Comprehensive Stock Comparison
Compare ReposiTrak, Inc. (TRAK) vs Manhattan Associates, Inc. (MANH) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | TRAK | 10.5% revenue growth vs MANH's 3.7% |
| Value | TRAK | Lower P/E (23.8x vs 26.0x), PEG 0.70 vs 1.21 |
| Quality / Margins | TRAK | 30.9% net margin vs MANH's 20.3% |
| Stability / Safety | TRAK | Beta 0.80 vs MANH's 1.37, lower leverage |
| Dividends | TRAK | 1.0% yield; MANH pays no meaningful dividend |
| Momentum (1Y) | MANH | -23.4% vs TRAK's -55.3% |
| Efficiency (ROA) | MANH | 26.2% ROA vs TRAK's 12.9%, ROIC 236.8% vs 21.4% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Valuation efficiency (growth/$)
Defensive / Recession hedge
Business Model
What each company does and how it makes money
ReposiTrak is a software-as-a-service provider offering supply chain compliance and food safety solutions for the grocery and retail industries. It generates revenue primarily through SaaS subscriptions for its compliance tracking, supplier management, and B2B e-commerce platforms — with additional income from professional consulting services. The company's competitive advantage lies in its specialized focus on food safety regulatory compliance, creating a sticky ecosystem where both retailers and their suppliers must use its platform to meet stringent industry requirements.
Manhattan Associates is a supply chain and omnichannel commerce software provider that helps companies manage inventory, logistics, and retail operations. It generates revenue primarily through software license sales (~40%), maintenance and support services (~35%), and professional implementation services (~25%). The company's competitive advantage lies in its deep domain expertise and integrated platform approach—spanning warehouse management, transportation, and omnichannel solutions—which creates switching costs for enterprise clients.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
TRAK leads in 2 of 6 categories (Financial Metrics, Valuation Metrics). MANH leads in 2 (Profitability & Efficiency, Analyst Outlook). 2 tied.
Financial Metrics (TTM)
MANH is the larger business by revenue, generating $1.1B annually — 46.0x TRAK's $24M. TRAK is the more profitable business, keeping 30.9% of every revenue dollar as net income compared to MANH's 20.3%.
| Metric | TRAKReposiTrak, Inc. | MANHManhattan Associa… |
|---|---|---|
| RevenueTrailing 12 months | $24M | $1.1B |
| EBITDAEarnings before interest/tax | $8M | $286M |
| Net IncomeAfter-tax profit | $7M | $220M |
| Free Cash FlowCash after capex | $7M | $374M |
| Gross MarginGross profit ÷ Revenue | +85.0% | +55.9% |
| Operating MarginEBIT ÷ Revenue | +30.2% | +25.9% |
| Net MarginNet income ÷ Revenue | +30.9% | +20.3% |
| FCF MarginFCF ÷ Revenue | +29.1% | +34.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | +6.7% | +5.7% |
| EPS Growth (YoY)Latest quarter vs prior year | +13.2% | +11.7% |
Valuation Metrics
At 24.9x trailing earnings, TRAK trades at a 34% valuation discount to MANH's 37.6x P/E. Adjusting for growth (PEG ratio), TRAK offers better value at 0.73x vs MANH's 1.75x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | TRAKReposiTrak, Inc. | MANHManhattan Associa… |
|---|---|---|
| Market CapShares × price | $158M | $8.1B |
| Enterprise ValueMkt cap + debt − cash | $130M | $7.9B |
| Trailing P/EPrice ÷ TTM EPS | 24.86x | 37.62x |
| Forward P/EPrice ÷ next-FY EPS est. | 23.84x | 25.97x |
| PEG RatioP/E ÷ EPS growth rate | 0.73x | 1.75x |
| EV / EBITDAEnterprise value multiple | 17.43x | 27.29x |
| Price / SalesMarket cap ÷ Revenue | 7.01x | 7.49x |
| Price / BookPrice ÷ Book value/share | 3.36x | 26.27x |
| Price / FCFMarket cap ÷ FCF | 18.85x | 21.67x |
Profitability & Efficiency
MANH delivers a 69.9% return on equity — every $100 of shareholder capital generates $70 in annual profit, vs $15 for TRAK. TRAK carries lower financial leverage with a 0.01x debt-to-equity ratio, signaling a more conservative balance sheet compared to MANH's 0.36x. On the Piotroski fundamental quality scale (0–9), TRAK scores 7/9 vs MANH's 6/9, reflecting strong financial health.
