MANH
Manhattan Associates, Inc.
MANH's outlook is improving, though it still trails on the overall score.
PLTR
Palantir Technologies Inc.
PLTR has the edge over MANH overall, supported by stronger modeled upside and stronger valuation.
MANH Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Strong | |
| Strong |
MANH's revenue, profitability, cash flow and balance sheet are all currently healthy.
PLTR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
PLTR's revenue, profitability, cash flow and balance sheet are all currently strong.
MANH PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 43x | $256 | — |
| Cheap | 52x | $187 | -27% |
| Fair | 72x | $257 | +0.3% |
| Current | 72x | $256 | — |
| Expensive | 88x | $312 | +22% |
Historical ranges are pointers, not guarantees.
MANH's PE is in its fair range at 72x. If earnings grow as analysts expect, today's price would be 43x next year's earnings, in its cheap range.
PLTR PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 75x | $172 | — |
| Current | 120x | $172 | — |
| Cheap | 165x | $236 | +37% |
| Fair | 251x | $359 | +109% |
| Expensive | 452x | $646 | +277% |
Historical ranges are pointers, not guarantees.
PLTR has the edge over MANH in the historical PE scenario, which offers more potential upside but is not a forecast.
MANH Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for MANH, with profitability improving.
PLTR Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
Analysts expect strong earnings and revenue growth for PLTR, with profitability improving.
MANH Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $6.01 | +68% |
| Q3 2026 | $3.57 | +1.7% |
| Q2 2026 | $3.49 | -2.5% |
| Q1 2026 | $3.57 | +2% |
| Q4 2025 | $3.60 | +2.6% |
| Q3 2025 | $3.51 | -0.3% |
| Q2 2025 | $3.58 | +9.1% |
| Q1 2025 | $3.50 | +14% |
| Q4 2024 | $3.51 | +24% |
MANH earned $3.57 per share over the past year, up 1.7% from the year before.
PLTR Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.30 | +61% |
| Q3 2026 | $1.43 | +240% |
| Q2 2026 | $1.17 | +290% |
| Q1 2026 | $0.89 | +287% |
| Q4 2025 | $0.63 | +232% |
| Q3 2025 | $0.42 | +110% |
| Q2 2025 | $0.30 | +76% |
| Q1 2025 | $0.23 | +92% |
| Q4 2024 | $0.19 | +111% |
PLTR has the edge over MANH on earnings, with more consistent year-over-year improvement.
MANH Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $306.2M | +11% |
| Q2 2026 | $297.8M | +9.3% |
| Q1 2026 | $282.2M | +7.4% |
| Q4 2025 | $270.4M | +5.7% |
| Q3 2025 | $275.8M | +3.4% |
| Q2 2025 | $272.4M | +2.7% |
| Q1 2025 | $262.8M | +3.2% |
| Q4 2024 | $255.8M | +7.4% |
MANH's revenue has grown year over year for 23 quarters in a row: $306M last quarter, up 11% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 26% | -1 points |
| Q2 2026 | 22% | -4.9 points |
| Q1 2026 | 23% | -1 points |
| Q4 2025 | 25% | +1.1 points |
| Q3 2025 | 27% | -0.7 points |
| Q2 2025 | 27% | +1.4 points |
| Q1 2025 | 24% | +1.4 points |
| Q4 2024 | 24% | -1 points |
MANH's operating margin was 26% last quarter, down 1 points from the same quarter a year ago.
PLTR Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.3B | +96% |
| Q2 2026 | $1.9B | +93% |
| Q1 2026 | $1.6B | +85% |
| Q4 2025 | $1.4B | +70% |
| Q3 2025 | $1.2B | +63% |
| Q2 2025 | $1B | +48% |
| Q1 2025 | $883.9M | +39% |
| Q4 2024 | $827.5M | +36% |
PLTR has the edge over MANH on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 47% | +14 points |
| Q2 2026 | 47% | +20 points |
| Q1 2026 | 46% | +26 points |
| Q4 2025 | 41% | +40 points |
| Q3 2025 | 33% | +18 points |
| Q2 2025 | 27% | +11 points |
| Q1 2025 | 20% | +7.2 points |
| Q4 2024 | 1.3% | -9.5 points |
PLTR has the edge over MANH on profitability, with a higher operating margin.
MANH Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $67.6M | -22% |
| Q2 2026 | $89.7M | +28% |
| Q1 2026 | $79.9M | +7.5% |
| Q4 2025 | $142.4M | +40% |
| Q3 2025 | $87.2M | +42% |
| Q2 2025 | $70.1M | -1.4% |
| Q1 2025 | $74.4M | +42% |
| Q4 2024 | $101.6M | +18% |
MANH's free cash flow has been positive every quarter for seven years: $380M over the past year, up 14% from the year before.
PLTR Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $1.2B | +139% |
| Q2 2026 | $1.2B | +126% |
| Q1 2026 | $891.8M | +193% |
| Q4 2025 | $764M | +67% |
| Q3 2025 | $500.9M | +20% |
| Q2 2025 | $531.6M | +276% |
| Q1 2025 | $304.1M | +140% |
| Q4 2024 | $457.2M | +54% |
PLTR has the edge over MANH on cash flow, with more consistent year-over-year improvement.
