(MNDY) Monday.Com - Ratings and Ratios

Exchange: NASDAQ • Country: Israel • Currency: USD • Type: Common Stock • ISIN: IL0011762130

Work Management, CRM, Dev, Service, Whiteboard

Dividends

Currently no dividends paid
Risk via 10d forecast
Volatility 55.0%
Value at Risk 5%th 83.2%
Relative Tail Risk -7.95%
Reward TTM
Sharpe Ratio -0.66
Alpha -66.03
CAGR/Max DD 0.23
Character TTM
Hurst Exponent 0.736
Beta 1.652
Beta Downside 1.421
Drawdowns 3y
Max DD 56.13%
Mean DD 15.21%
Median DD 11.24%

Description: MNDY Monday.Com October 30, 2025

Monday.com Ltd. (NASDAQ:MNDY) is an Israeli-origin SaaS firm that offers a cloud-based Work Operating System (Work OS) – a modular, visual platform that lets organizations assemble custom work-management applications from interchangeable building blocks.

The product family includes Monday Work Management for workflow and portfolio coordination, Monday CRM for sales-cycle tracking, Monday Dev for agile software development, Monday Service for service-desk integration, WorkCanvas (a digital whiteboard), and WorkForms for creating surveys and extracting organizational insights. The platform serves a broad customer base spanning commercial enterprises, educational institutions, and government agencies.

Recent financials show strong momentum: FY 2023 revenue reached approximately **$1.5 billion**, up **~30 % YoY**, while annual recurring revenue (ARR) surpassed **$2.5 billion** with a net- dollar-retention rate of **~130 %**, indicating robust upsell and cross-sell activity. The company’s churn remains low (≈5 % annual gross churn), a key efficiency metric for SaaS businesses.

Key macro drivers for Monday.com include the accelerating adoption of low-code/no-code platforms, continued remote-work hybridization, and enterprise IT budgets that prioritize flexible, cloud-native collaboration tools. The broader application-software sub-industry is projected to grow at a **~12 % CAGR** through 2028, providing a favorable tailwind for Work OS providers.

If you want a data-driven, quantitative assessment of Monday.com’s valuation relative to peers, a quick look at the metrics compiled on ValueRay can help you gauge whether the current price reflects its growth trajectory.

Piotroski VR‑10 (Strict, 0-10) 4.0

Net Income (65.1m TTM) > 0 and > 6% of Revenue (6% = 70.0m TTM)
FCFTA 0.16 (>2.0%) and ΔFCFTA -1.56pp (YES ≥ +1.0pp, WARN ≥ +0.5pp)
NWC/Revenue 99.80% (prev 100.3%; Δ -0.50pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp)
CFO/TA 0.17 (>3.0%) and CFO 350.7m > Net Income 65.1m (YES >=105%, WARN >=100%)
Net Debt (-1.41b) to EBITDA (34.5m) ratio: -40.75 <= 3.0 (WARN <= 3.5)
Current Ratio 2.67 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active)
Outstanding Shares last Quarter (53.3m) change vs 12m ago 6.24% (target <= -2.0% for YES)
Gross Margin 89.17% (prev 89.46%; Δ -0.28pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0)
Asset Turnover 64.01% (prev 57.19%; Δ 6.81pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0)
Interest Coverage Ratio -0.48 (EBITDA TTM 34.5m / Interest Expense TTM -44.6m) >= 6 (WARN >= 3)

Altman Z'' 2.33

(A) 0.57 = (Total Current Assets 1.86b - Total Current Liabilities 697.1m) / Total Assets 2.06b
(B) -0.25 = Retained Earnings (Balance) -510.0m / Total Assets 2.06b
(C) 0.01 = EBIT TTM 21.2m / Avg Total Assets 1.82b
(D) -0.62 = Book Value of Equity -488.8m / Total Liabilities 791.3m
Total Rating: 2.33 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D)

ValueRay F-Score (Strict, 0-100) 63.81

1. Piotroski 4.0pt
2. FCF Yield 5.55%
3. FCF Margin 28.34%
4. Debt/Equity 0.09
5. Debt/Ebitda -40.75
6. ROIC - WACC (= -10.11)%
7. RoE 5.67%
8. Rev. Trend 98.84%
9. EPS Trend 91.27%

What is the price of MNDY shares?

As of December 08, 2025, the stock is trading at USD 156.94 with a total of 978,175 shares traded.
Over the past week, the price has changed by +4.69%, over one month by -17.22%, over three months by -17.69% and over the past year by -45.92%.

