IOT vs BRRN vs MANH Stock Comparison

Samsara, Bryn and Manhattan Associates Prices as of Nov 2, 2026 Peers: Industry group
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IOT Samsara Inc.
$41.90 +1.9% 1M +4.3% 1Y
Market cap
$24.52B
P/E
270.3x
Revenue (TTM)
$1.85B
Div. yield
–
Supply Chain Software Technology
1 win
BRRN Bryn Inc.
$2,100.00 0.0% 1M +4,199,900.0% 1Y
Market cap
$945.00B
P/E
–
Revenue (TTM)
—
Div. yield
–
Healthcare IT Technology
3 wins
MANH Manhattan Associates Inc
$253.22 +24.0% 1M +39.1% 1Y
Market cap
$14.76B
P/E
69.9x
Revenue (TTM)
$1.16B
Div. yield
–
Supply Chain Software Technology
5 wins

Head to Head

9 decided of 12

Manhattan Associates leads on 5 of the 12 questions below (Manhattan Associates 5, Bryn 3, Samsara 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionIOTBRRNMANHLeader
Larger companyMarket capitalisation $24.52B $945.00B $14.76B BRRN
Cheaper on earningsLower P/E, profitable companies only 270.3x -4,205,121x 69.9x MANH
Cheaper on forward earningsLower price / next fiscal year consensus EPS 51.7x — 43.4x MANH
Faster revenue growthRevenue growth, trailing twelve months +29.5% — +8.4% IOT
More profitableNet margin, trailing twelve months 4.9% — 18.4% MANH
Better return on capitalReturn on invested capital — — — –
Less leveragedLower net debt / EBITDA — — — –
Higher dividend yieldTrailing dividend yield — — — –
Better 1-year returnPrice return, last 12 months +4.3% +4,199,900.0% +39.1% BRRN
Better 5-year returnAnnualised price return, 5 years — +595.4%/yr +6.5%/yr BRRN
Less volatileAnnualised volatility, 1 year 59.6% 1,144.4% 46.5% MANH
Higher overall scoreMean of the five percentile scores vs peers 51/100 14/100 52/100 MANH

Percentile Scorecard

IOTBRRNMANH

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisIOTBRRNMANH
Valuation 12 #78 of 88 40 #53 of 88 18 #72 of 88
Growth 99 #2 of 81 1 #80 of 81 43 #47 of 81
Profitability 59 #32 of 76 – 96 #4 of 76
Financial Health 59 #40 of 95 0 #95 of 95 37 #60 of 95
Shareholder Returns 29 #38 of 53 – 64 #20 of 53
Overall 51 14 52
  • IOT ranked among 98 companies in Vertical Software
  • BRRN ranked among 98 companies in Vertical Software
  • MANH ranked among 98 companies in Vertical Software

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodIOTBRRNMANHSPY
1 month +1.9%0.0%+24.0% -2.3%
3 months +12.9%+1,749,900.0%+35.2% -0.7%
6 months +36.9%+724,037.9%+79.9% +4.8%
Year to date +18.2%+3,499,900.0%+46.1% +10.3%
1 year +4.3%+4,199,900.0%+39.1% +10.3%
3 years +67.4%+20,999,900.0%+21.2% +73.0%
3 years, per year +18.8%+5,860.6%+6.6% +20.1%
5 years —+1,615,284.6%+36.9% +61.9%
5 years, per year —+595.4%+6.5% +10.1%
10 years —+419,900.0%+406.7% +258.6%
10 years, per year —+130.3%+17.6% +13.6%

Risk

MeasureIOTBRRNMANHSPY
Volatility, 1Y 59.6%1,144.4%46.5% 12.8%
Downside volatility, 1Y 55.0%1,376.0%46.4% 12.8%
Beta vs S&P 500, 1Y 0.77-1.850.25 1.00
Return / volatility, 1Y 0.073,669.860.84 0.80
Max drawdown, 5Y -70.4%-97.3%-61.0% -25.4%
From 52-week high -7.3%0.0%0.0% -3.5%
52-week high $45.22$2,100.00$253.22 $779.14
52-week low $24.25$0.02$120.88 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleIOTBRRNMANH
P/E now vs peer median 270.3xmedian 39.9x -4,205,121xmedian 39.9x 69.9xmedian 39.9x
P/S now vs peer median 13.3xmedian 2.5x —median 2.5x 12.8xmedian 2.5x
EV/EBITDA now vs peer median 481.5xmedian 19.0x —median 19.0x 50.9xmedian 19.0x
P/FCF now vs peer median 96.0xmedian 20.1x -5,832,037xmedian 20.1x 38.9xmedian 20.1x
P/B now vs peer median 15.3xmedian 1.8x -4,626,456xmedian 1.8x 73.5xmedian 1.8x
PEG now vs peer median 8.25median 1.52 —median 1.52 6.52median 1.52

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsIOTBRRNMANH
Revenue $1.85B – $1.16B
Gross profit $1.41B – $646.85M
Operating income $19.37M -$224.73K $279.18M
Net income $90.55M -$224.73K $212.94M
Free cash flow $255.48M -$162.04K $379.61M
R&D $375.86M – $146.19M
EPS (diluted) $0.15 – $3.61
Cash & equivalents $291.39M – $199.45M
Total debt – $139.04K –
Shares (diluted) 590.46M – 59.00M
Enterprise value $21.29B $945.00B $13.82B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricIOTBRRNMANH
P/E 270.3x -4,205,121x 69.9x
P/FCF 96.0x -5,832,037x 38.9x
P/Operating cash flow 85.0x -5,832,037x 37.8x
P/S 13.3x – 12.8x
P/B 15.3x -4,626,456x 73.5x
P/Tangible book 15.3x -4,626,456x 73.5x
EV/EBITDA 481.5x – 50.9x
EV/EBIT 1,223x -4,205,122x 52.2x
EV/Revenue 12.8x – 12.6x
EV/FCF 92.7x -5,832,038x 38.4x
EV/Operating cash flow 82.2x -5,832,038x 37.3x
PEG (3Y EPS CAGR) 8.25 – 6.52

