INTA vs MANH vs VEEV vs PCTY

For growth investors, Intapp, Inc.

(INTA) is the stronger pick with 17. 1% revenue growth year-over-year, versus 3. 7% for Manhattan Associates, Inc. (MANH). Paylocity Holding Corporation (PCTY) offers the better valuation at 27. 1x trailing P/E (14. 0x forward), making it the more compelling value choice. Analysts rate Intapp, Inc. (INTA) a "Buy" — based on 12 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Paylocity Holding Corporation (PCTY) is the cheapest at 27.

1x versus Manhattan Associates, Inc. at 39. 9x. On forward P/E, Paylocity Holding Corporation is actually cheaper at 14. 0x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Paylocity Holding Corporation wins at 0. 50x versus Manhattan Associates, Inc. 's 1. 25x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, Manhattan Associates, Inc.

(MANH) delivered a total return of +8. 1%, compared to -35. 3% for Veeva Systems Inc. (VEEV). Over 10 years, the gap is even starker: VEEV returned +519. 4% versus INTA's -14. 4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Paylocity Holding Corporation (PCTY) is the lower-risk stock at 0.

43β versus Manhattan Associates, Inc. 's 1. 10β — meaning MANH is approximately 157% more volatile than PCTY relative to the S&P 500. On balance sheet safety, Veeva Systems Inc. (VEEV) carries a lower debt/equity ratio of 1% versus 36% for Manhattan Associates, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Intapp, Inc.

(INTA) is pulling ahead at 17. 1% versus 3. 7% for Manhattan Associates, Inc. (MANH). On earnings-per-share growth, the picture is similar: Intapp, Inc. grew EPS 48. 9% year-over-year, compared to 2. 6% for Manhattan Associates, Inc.. Over a 3-year CAGR, PCTY leads at 23. 2% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Veeva Systems Inc.

(VEEV) is the more profitable company, earning 28. 4% net margin versus -3. 6% for Intapp, Inc. — meaning it keeps 28. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: VEEV leads at 28. 7% versus -5. 4% for INTA. At the gross margin level — before operating expenses — VEEV leads at 75. 5%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Paylocity Holding Corporation (PCTY) is the more undervalued stock at a PEG of 0. 50x versus Manhattan Associates, Inc. 's 1. 25x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Paylocity Holding Corporation (PCTY) trades at 14. 0x forward P/E versus 26. 8x for Manhattan Associates, Inc. — 12. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for VEEV: 66. 5% to $280. 10.

None of the stocks in this comparison currently pay a material dividend.

All are effectively zero-yield and should be held for capital appreciation rather than income.

For long-horizon retirement investors, Paylocity Holding Corporation (PCTY) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

43), +218. 2% 10Y return). Both have compounded well over 10 years (PCTY: +218. 2%, MANH: +145. 1%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

These companies operate in different sectors (INTA (Technology) and MANH (Technology) and VEEV (Healthcare) and PCTY (Technology)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: INTA is a small-cap high-growth stock; MANH is a small-cap quality compounder stock; VEEV is a mid-cap high-growth stock; PCTY is a small-cap quality compounder stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.