Is MNDY a buy, sell or hold?

Monday.Com has received a consensus analysts rating of 4.48. Therefore, it is recommended to buy MNDY.
  • Strong Buy: 16
  • Buy: 8
  • Hold: 3
  • Sell: 0
  • Strong Sell: 0

What are the forecasts/targets for the MNDY price?

Issuer Target Up/Down from current
Wallstreet Target Price 234.6 49.5%
Analysts Target Price 234.6 49.5%
ValueRay Target Price 139.8 -11%

MNDY Fundamental Data Overview November 24, 2025

Market Cap USD = 7.57b (7.57b USD * 1.0 USD.USD)
P/E Trailing = 119.3902
P/E Forward = 28.169
P/S = 6.492
P/B = 5.9727
P/EG = 0.4884
Beta = 1.234
Revenue TTM = 1.17b USD
EBIT TTM = 21.2m USD
EBITDA TTM = 34.5m USD
Long Term Debt = 119.3m USD (from capitalLeaseObligations, last quarter)
Short Term Debt = 27.2m USD (from shortTermDebt, last quarter)
Debt = 119.3m USD (from shortLongTermDebtTotal, last quarter)
Net Debt = -1.41b USD (from netDebt column, last quarter)
Enterprise Value = 5.95b USD (7.57b + Debt 119.3m - CCE 1.74b)
Interest Coverage Ratio = -0.48 (Ebit TTM 21.2m / Interest Expense TTM -44.6m)
FCF Yield = 5.55% (FCF TTM 330.5m / Enterprise Value 5.95b)
FCF Margin = 28.34% (FCF TTM 330.5m / Revenue TTM 1.17b)
Net Margin = 5.58% (Net Income TTM 65.1m / Revenue TTM 1.17b)
Gross Margin = 89.17% ((Revenue TTM 1.17b - Cost of Revenue TTM 126.3m) / Revenue TTM)
Gross Margin QoQ = 88.71% (prev 89.57%)
Tobins Q-Ratio = 2.89 (Enterprise Value 5.95b / Total Assets 2.06b)
Interest Expense / Debt = 0.30% (Interest Expense 361.0k / Debt 119.3m)
Taxrate = 2.48% (332.0k / 13.4m)
NOPAT = 20.7m (EBIT 21.2m * (1 - 2.48%))
Current Ratio = 2.67 (Total Current Assets 1.86b / Total Current Liabilities 697.1m)
Debt / Equity = 0.09 (Debt 119.3m / totalStockholderEquity, last quarter 1.27b)
Debt / EBITDA = -40.75 (Net Debt -1.41b / EBITDA 34.5m)
Debt / FCF = -4.26 (Net Debt -1.41b / FCF TTM 330.5m)
Total Stockholder Equity = 1.15b (last 4 quarters mean from totalStockholderEquity)
RoA = 3.16% (Net Income 65.1m / Total Assets 2.06b)
RoE = 5.67% (Net Income TTM 65.1m / Total Stockholder Equity 1.15b)
RoCE = 1.68% (EBIT 21.2m / Capital Employed (Equity 1.15b + L.T.Debt 119.3m))
RoIC = 1.80% (NOPAT 20.7m / Invested Capital 1.15b)
WACC = 11.92% (E(7.57b)/V(7.69b) * Re(12.10%) + D(119.3m)/V(7.69b) * Rd(0.30%) * (1-Tc(0.02)))
Discount Rate = 12.10% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 100.0 | Cagr: 1.59%
[DCF Debug] Terminal Value 69.38% ; FCFE base≈310.0m ; Y1≈382.4m ; Y5≈652.4m
Fair Price DCF = 116.6 (DCF Value 6.01b / Shares Outstanding 51.6m; 5y FCF grow 25.0% → 3.0% )
EPS Correlation: 91.27 | EPS CAGR: 32.31% | SUE: 3.23 | # QB: 9
Revenue Correlation: 98.84 | Revenue CAGR: 37.67% | SUE: 4.0 | # QB: 14
EPS next Quarter (2026-03-31): EPS=1.08 | Chg30d=+0.009 | Revisions Net=+5 | Analysts=22
EPS next Year (2026-12-31): EPS=4.90 | Chg30d=+0.186 | Revisions Net=+14 | Growth EPS=+14.8% | Growth Revenue=+21.6%

Additional Sources for MNDY Stock

News: Wall Street Journal | Benzinga | Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle