Head-To-Head Review: Manhattan Associates (MANH) & IMS Health Holdings (IMS)

Manhattan Associates (NASDAQ: MANH) and IMS Health Holdings (NYSE:IMS) are both computer and technology companies, but which is the superior business? We will contrast the two businesses based on the strength of their profitability, dividends, institutional ownership, risk, valuation, earnings and analyst recommendations.

Analyst Ratings

This is a breakdown of recent recommendations and price targets for Manhattan Associates and IMS Health Holdings, as reported by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Manhattan Associates 0 3 2 0 2.40
IMS Health Holdings 0 0 0 0 N/A

Manhattan Associates presently has a consensus target price of $65.00, indicating a potential upside of 57.69%.

Earnings & Valuation

This table compares Manhattan Associates and IMS Health Holdings’ top-line revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio NetIncome Earnings Per Share Price/Earnings Ratio
Manhattan Associates $604.56 4.70 $124.23 $1.74 23.69
IMS Health Holdings N/A N/A N/A $0.42 N/A

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

Profitability

This table compares Manhattan Associates and IMS Health Holdings’ 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%
IMS Health Holdings 2.99% 5.62% 1.22%

Insider & Institutional Ownership

90.3% of IMS Health Holdings shares are held by institutional investors. 1.0% of Manhattan Associates shares are held by company insiders. Comparatively, 2.5% of IMS Health Holdings shares are held by company 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 & Volatility

Manhattan Associates has a beta of 1.15, suggesting that its stock price is 15% more volatile than the S&P 500. Comparatively, IMS Health Holdings has a beta of 0.83, suggesting that its stock price is 17% less volatile than the S&P 500.

Summary

Manhattan Associates beats IMS Health Holdings on 7 of the 9 factors compared between the two stocks.

About Manhattan Associates

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.

About IMS Health Holdings

IMS Health Holdings, Inc. (IMS) is an information and technology services company that provides solutions to its clients in the healthcare industry. The Company has its presence in over 100 countries. The Company’s data set contains over 10 petabytes of data and over 500 million patient records. It serves healthcare organizations and life science companies, including pharmaceutical, biotechnology, consumer health and medical device manufacturers, as well as distributors, providers, payers, government agencies, policymakers, researchers and the financial community. The Company’s principal information offerings include national information offerings, sub-national information offerings and OneKey. Its technology services offerings include technology solutions, real-world evidence solutions, and workflow analytics and consulting services. It offers technology services that include data warehousing, information technology (IT) outsourcing, software applications and other services.

Receive News & Ratings for Manhattan Associates Inc. Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Manhattan Associates Inc. and related companies with MarketBeat.com's FREE daily email newsletter.

Latest News

Leave a Reply