Manhattan Associates vs TIM

Manhattan Associates, Inc. and TIM S.A. are compared on business models, financial performance, and market context. This page presents neutral, accessible information to help readers understand each company's strategy, offerings, and position in the industry. Educational content, not financial advice.

Manhattan Associates, Inc. and TIM S.A. are compared on business models, financial performance, and market context. This page presents neutral, accessible information to help readers understand each c...

About The Companies

Manhattan Associates (MANH)

Manhattan Associates, Inc. (MANH) is a US‑based enterprise software company specialising in supply‑chain and omnichannel commerce solutions. Its platforms—covering warehouse, transportation, inventory and order management—help retailers, manufacturers and logistics providers coordinate fulfilment across channels. Over recent years Manhattan has shifted from licence sales to a recurring, cloud‑centric subscription model, improving revenue visibility and margins. Growth drivers include rising e‑commerce volumes, retailers’ need for real‑time inventory and fulfilment optimisation, and ongoing digitalisation of supply chains. At a market capitalisation of about $12.33bn, it sits in the mid‑cap enterprise software space with solid cash generation but exposure to cyclical customer spending. Key risks include strong competition from larger cloud providers and niche vendors, implementation complexity, customer churn and sensitivity to macroeconomic slowdowns. This summary is general educational information only and not personalised investment advice; investors should assess their own goals and consider seeking professional guidance.

TIM (TIMB)

TIM S.A. (ticker: TIMB) is a major Brazilian telecommunications operator offering mobile services, fixed broadband, and related digital products. With a market capitalisation around $10.6 billion, the company benefits from large subscriber bases and steady demand for mobile data, but faces an intensely competitive domestic market and regulatory oversight. Key growth drivers for investors to watch include 5G rollout, fibre broadband expansion, and monetisation of data and value‑added services. The business is capital‑intensive and sensitive to macro developments in Brazil — including currency moves, consumer spending and interest rates — which can affect margins and investment capacity. Balance‑sheet health, ARPU trends and network investment plans are useful metrics for evaluating prospects. This description is for educational purposes only and not personalised investment advice; telecom shares can be volatile and past performance is not indicative of future returns. Consider your own objectives and risk tolerance before making investment decisions.

Comparison Snapshot

Key Financial Metrics

MANH

Metric

TIMB

$10.47B

Market Cap

$10.46B

29.67%

Potential Profit

5.48%

Buy

Analyst Rating

Hold

Which Baskets Do They Appear In?

Supply Chain Stocks: May Tariff Impacts Drive Growth?

The continued contraction of the U.S. manufacturing sector, heavily influenced by tariff wars, underscores the challenges facing domestic producers. This environment may create investment opportunities in companies that provide solutions for supply chain optimization and cost reduction.

Published: September 3, 2025

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Supply Chain Chokepoints

These companies control essential, non-replicable parts of global production that entire industries depend on. Carefully selected by our analysts, this collection features businesses with unique monopoly-like positions that give them exceptional pricing power and hard-to-beat competitive advantages.

Published: June 17, 2025

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Which Baskets Do They Appear In?

Supply Chain Stocks: May Tariff Impacts Drive Growth?

The continued contraction of the U.S. manufacturing sector, heavily influenced by tariff wars, underscores the challenges facing domestic producers. This environment may create investment opportunities in companies that provide solutions for supply chain optimization and cost reduction.

Published: September 3, 2025

Explore Basket

Supply Chain Chokepoints

These companies control essential, non-replicable parts of global production that entire industries depend on. Carefully selected by our analysts, this collection features businesses with unique monopoly-like positions that give them exceptional pricing power and hard-to-beat competitive advantages.

Published: June 17, 2025

Explore Basket

Investment Analysis