Q: Both KXS and MANH offer software solutions to manage supply chains.
KXS has low single digit operating margins and ROIC.
MANH has high operating margins (20%+), and high ROIC (40%+).
They have similar gross profit margins (~50-60%), and in fact, KXS is the higher of the 2. In comparison, is KXS "bleeding" money on certain expenditures that MANH is not, or why does MANH screen so much better? What is MANH doing different that has allowed its stock to grow over 3x the CAGR of KXS over the past 5 years?
If your investable universe included US stocks, would you side with MANH going forward as a replacement to KXS in your model portfolio?
Thanks,
KXS has low single digit operating margins and ROIC.
MANH has high operating margins (20%+), and high ROIC (40%+).
They have similar gross profit margins (~50-60%), and in fact, KXS is the higher of the 2. In comparison, is KXS "bleeding" money on certain expenditures that MANH is not, or why does MANH screen so much better? What is MANH doing different that has allowed its stock to grow over 3x the CAGR of KXS over the past 5 years?
If your investable universe included US stocks, would you side with MANH going forward as a replacement to KXS in your model portfolio?
Thanks,
Q: Can you provide an updated view and outlook for Manhattan Associates?
Q: Last week on BNN market, call Jason Del vicario, was asked the question on kxs . He suggested that the caller look at MANH in the US instead.
Can you give an opinion on Manh vs kxs and if u could only buy one which would you buy?
He also mentioned that there is no withholding tax for Canadians on dividends from UK and Hong Kong domiciled stocks
Can you confirm this thank you
Can you give an opinion on Manh vs kxs and if u could only buy one which would you buy?
He also mentioned that there is no withholding tax for Canadians on dividends from UK and Hong Kong domiciled stocks
Can you confirm this thank you