Analyzing Dropbox (NASDAQ:DBX) and Manhattan Associates (NASDAQ:MANH)
Analyzing Dropbox (NASDAQ:DBX) and Manhattan Associates (NASDAQ:MANH)
Dropbox (NASDAQ:DBX – Get Rating) and Manhattan Associates (NASDAQ:MANH – Get Rating) are both mid-cap computer and technology companies, but which is the superior investment? We will contrast the two companies based on the strength of their analyst recommendations, profitability, risk, institutional ownership, dividends, valuation and earnings.
Dropbox(纳斯达克：DBX-GET评级)和曼哈顿联营公司(纳斯达克：MANH-GET评级)都是中等市值的计算机和科技公司，但哪一家是更好的投资？我们将根据这两家公司的分析师建议、盈利能力、风险、机构所有权、股息、估值和收益的强弱对它们进行比较。
Risk & Volatility
风险与波动性
Dropbox has a beta of 0.84, indicating that its share price is 16% less volatile than the S&P 500. Comparatively, Manhattan Associates has a beta of 1.84, indicating that its share price is 84% more volatile than the S&P 500.
Dropbox的贝塔系数为0.84，表明其股价的波动性比标准普尔500指数低16%。相比之下，曼哈顿联营公司的贝塔系数为1.84，这表明其股价的波动性比标准普尔500指数高84%。
Valuation and Earnings
估值和收益
This table compares Dropbox and Manhattan Associates' top-line revenue, earnings per share (EPS) and valuation.
该表格比较了Dropbox和曼哈顿联营公司的营收、每股收益(EPS)和估值。
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Dropbox | $2.16 billion | 3.67 | $335.80 million | $0.89 | 23.70 |
| Manhattan Associates | $663.64 million | 12.62 | $110.47 million | $1.86 | 71.79 |
| 总收入 | 价格/销售额比 | 净收入 | 每股收益 | 市盈率 | |
| Dropbox | 21.6亿美元 | 3.67 | 3.358亿美元 | $0.89 | 23.70 |
| 曼哈顿合伙人 | 6.6364亿美元 | 12.62 | 1.1047亿美元 | $1.86 | 71.79 |
Insider & Institutional Ownership
内部人与机构所有权
60.6% of Dropbox shares are owned by institutional investors. Comparatively, 97.4% of Manhattan Associates shares are owned by institutional investors. 25.1% of Dropbox shares are owned by insiders. Comparatively, 0.8% of Manhattan Associates shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.
Dropbox 60.6%的股份由机构投资者持有。相比之下，曼哈顿联营公司97.4%的股份由机构投资者持有。Dropbox 25.1%的股份由内部人士持有。相比之下，曼哈顿联营公司0.8%的股份由内部人士持有。强大的机构持股表明，捐赠基金、大型基金管理公司和对冲基金相信，一只股票有望实现长期增长。
Analyst Recommendations
分析师建议
This is a breakdown of current ratings and price targets for Dropbox and Manhattan Associates, as provided by MarketBeat.
这是MarketBeat提供的Dropbox和曼哈顿联营公司目前的评级和目标价细目。
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Dropbox | 0 | 2 | 3 | 0 | 2.60 |
| Manhattan Associates | 0 | 0 | 4 | 0 | 3.00 |
| 销售评级 | 保持评级 | 购买评级 | 强劲的买入评级 | 评级分数 | |
| Dropbox | 0 | 2 | 3 | 0 | 2.60 |
| 曼哈顿合伙人 | 0 | 0 | 4 | 0 | 3.00 |
Dropbox presently has a consensus target price of $28.83, suggesting a potential upside of 36.72%. Manhattan Associates has a consensus target price of $178.75, suggesting a potential upside of 33.87%. Given Dropbox's higher probable upside, equities analysts clearly believe Dropbox is more favorable than Manhattan Associates.
Dropbox目前的共识目标价为28.83美元，暗示潜在上涨36.72%。曼哈顿联合公司的一致目标价为178.75美元，这意味着潜在的上行空间为33.87%。鉴于Dropbox的上行可能性更高，股票分析师显然认为Dropbox比曼哈顿联营公司更有利。
Profitability
盈利能力
This table compares Dropbox and Manhattan Associates' net margins, return on equity and return on assets.
