ITRN vs MANH vs IOT Stock Comparison

Ituran Location & Control, Manhattan Associates and Samsara Prices as of Oct 26, 2026 Peers: Industry group
IOT Samsara Inc.
$44.62 +17.5% 1M +13.7% 1Y
Market cap
$25.42B
P/E
280.7x
Revenue (TTM)
$1.85B
Div. yield
–
Supply Chain Software Technology
1 win

Head to Head

9 decided of 12

Ituran Location & Control leads on 8 of the 12 questions below (Ituran Location & Control 8, Samsara 1). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionITRNMANHIOTLeader
Larger companyMarket capitalisation $1.05B $13.74B $25.42B IOT
Cheaper on earningsLower P/E, profitable companies only 16.4x 65.3x 280.7x ITRN
Cheaper on forward earningsLower price / next fiscal year consensus EPS 14.9x 40.5x 55.1x ITRN
Faster revenue growthRevenue growth, trailing twelve months +130.5% +6.5% +29.5% ITRN
More profitableNet margin, trailing twelve months 33.7% 18.7% 4.9% ITRN
Better return on capitalReturn on invested capital — — — –
Less leveragedLower net debt / EBITDA — — — –
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +34.5% +21.3% +13.7% ITRN
Better 5-year returnAnnualised price return, 5 years +15.0%/yr +5.7%/yr — ITRN
Less volatileAnnualised volatility, 1 year 30.4% 46.5% 59.6% ITRN
Higher overall scoreMean of the five percentile scores vs peers 74/100 53/100 51/100 ITRN

Percentile Scorecard

ITRNMANHIOT

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

AxisITRNMANHIOT
Valuation 82 #17 of 90 20 #72 of 90 11 #80 of 90
Growth 58 #35 of 82 48 #43 of 82 99 #2 of 82
Profitability 99 #2 of 77 96 #4 of 77 58 #33 of 77
Financial Health 60 #39 of 96 36 #62 of 96 59 #40 of 96
Shareholder Returns 70 #17 of 54 64 #20 of 54 30 #38 of 54
Overall 74 53 51
  • ITRN ranked among 99 companies in Vertical Software
  • MANH ranked among 99 companies in Vertical Software
  • IOT ranked among 99 companies in Vertical Software

Price Performance

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

Returns

PeriodITRNMANHIOTSPY
1 month -0.5%+14.7%+17.5% -0.8%
3 months -7.0%+48.4%+26.3% +3.5%
6 months -9.6%+71.5%+51.4% +7.0%
Year to date +19.6%+36.4%+25.9% +12.2%
1 year +34.5%+21.3%+13.7% +13.0%
3 years +112.2%+25.4%+100.9% +86.3%
3 years, per year +28.5%+7.8%+26.2% +23.1%
5 years +100.9%+31.7%— +68.6%
5 years, per year +15.0%+5.7%— +11.0%
10 years +92.6%+363.3%— +258.0%
10 years, per year +6.8%+16.6%— +13.6%

Risk

MeasureITRNMANHIOTSPY
Volatility, 1Y 30.4%46.5%59.6% 12.7%
Downside volatility, 1Y 28.8%46.4%55.3% 12.7%
Beta vs S&P 500, 1Y 1.140.290.81 1.00
Return / volatility, 1Y 1.130.460.23 1.02
Max drawdown, 5Y -31.0%-61.0%-70.4% -25.4%
From 52-week high -22.5%-2.4%-1.3% -1.8%
52-week high $66.37$242.17$45.22 $779.14
52-week low $36.06$120.88$24.25 $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.

MultipleITRNMANHIOT
P/E now vs peer median 16.0xmedian 42.4x 66.1xmedian 42.4x 287.8xmedian 42.4x
P/S now vs peer median 5.4xmedian 2.7x 12.2xmedian 2.7x 14.1xmedian 2.7x
EV/EBITDA now vs peer median 8.7xmedian 19.0x 48.4xmedian 19.0x 513.8xmedian 19.0x
P/FCF now vs peer median 9.3xmedian 19.4x 34.5xmedian 19.4x 102.2xmedian 19.4x
P/B now vs peer median 4.5xmedian 1.8x 87.5xmedian 1.8x 16.3xmedian 1.8x
PEG now vs peer median 1.06median 1.75 4.38median 1.75 8.79median 1.75

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 monthsITRNMANHIOT
Revenue $189.86M $1.13B $1.85B
Gross profit $196.43M $628.53M $1.41B
Operating income $85.86M $274.01M $19.37M
Net income $66.00M $210.23M $90.55M
Free cash flow $109.73M $399.19M $255.48M
R&D $21.44M $147.00M $375.86M
EPS (diluted) $3.22 $3.56 $0.15
Cash & equivalents $103.70M $186.11M $291.39M
Shares (diluted) 19.87M 59.00M 590.46M
Enterprise value $637.44M $12.73B $22.19B

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
MetricITRNMANHIOT
P/E 16.0x 66.1x 287.8x
P/FCF 9.3x 34.5x 102.2x
P/Operating cash flow 10.1x 33.2x 90.6x
P/S 5.4x 12.2x 14.1x
P/B 4.5x 87.5x 16.3x
P/Tangible book 4.7x 87.5x 16.3x
EV/EBITDA 8.7x 48.4x 513.8x
EV/EBIT 10.7x 49.6x 1,306x
EV/Revenue 4.8x 12.1x 13.7x
EV/FCF 8.3x 34.1x 99.0x
EV/Operating cash flow 9.0x 32.8x 87.7x
PEG (3Y EPS CAGR) 1.06 4.38 8.79

