CDNS vs MANH
Cadence Design Systems vs Manhattan Associates — AI-powered side-by-side comparison
CDNS
Cadence Design Systems
68
Buy
VS
MANH
Manhattan Associates
71
Buy
| Metric | CDNS | MANH |
|---|
| AI Score |
68
|
71
|
| Price |
$323.35
|
$196.53
|
| P/E Ratio |
64.19×
|
56.08×
|
| ROE |
20.3%
|
69.9%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
88.5%
|
54.6%
|
| Debt / Equity |
0.36×
|
0.34×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
33.7
|
64.1
|
| Beta |
1.142
|
0.928
|
| Expected Upside |
+0.0%
|
+5.5%
|
AI Committee View
Current Innellis committee reasoning for CDNS versus MANH.
MANH leads by 3 points.
MANH scores 71/100 (Buy) versus CDNS at 68/100 (Buy).
CDNS Committee View
75% agreement
4 analysts
The primary driver is 5 consecutive earnings beats -- consistent execution. The main limiting factor is macd histogram negative -- bearish momentum. The committee is constructive but not yet at full conviction.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- MACD histogram negative -- bearish momentum — Technical
MANH Committee View
80% agreement
5 analysts
The primary driver is 5 consecutive earnings beats -- consistent execution. The main limiting factor is bollinger bandwidth of 42.0% signals elevated volatility. The committee is constructive but not yet at full conviction.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- Weekly RSI at 76 -- overbought on the larger timeframe too — Technical
- Bollinger bandwidth of 42.0% signals elevated volatility — Risk