Manhattan Associates (NASDAQ:MANH) and CrowdStrike (NASDAQ:CRWD) Head-To-Head Review

Manhattan Associates (NASDAQ:MANH) and CrowdStrike (NASDAQ:CRWD) are both computer and technology companies, but which is the superior investment? We will contrast the two companies based on the strength of their risk, analyst recommendations, profitability, valuation, dividends, institutional ownership and earnings.

Institutional & Insider Ownership

98.4% of Manhattan Associates shares are owned by institutional investors. Comparatively, 71.2% of CrowdStrike shares are owned by institutional investors. 0.7% of Manhattan Associates shares are owned by insiders. Comparatively, 4.3% of CrowdStrike shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Earnings & Valuation

This table compares Manhattan Associates and CrowdStrike”s revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Manhattan Associates	$1.04 billion	9.24	$218.36 million	$3.51	45.21
CrowdStrike	$3.95 billion	23.69	$89.33 million	($0.08)	-4,723.75

Manhattan Associates has higher earnings, but lower revenue than CrowdStrike. CrowdStrike is trading at a lower price-to-earnings ratio than Manhattan Associates, indicating that it is currently the more affordable of the two stocks.

Analyst Ratings

This is a summary of current recommendations for Manhattan Associates and CrowdStrike, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Manhattan Associates	0	3	6	1	2.80
CrowdStrike	2	10	30	2	2.73

Manhattan Associates currently has a consensus target price of $232.11, suggesting a potential upside of 46.29%. CrowdStrike has a consensus target price of $400.88, suggesting a potential upside of 6.08%. Given Manhattan Associates’ stronger consensus rating and higher possible upside, research analysts clearly believe Manhattan Associates is more favorable than CrowdStrike.

Volatility & Risk

Manhattan Associates has a beta of 1.36, suggesting that its share price is 36% more volatile than the S&P 500. Comparatively, CrowdStrike has a beta of 1.28, suggesting that its share price is 28% more volatile than the S&P 500.

Profitability

This table compares Manhattan Associates and CrowdStrike’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Manhattan Associates	20.95%	84.62%	32.00%
CrowdStrike	3.39%	7.11%	2.72%

Summary

Manhattan Associates beats CrowdStrike on 9 of the 15 factors compared between the two stocks.

About Manhattan Associates

Manhattan Associates, Inc. develops, sells, deploys, services, and maintains software solutions to manage supply chains, inventory, and omni-channel operations. It offers Warehouse Management Solution for managing goods and information across the distribution centers; Manhattan Active Warehouse Management, a cloud native and version less application for the associate; and Transportation Management Solution for helping shippers navigate their way through the demands and meet customer service expectations at the lowest possible freight costs; Manhattan SCALE, a portfolio of logistics execution solution; and Manhattan Active Omni, which offers order management, store inventory and fulfillment, POS, and customer engagement tools for enterprises and stores. The company also provides inventory optimization and allocation solutions; technology platform including Manhattan Active Platform solutions, a cloud-native product designed to provide version-less product access; maintenance services, which offers on-premises software licensees with software upgrades for additional or improved functionality and technological advances; and professional services, such as solutions planning and implementation, and related consulting services. In addition, it provides training and change management services; and resells computer hardware, radio frequency terminal networks, radio frequency identification chip readers, bar code printers and scanners, and other peripherals. The company offers products through direct sales personnel and partnership agreements with various organizations. It serves retail, consumer goods, food and grocery, logistics service providers, industrial and wholesale, high technology and electronics, life sciences, and government industries. The company operates in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. Manhattan Associates, Inc. was founded in 1990 and is headquartered in Atlanta, Georgia.

About CrowdStrike

CrowdStrike Holdings, Inc. provides cybersecurity solutions in the United States and internationally. Its unified platform offers cloud-delivered protection of endpoints, cloud workloads, identity, and data. The company offers corporate endpoint and cloud workload security, managed security, security and vulnerability management, IT operations management, identity protection, SIEM and log management, threat intelligence, data protection, security orchestration, automation and response and AI powered workflow automation, and securing generative AI workload services. It primarily sells subscriptions to its Falcon platform and cloud modules. The company was incorporated in 2011 and is headquartered in Austin, Texas.