Comparing of Tableau Software Inc. (DATA) and Manhattan Associates Inc. (NASDAQ:MANH)

This is a contrast between Tableau Software Inc. (NYSE:DATA) and Manhattan Associates Inc. (NASDAQ:MANH) based on their dividends, analyst recommendations, institutional ownership, profitability, risk, earnings and valuation. The two companies are Application Software and they also compete with each other.

Valuation and Earnings

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Tableau Software Inc. 1.16B 9.13 77.04M -0.41 0.00
Manhattan Associates Inc. 559.16M 6.17 104.69M 1.52 30.42

Table 1 highlights Tableau Software Inc. and Manhattan Associates Inc.’s top-line revenue, earnings per share (EPS) and valuation.

Profitability

Table 2 hightlights the net margins, return on assets and return on equity of the two companies.

Net Margins Return on Equity Return on Assets
Tableau Software Inc. -6.64% -13.6% -8.3%
Manhattan Associates Inc. 18.72% 69.8% 34.3%

Volatility and Risk

A 1.33 beta means Tableau Software Inc.’s volatility is 33.00% more than Standard and Poor’s 500’s volatility. Competitively, Manhattan Associates Inc. is 26.00% more volatile than Standard and Poor’s 500, because of the 1.26 beta.

Liquidity

Tableau Software Inc.’s Current Ratio is 2.6 while its Quick Ratio is 2.6. On the competitive side is, Manhattan Associates Inc. which has a 1.5 Current Ratio and a 1.5 Quick Ratio. Tableau Software Inc. is better positioned to pay off short and long-term obligations compared to Manhattan Associates Inc.

Analyst Recommendations

Ratings and Recommendations for Tableau Software Inc. and Manhattan Associates Inc. can be find in next table.

Sell Ratings Hold Ratings Buy Ratings Rating Score
Tableau Software Inc. 0 1 2 2.67
Manhattan Associates Inc. 0 1 0 2.00

The upside potential is 2.64% for Tableau Software Inc. with consensus target price of $129.5.

Insider & Institutional Ownership

Insiders held roughly 0.8% of Tableau Software Inc.’s shares. On the other hand, insiders held about 0.2% of Manhattan Associates Inc.’s shares.

Performance

Here are the Weekly, Monthly, Quarterly, Half Yearly, Yearly and YTD Performance of both pretenders.

Performance (W) Performance (M) Performance (Q) Performance (HY) Performance (Y) Performance (YTD)
Tableau Software Inc. 2% 4.93% 12.99% 27.28% 77.53% 83.71%
Manhattan Associates Inc. -6.88% -5.95% -20.25% -0.24% 4.44% -6.9%

For the past year Tableau Software Inc. has 83.71% stronger performance while Manhattan Associates Inc. has -6.9% weaker performance.

Summary

Manhattan Associates Inc. beats Tableau Software Inc. on 7 of the 12 factors.

Tableau Software, Inc. provides business analytics software products. It offers Tableau Desktop, a self-service analytics product that empowers people to access and analyze data independently; and Tableau Server, a business intelligence platform with data management and scalability to foster sharing of analytics, as well as to improve the dissemination of information across an organization and promote improved decision-making. The company also provides Tableau Online, a hosted SaaS version of Tableau Server; and Tableau Public, a cloud-based platform that allows users of various backgrounds, such as bloggers, journalists, researchers, and government workers to visualize public data on their Websites. In addition, it offers Vizable that turns data into graphs, as well as allows it to be shared from an iPad; Live Query Engine, which interprets abstract queries generated by VizQL into syntax understandable by popular database systems; In-Memory data engine that allows to analyze large amounts of data independently of database systems; and maintenance and support, training, and professional services. The company serves organizations in various industries, including business services, energy and telecommunications, financial services, life sciences and healthcare, manufacturing and technology, media and entertainment, public sector, education, retail, consumer, and distribution industries. It sells its products directly, as well as through indirect sales channels, such as technology vendors, resellers, original equipment manufacturers, and independent software vendor partners in the United States, Australia, Canada, China, France, Germany, India, Ireland, Japan, Singapore, the United Kingdom, and internationally. Tableau Software, Inc. was founded in 2003 and is headquartered in Seattle, Washington.

Manhattan Associates, Inc. develops, sells, deploys, services, and maintains software solutions to manage supply chains, inventory, and omni-channel operations for retailers, wholesalers, manufacturers, logistics providers, and other organizations. The company operates in three segments: the Americas; Europe, Middle East and Africa; and Asia Pacific. It provides supply chain solutions, such as distribution management, transportation management, and visibility solutions; omni-channel central and local solutions; and inventory optimization and planning solutions. The company also offers Manhattan SCALE, a portfolio of logistics execution solutions that offers trading partner management, yard management, optimization, warehouse management, and transportation execution services. In addition, it provides professional services, including solutions planning and implementation, and related consulting services; customer training and support services; and software enhancement services. Further, the company provides training and change management services; and resells computer hardware, radio frequency terminal networks, radio frequency identification chip readers, bar code printers and scanners, and other peripherals. It offers products through direct sales personnel, as well as through partnership agreements with various organizations. Manhattan Associates, Inc. was founded in 1990 and is headquartered in Atlanta, Georgia.