MANH Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.4% | -265K shares |
| 1 year | -3.6% | -2.2M shares |
| 3 years | -5.7% | -3.6M shares |
| 5 years | -8.6% | -5.5M shares |
| Available history | -9.4% | -6.1M shares |
MANH has the edge over PLTR on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $50.5M |
| Q2 2026 | $127.1M |
| Q1 2026 | $179.4M |
| Q4 2025 | $77M |
| Q3 2025 | $51.5M |
| Q2 2025 | $50.2M |
| Q1 2025 | $136.4M |
| Q4 2024 | $45.2M |
MANH spent $434M buying back its own shares over the past year, up 53% from the year before.
PLTR Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +5.2M shares |
| 1 year | +0.1% | +2.9M shares |
| 3 years | +11% | +248M shares |
| 5 years | +31% | +610M shares |
| Available history | +184% | +1.7B shares |
PLTR has 2.6B diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q4 2025 | $19.2M |
| Q3 2025 | $19.2M |
| Q2 2025 | $18.6M |
| Q1 2025 | $18M |
| Q4 2024 | $18.6M |
| Q3 2024 | $18.9M |
| Q2 2024 | $17.7M |
| Q1 2024 | $9M |
MANH Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.7x | Net Cash |
| Q2 2026 | -0.7x | Net Cash |
| Q1 2026 | -0.8x | Net Cash |
| Q4 2025 | -1.2x | Net Cash |
| Q3 2025 | -0.9x | Net Cash |
| Q2 2025 | -0.8x | Net Cash |
| Q1 2025 | -0.8x | Net Cash |
| Q4 2024 | -1.0x | Net Cash |
MANH has more cash than debt.
PLTR Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.1x | Net Cash |
| Q2 2026 | -0.8x | Net Cash |
| Q1 2026 | -1.1x | Net Cash |
| Q4 2025 | -1.0x | Net Cash |
| Q3 2025 | -1.9x | Net Cash |
| Q2 2025 | -1.6x | Net Cash |
| Q1 2025 | -2.3x | Net Cash |
| Q4 2024 | -6.1x | Net Cash |
PLTR has the edge over MANH on leverage, with a lower net debt burden relative to earnings.
MANH Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 74.2 | Overbought |
| Stochastic | 90.5 | Overbought |
MANH's weekly RSI is 74 (overbought) and its Stochastic is 90 (overbought).
PLTR Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 51.4 | Neutral |
| Stochastic | 47.4 | Neutral |
PLTR's weekly RSI is 51 (neutral) and its Stochastic is 47 (neutral).
MANH PE vs Technology Sector
| Metric | MANH | Sector median | Relative |
|---|---|---|---|
| PE | 72x | 28x | 158% above |
| PE % | 49 | 35 | 14 pts above |
MANH has the edge over PLTR on valuation relative to its sector.
PLTR PE vs Technology Sector
| Metric | PLTR | Sector median | Relative |
|---|---|---|---|
| PE | 120x | 28x | 331% above |
| PE % | 1 | 38 | 37 pts below |
PLTR is trading at 120x earnings, a 331% premium to the Technology sector's median of 28x.
MANH Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $229.1 | 12% above |
| 20 week MA | $205.1 | 25% above |
| 50 week MA | $171.3 | 50% above |
| 100 week MA | $186.4 | 38% above |
| 200 week MA | $201.4 | 27% above |
MANH has the edge over PLTR on trend strength, trading above more of its moving averages.
PLTR Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $185.8 | 7.6% below |
| 20 week MA | $167.6 | 2.4% above |
| 50 week MA | $157.1 | 9.2% above |
| 100 week MA | $143.8 | 19% above |
| 200 week MA | $83.3 | 106% above |
PLTR's trend is up, with a small recent dip: it's below only its 8-week average, and 106% above its 200-week average.
MANH Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $80.6 | $106.6 | +32% |
| 2021 | $106.6 | $155.3 | +46% |
| 2022 | $155.3 | $120.0 | -23% |
| 2023 | $120.0 | $215.3 | +80% |
| 2024 | $215.3 | $275.2 | +28% |
| 2025 | $275.2 | $176.4 | -36% |
| 2026 YTD | $176.4 | $256.4 | +45% |
MANH has the edge over PLTR on returns for 2026, with the stronger performance.
PLTR Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.20 | $27.8 | +202% |
| 2021 | $27.8 | $18.9 | -32% |
| 2022 | $18.9 | $6.29 | -67% |
| 2023 | $6.29 | $17.2 | +173% |
| 2024 | $17.2 | $79.1 | +361% |
| 2025 | $79.1 | $188.7 | +139% |
| 2026 YTD | $188.7 | $171.6 | -9.1% |
PLTR's yearly returns have swung widely, from +361% in 2024 to −67% in 2022. It's down 9.1% so far in 2026.