MANH
Manhattan Associates, Inc.Technology · $11.8B market cap
Verdict
Share price
$204.15
close of Oct 3, 2026
Fair value
$131.83
Sticker Price
Payback Price
$52.73
buy price
MANH is Overpriced: at $204.15 it trades 55% above its fair value of $131.83. Its buy price (Payback Price) is $52.73, 74% below today's price. Business quality is solid: 3 of 5 key numbers clear the 10% bar.
How we valued it
Free Cash Flow. Sales grew 12% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.
Business quality
3 of 5 clear the 10% bar. What are the Big Five?
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2 of the investors we track hold MANH. In Q2 2026, 1 added. Who we track
Terry Smith
Fundsmith · as of Q2 2026
$24.1M
172,977 shares
Jensen Investment Management
Jensen Investment Management · as of Q2 2026
$565K
4,060 shares
Moves in Q2 2026
Added: Terry Smith
Insider activity
Since Jun 15, 2026: no open-market purchases, 3 sales worth $1.9M and 1 other filing (stock awards, tax withholding and similar). Why purchases matter
Sales
Clark Eric Andrew
President & CEO · 2026-08-11
Sold
$593K
Hollembaek Linda T.
director · 2026-08-06
Sold
$300K
Gantt James Stewart
EVP, Professional Services · 2026-07-30
Sold
$1.0M
Other filings
About Manhattan Associates, Inc.
Manhattan Associates, Inc. develops comprehensive software solutions to manage and optimize supply chains, inventory, and omni-channel operations. Their product portfolio features Manhattan SCALE, a suite of logistics execution tools covering aspects like trading partner management, yard optimization, warehouse management, and transportation execution. Additionally, they offer Manhattan Active, which provides…
Software - Application
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works