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Leopold T.
@Tuffbet
2Mes·

Manhattan Associates

Good morning everyone,


What is your assessment of $MANH (+1,83%) ?

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 Commenti
immagine del profilo
Marc@DerAzubi
2Mes
Looks good, the current zone is also interesting for a reversal... I'll put it on my watchlist.
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1
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immagine del profilo
TaxesAreTheft@TaxesAreTheft
2Mes
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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immagine del profilo
Leopold T.@Tuffbet
2Mes
@TaxesAreTheft why at 120? Ok again-15% is not unrealistic
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immagine del profilo
TaxesAreTheft@TaxesAreTheft
2Mes
@Tuffbet and PE under 40
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immagine del profilo
Leopold T.@Tuffbet
2Mes
@TaxesAreTheft I have just found otis from you and am also considering buying them
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immagine del profilo
TaxesAreTheft@TaxesAreTheft
2Mes
@Tuffbet Otis is very strong, you can actually always buy it
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