MANH vs TTWO
Manhattan Associates vs Take-Two Interactive — AI-powered side-by-side comparison
MANH
Manhattan Associates
64
Buy
VS
TTWO
Take-Two Interactive
64
Buy
| Metric | MANH | TTWO |
|---|
| AI Score |
64
|
64
|
| Price |
$195.69
|
$253.52
|
| P/E Ratio |
55.46×
|
-142.49×
|
| ROE |
69.9%
|
-8.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
54.6%
|
56.0%
|
| Debt / Equity |
0.34×
|
0.29×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
69.4
|
58.7
|
| Beta |
0.928
|
0.983
|
| Expected Upside |
+1.1%
|
+5.5%
|
AI Committee View
Current Innellis committee reasoning for MANH versus TTWO.
The committee scores are tied.
MANH and TTWO both score 64/100.
MANH Committee View
80% agreement
5 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — 5 consecutive earnings beats -- consistent execution. Risk Analyst remains cautious — bollinger bandwidth of 42.4% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
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
- Bollinger bandwidth of 42.4% signals elevated volatility — Risk
TTWO Committee View
75% agreement
4 analysts
The primary driver is market regime is bullish (bull market -- normal position sizing). The main limiting factor is growth rate is decelerating quarter over quarter -- the trend line matters more than the level. The committee is constructive but not yet at full conviction.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Price structure making higher highs and higher lows — Technical
- Trend and market structure agree -- coherent bullish picture — Technical
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- MACD histogram negative -- bearish momentum — Technical