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DT vs MANH
Which Stock Would AI Choose? Dynatrace (DT) vs. Manhattan Associates (MANH) Stock Comparison
Key Takeaways
- DT trades at around $40.70 with a market cap of $12.3B, showing recent gains from activist investor Starboard Value's stake urging margin expansion and buybacks.
- MANH is priced near $143 with an $8.5B market cap, bolstered by strong Q1 2026 earnings where revenue rose 7% to $282M and cloud revenue surged 24%.
- Both software firms lag the S&P 500 over one year, but MANH exhibits stronger YTD relative performance at +17.5% versus DT's +6%.
- DT focuses on AI-powered observability with 18% revenue growth in recent quarters, while MANH specializes in supply chain software with a lower P/E ratio of 40 versus DT's 68.
- Tickeron's AI robots highlight opportunities in tech and supply chain sectors, with top bots achieving up to 285% annualized returns.
- Investor sentiment leans toward stability in MANH amid market volatility, but DT gains from AI tailwinds and activist pressure.
Introduction
This stock comparison examines DT (Dynatrace, Inc.) and MANH (Manhattan Associates, Inc.), two technology software providers navigating a dynamic market. Both operate in application software but diverge in focus: observability platforms versus supply chain solutions. Traders seeking short-term momentum from recent catalysts like earnings beats or activist involvement, and investors eyeing long-term growth in cloud and AI-driven sectors, will find value in analyzing their relative performance, valuations, and market positioning. This review draws on recent financial data to highlight contrasts in a volatile environment.
DT Overview and Recent Performance
Dynatrace, Inc. (DT) is a leader in AI-powered observability platforms, helping enterprises monitor infrastructure, applications, digital experiences, and security across cloud ecosystems. Headquartered in Boston, it serves industries like banking, retail, and software with solutions for log analytics and business analytics.
In recent market activity, DT shares traded around $40.70, with a market cap of approximately $12.3 billion. The stock has shown YTD gains of 6%, underperforming the S&P 500's 8%, amid broader software sector pressures. Recent weeks brought positive momentum, including an 11.5% surge following activist investor Starboard Value's substantial stake and calls for margin expansion, accelerated buybacks, and strategic shifts to unlock value. Q3 FY2026 results highlighted total ARR of $1.972 billion (up 20% YoY or 16% constant currency), revenue of $515 million (up 18%), and subscription revenue growth of 18%. Recognition as a leader in the 2026 GigaOm Radar for Kubernetes observability bolstered sentiment. These developments have influenced a rebound from 52-week lows near $32, though valuation at a P/E of 68 reflects growth expectations tempered by macroeconomic caution.
MANH Overview and Recent Performance
Manhattan Associates, Inc. (MANH) develops cloud-native software for supply chain execution, including warehouse management, transportation, and omni-channel order fulfillment. Based in Atlanta, it supports retailers, logisticians, and manufacturers with tools like Manhattan Active Platform for versionless updates.
Recently, MANH shares hovered near $143, with a market cap of about $8.5 billion. YTD performance stands at around 17.5%, outpacing the S&P 500, though one-year returns trail broader indices amid sector rotation. Key drivers include robust Q1 2026 earnings, with revenue up 7% to $282 million (exceeding estimates) and cloud revenue surging 24% YoY, signaling strong adoption of SaaS solutions. EPS of $1.24 beat consensus by 13%, prompting raised full-year guidance. Recognition as a leader in Gartner's Magic Quadrant for Warehouse Management Systems further supported sentiment. Trading in a 52-week range of $119-$247, recent weeks reflect resilience with gains from post-earnings momentum, despite valuation at a P/E of 40. Broader supply chain digitization trends have sustained interest, offsetting YTD pullbacks from peaks.
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Head-to-Head Comparison
Dynatrace (DT) and Manhattan Associates (MANH) both thrive in software-as-a-service (SaaS) models but target distinct growth drivers: DT leverages AI observability for cloud complexity, while MANH capitalizes on supply chain optimization amid e-commerce and logistics booms. Recent momentum favors MANH with superior YTD returns and earnings beats, contrasting DT's activist-fueled rebound from lows.
Risk factors differ: DT faces higher volatility from AI hype cycles and a premium P/E (68 vs. 40), exposing it to growth slowdowns, whereas MANH benefits from sticky enterprise contracts but contends with macroeconomic sensitivity in retail/logistics. Sector exposure aligns in technology yet diverges—observability versus WMS (warehouse management systems)—with market sentiment tilting toward MANH's profitability (EPS $3.58 vs. $0.60) and cloud momentum, though DT's 18-20% growth outpaces MANH's 7%. Trade-offs center on stability versus upside potential from catalysts.