Growth

14 metrics
MetricITRNMANHIOT
Revenue growth (1Y) 130.5% 6.5% 29.5%
Revenue CAGR (3Y) – 9.9% 33.3%
Gross profit growth (1Y) 18.2% 5.6% 28.7%
Gross profit CAGR (3Y) 10.4% 11.8% 35.7%
Operating income growth (1Y) 17.0% 0.5% 115.4%
Operating income CAGR (3Y) 11.1% 15.2% 27.5%
Net income growth (1Y) 14.1% -4.9% 203.0%
Net income CAGR (3Y) 13.2% 12.9% 33.5%
EPS growth (1Y) 15.4% -1.6% 199.7%
EPS CAGR (3Y) 15.0% 15.1% 32.8%
Operating cash flow growth (1Y) 30.0% 31.2% 49.7%
Operating cash flow CAGR (3Y) 17.6% 28.7% 581.0%
Free cash flow growth (1Y) 26.9% 29.9% 50.6%
Free cash flow CAGR (3Y) 11.0% 28.4% 142.3%

Profitability

14 metrics
MetricITRNMANHIOT
Gross margin 103.5% 55.8% 76.4%
EBITDA margin 55.4% 24.9% 2.7%
Operating margin 45.2% 24.3% 1.0%
Pretax margin 44.1% 25.2% 5.6%
Net margin 33.7% 18.7% 4.9%
FCF margin 57.8% 35.4% 13.8%
Operating cash flow margin 53.3% 36.8% 15.6%
Return on equity 30.0% 115.9% 5.8%
Return on assets 16.3% 29.2% 3.4%
Return on invested capital – – –
Return on capital employed 30.4% 112.1% 1.1%
Asset turnover 0.5x 1.6x 0.7x
Cash conversion (OCF / net income) 1.5x 2.0x 3.2x
Stock comp / revenue – 10.1% 17.9%

Financial Health

11 metrics
MetricITRNMANHIOT
Debt / assets – – –
Debt / equity – – –
Net debt / EBITDA – – –
Debt / FCF – – –
Liabilities / assets 44.8% 77.5% 42.1%
Equity / assets 55.2% 22.5% 57.9%
Interest coverage 19.1x – –
Current ratio 2.0x 1.0x 1.6x
Quick ratio 1.4x 0.9x 1.2x
Cash ratio 0.8x 0.4x 0.9x
Altman Z-score – 18.56 13.59

Shareholder Returns

7 metrics
MetricITRNMANHIOT
Dividend yield 5.8% – –
Net buyback yield 1.4% 3.2% -0.1%
Shareholder yield 7.2% 3.2% -0.1%
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.

ConsensusITRNMANHIOT
Forward P/E 14.9xFY2026 40.5xFY2026 55.1xFY2026
EPS, next fiscal year $3.46FY2026 $5.83FY2026 $0.81FY2026
EPS growth, next FY +18.5%FY2026 +15.2%FY2026 +44.6%FY2026
EPS growth, the year after +16.2% +11.1% +23.5%
Revenue, next fiscal year $390.51MFY2026 $1.09BFY2026 $1.93BFY2026
Revenue growth, next FY +8.8%FY2026 +0.9%FY2026 +19.3%FY2026
Revenue growth, the year after +20.3% +11.5% +30.8%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersITRNMANHIOT
Held by institutions 56.3% 100.0% 67.7%
Institutions holding 204 506 549
Change in shares held, QoQ -8.5% -0.7% +9.1%
Institutions buying 102 248 318
Institutions selling 59 198 165
Buyers to sellers 1.73 1.25 1.93

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.

ITRNMANHIOT
ITRN 1.00 -0.05 0.04
MANH -0.05 1.00 0.64
IOT 0.04 0.64 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, ITRN, MANH and IOT?

Samsara (IOT) is the largest by market capitalisation: Ituran Location & Control (ITRN) $1.05B, Manhattan Associates (MANH) $13.74B, Samsara (IOT) $25.42B.

Which stock is cheaper, ITRN, MANH and IOT?

Ituran Location & Control (ITRN) trades on the lowest price-to-earnings ratio (Ituran Location & Control (ITRN) 16.4x, Manhattan Associates (MANH) 65.3x, Samsara (IOT) 280.7x). On next year's consensus earnings, Ituran Location & Control (ITRN) is cheapest (Ituran Location & Control (ITRN) 14.9x, Manhattan Associates (MANH) 40.5x, Samsara (IOT) 55.1x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Ituran Location & Control (ITRN) grew revenue fastest over the trailing twelve months: Ituran Location & Control (ITRN) +130.5%, Manhattan Associates (MANH) +6.5%, Samsara (IOT) +29.5%.

Which company is more profitable?

Ituran Location & Control (ITRN) has the highest net margin (Ituran Location & Control (ITRN) 33.7%, Manhattan Associates (MANH) 18.7%, Samsara (IOT) 4.9%).

Which stock has performed better?

Over the past year Ituran Location & Control (ITRN) returned the most: Ituran Location & Control (ITRN) +34.5%, Manhattan Associates (MANH) +21.3%, Samsara (IOT) +13.7%. Over five years, Ituran Location & Control (ITRN) compounded fastest (Ituran Location & Control (ITRN) +15.0%/yr, Manhattan Associates (MANH) +5.7%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Ituran Location & Control (ITRN) has been the steadiest (Ituran Location & Control (ITRN) 30.4%, Manhattan Associates (MANH) 46.5%, Samsara (IOT) 59.6%). Volatility measures how widely the price swings, not the risk of the business.

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

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Ituran Location & Control (ITRN) leads on 8. 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.