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MANH vs WDAY
Which Stock Would AI Choose? Manhattan Associates (MANH) vs. Workday (WDAY) Stock Comparison
Key Takeaways
- MANH reported Q2 2026 revenue of $297.8 million, reflecting 9.3% year-over-year growth driven by cloud subscriptions.
- WDAY experienced an 18% single-day surge in mid-August 2026 following reports of potential acquisition interest from Silver Lake.
- MANH shares have traded near 52-week highs with consistent outperformance relative to broader market benchmarks in recent weeks.
- WDAY fiscal 2026 full-year revenue reached $9.55 billion, up 13.1% year-over-year, supported by subscription growth.
- Both companies operate in the enterprise software sector but serve distinct verticals: supply chain optimization for MANH and human capital/financial management for WDAY.
- Recent market activity shows WDAY with higher volatility tied to merger speculation, while MANH exhibits steadier momentum indicators such as a golden cross formation.
Introduction
This comparison examines MANH and WDAY to highlight differences in business focus, recent price behavior, and market positioning within the enterprise software industry. Investors and traders evaluating technology stocks for exposure to cloud-based solutions, supply chain management, or human resources platforms may find the analysis relevant. The review draws on observable performance metrics and sector developments from recent market activity to provide a balanced perspective on relative strengths without projecting future outcomes.
MANH Overview and Recent Performance
Manhattan Associates provides warehouse management, transportation, and commerce software solutions primarily for retail and supply chain operations. In recent weeks, the stock has maintained strength near the upper end of its 52-week range, supported by second-quarter 2026 results that exceeded expectations with revenue of $297.8 million. Cloud subscription revenue contributed significantly to the 9.3% year-over-year increase. Technical indicators, including a golden cross formation noted in early August, have reinforced positive sentiment among momentum-focused participants. Broader market activity has kept shares resilient despite mixed one-year returns relative to major indices.
WDAY Overview and Recent Performance
Workday delivers cloud-based applications for human capital management and financial planning. Recent market activity featured a sharp 18% advance on August 13, 2026, following reports of acquisition discussions involving Silver Lake, marking the largest single-day gain in over a decade. Fiscal 2026 results showed total revenue of $9.55 billion, a 13.1% increase year-over-year, with subscription revenue growing 14.5%. The stock has since consolidated near $200 amid ongoing volatility, reflecting both the catalyst-driven move and subsequent profit-taking. Sector peers in cloud enterprise software have shown similar sensitivity to macroeconomic and deal-related news in recent weeks.
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Head-to-Head Comparison
MANH focuses on supply chain and warehouse optimization, offering exposure to retail and logistics digitalization, while WDAY targets human resources and finance automation with broad enterprise appeal. Growth drivers differ: MANH benefits from cloud migration in distribution networks, whereas WDAY draws from workforce management demand and recent merger speculation. Momentum in recent weeks favored WDAY with outsized gains tied to acquisition news, introducing elevated volatility compared with MANH’s steadier technical pattern. Sector exposure overlaps in cloud software yet diverges in end markets, creating distinct risk factors—supply chain cyclicality for MANH versus deal-related swings for WDAY. Market sentiment reflects these contrasts, with MANH showing consistent positioning and WDAY experiencing sharper sentiment shifts.
Tickeron AI Verdict
Based on observable factors including trend consistency and recent catalysts, Tickeron’s AI models would likely assign a modest probabilistic edge to WDAY in the near term due to the pronounced momentum following acquisition-related developments. However, elevated volatility associated with such events introduces uncertainty relative to MANH’s more stable technical profile. Any assessment remains conditional on evolving market data and does not constitute a definitive ranking.
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 disclaimer.
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 MANH is a Hold and WDAY is a Hold.
| MANH | WDAY | MANH / WDAY | |
| Capitalization | 11.8B | 44.8B | 26% |
| EBITDA | 289M | 1.76B | 16% |
| Gain YTD | 16.450 | -13.539 | -121% |
| P/E Ratio | 57.80 | 37.82 | 153% |
| Revenue | 1.13B | 10.2B | 11% |
| Total Cash | 186M | 3.4B | 5% |
| Total Debt | 53.9M | 3.77B | 1% |
MANH | WDAY | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 67 | 77 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 91 Overvalued | 70 Overvalued | |
PROFIT vs RISK RATING 1..100 | 83 | 100 | |
SMR RATING 1..100 | 14 | 54 | |
PRICE GROWTH RATING 1..100 | 38 | 40 | |
P/E GROWTH RATING 1..100 | 47 | 97 | |
SEASONALITY SCORE 1..100 | 48 | n/a |
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.
