Added to YB: 2025-10-02
Pitch date: 2025-09-30
MNDY [bullish]
monday.com Ltd.
-21.54%
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
$192.53
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: Valuation at Lows, Enterprise Engine Accelerating — but Will Agentic AI Disrupt the Business?
MNDY: +26.6% YoY revenue growth, billings +26.7%, NDR 111% (117% large customers). Record large customer additions, $100M CRM ARR. AI features (Magic, Vibe, Agents) driving platform shift to execution. $101B TAM, 14% CAGR. Trading 6.7x forward EV/S vs 9.5x peer median despite highest CRM sector growth. Risk: CRM/Dev net adds soft on SMB weakness from Google SEO changes.
Read full article (13 min)