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Leopold T.
@Tuffbet
3Mo·

Manhattan Associates

Good morning everyone,


What is your assessment of $MANH (+1,2 %) ?

The share has been punished with -44% in the last 3 months.

In my opinion, the sell-off was completely exaggerated because the company delivers strong key figures.

  • ROE 75.64
  • ROCE 75.69
  • ROTC 80.14
  • FCF growth +18.57


I think I will buy the share soon, but I would be interested in any opinions that would speak against it.

1
6 Commentaires
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Marc@DerAzubi
3Mo
Looks good, the current zone is also interesting for a reversal... I'll put it on my watchlist.
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TaxesAreTheft@TaxesAreTheft
3Mo
The share was punished because the company expects the environment to deteriorate in 2025 (more details in the quarterly report) and if the valuation was correspondingly high, this will result in a discount. Nevertheless, the company is still very proudly valued. At 120 it will be interesting
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Leopold T.@Tuffbet
3Mo
@TaxesAreTheft why at 120? Ok again-15% is not unrealistic
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TaxesAreTheft@TaxesAreTheft
3Mo
@Tuffbet and PE under 40
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Leopold T.@Tuffbet
3Mo
@TaxesAreTheft I have just found otis from you and am also considering buying them
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TaxesAreTheft@TaxesAreTheft
3Mo
@Tuffbet Otis is very strong, you can actually always buy it
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