下表比较了Dropbox和曼哈顿联营公司的净利润率、股本回报率和资产回报率。
| Net Margins | Return on Equity | Return on Assets | |
| Dropbox | 15.19% | -94.26% | 11.45% |
| Manhattan Associates | 16.67% | 51.87% | 22.82% |
| 净利润率 | 股本回报率 | 资产回报率 | |
| Dropbox | 15.19% | -94.26% | 11.45% |
| 曼哈顿合伙人 | 16.67% | 51.87% | 22.82% |
Summary
摘要
Manhattan Associates beats Dropbox on 10 of the 14 factors compared between the two stocks.
曼哈顿联营公司在比较两只股票的14个因素中有10个超过了Dropbox。
About Dropbox
关于Dropbox
(Get Rating)
(获取评级)
Dropbox, Inc. provides a content collaboration platform worldwide. Its platform allows individuals, families, teams, and organizations to collaborate and sign up for free through its website or app, as well as upgrade to a paid subscription plan for premium features. As of December 31, 2021, the company had approximately 700 million registered users. It serves customers in professional services, technology, media, education, industrial, consumer and retail, and financial services industries. The company was formerly known as Evenflow, Inc. and changed its name to Dropbox, Inc. in October 2009. Dropbox, Inc. was incorporated in 2007 and is headquartered in San Francisco, California.
Dropbox，Inc.在全球范围内提供内容协作平台。它的平台允许个人、家庭、团队和组织通过其网站或应用程序免费协作和注册，以及升级到付费订阅计划以获得高级功能。截至2021年12月31日，该公司拥有约7亿注册用户。它为专业服务、技术、媒体、教育、工业、消费和零售以及金融服务行业的客户提供服务。该公司前身为Evenflow，Inc.，并于2009年10月更名为Dropbox，Inc.。Dropbox，Inc.成立于2007年，总部位于加利福尼亚州旧金山。
About Manhattan Associates
关于曼哈顿联营公司
(Get Rating)
(获取评级)
Manhattan Associates, Inc. develops, sells, deploys, services, and maintains software solutions to manage supply chains, inventory, and omni-channel operations. It offers Manhattan SCALE, a portfolio of logistics execution solutions that provide trading partner management, yard management, optimization, warehouse management, and transportation execution services; and Manhattan Active, a set of enterprise and store omni-channel solutions. The company also provides inventory optimization, planning, and allocation solutions; maintenance services comprising customer support services and software enhancements; professional services, such as solutions planning and implementation, and related consulting services; and training and change management services. In addition, it resells computer hardware, radio frequency terminal networks, radio frequency identification chip readers, bar code printers and scanners, and other peripherals. The company offers products through direct sales personnel, as well as through partnership agreements with various organizations. It serves grocery, food and beverage, manufacturing, medical and pharmaceutical, retail, third-party logistics, and wholesale industries. The company operates in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. Manhattan Associates, Inc. was founded in 1990 and is headquartered in Atlanta, Georgia.
曼哈顿联合公司开发、销售、部署、服务和维护软件解决方案，以管理供应链、库存和全渠道运营。它提供曼哈顿规模，这是一系列物流执行解决方案，提供贸易伙伴管理、堆场管理、优化、仓库管理和运输执行服务；以及曼哈顿主动，这是一套企业和商店全渠道解决方案。该公司还提供库存优化、计划和分配解决方案；维护服务，包括客户支持服务和软件增强；专业服务，如解决方案规划和实施，以及相关咨询服务；以及培训和变更管理服务。此外，它还转售计算机硬件、射频终端网络、射频识别芯片读取器、条形码打印机和扫描仪等外围设备。该公司通过直销人员以及与各种组织的合作协议提供产品。它服务于食品杂货、食品和饮料、制造业、医疗和制药、零售、第三方物流和批发行业。该公司在美洲、欧洲、中东、非洲和亚太地区开展业务。曼哈顿联合公司成立于1990年，总部设在佐治亚州的亚特兰大。
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