Added to YB: 2024-08-16
Pitch date: 2024-08-15
MNDY [neutral]
monday.com Ltd.
-39.5%
current return
Author Info
No bio for this author
Company Info
monday.com Ltd., together with its subsidiaries, develops software applications in the United States, Europe, the Middle East, Africa, the United Kingdom, and internationally.
Market Cap
$8.3B
Pitch Price
$259.38
Price Target
230.00 (+47%)
Dividend
N/A
EV/EBITDA
145.69
P/E
132.12
EV/Sales
5.77
Sector
Software
Category
growth
Looking for potential big winners? These are two of our top investment ideas. - monday.com Ltd.
MNDY: SaaS WorkOS platform w/ 225k+ customers, 35.3% 3yr rev CAGR. 28% FCF margin, 30% proj rev CAGR. Top-rated by Gartner, rapid innovation (69% ARR from new features). Enterprise growth, improving margins. $150B TAM by 2026. Trades 13.5x sales, PEG 2x. Quality co. but pricey post-25% jump on Q2 beat.
Read full article (4 min)