MANH vs. TWLO: Manhattan Associates vs. Twilio Stock Comparison
How do Manhattan Associates (MANH) and Twilio (TWLO) 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 Twilio (TWLO) both fall under the Software & Services industry group, but MANH is classified in Software while TWLO is classified in IT Services.
| Profile Item | MANH | TWLO |
|---|---|---|
| Name | Manhattan Associates Inc. | Twilio 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 | 31.26 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | April 23, 1998 | June 23, 2016 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | MANH | TWLO |
|---|---|---|
| Total Return (1Y) | 42.28% | 61.15% |
| Total Return (3Y, Annualized) | 6.91% | 54.31% |
| Total Return (5Y, Annualized) | 7.39% | -7.91% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | MANH | TWLO |
|---|---|---|
| Volatility (1Y, Annualized) | 46.95% | 63.75% |
| Beta (5Y) | 0.82 | 1.48 |
| Max Drawdown (5Y) | -60.98% | -86.25% |
| Avg. Volume (3M) | 751.46K | 3.05M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | MANH | TWLO |
|---|---|---|
| Sharpe Ratio (1Y) | 0.81 | 0.89 |
| 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 Twilio (TWLO) at 14.92%, 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%
TWLO
Software & Services industry group
14.92%
- Max
- 53.85%
- Q3
- 17.90%
- TWLO
- 14.92%
- Median
- 6.59%
- Q1
- -9.59%
- Min
- -50.52%
Net Margin (TTM)
For every dollar of sales, both Manhattan Associates (MANH) at 18.41% and Twilio (TWLO) at 21.82% retain more as net profit than most peers, landing in the top net margin quartile of their industries.
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%
TWLO
Software & Services industry group
21.82%
- Max
- 41.17%
- TWLO
- 21.82%
- 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 Twilio (TWLO) at 9.53%, 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%
TWLO
Software & Services industry group
9.53%
- Max
- 46.89%
- Q3
- 17.64%
- TWLO
- 9.53%
- Median
- 8.73%
- Q1
- -2.13%
- Min
- -30.45%
Profitability Metrics
| Metric | MANH | TWLO |
|---|---|---|
| ROE (TTM) | 83.51% | 14.92% |
| ROA (TTM) | 23.64% | 2.69% |
| Net Margin (TTM) | 18.41% | 21.82% |
| Operating Margin (TTM) | 26.45% | 9.53% |
| Gross Margin (TTM) | 55.93% | 48.61% |
Growth
Revenue Growth
Twilio (TWLO) at 13.66% 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
Only one side can be read here: Manhattan Associates (MANH) reports EPS growth of 2.56%, ranked against its industry; Twilio (TWLO) has no EPS growth figure this period.
Growth Metrics
| Metric | MANH | TWLO |
|---|---|---|
| Revenue Growth (YoY) | 3.75% | 13.66% |
| Revenue Growth (3Y CAGR) | 12.13% | 9.82% |
| 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 Twilio (TWLO) at 4.47 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
TWLO
Software & Services industry group
4.47
- Max
- 5.11
- TWLO
- 4.47
- Q3
- 2.77
- Median
- 1.67
- Q1
- 1.01
- Min
- 0.03
Debt / Equity (MRQ)
Both Manhattan Associates (MANH) at 0.26 and Twilio (TWLO) at 0.12 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
TWLO
Software & Services industry group
0.12
- Max
- 2.52
- Q3
- 1.13
- Median
- 0.40
- TWLO
- 0.12
- Q1
- 0.07
- Min
- 0.00
Financial Strength Metrics
| Metric | MANH | TWLO |
|---|---|---|
| Current Ratio (MRQ) | 1.07 | 4.47 |
| Debt / Equity (MRQ) | 0.26 | 0.12 |
| Net Debt / EBITDA | -0.50 | -3.13 |
Dividends
Dividend Yield (TTM)
Neither Manhattan Associates (MANH) nor Twilio (TWLO) 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%
TWLO
Software & Services industry group
0.00%
- TWLO
- 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 Twilio (TWLO) 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%
TWLO
Software & Services industry group
0.00%
- TWLO
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | MANH | TWLO |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 0.00% |
Valuation
P/E Ratio (TTM)
Twilio (TWLO) at 25.38 is near its industry’s usual P/E ratio, while Manhattan Associates (MANH) at 70.81 sits in the richer quartile — MANH needs stronger growth or earnings quality to justify the premium.
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
TWLO
Software & Services industry group
25.38
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- TWLO
- 25.38
- Q1
- 18.77
- Min
- 6.69
P/S Ratio (TTM)
Twilio (TWLO) at 5.36 is priced about in line with its industry on P/S ratio, while Manhattan Associates (MANH) at 12.69 sits in the pricier quartile — MANH costs more per dollar of sales.
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
TWLO
Software & Services industry group
5.36
- Max
- 17.91
- Q3
- 8.78
- TWLO
- 5.36
- Median
- 4.25
- Q1
- 2.23
- Min
- 0.02
P/B Ratio (MRQ)
Twilio (TWLO) at 3.41 sits near its industry’s typical P/B ratio, while Manhattan Associates (MANH) at 73.12 prices above its benchmark range — MANH looks rich relative to book.
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
TWLO
Software & Services industry group
3.41
- Max
- 16.63
- Q3
- 8.50
- Median
- 4.30
- TWLO
- 3.41
- Q1
- 1.92
- Min
- -3.90
Valuation Metrics
| Metric | MANH | TWLO |
|---|---|---|
| P/E Ratio (TTM) | 70.81 | 25.38 |
| P/S Ratio (TTM) | 12.69 | 5.36 |
| P/B Ratio (MRQ) | 73.12 | 3.41 |
| Free Cash Flow Yield (TTM) | 2.21% | 3.45% |