| Metric | TRAKReposiTrak, Inc. | MANHManhattan Associa… |
|---|---|---|
| ROE (TTM)Return on equity | +14.6% | +69.9% |
| ROA (TTM)Return on assets | +12.9% | +26.2% |
| ROICReturn on invested capital | +21.4% | +2.4% |
| ROCEReturn on capital employed | +12.9% | +76.3% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 6 |
| Debt / EquityFinancial leverage | 0.01x | 0.36x |
| Net DebtTotal debt minus cash | -$28M | -$216M |
| Cash & Equiv.Liquid assets | $29M | $329M |
| Total DebtShort + long-term debt | $509,973 | $112M |
| Interest CoverageEBIT ÷ Interest expense | 165.50x | — |
Total Returns (with DRIP)
A $10,000 investment in TRAK five years ago would be worth $14,138 today (with dividends reinvested), compared to $10,428 for MANH. Over the past 12 months, MANH leads with a -23.4% total return vs TRAK's -55.3%. The 3-year compound annual growth rate (CAGR) favors TRAK at 13.4% vs MANH's -2.0% — a key indicator of consistent wealth creation.
| Metric | TRAKReposiTrak, Inc. | MANHManhattan Associa… |
|---|---|---|
| YTD ReturnYear-to-date | -26.5% | -19.0% |
| 1-Year ReturnPast 12 months | -55.3% | -23.4% |
| 3-Year ReturnCumulative with dividends | +45.8% | -5.8% |
| 5-Year ReturnCumulative with dividends | +41.4% | +4.3% |
| 10-Year ReturnCumulative with dividends | -1.8% | +145.1% |
| CAGR (3Y)Annualised 3-year return | +13.4% | -2.0% |
Risk & Volatility
TRAK is the less volatile stock with a 0.80 beta — it tends to amplify market swings less than MANH's 1.37 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. MANH currently trades 54.8% from its 52-week high vs TRAK's 36.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | TRAKReposiTrak, Inc. | MANHManhattan Associa… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.80x | 1.37x |
| 52-Week HighHighest price in past year | $23.72 | $247.22 |
| 52-Week LowLowest price in past year | $8.11 | $127.86 |
| % of 52W HighCurrent price vs 52-week peak | +36.7% | +54.8% |
| RSI (14)Momentum oscillator 0–100 | 31.1 | 42.0 |
| Avg Volume (50D)Average daily shares traded | 78K | 696K |
Analyst Outlook
Wall Street rates TRAK as "Buy" and MANH as "Buy". Consensus price targets imply 175.9% upside for TRAK (target: $24) vs 71.1% for MANH (target: $232). TRAK is the only dividend payer here at 0.99% yield — a key consideration for income-focused portfolios.
| Metric | TRAKReposiTrak, Inc. | MANHManhattan Associa… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $24.00 | $231.71 |
| # AnalystsCovering analysts | 1 | 15 |
| Dividend YieldAnnual dividend ÷ price | +1.0% | — |
| Dividend StreakConsecutive years of raises | 0 | 2 |
| Dividend / ShareAnnual DPS | $0.09 | — |
| Buyback YieldShare repurchases ÷ mkt cap | +2.0% | +3.9% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Mar 20 | Feb 26 | Change |
|---|---|---|---|
| ReposiTrak, Inc. (TRAK) | 100 | 214.57 | +114.6% |
| Manhattan Associate… (MANH) | 100 | 220.53 | +120.5% |
ReposiTrak, Inc. (TRAK) returned +41% over 5 years vs Manhattan Associate… (MANH)'s +4%. A $10,000 investment in TRAK 5 years ago would be worth $14,138 today (including dividends reinvested).
Chart 2Revenue Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| ReposiTrak, Inc. (TRAK) | $14M | $23M | +61.3% |
| Manhattan Associate… (MANH) | $605M | $1.1B | +78.9% |
ReposiTrak, Inc.'s revenue grew from $14M (2016) to $23M (2025) — a 5.5% CAGR. Manhattan Associates, Inc.'s revenue grew from $605M (2016) to $1.1B (2025) — a 6.7% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| ReposiTrak, Inc. (TRAK) | 4.8% | 30.9% | +548.9% |
| Manhattan Associate… (MANH) | 20.5% | 20.3% | -1.0% |
ReposiTrak, Inc.'s net margin went from 5% (2016) to 31% (2025). Manhattan Associates, Inc.'s net margin went from 21% (2016) to 20% (2025).