WDAY's Valuation (70) in the Information Technology Services industry is in the same range as MANH (91) in the Packaged Software industry. This means that WDAY’s stock grew similarly to MANH’s over the last 12 months.
MANH's Profit vs Risk Rating (83) in the Packaged Software industry is in the same range as WDAY (100) in the Information Technology Services industry. This means that MANH’s stock grew similarly to WDAY’s over the last 12 months.
MANH's SMR Rating (14) in the Packaged Software industry is somewhat better than the same rating for WDAY (54) in the Information Technology Services industry. This means that MANH’s stock grew somewhat faster than WDAY’s over the last 12 months.
MANH's Price Growth Rating (38) in the Packaged Software industry is in the same range as WDAY (40) in the Information Technology Services industry. This means that MANH’s stock grew similarly to WDAY’s over the last 12 months.
MANH's P/E Growth Rating (47) in the Packaged Software industry is somewhat better than the same rating for WDAY (97) in the Information Technology Services industry. This means that MANH’s stock grew somewhat faster than WDAY’s over the last 12 months.
| MANH | WDAY | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 63% | 2 days ago 62% |
| Stochastic ODDS (%) | 2 days ago 68% | 2 days ago 63% |
| Momentum ODDS (%) | 2 days ago 68% | 2 days ago 73% |
| MACD ODDS (%) | 2 days ago 62% | 2 days ago 69% |
| TrendWeek ODDS (%) | 2 days ago 69% | 2 days ago 71% |
| TrendMonth ODDS (%) | 2 days ago 70% | 2 days ago 64% |
| Advances ODDS (%) | 10 days ago 69% | 10 days ago 58% |
| Declines ODDS (%) | 2 days ago 68% | 3 days ago 71% |
| BollingerBands ODDS (%) | 2 days ago 56% | 2 days ago 67% |
| Aroon ODDS (%) | 2 days ago 64% | 2 days ago 68% |
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 overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
MANH’s FA Score shows that 1 FA rating(s) are green while WDAY’s FA Score has 0 green FA rating(s).
- MANH’s FA Score: 1 green, 4 red.
- WDAY’s FA Score: 0 green, 5 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.
MANH’s TA Score shows that 4 TA indicator(s) are bullish while WDAY’s TA Score has 5 bullish TA indicator(s).
- MANH’s TA Score: 4 bullish, 5 bearish.
- WDAY’s TA Score: 5 bullish, 4 bearish.
Price Growth
MANH (@Packaged Software) experienced а -5.59% price change this week, while WDAY (@Packaged Software) price change was -5.15% for the same time period.
The average weekly price growth across all stocks in the @Packaged Software industry was -4.16%. For the same industry, the average monthly price growth was -6.20%, and the average quarterly price growth was +3.48%.
Reported Earning Dates
MANH is expected to report earnings on Oct 27, 2026.
WDAY is expected to report earnings on Dec 01, 2026.
Industries' Descriptions
@Packaged Software (-4.16% 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.
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MANH and
Correlation & Price change
A.I.dvisor indicates that over the last year, MANH has been closely correlated with WDAY. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if MANH jumps, then WDAY could also see price increases.
| Ticker / NAME | Correlation To MANH | 1D Price Change % | ||
|---|---|---|---|---|
| MANH | 100% | -1.56% | ||
| WDAY - MANH | 68% Closely correlated | +0.33% | ||
| PAYX - MANH | 67% Closely correlated | +0.54% | ||
| PCTY - MANH | 66% Closely correlated | -0.84% | ||
| BLKB - MANH | 66% Closely correlated | +2.85% | ||
| DT - MANH | 66% Closely correlated | -0.68% | ||
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WDAY and
Correlation & Price change
A.I.dvisor indicates that over the last year, WDAY has been closely correlated with CRM. These tickers have moved in lockstep 77% of the time. This A.I.-generated data suggests there is a high statistical probability that if WDAY jumps, then CRM could also see price increases.
| Ticker / NAME | Correlation To WDAY | 1D Price Change % | ||
|---|---|---|---|---|
| WDAY | 100% | +0.33% | ||
| CRM - WDAY | 77% Closely correlated | +1.94% | ||
| ADBE - WDAY | 75% Closely correlated | +1.37% | ||
| FRSH - WDAY | 73% Closely correlated | +0.17% | ||
| INTU - WDAY | 73% Closely correlated | +2.81% | ||
| PCTY - WDAY | 71% Closely correlated | -0.84% | ||
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