Tickeron AI Verdict
Tickeron’s AI currently favors MANH over DT, driven by more consistent recent momentum, stronger relative YTD performance, and robust Q1 results with accelerating cloud adoption. MANH's lower valuation and sector stability provide a probabilistic edge in the near term, while DT's AI catalysts and activist push offer higher-risk upside if executed. Observable trends suggest MANH for balanced positioning amid volatility.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DT is a StrongBuy and MANH is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
DT’s FA Score shows that 1 FA rating(s) are green whileMANH’s FA Score has 1 green FA rating(s).
- DT’s FA Score: 1 green, 4 red.
- MANH’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
DT’s TA Score shows that 3 TA indicator(s) are bullish while MANH’s TA Score has 4 bullish TA indicator(s).
- DT’s TA Score: 3 bullish, 5 bearish.
- MANH’s TA Score: 4 bullish, 6 bearish.
Price Growth
DT (@Packaged Software) experienced а -1.77% price change this week, while MANH (@Packaged Software) price change was -10.52% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -1.58%. For the same industry, the average monthly price growth was -3.30%, and the average quarterly price growth was +11.43%.
Reported Earning Dates
DT is expected to report earnings on Aug 05, 2026.
MANH is expected to report earnings on Jul 28, 2026.
Industries' Descriptions
@Packaged Software (-1.58% weekly)Packaged software comprises multiple software programs bundled together and sold as a group. For example, Microsoft Office includes multiple applications such as Excel, Word, and PowerPoint. In some cases, buying a bundled product is cheaper than purchasing each item individually[s20] . Microsoft Corporation, Oracle Corp. and Adobe are some major American packaged software makers.
| DT | MANH | DT / MANH | |
| Capitalization | 11.8B | 7.62B | 155% |
| EBITDA | 288M | 288M | 100% |
| Gain YTD | -6.645 | -25.711 | 26% |
| P/E Ratio | 74.93 | 36.06 | 208% |
| Revenue | 2.02B | 1.1B | 183% |
| Total Cash | 1.17B | 226M | 519% |
| Total Debt | 164M | 55.7M | 294% |
DT | MANH | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 66 | 66 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 78 Overvalued | 87 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 100 | |
SMR RATING 1..100 | 83 | 13 | |
PRICE GROWTH RATING 1..100 | 58 | 72 | |
P/E GROWTH RATING 1..100 | 9 | 83 | |
SEASONALITY SCORE 1..100 | n/a | 90 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
DT's Valuation (78) in the null industry is in the same range as MANH (87) in the Packaged Software industry. This means that DT’s stock grew similarly to MANH’s over the last 12 months.
DT's Profit vs Risk Rating (100) in the null industry is in the same range as MANH (100) in the Packaged Software industry. This means that DT’s stock grew similarly to MANH’s over the last 12 months.
MANH's SMR Rating (13) in the Packaged Software industry is significantly better than the same rating for DT (83) in the null industry. This means that MANH’s stock grew significantly faster than DT’s over the last 12 months.
DT's Price Growth Rating (58) in the null industry is in the same range as MANH (72) in the Packaged Software industry. This means that DT’s stock grew similarly to MANH’s over the last 12 months.
DT's P/E Growth Rating (9) in the null industry is significantly better than the same rating for MANH (83) in the Packaged Software industry. This means that DT’s stock grew significantly faster than MANH’s over the last 12 months.
| DT | MANH | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 61% | 2 days ago 68% |
| Stochastic ODDS (%) | 2 days ago 67% | 2 days ago 69% |
| Momentum ODDS (%) | 2 days ago 72% | 2 days ago 67% |
| MACD ODDS (%) | 2 days ago 69% | 2 days ago 67% |
| TrendWeek ODDS (%) | 2 days ago 68% | 2 days ago 69% |
| TrendMonth ODDS (%) | 2 days ago 71% | 2 days ago 73% |
| Advances ODDS (%) | 8 days ago 69% | 9 days ago 67% |
| Declines ODDS (%) | 13 days ago 71% | 7 days ago 66% |
| BollingerBands ODDS (%) | 2 days ago 77% | 2 days ago 74% |
| Aroon ODDS (%) | 2 days ago 72% | 2 days ago 77% |
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MANH and
Correlation & Price change
A.I.dvisor indicates that over the last year, MANH has been loosely correlated with DT. These tickers have moved in lockstep 65% of the time. This A.I.-generated data suggests there is some statistical probability that if MANH jumps, then DT could also see price increases.
| Ticker / NAME | Correlation To MANH | 1D Price Change % | ||
|---|---|---|---|---|
| MANH | 100% | -2.67% | ||
| DT - MANH | 65% Loosely correlated | -2.32% | ||
| WDAY - MANH | 64% Loosely correlated | -3.33% | ||
| FRSH - MANH | 63% Loosely correlated | +0.79% | ||
| INTA - MANH | 63% Loosely correlated | -2.06% | ||
| PCOR - MANH | 63% Loosely correlated | -2.50% | ||
More | ||||