Chart 4P/E Ratio History — 9 Years
| Stock | 2017 | 2025 | Change |
|---|---|---|---|
| ReposiTrak, Inc. (TRAK) | 50.3 | 35.3 | -29.8% |
| Manhattan Associate… (MANH) | 29.5 | 48.1 | +63.1% |
ReposiTrak, Inc. has traded in a 27x–76x P/E range over 9 years; current trailing P/E is ~25x. Manhattan Associates, Inc. has traded in a 27x–90x P/E range over 9 years; current trailing P/E is ~38x.
Chart 5EPS Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| ReposiTrak, Inc. (TRAK) | 0.03 | 0.35 | +905.7% |
| Manhattan Associate… (MANH) | 1.72 | 3.6 | +109.3% |
ReposiTrak, Inc.'s EPS grew from $0.03 (2016) to $0.35 (2025) — a 29% CAGR. Manhattan Associates, Inc.'s EPS grew from $1.72 (2016) to $3.60 (2025) — a 9% CAGR.
Chart 6Free Cash Flow — 5 Years
ReposiTrak, Inc. generated $8M FCF in 2025 (+65% vs 2021). Manhattan Associates, Inc. generated $374M FCF in 2025 (+106% vs 2021).
TRAK vs MANH: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is TRAK or MANH a better buy right now?
ReposiTrak, Inc. (TRAK) offers the better valuation at 24.9x trailing P/E (23.8x forward), making it the more compelling value choice. Analysts rate ReposiTrak, Inc. (TRAK) a "Buy" — based on 1 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.
02Which has the better valuation — TRAK or MANH?
On trailing P/E, ReposiTrak, Inc. (TRAK) is the cheapest at 24.9x versus Manhattan Associates, Inc. at 37.6x. On forward P/E, ReposiTrak, Inc. is actually cheaper at 23.8x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: ReposiTrak, Inc. wins at 0.70x versus Manhattan Associates, Inc.'s 1.21x — a PEG below 1.0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — TRAK or MANH?
Over the past 5 years, ReposiTrak, Inc. (TRAK) delivered a total return of +41.4%, compared to +4.3% for Manhattan Associates, Inc. (MANH). A $10,000 investment in TRAK five years ago would be worth approximately $14K today (assuming dividends reinvested). Over 10 years, the gap is even starker: MANH returned +145.1% versus TRAK's -1.8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — TRAK or MANH?
By beta (market sensitivity over 5 years), ReposiTrak, Inc. (TRAK) is the lower-risk stock at 0.80β versus Manhattan Associates, Inc.'s 1.37β — meaning MANH is approximately 72% more volatile than TRAK relative to the S&P 500. On balance sheet safety, ReposiTrak, Inc. (TRAK) carries a lower debt/equity ratio of 1% versus 36% for Manhattan Associates, Inc. — giving it more financial flexibility in a downturn.
05Which has better profit margins — TRAK or MANH?
ReposiTrak, Inc. (TRAK) is the more profitable company, earning 30.9% net margin versus 20.3% for Manhattan Associates, Inc. — meaning it keeps 30.9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: TRAK leads at 27.5% versus 26.1% for MANH. At the gross margin level — before operating expenses — TRAK leads at 83.7%, 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.
06Is TRAK or MANH more undervalued right now?
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, ReposiTrak, Inc. (TRAK) is the more undervalued stock at a PEG of 0.70x versus Manhattan Associates, Inc.'s 1.21x. A PEG below 1.0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, ReposiTrak, Inc. (TRAK) trades at 23.8x forward P/E versus 26.0x for Manhattan Associates, Inc. — 2.1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for TRAK: 175.9% to $24.00.
07Which pays a better dividend — TRAK or MANH?
In this comparison, TRAK (1.0% yield) pays a dividend. MANH does not pay a meaningful dividend and should not be held primarily for income.
08Is TRAK or MANH better for a retirement portfolio?
For long-horizon retirement investors, ReposiTrak, Inc. (TRAK) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.80), 1.0% yield). Both have compounded well over 10 years (TRAK: -1.8%, 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.
09What are the main differences between TRAK and MANH?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. TRAK pays a dividend while MANH does not, making them suitable for different income and tax situations. 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.
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