Added to YB: 2025-05-09
Pitch date: 2025-05-08
MNDY [neutral]
monday.com Ltd.
-44.49%
current return
Author Info
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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
$282.71
Price Target
N/A
Dividend
N/A
EV/EBITDA
145.69
P/E
132.12
EV/Sales
5.77
Sector
Software
Category
growth
Monday.com: A Quiet Powerhouse in a Crowded SaaS World
MNDY (overview): Flexible WorkOS platform evolved beyond project management into sales, dev, & service segments. 30% revenue growth, 30% FCF margin, 90% gross margins. Robust moat from customized workflows & switching costs. Risks: 50x FCF valuation, 8% annual dilution, AI disruption, geopolitical uncertainty. TAM expansion + enterprise push offers long-term growth runway.
Read full article (32 min)