Added to YB: 2025-07-17
Pitch date: 2025-07-15
MNDY [bullish]
monday.com Ltd.
-45%
current return
Author Info
Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.
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
$285.32
Price Target
N/A
Dividend
N/A
EV/EBITDA
145.69
P/E
132.12
EV/Sales
5.77
Sector
Software
Category
growth
Monday: Scaling a $1B+ ARR Platform in a $101B Market
MNDY: Cloud-based Work OS platform with 30.1% YoY growth, 90.2% gross margins and 112% NDR. Added record customers in CRM (+85% YoY), Dev (+104%) and Service. Trades at 10.4x fwd EV/Sales, 76.6x fwd P/E. Profitability improving with 14.4% op margin. Competitive market but sticky product with high switching costs. 9.5% position.
Read full article (13 min)