Manhattan Associates, Inc. develops, sells, deploys, services, and maintains software solutions to manage supply chains, inventory, and omni-channel operations.
$252.78-0.94%
报价 2026-11-06
市值
$14.68B
EV
$14.53B
PE (TTM)
70.2x
预期 PE (FY2026)
45.3x
52 周区间距高点 -2.9%
$120.88$260.41
筛选结果
pipeline · 2026-11-06Filter✗ 高增长✗ Cheap✗ GARP
does not hit growth, cheap, or GARP pool
爆发潜力
2026-11-07未命中✗ 收入线✗ EPS 线
| 财年 | 收入倍数 | EPS | PE |
|---|---|---|---|
| FY+22027-12 | 1.1x | 5.39 → 6.18（1.1x） | 40.9 |
| FY+32028-12 | 1.2x | 5.39 → 6.89（1.3x） | 36.7 |
毛利率 55% · TTM 收入 $1157M · 基数 EPS 5.39（调整后）
电话会信号
辅助标签Q3 20262026-10-27
需求加速AI 词频高积压订单词频高上调指引
指引 上调
信心 5
分析师 4
“We are increasing our RPO outlook to 21% year-over-year growth, up from our prior target range of 18% to 20% growth.”
原文引用（2）
- 需求加速：year to date deal volume has already surpassed our total deal volume for the full year of 2025
- 上调指引：we are increasing our RPO outlook to 21% year-over-year growth. Up from our prior target range of 18% to 20% growth.
蓝色标签在暴涨研究中略有区分度；悬停查看口径。
研究结论
还没有研究记录。先生成 L2 基本面报告（约 1–3 分钟），结论会显示在这里。
去生成基本面报告 →历史股价
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事件
0 条 · 随区间与图例筛选该区间内无事件。
同行对比
FMP 同行列表 · 2026-05-16| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| MANHManhattan Associates, Inc. | $14.68B | -0.9% | +9.4% | 56.9% | 70.2x | 49.3x | 38.7x | |
| QXOQXO, Inc. | $11.99B | -0.7% | +105.0% | 24.7% | – | 41.7x | 85.3x | 高增长 |
| PCORProcore Technologies, Inc. | $11.45B | -0.4% | +17.9% | 80.4% | – | 162.5x | 40.4x | GARP |
| PAYCPaycom Software, Inc. | $10.51B | -5.1% | +7.7% | 83.2% | 28.0x | 14.1x | 20.8x | |
| APPFAppFolio, Inc. | $8.18B | -1.1% | +18.6% | 64.3% | 48.4x | 34.4x | 29.1x | |
| IDCCInterDigital, Inc. | $7.35B | -0.4% | -1.2% | 79.2% | 29.7x | 19.4x | 16.6x | |
| OTEXOpen Text Corporation | $6.02B | -4.9% | +1.2% | 73.7% | 5.1x | 3.4x | 3.8x | Cheap |
| PEGAPegasystems Inc. | $5.3B | -3.5% | +3.1% | 74.3% | 18.8x | 29.3x | 11.7x | |
| MNDYmonday.com Ltd. | $3.72B | -6.3% | +19.8% | 88.3% | 39.9x | 36.2x | 13.5x | GARP |
| 同行中位数 | – | – | +12.8% | 76.7% | 28.9x | 31.8x | 18.7x |
研究全文
L2 基本面 memo
尚无基本面 memo
点击「生成基本面报告」——基于最新 filings、电话会纪要与分析师共识生成 L2 memo。
财务报表
| Metric | 2026-09-30 Q3 2026 | 2026-06-30 Q2 2026 | 2026-03-31 Q1 2026 | 2025-12-31 Q4 2025 | 2025-09-30 Q3 2025 | 2025-06-30 Q2 2025 | 2025-03-31 Q1 2025 | 2024-12-31 Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $306.2M | $297.8M | $282.2M | $270.4M | $275.8M | $272.4M | $262.8M | $255.8M |
| Gross Margin | 56.9% | 53.2% | 55.1% | 54.4% | 56% | 56.8% | 56.4% | 55.2% |
| Operating Margin | 26.5% | 22.2% | 23% | 24.8% | 27.5% | 27.1% | 24% | 23.7% |
| Net Income | $61.3M | $50.4M | $49.3M | $52M | $58.6M | $56.8M | $52.6M | $48M |
| Diluted EPS | 1.04 | 0.85 | 0.82 | 0.86 | 0.96 | 0.93 | 0.85 | 0.77 |
| Operating Cash Flow | $68.6M | $90.7M | $84M | $147.1M | $93.1M | $74.1M | $75.3M | $104.7M |