Financial Comparison: Manhattan Associates (MANH) vs. F5 Networks (FFIV)

Manhattan Associates (NASDAQ: MANH) and F5 Networks (NASDAQ:FFIV) are both mid-cap technology companies, but which is the superior business? We will compare the two businesses based on the strength of their valuation, earnings, risk, analyst recommendations, dividends, institutional ownership and profitability.

Valuation and Earnings

This table compares Manhattan Associates and F5 Networks’ top-line revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Manhattan Associates $604.56 million 5.86 $124.23 million $1.74 29.55
F5 Networks $2.09 billion 4.16 $420.76 million $6.51 21.35

F5 Networks has higher revenue and earnings than Manhattan Associates. F5 Networks is trading at a lower price-to-earnings ratio than Manhattan Associates, indicating that it is currently the more affordable of the two stocks.

Insider and Institutional Ownership

94.7% of F5 Networks shares are held by institutional investors. 1.0% of Manhattan Associates shares are held by insiders. Comparatively, 0.3% of F5 Networks shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Risk and Volatility

Manhattan Associates has a beta of 1.15, meaning that its stock price is 15% more volatile than the S&P 500. Comparatively, F5 Networks has a beta of 1.06, meaning that its stock price is 6% more volatile than the S&P 500.

Profitability

This table compares Manhattan Associates and F5 Networks’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
Manhattan Associates 20.38% 74.19% 41.53%
F5 Networks 20.13% 34.70% 17.25%

Analyst Ratings

This is a breakdown of recent ratings for Manhattan Associates and F5 Networks, as provided by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Manhattan Associates 0 2 1 0 2.33
F5 Networks 1 15 5 0 2.19

Manhattan Associates currently has a consensus target price of $60.00, indicating a potential upside of 16.71%. F5 Networks has a consensus target price of $129.24, indicating a potential downside of 7.02%. Given Manhattan Associates’ stronger consensus rating and higher probable upside, analysts plainly believe Manhattan Associates is more favorable than F5 Networks.

Summary

Manhattan Associates beats F5 Networks on 9 of the 14 factors compared between the two stocks.

Manhattan Associates Company Profile

Manhattan Associates, Inc. (Manhattan) is a developer and provider of supply chain commerce solutions. The Company operates through three geographical segments: the Americas, Europe, Middle East and Africa (EMEA), and the Asia Pacific (APAC). It is engaged in developing, selling, deploying, servicing and maintaining software solutions designed to manage supply chains, inventory and omni-channel operations for retailers, wholesalers, manufacturers, logistics providers and other organizations. Its solutions consist of software, services and hardware, which coordinate people, workflows, assets, events and tasks across the functions linked in a supply chain from planning through execution. Its supply chain solutions consist of three components: Distribution Management, Transportation Management and Visibility. Its Omni-Channel Solutions include Omni-Channel Central Solutions and Omni-Channel Local Solutions. Its Inventory solutions include Inventory Optimization and Planning.

F5 Networks Company Profile

F5 Networks, Inc. is a developer and provider of software defined application services. The Company is engaged in the development, marketing and sale of application delivery networking products that optimize the security, performance and availability of network applications, servers and storage systems. The Company’s geographical segments include the Americas (primarily the United States); Europe, the Middle East, and Africa (EMEA); Japan, and the Asia Pacific region (APAC). The Company’s Traffic Management Operating System (TMOS) based offerings include software products for local and global traffic management, network and application security, access management, Web acceleration and various network and application services. These products are available as modules that can run individually or as part of an integrated solution on the Company’s purpose-built BIG-IP appliances and VIPRION chassis-based hardware, or as software-only Virtual Editions.

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