VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Sunday, December 28, 2025

Stock Comparison

Manhattan Associates, Inc. vs NIKE, Inc.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Manhattan Associates, Inc.

MANH · The Nasdaq Stock Market LLC

Market cap (USD)$10.6B
SectorTechnology
CountryUS
Data as of2025-12-28
Moat score
56/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

View full moat analysis >

NIKE, Inc.

NKE · New York Stock Exchange

Market cap (USD)$84.6B
SectorConsumer
CountryUS
Data as of2025-12-23
Moat score
70/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

View full moat analysis >

Side-by-side metrics

Manhattan Associates, Inc.
NIKE, Inc.
Ticker / Exchange
MANH - The Nasdaq Stock Market LLC
NKE - New York Stock Exchange
Market cap (USD)
$10.6B
$84.6B
Sector
Technology
Consumer
HQ country
US
US
Primary segment
Professional services (implementation, consulting, training)
Wholesale
Market structure
Competitive
Competitive
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Weak
Moderate
Moat score
56 / 100
70 / 100
Moat domains
Demand
Demand, Supply, Network, Legal
Last update
2025-12-28
2025-12-23

Moat coverage

Shared moat types

Procurement Inertia

Manhattan Associates, Inc. strengths

Suite BundlingData Workflow LockinLong Term ContractsReputation ReviewsInstalled Base ConsumablesSwitching Costs General

NIKE, Inc. strengths

Brand TrustScale Economies Unit CostDistribution ControlEcosystem ComplementsIP Choke Point

Segment mix

Manhattan Associates, Inc. segments

Full profile >

Cloud subscriptions (Manhattan Active SaaS)

Oligopoly

32.4%

Professional services (implementation, consulting, training)

Competitive

50.4%

Maintenance and support (legacy perpetual licenses)

Monopoly

13.3%

Perpetual licenses and hardware

Competitive

4%

NIKE, Inc. segments

Full profile >

Wholesale

Competitive

57.8%

Direct to Consumer (DTC)

Competitive

42.1%

Brand licensing & other

Competitive

0.2%

Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.