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MANH vs QRVO

MANH
Manhattan Associates, Inc.
NEUTRAL
Price
$126.11
Market Cap
$7.55B
Sector
Technology
AI Confidence
85%
QRVO
Qorvo, Inc.
BULLISH
Price
$81.90
Market Cap
$7.59B
Sector
Technology
AI Confidence
85%

Valuation

P/E Ratio
MANH
35.03
QRVO
22.56
Forward P/E
MANH
21.44
QRVO
12.14
P/B Ratio
MANH
23.98
QRVO
2.05
P/S Ratio
MANH
6.98
QRVO
2.03
EV/EBITDA
MANH
25.18
QRVO
10.17

Profitability

Gross Margin
MANH
56.32%
QRVO
44.68%
Operating Margin
MANH
24.78%
QRVO
19.8%
Profit Margin
MANH
20.34%
QRVO
9.11%
ROE
MANH
71.66%
QRVO
9.62%
ROA
MANH
22.13%
QRVO
5.14%

Growth

Revenue Growth
MANH
5.7%
QRVO
8.4%
Earnings Growth
MANH
10.1%
QRVO
307.0%

Financial Health

Debt/Equity
MANH
0.19
QRVO
0.42
Current Ratio
MANH
1.28
QRVO
3.67
Quick Ratio
MANH
1.21
QRVO
2.72

Dividends

Dividend Yield
MANH
--
QRVO
--
Payout Ratio
MANH
0.0%
QRVO
0.0%

AI Verdict

MANH NEUTRAL

MANH exhibits strong fundamental health with a Piotroski F-Score of 7/9 and an exceptional ROE of 71.66%, though it lacks an Altman Z-Score for bankruptcy risk assessment. While the company has a stellar 25-quarter track record of earnings beats, the stock is currently in a severe technical downtrend, losing over 37% of its value in the last six months. The current price of $126.11 trades at a significant premium to both the Graham Number ($20.64) and the growth-based Intrinsic Value ($79.74). Despite a bullish analyst target of $208.55, the combination of slow revenue growth (5.7%) and bearish insider sentiment warrants a neutral stance until price stabilization occurs.

Strengths
Exceptional Return on Equity (ROE) of 71.66%
Strong Piotroski F-Score (7/9) indicating robust financial health
Very low leverage with a Debt/Equity ratio of 0.19
Risks
Severe negative price momentum (-37.2% over 6 months)
Extreme valuation premium with a Price/Book ratio of 23.98
Stagnant revenue growth (5.7% YoY) relative to technology sector peers
QRVO BULLISH

QRVO exhibits strong fundamental health with a Piotroski F-Score of 8/9 and exceptional liquidity (Current Ratio 3.67). While the stock trades above its Graham Number ($57.1), it is significantly undervalued relative to its growth potential, as evidenced by a PEG ratio of 0.19 and an intrinsic value of $107.08. Despite bearish insider sentiment and technical trends, the company's consistent track record of earnings beats over 25 quarters and explosive YoY earnings growth (307%) suggest a strong recovery trajectory.

Strengths
Strong financial health indicated by a Piotroski F-Score of 8/9
Exceptional liquidity with a Current Ratio of 3.67 and Quick Ratio of 2.72
Highly attractive valuation relative to growth (PEG Ratio: 0.19)
Risks
Bearish insider activity with recent sales by the CFO and Directors
Negative long-term price performance (5-year change of -56.5%)
Bearish technical trend (Score: 0/100)

Compare Another Pair

MANH vs QRVO: Head-to-Head Comparison

This page compares Manhattan Associates, Inc. (MANH) and Qorvo, Inc. (QRVO) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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