CACI vs Manhattan Associates
This page compares CACI and Manhattan Associates, outlining their business models, financial performance, and market context. It presents a neutral view of how each company operates, the industries they serve, and the factors that shape their competitive positions. The aim is to inform but not to advise, with data-driven context for readers seeking understanding. Educational content, not financial advice.
This page compares CACI and Manhattan Associates, outlining their business models, financial performance, and market context. It presents a neutral view of how each company operates, the industries th...
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Explore BasketWhich Baskets Do They Appear In?
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Explore BasketInvestment Analysis
CACI
CACI
Pros
- CACI International reported a 12.64% revenue increase in 2025 to $8.63 billion, alongside a 19.03% rise in earnings to nearly $500 million, showing strong financial growth.
- The company holds a strong market position in technology and cyber solutions with a broad geographic footprint including the US, UK, and Europe.
- Analysts’ consensus is positive with a 'Strong Buy' rating and an average price target indicating approximately 9-14% upside potential over the next 12 months.
Considerations
- CACI's net profit margin is moderate at around 5.7%, with a debt-to-equity ratio of 69%, indicating considerable leverage that could increase financial risk.
- Despite strong fundamentals, CACI’s stock price volatility has been high with a beta of 0.66 and fluctuations within a wide 52-week trading range.
- The company’s growth appears tied to government and defence contracts, which can be subject to political and budgetary uncertainties impacting future revenue stability.
Pros
- Manhattan Associates specialises in supply chain and inventory management software with a market cap of over $12 billion, indicating substantial market presence.
- The company generated solid long-term shareholder returns with a nearly 18% gain over the past three years, reflecting steady investor confidence.
- Despite higher valuation multiples, Manhattan’s leadership in omni-channel supply chain solutions positions it well to benefit from increasing digital transformation trends.
Considerations
- Manhattan Associates trades at a very high price-to-book ratio of 70, a significant premium compared to peers, suggesting potentially stretched valuation.
- The price-to-earnings ratio of 57.43 is substantially higher than industry averages, which could reflect elevated expectations and limited margin for error.
- As a small-cap company, Manhattan may face greater market liquidity risks and increased volatility relative to larger competitors in the technology sector.
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