COMP <GO>
MANH vs GWRE // PIOTROSKI F-SCORE QUALITY
Manhattan Associates Inc. (NASDAQ) VS. Guidewire Software Inc. (NYSE) • 15-METRIC TALLY: MANH 9
— GWRE 2
■ METRIC PARITY
LAST: $253.22 (+1.95%) • MKT CAP: $14.70B
piotroski-score
8/9
LAST: $162.43 (-0.10%) • MKT CAP: $13.42B
piotroski-score
8/9
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MANH VS. GWRE)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MANH | GWRE | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 56.30% | 62.50% | -6.20 | GWRE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 19.70% | 2.00% | +17.70 | MANH | /roic <GO> |
| EV/EBITDA & P/E Valuation | 47.4x | 95.0x | -47.60 | MANH | /valuation <GO> |
| Free Cash Flow Yield | 2.66% | 2.25% | +0.41 | MANH | /fcf-yield <GO> |
| Operating Margin | 25.90% | 3.40% | +22.50 | MANH | /operating-margins <GO> |
| Net Profit Margin | 20.30% | 2.70% | +17.60 | MANH | /net-margins <GO> |
| Revenue Growth (YoY) | 3.70% | 22.60% | -18.90 | GWRE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 24.06 | 7.24 | +16.82 | MANH | /balance-sheet <GO> |
| Piotroski F-Score Quality ACTIVE | 8/9 | 8/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 70.4 | 46.2 | +24.20 | MANH | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.42 | 1.19 | +0.23 | MANH | /macro-sensitivity <GO> |
| Forward P/E Multiple | 59.3x | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $14.70B | $13.42B | $1.28B | MANH | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MANH REV | GWRE REV | MANH GROSS % | GWRE GROSS % | MANH FCF | GWRE FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.08B | $1.20B | 56.3% | 62.5% | $374.0M | $295.1M |
| FY 2024 | $1.04B | $980.5M | 54.8% | 59.5% | $286.3M | $189.4M |
| FY 2023 | $928.7M | $905.3M | — | — | $204.4M | -$2.3M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MANH // BETA 1.42
GWRE // BETA 1.19