Added to YB: 2025-03-25
Pitch date: 2025-03-21
MNDY [neutral]
monday.com Ltd.
-42.25%
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
$271.76
Price Target
N/A
Dividend
N/A
EV/EBITDA
145.69
P/E
132.12
EV/Sales
5.77
Sector
Software
Category
growth
Monday: Scalable Work OS with Expanding Market Opportunity
MNDY (earnings update): Cloud Work OS with 250k+ customers. Q4 rev $268M (+32% YoY), NDR 112%. Strong moats in scale & switching costs. CRM, Dev, Service products driving growth. AI integration key for 2025. Gartner Leader in APMR. 112% NDR, 27% FCF margin. Valuation fair at 9.9x EV/S. Margins improving, R&D spend high at 18%. Strong balance sheet, low dilution.
Read full article (10 min)