net Margin (TTM)
Manhattan Associates (MANH) at 18.41% retains a top-quartile share of revenue as profit, ahead of Samsara (IOT) at 4.90%, which keeps about the industry-typical share.
IOT
Software & Services industry group
4.90%
- Max
- 41.17%
- Q3
- 15.28%
- IOT
- 4.90%
- Median
- 4.63%
- Q1
- -5.42%
- Min
- -33.17%
MANH
Software & Services industry group
18.41%
- Max
- 41.17%
- MANH
- 18.41%
- Q3
- 15.28%
- Median
- 4.63%
- Q1
- -5.42%
- Min
- -33.17%
Operating Margin (TTM)
Manhattan Associates (MANH) at 26.45% operates in the top operating margin quartile, ahead of Samsara (IOT) at 0.96%, which runs around its industry’s norm.
IOT
Software & Services industry group
0.96%
- Max
- 46.89%
- Q3
- 17.64%
- Median
- 8.73%
- IOT
- 0.96%
- Q1
- -2.13%
- Min
- -30.45%
MANH
Software & Services industry group
26.45%
- Max
- 46.89%
- MANH
- 26.45%
- Q3
- 17.64%
- Median
- 8.73%
- Q1
- -2.13%
- Min
- -30.45%
Profitability Metrics
| Metric | IOT | MANH |
|---|---|---|
| ROE (TTM) | 6.43% | 83.51% |
| ROA (TTM) | 0.49% | 23.64% |
| Net Margin (TTM) | 4.90% | 18.41% |
| Operating Margin (TTM) | 0.96% | 26.45% |
| Gross Margin (TTM) | 76.43% | 55.93% |
Growth
Revenue Growth
Samsara (IOT) at 29.57% sits in the top revenue growth quartile, while Manhattan Associates (MANH) at 3.75% is in the bottom quartile, showing a clear gap in revenue momentum.
EPS Growth
Only one side can be read here: Manhattan Associates (MANH) reports EPS growth of 2.56%, ranked against its industry; Samsara (IOT) has no EPS growth figure this period.
Growth Metrics
| Metric | IOT | MANH |
|---|---|---|
| Revenue Growth (YoY) | 29.57% | 3.75% |
| Revenue Growth (3Y CAGR) | 35.37% | 12.13% |
| EPS Growth (YoY) | -- | 2.56% |
| EPS Growth (3Y CAGR) | -- | 21.04% |
Financial Strength
Current Ratio (MRQ)
Both Samsara (IOT) at 1.63 and Manhattan Associates (MANH) at 1.07 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.
IOT
Software & Services industry group
1.63
- Max
- 5.11
- Q3
- 2.77
- Median
- 1.67
- IOT
- 1.63
- Q1
- 1.01
- Min
- 0.03
MANH
Software & Services industry group
1.07
- Max
- 5.11
- Q3
- 2.77
- Median
- 1.67
- MANH
- 1.07
- Q1
- 1.01
- Min
- 0.03
Debt / Equity (MRQ)
Samsara (IOT) at 0.04 keeps leverage in the lower industry quartile, while Manhattan Associates (MANH) at 0.26 runs a more typical debt-to-equity mix.
IOT
Software & Services industry group
0.04
- Max
- 2.52
- Q3
- 1.13
- Median
- 0.40
- Q1
- 0.07
- IOT
- 0.04
- Min
- 0.00
MANH
Software & Services industry group
0.26
- Max
- 2.52
- Q3
- 1.13
- Median
- 0.40
- MANH
- 0.26
- Q1
- 0.07
- Min
- 0.00
Financial Strength Metrics
| Metric | IOT | MANH |
|---|---|---|
| Current Ratio (MRQ) | 1.63 | 1.07 |
| Debt / Equity (MRQ) | 0.04 | 0.26 |
| Net Debt / EBITDA | -24.18 | -0.50 |
Dividends
Dividend Yield (TTM)
Neither Samsara (IOT) nor Manhattan Associates (MANH) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
IOT
Software & Services industry group
0.00%
- IOT
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
MANH
Software & Services industry group
0.00%
- MANH
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Neither Samsara (IOT) nor Manhattan Associates (MANH) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
IOT
Software & Services industry group
0.00%
- IOT
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
MANH
Software & Services industry group
0.00%
- MANH
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | IOT | MANH |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 0.00% |
Valuation
P/E Ratio (TTM)
Both look expensive on trailing earnings: Manhattan Associates (MANH) at 70.81 sits in the richer P/E ratio quartile, and Samsara (IOT) at 292.71 is richer still, above its industry range.
IOT
Software & Services industry group
292.71
- IOT
- 292.71
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- Q1
- 18.77
- Min
- 6.69
MANH
Software & Services industry group
70.81
- Max
- 112.94
- MANH
- 70.81
- Q3
- 60.32
- Median
- 32.91
- Q1
- 18.77
- Min
- 6.69
P/S Ratio (TTM)
Both Samsara (IOT) at 12.99 and Manhattan Associates (MANH) at 12.69 command a richer price per dollar of sales than most peers, sitting in the upper P/S ratio quartile of their industries.
IOT
Software & Services industry group
12.99
- Max
- 17.91
- IOT
- 12.99
- Q3
- 8.78
- Median
- 4.25
- Q1
- 2.23
- Min
- 0.02
MANH
Software & Services industry group
12.69
- Max
- 17.91
- MANH
- 12.69
- Q3
- 8.78
- Median
- 4.25
- Q1
- 2.23
- Min
- 0.02
P/B Ratio (MRQ)
Both look rich against book: Samsara (IOT) at 14.97 sits in the upper P/B ratio quartile, and Manhattan Associates (MANH) at 73.12 prices even higher, above its industry range.
IOT
Software & Services industry group
14.97
- Max
- 16.63
- IOT
- 14.97
- Q3
- 8.50
- Median
- 4.30
- Q1
- 1.92
- Min
- -3.90
MANH
Software & Services industry group
73.12
- MANH
- 73.12
- Max
- 16.63
- Q3
- 8.50
- Median
- 4.30
- Q1
- 1.92
- Min
- -3.90
Valuation Metrics
| Metric | IOT | MANH |
|---|---|---|
| P/E Ratio (TTM) | 292.71 | 70.81 |
| P/S Ratio (TTM) | 12.99 | 12.69 |
| P/B Ratio (MRQ) | 14.97 | 73.12 |
| Free Cash Flow Yield (TTM) | 1.09% | 2.21% |