Manhattan Associates Inc vs Palo Alto Networks Inc — how do they compare? Manhattan Associates Inc trades at $204.89 (market cap $12.06B), while Palo Alto Networks Inc trades at $418.78 (market cap $331.76B). The key difference: Palo Alto Networks Inc is far larger — about 27.5× Manhattan Associates Inc's market cap, and Palo Alto Networks Inc is trading nearer its 52-week high, Manhattan Associates Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Manhattan Associates Inc for 12 Days and Palo Alto Networks Inc for 82 Days on average.
| MANH | PANW | |
|---|---|---|
Market Cap | $12.06B | $331.76B |
Volume | 376,150 | 3,886,927 |
Sector | Technology | Technology |
52-Week High | $223.76 | $419.91 |
52-Week Low | $120.88 | $141.67 |
Typical Hold Time | 12 Days | 82 Days |
Enterprise Value | $11.93B | $331.19B |
Signals from Pluang's Aura AI — not financial advice
MANH trades at $204.89, up 1.38% on the day, with a bullish technical trend and strong profitability metrics including a 96.38% ROE and 18.67% net income margin. The stock has consistently beaten earnings estimates in recent quarters, though high valuation ratios like a P/E of 59.26 suggest premium pricing. Recent news includes a mix of positive product launches and ongoing legal investigations into fiduciary duties.
The outlook is cautiously optimistic, supported by analyst consensus and solid fundamentals, but risks include the high valuation, potential legal overhangs, and a projected decline in net income for 2026. Upside potential exists toward the $210.50 consensus target if execution remains strong.
Palo Alto Networks trades at $398.50, down 1.7% today but remains near recent highs. The stock shows strong technical momentum with bullish moving averages and has beaten earnings estimates for three consecutive quarters. Revenue growth continues at $9.22 billion for 2025, though profitability metrics show mixed results with high gross margins but modest net income margins. The company's AI security initiatives are driving positive media coverage and investor optimism.
Outlook remains positive given strong analyst consensus (72% buy ratings) and AI-driven cybersecurity demand, but premium valuations and execution risks warrant caution. The stock trades near its consensus price target of $398.70, suggesting limited near-term upside without significant earnings acceleration or multiple expansion.
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Manhattan Associates, Inc. is a global leader in supply chain and omnichannel commerce software. The company provides a comprehensive suite of cloud-based and on-premise solutions for warehouse management (WMS), transportation management (TMS), and order management (OMS). MANH's technology helps retailers, wholesalers, and manufacturers manage inventory, optimize logistics, and unify the shopping experience across physical and digital channels.
Read more on MANH →Palo Alto Networks is a pure-play cybersecurity vendor that sells security appliances, subscriptions, and support into enterprises, government entities, and service providers. The company's product portfolio includes firewall appliances, virtual firewalls, endpoint protection, cloud security, and cybersecurity analytics. The Santa Clara, California, firm was established in 2005 and sells its products worldwide.
Read more on PANW →