MANH vs WDAY
Manhattan Associates vs Workday Inc. — AI-powered side-by-side comparison
MANH
Manhattan Associates
61
Buy
VS
| Metric | MANH | WDAY |
|---|
| AI Score |
61
|
60
|
| Price |
$211.37
|
$194.42
|
| P/E Ratio |
60.56×
|
61.85×
|
| ROE |
69.9%
|
8.9%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
54.6%
|
75.8%
|
| Debt / Equity |
0.34×
|
0.57×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
75.8
|
65.8
|
| Beta |
0.928
|
1.054
|
| Expected Upside |
+7.6%
|
+25.4%
|
AI Committee View
Current Innellis committee reasoning for MANH versus WDAY.
MANH leads by 1 points.
MANH scores 61/100 (Buy) versus WDAY at 60/100 (Buy).
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
WDAY Committee View
50% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — eps growing 77.0% yoy. Value Analyst remains cautious — p/e of 51.1 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- EPS growing 77.0% YoY — Growth
- 4 consecutive earnings beats -- consistent execution — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- P/E of 51.1 is expensive by classic value standards — Value
- Price-to-book of 5.8x prices in significant intangible value — Value
- Weekly RSI at 79 -- overbought on the larger timeframe too — Technical