Comfortable leader
8 companies value 26 bn revenue 3.1 bn margin 16.7% free cash flow 0.9 bn avg. score 4.2
MANH holds 51.0% of the group's value, 1.8x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MANH | Manhattan Associates United States · score 6.5 | 51% | 13 bn | 1.1 bn | 18.7% | 0.4 bn | 3.0% | — | Supply chain and warehouse management software · Global standard in warehouse and supply chain management | |
| 2 | DSGX | Descartes Systems Canada · score 6.2 | 29% | 7.5 bn | 0.8 bn | 24.3% | 0.3 bn | 4.0% | — | Logistics and global trade software, from Canada · Logistics network with customs data; growth through acquisitions | |
| 3 | SPSC | SPS Commerce United States · score 6.4 | 12% | 3.1 bn | 0.8 bn | 10.1% | 0.2 bn | 6.5% | — | Data integration network between retailers and suppliers · Network connecting suppliers and large retailers | |
| 4 | KARO | Karooooo Ltd. Singapore · score 6.5 | 7% | 1.9 bn | 0.3 bn | 18.5% | 0.1 bn | 2.6% | 2.2% | Fleet tracking and telematics, from South Africa, since 2001 · Singapore — revenue of $333m | |
| 5 | TRAK | ReposiTrak, Inc. United States · score 7.3 | 1% | 0.1 bn | 0.0 bn | 32.5% | 0.0 bn | 6.3% | 1.3% | Traceability and compliance software for supply chains · Utah — revenue of $23m | |
| 6 | CRGO | Freightos Ltd Spain · score 0.0 | 0% | 0.0 bn | 0.0 bn | -56.2% | -0.0 bn | -31.8% | — | International freight marketplace and software · Spain — revenue of $30m | |
| 7 | TGHL | GrowHub Ltd Singapore · score 0.3 | 0% | 0.0 bn | 0.0 bn | — | -0.0 bn | — | -89.5% | — | Food traceability and climate mitigation · Singapore |
| 8 | RIME | Algorhythm Holdings, Inc. United States · score 0.6 | — | — | 0.0 bn | -176.4% | -0.0 bn | — | — | Artificial intelligence applied to logistics · Florida — revenue of $9m |
Other industries in the same sector
- Sector overview
- AI semiconductors and processors 9 companies
- Hardware and devices 18 companies
- Infrastructure and cloud software 5 companies
- Semiconductor foundries 4 companies
- Memory 4 companies
- Semiconductor equipment 13 companies
- Networking equipment 30 companies
- Enterprise software (SaaS) 38 companies
- Cybersecurity 20 companies
- Data and analytics 25 companies
- Analog and industrial semiconductors 19 companies
- IT services and consulting 46 companies
and 31 industries more
- Data storage 6 companies
- Electronic components and connectors 27 companies
- Connectivity and networking chips 6 companies
- Semiconductor IP 7 companies
- Design and engineering software 7 companies
- E-commerce platforms 9 companies
- RF and mobile chips 8 companies
- Chip testing and packaging 13 companies
- Measurement and test instruments 30 companies
- Internet infrastructure and CDN 9 companies
- Vertical software 36 companies
- Optics and photonics 14 companies
- Creative and document software 9 companies
- Electronics contract manufacturing 10 companies
- Digital advertising (adtech) 37 companies
- AI servers 5 companies
- Power semiconductors 8 companies
- Government and finance software 18 companies
- GPU cloud (neoclouds) 20 companies
- Communication and collaboration 14 companies
- HR and finance software 12 companies
- Identity and access management 10 companies
- Databases and developer tools 4 companies
- Quantum computing 9 companies
- Backup and data protection 3 companies
- Marketing software 13 companies
- Programmable chips 3 companies
- Game engines and tools 2 companies
- ATMs and retail automation 9 companies
- Printing and office equipment 7 companies
- Industrial robotics 1 company
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.