MANH vs. PANW: Manhattan Associates vs. Palo Alto Networks Stock Comparison
How do Manhattan Associates (MANH) and Palo Alto Networks (PANW) 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 Palo Alto Networks (PANW) both belong to the Software industry, though MANH is classified under Application Software while PANW falls under Systems Software.
| Profile Item | MANH | PANW |
|---|---|---|
| Name | Manhattan Associates Inc. | Palo Alto Networks, 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 | Systems Software |
| Market Capitalization | 14.68 billion USD | 256.86 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | Nasdaq |
| Listing Date | April 23, 1998 | July 20, 2012 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | MANH | PANW |
|---|---|---|
| Total Return (1Y) | 42.28% | 53.99% |
| Total Return (3Y, Annualized) | 6.91% | 39.16% |
| Total Return (5Y, Annualized) | 7.39% | 30.80% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | MANH | PANW |
|---|---|---|
| Volatility (1Y, Annualized) | 46.95% | 51.34% |
| Beta (5Y) | 0.82 | 1.00 |
| Max Drawdown (5Y) | -60.98% | -36.01% |
| Avg. Volume (3M) | 751.46K | 6.03M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | MANH | PANW |
|---|---|---|
| Sharpe Ratio (1Y) | 0.81 | 0.97 |
| Sortino Ratio (1Y) | 1.27 | 1.49 |
Profitability
ROE (TTM)
Manhattan Associates (MANH) at 83.51% clears its industry range for ROE, a sharper capital-efficiency signal than Palo Alto Networks (PANW) at 1.74%, which is closer to a typical peer reading.
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%
PANW
Software & Services industry group
1.74%
- Max
- 53.85%
- Q3
- 17.90%
- Median
- 6.59%
- PANW
- 1.74%
- 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 Palo Alto Networks (PANW) at 2.67%, which keeps about the industry-typical share.
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%
PANW
Software & Services industry group
2.67%
- Max
- 41.17%
- Q3
- 15.28%
- Median
- 4.63%
- PANW
- 2.67%
- Q1
- -5.42%
- Min
- -33.17%
Operating Margin (TTM)
Manhattan Associates (MANH) at 26.45% operates in the top operating margin quartile, ahead of Palo Alto Networks (PANW) at 5.40%, which runs around its industry’s norm.
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%
PANW
Software & Services industry group
5.40%
- Max
- 46.89%
- Q3
- 17.64%
- Median
- 8.73%
- PANW
- 5.40%
- Q1
- -2.13%
- Min
- -30.45%
Profitability Metrics
| Metric | MANH | PANW |
|---|---|---|
| ROE (TTM) | 83.51% | 1.74% |
| ROA (TTM) | 23.64% | 1.40% |
| Net Margin (TTM) | 18.41% | 2.67% |
| Operating Margin (TTM) | 26.45% | 5.40% |
| Gross Margin (TTM) | 55.93% | 70.38% |
Growth
Revenue Growth
Palo Alto Networks (PANW) at 24.50% is around its peer norm for revenue growth, while Manhattan Associates (MANH) at 3.75% drops into the bottom quartile, signaling weaker demand or pricing momentum.
EPS Growth
Manhattan Associates (MANH) at 2.56% is around its peer norm for EPS growth, while Palo Alto Networks (PANW) at -75.00% drops into the bottom quartile, signaling weaker earnings momentum.
Growth Metrics
| Metric | MANH | PANW |
|---|---|---|
| Revenue Growth (YoY) | 3.75% | 24.50% |
| Revenue Growth (3Y CAGR) | 12.13% | 18.54% |
| EPS Growth (YoY) | 2.56% | -75.00% |
| EPS Growth (3Y CAGR) | 21.04% | -14.50% |
Financial Strength
Current Ratio (MRQ)
Manhattan Associates (MANH) at 1.07 keeps current ratio within its industry’s typical mid-range, while Palo Alto Networks (PANW) at 0.87 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for PANW.
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
PANW
Software & Services industry group
0.87
- Max
- 5.11
- Q3
- 2.77
- Median
- 1.67
- Q1
- 1.01
- PANW
- 0.87
- Min
- 0.03
Debt / Equity (MRQ)
Both Manhattan Associates (MANH) at 0.26 and Palo Alto Networks (PANW) at 0.09 fund their balance sheets with roughly industry-typical debt-to-equity mixes.
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
PANW
Software & Services industry group
0.09
- Max
- 2.52
- Q3
- 1.13
- Median
- 0.40
- PANW
- 0.09
- Q1
- 0.07
- Min
- 0.00
Financial Strength Metrics
| Metric | MANH | PANW |
|---|---|---|
| Current Ratio (MRQ) | 1.07 | 0.87 |
| Debt / Equity (MRQ) | 0.26 | 0.09 |
| Net Debt / EBITDA | -0.50 | -0.32 |
Dividends
Dividend Yield (TTM)
Neither Manhattan Associates (MANH) nor Palo Alto Networks (PANW) 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%
PANW
Software & Services industry group
0.00%
- PANW
- 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 Palo Alto Networks (PANW) 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%
PANW
Software & Services industry group
0.00%
- PANW
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | MANH | PANW |
|---|---|---|
| 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 Palo Alto Networks (PANW) at 784.60 is richer still, above its industry range.
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
PANW
Software & Services industry group
784.60
- PANW
- 784.60
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- Q1
- 18.77
- Min
- 6.69
P/S Ratio (TTM)
Both look expensive on sales: Manhattan Associates (MANH) at 12.69 sits in the upper P/S ratio quartile, and Palo Alto Networks (PANW) at 22.37 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
PANW
Software & Services industry group
22.37
- PANW
- 22.37
- Max
- 17.91
- Q3
- 8.78
- Median
- 4.25
- Q1
- 2.23
- Min
- 0.02
P/B Ratio (MRQ)
Both look rich against book: Palo Alto Networks (PANW) at 9.30 sits in the upper P/B ratio quartile, and Manhattan Associates (MANH) at 73.12 prices even higher, above its industry 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
PANW
Software & Services industry group
9.30
- Max
- 16.63
- PANW
- 9.30
- Q3
- 8.50
- Median
- 4.30
- Q1
- 1.92
- Min
- -3.90
Valuation Metrics
| Metric | MANH | PANW |
|---|---|---|
| P/E Ratio (TTM) | 70.81 | 784.60 |
| P/S Ratio (TTM) | 12.69 | 22.37 |
| P/B Ratio (MRQ) | 73.12 | 9.30 |
| Free Cash Flow Yield (TTM) | 2.21% | 1.65% |