MANH vs NTNX
Manhattan Associates vs Nutanix — AI-powered side-by-side comparison
MANH
Manhattan Associates
61
Buy
VS
| Metric | MANH | NTNX |
|---|
| AI Score |
61
|
52
|
| Price |
$213.09
|
$66.45
|
| P/E Ratio |
60.56×
|
65.37×
|
| ROE |
69.9%
|
-27.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
54.6%
|
87.1%
|
| Debt / Equity |
0.34×
|
-2.11×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
75.8
|
65.0
|
| Beta |
0.928
|
0.603
|
| Expected Upside |
+7.6%
|
+0.4%
|
AI Committee View
Current Innellis committee reasoning for MANH versus NTNX.
MANH leads by 9 points.
MANH scores 61/100 (Buy) versus NTNX at 52/100 (Watch).
MANH Committee View
50% agreement
6 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- ROE of 85.2% shows genuine earnings power backing the valuation — Value
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 55.7 is expensive by classic value standards — Value
- Price-to-book of 33.2x prices in significant intangible value — Value
- EPS declining -2.6% YoY despite any revenue growth — Growth
NTNX Committee View
67% agreement
6 analysts
Supporting evidence favours the bullish case. The main limiting factor is p/e of 64.2 is expensive by classic value standards. The committee is constructive but not yet at full conviction.
Bull Case
- EPS growing 117775.0% YoY — Growth
- Price structure making higher highs and higher lows — Technical
- Trend and market structure agree -- coherent bullish picture — Technical
Bear Case
- P/E of 64.2 is expensive by classic value standards — Value
- Price-to-book of 22.6x prices in significant intangible value — Value
- ROE of only -321.3% -- cheap may mean cheap for a reason — Value