MANH vs. NET: Manhattan Associates vs. Cloudflare Stock Comparison
How do Manhattan Associates (MANH) and Cloudflare (NET) 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
Manhattan Associates (MANH) and Cloudflare (NET) both fall under the Software & Services industry group, but MANH is classified in Software while NET is classified in IT Services.
| Profile Item | MANH | NET |
|---|---|---|
| Name | Manhattan Associates Inc. | Cloudflare, Inc. Class A Common Stock |
| Country/Region | United States | United States |
| GICS Sector | Information Technology | Information Technology |
| GICS Industry Group | Software & Services | Software & Services |
| GICS Industry | Software | IT Services |
| GICS Sub-Industry | Application Software | Internet Services & Infrastructure |
| Market Capitalization | 14.68 billion USD | 96.32 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | April 23, 1998 | September 13, 2019 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | MANH | NET |
|---|---|---|
| Total Return (1Y) | 42.28% | 27.13% |
| Total Return (3Y, Annualized) | 6.91% | 68.21% |
| Total Return (5Y, Annualized) | 7.39% | 7.66% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | MANH | NET |
|---|---|---|
| Volatility (1Y, Annualized) | 46.95% | 67.16% |
| Beta (5Y) | 0.82 | 1.34 |
| Max Drawdown (5Y) | -60.98% | -82.58% |
| Avg. Volume (3M) | 751.46K | 3.45M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | MANH | NET |
|---|---|---|
| Sharpe Ratio (1Y) | 0.81 | 0.34 |
| Sortino Ratio (1Y) | 1.27 | 0.48 |
Profitability
ROE (TTM)
Cloudflare (NET) reports a negative ROE of -17.00%; negative ROE can reflect losses or negative shareholders’ equity, so it is harder to read as capital efficiency. Meanwhile Manhattan Associates (MANH) reports 83.51%, ranking against industry peers normally.
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
Software & Services industry group
-17.00%
- Max
- 53.85%
- Q3
- 17.90%
- Median
- 6.59%
- Q1
- -9.59%
- NET
- -17.00%
- Min
- -50.52%
Net Margin (TTM)
Cloudflare (NET) reports a negative net margin of -8.75%, usually indicating a net loss over the period. Meanwhile Manhattan Associates (MANH) reports 18.41%, ranking against industry peers normally.
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%
NET
Software & Services industry group
-8.75%
- Max
- 41.17%
- Q3
- 15.28%
- Median
- 4.63%
- Q1
- -5.42%
- NET
- -8.75%
- Min
- -33.17%
Operating Margin (TTM)
Cloudflare (NET) reports a negative operating margin of -7.27%, usually indicating that operating costs exceeded revenue at the operating-income line. Meanwhile Manhattan Associates (MANH) reports 26.45%, ranking against industry peers normally.
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%
NET
Software & Services industry group
-7.27%
- Max
- 46.89%
- Q3
- 17.64%
- Median
- 8.73%
- Q1
- -2.13%
- NET
- -7.27%
- Min
- -30.45%
Profitability Metrics
| Metric | MANH | NET |
|---|---|---|
| ROE (TTM) | 83.51% | -17.00% |
| ROA (TTM) | 23.64% | -2.00% |
| Net Margin (TTM) | 18.41% | -8.75% |
| Operating Margin (TTM) | 26.45% | -7.27% |
| Gross Margin (TTM) | 55.93% | 71.90% |
Growth
Revenue Growth
Cloudflare (NET) at 29.85% 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; Cloudflare (NET) has no EPS growth figure this period.
Growth Metrics
| Metric | MANH | NET |
|---|---|---|
| Revenue Growth (YoY) | 3.75% | 29.85% |
| Revenue Growth (3Y CAGR) | 12.13% | 30.51% |
| EPS Growth (YoY) | 2.56% | -- |
| EPS Growth (3Y CAGR) | 21.04% | -- |
Financial Strength
Current Ratio (MRQ)
Manhattan Associates (MANH) at 1.07 keeps current ratio within its industry’s typical mid-range, while Cloudflare (NET) at 3.80 sits above its industry’s typical mid-range — comfortable liquidity, though possibly with more idle current assets relative to peers.
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
NET
Software & Services industry group
3.80
- Max
- 5.11
- NET
- 3.80
- Q3
- 2.77
- Median
- 1.67
- Q1
- 1.01
- Min
- 0.03
Debt / Equity (MRQ)
Manhattan Associates (MANH) at 0.26 is near its industry mid-range for debt-to-equity ratio, while Cloudflare (NET) at 3.21 sits above its benchmark range, pointing to a heavier debt load relative to equity.
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
NET
Software & Services industry group
3.21
- NET
- 3.21
- Max
- 2.52
- Q3
- 1.13
- Median
- 0.40
- Q1
- 0.07
- Min
- 0.00
Financial Strength Metrics
| Metric | MANH | NET |
|---|---|---|
| Current Ratio (MRQ) | 1.07 | 3.80 |
| Debt / Equity (MRQ) | 0.26 | 3.21 |
| Net Debt / EBITDA | -0.50 | -- |
Dividends
Dividend Yield (TTM)
Neither Manhattan Associates (MANH) nor Cloudflare (NET) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
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%
NET
Software & Services industry group
0.00%
- NET
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Neither Manhattan Associates (MANH) nor Cloudflare (NET) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
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%
NET
Software & Services industry group
0.00%
- NET
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | MANH | NET |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 0.00% |
Valuation
P/E Ratio (TTM)
An earnings multiple is available for just one side: Manhattan Associates (MANH) trades at 70.81 times trailing earnings, ranked against its peers, while Cloudflare (NET) has no P/E ratio this period.
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
NET
Software & Services industry group
--
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- Q1
- 18.77
- Min
- 6.69
- NET
- --
P/S Ratio (TTM)
Both look expensive on sales: Manhattan Associates (MANH) at 12.69 sits in the upper P/S ratio quartile, and Cloudflare (NET) at 35.24 prices even higher, above its industry range.
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
NET
Software & Services industry group
35.24
- NET
- 35.24
- Max
- 17.91
- Q3
- 8.78
- Median
- 4.25
- Q1
- 2.23
- Min
- 0.02
P/B Ratio (MRQ)
Measured against book value, both Manhattan Associates (MANH) at 73.12 and Cloudflare (NET) at 65.73 look expensive — each P/B ratio sits above its industry’s benchmark range.
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
NET
Software & Services industry group
65.73
- NET
- 65.73
- Max
- 16.63
- Q3
- 8.50
- Median
- 4.30
- Q1
- 1.92
- Min
- -3.90
Valuation Metrics
| Metric | MANH | NET |
|---|---|---|
| P/E Ratio (TTM) | 70.81 | -- |
| P/S Ratio (TTM) | 12.69 | 35.24 |
| P/B Ratio (MRQ) | 73.12 | 65.73 |
| Free Cash Flow Yield (TTM) | 2.21% | 0.83% |