☁️ Cloud market is a very interesting one. Even before AI it was expected to maintain a 15% CAGR by 2030 💰 Several ways to play the theme. Here are some examples sorted by net profit margin 1️⃣ CLOUD SERVICE PROVIDER 🇺🇸 Microsoft$Microsoft (MSFT.US)$35.9% 🇺🇸 Alphabet$Alphabet-A (GOOGL.US)$27.1% 🇺🇸 Oracle$Oracle (ORCL.US)$20.0% 🇺🇸 Amazon$Amazon (AMZN.US)$7.6% 🇫🇷 OVH$OVH (0220.MY)$-2.5% 2️⃣ DATA CENTER Build, manage, maintain 🇫🇷 Schneider 11.9% 🇺🇸 Equinix$Equinix Inc (EQIX.US)$11.6...
Manhattan Associates' strong accrual ratio and significant free cash flow are positive signs. The company's underlying earnings potential is considered as good as, or possibly even better, than the statutory profit suggests. The company's EPS is also growing strongly.
Analysts are optimistic about Manhattan Associates' transition to the cloud, expecting revenue growth and rapid scaling of its cloud subscription revenue and cash flow. The company's strong financial performance and execution are also praised.
Manhattan Associates' robust future growth prospects make it a darling for investors, justifying its elevated P/E ratio. This high valuation suggests the stock price is less likely to tumble in the near term.
Despite the slower EPS growth, the market's higher regard for Manhattan Associate's five-year EPS growth track is evident in its high P/E ratio, suggesting positive investor sentiment. The recent total shareholder return of 74% might hint at potential business momentum.
Manhattan Associates showed notable revenue growth and future projections, outperforming the other three companies. Despite meeting revenue predictions, Guidewire presented disappointing revenue guidance for the ensuing quarter.
Manhattan Associates Stock Forum
so your basically paying dollar per share according to earning I'm buyn for swing over 315
💰 Several ways to play the theme. Here are some examples sorted by net profit margin
1️⃣ CLOUD SERVICE PROVIDER
🇺🇸 Microsoft $Microsoft (MSFT.US)$ 35.9%
🇺🇸 Alphabet $Alphabet-A (GOOGL.US)$ 27.1%
🇺🇸 Oracle $Oracle (ORCL.US)$ 20.0%
🇺🇸 Amazon $Amazon (AMZN.US)$ 7.6%
🇫🇷 OVH $OVH (0220.MY)$ -2.5%
2️⃣ DATA CENTER
Build, manage, maintain
🇫🇷 Schneider 11.9%
🇺🇸 Equinix $Equinix Inc (EQIX.US)$ 11.6...
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