Growth

14 metrics
MetricIOTBRRNMANH
Revenue growth (1Y) 29.5% – 8.4%
Revenue CAGR (3Y) 33.3% – 9.2%
Gross profit growth (1Y) 28.7% – 7.2%
Gross profit CAGR (3Y) 35.7% – 10.9%
Operating income growth (1Y) 115.4% -241.7% 2.1%
Operating income CAGR (3Y) 27.5% -119.3% 12.6%
Net income growth (1Y) 203.0% -241.7% -1.4%
Net income CAGR (3Y) 33.5% -27.9% 8.7%
EPS growth (1Y) 199.7% – 1.9%
EPS CAGR (3Y) 32.8% – 10.7%
Operating cash flow growth (1Y) 49.7% -102.4% 12.5%
Operating cash flow CAGR (3Y) 581.0% -104.6% 22.4%
Free cash flow growth (1Y) 50.6% -102.4% 13.9%
Free cash flow CAGR (3Y) 142.3% -104.6% 22.2%

Profitability

14 metrics
MetricIOTBRRNMANH
Gross margin 76.4% – 55.9%
EBITDA margin 2.7% – 24.7%
Operating margin 1.0% – 24.1%
Pretax margin 5.6% – 24.9%
Net margin 4.9% – 18.4%
FCF margin 13.8% – 32.8%
Operating cash flow margin 15.6% – 33.8%
Return on equity 5.8% – 118.9%
Return on assets 3.4% -10,997% 29.4%
Return on invested capital – – –
Return on capital employed 1.1% – 114.1%
Asset turnover 0.7x – 1.6x
Cash conversion (OCF / net income) 3.2x 0.7x 1.8x
Stock comp / revenue 17.9% – 10.4%

Financial Health

11 metrics
MetricIOTBRRNMANH
Debt / assets – 7,283% –
Debt / equity – -0.7x –
Net debt / EBITDA – – –
Debt / FCF – -0.9x –
Liabilities / assets 42.1% 10,800% 73.3%
Equity / assets 57.9% -10,700% 26.7%
Interest coverage – – –
Current ratio 1.6x 0.0x 1.1x
Quick ratio 1.2x – 1.0x
Cash ratio 0.9x – 0.4x
Altman Z-score 12.77 – 19.37

Shareholder Returns

7 metrics
MetricIOTBRRNMANH
Dividend yield – – –
Net buyback yield -0.1% – 2.9%
Shareholder yield -0.1% – 2.9%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusIOTBRRNMANH
Forward P/E 51.7xFY2026 – 43.4xFY2026
EPS, next fiscal year $0.81FY2026 – $5.83FY2026
EPS growth, next FY +44.6%FY2026 – +15.2%FY2026
EPS growth, the year after +23.5% – +11.1%
Revenue, next fiscal year $1.93BFY2026 – $1.09BFY2026
Revenue growth, next FY +19.3%FY2026 – +0.9%FY2026
Revenue growth, the year after +30.8% – +11.5%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersIOTBRRNMANH
Held by institutions 100.0% – 100.0%
Institutions holding 551 – 508
Change in shares held, QoQ +9.1% – -0.7%
Institutions buying 319 – 250
Institutions selling 166 – 198
Buyers to sellers 1.92 – 1.26

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

IOTBRRNMANH
IOT 1.00 -0.01 0.64
BRRN -0.01 1.00 -0.02
MANH 0.64 -0.02 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, IOT, BRRN and MANH?

Bryn (BRRN) is the largest by market capitalisation: Samsara (IOT) $24.52B, Bryn (BRRN) $945.00B, Manhattan Associates (MANH) $14.76B.

Which stock is cheaper, IOT, BRRN and MANH?

Manhattan Associates (MANH) trades on the lowest price-to-earnings ratio (Samsara (IOT) 270.3x, Bryn (BRRN) -4,205,121x, Manhattan Associates (MANH) 69.9x). On next year's consensus earnings, Manhattan Associates (MANH) is cheapest (Samsara (IOT) 51.7x, Manhattan Associates (MANH) 43.4x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Samsara (IOT) grew revenue fastest over the trailing twelve months: Samsara (IOT) +29.5%, Manhattan Associates (MANH) +8.4%.

Which company is more profitable?

Manhattan Associates (MANH) has the highest net margin (Samsara (IOT) 4.9%, Manhattan Associates (MANH) 18.4%).

Which stock has performed better?

Over the past year Bryn (BRRN) returned the most: Samsara (IOT) +4.3%, Bryn (BRRN) +4,199,900.0%, Manhattan Associates (MANH) +39.1%. Over five years, Bryn (BRRN) compounded fastest (Bryn (BRRN) +595.4%/yr, Manhattan Associates (MANH) +6.5%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Manhattan Associates (MANH) has been the steadiest (Samsara (IOT) 59.6%, Bryn (BRRN) 1,144.4%, Manhattan Associates (MANH) 46.5%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, IOT, BRRN and MANH?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Manhattan Associates (MANH) leads on 5. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.