Company Profile · Technology

Monday.Com Ltd

MNDY · US
Industry
Software & Internet
Exchange
US
Country
USA
IPO date
Jun 10, 2021
Employees
3,155
Website
www.monday.com
Current Price
$71.53
Live · Jun 18, 2026
Fair Buy
≤ $80
Margin-of-safety entry
Baillie Growth Score
53/100
Medium
Intrinsic Value · Three-Tier Range Current price $71.53 Live · Below conservative intrinsic value · deep margin of safety

Composite valuation range · conservative $72–$80 / fair $95–$129 / optimistic $149–$165. At $71.53, Below conservative intrinsic value · deep margin of safety.

At publication $75.56 (Jun 17, 2026)

Research on this stock
monday.com Ltd.
MNDY · US
Cautious Buy
monday.com: Profitable Work OS, Priced Like It's Broken

monday.com is a low-code Work OS SaaS vendor whose customers build operational workflows across project management, CRM, service, and development, now shifting from seat-led pricing toward a seats-plus-AI-credits model. The bull-bear crux is monetization durability: Q1 2026 revenue grew 24% to $351.3 million with an 89% gross margin and $102.8 million of adjusted free cash flow, yet management guides only 19% to 20% growth for 2026 and admits it still cannot model agent and token-based revenue, so the stock trades near 1.6x forward EV/revenue versus far richer peers. Rating Cautious Buy: a still-profitable, cash-rich workflow platform is being priced as if its growth engine has already broken, while record large-customer traction says otherwise.

Software & Internet Baillie 53 Jun 17, 2026
About the company

monday.com Ltd., together with its subsidiaries, develops software applications in the United States, Europe, the Middle East, Africa, the United Kingdom, and internationally. The company provides Work Operating System (Work OS), a cloud-based visual work OS that consists of modular building blocks used and assembled to create software applications and work management tools. Its products include monday work management that manages workflows, projects, and portfolios for team collaboration and productivity; monday CRM, which tracks and manages various sales cycle; monday dev that builds agile product and software development workflows; monday service, which creates seamless connection between service desks and their data; WorkCanvas, a digital whiteboard; and WorkForms, which allows users to create personalized forms or surveys and gain organizational insights. The company serves organizations, educational or government institution, and distinct business unit of an organization. The company was formerly known as DaPulse Labs Ltd. and changed its name to monday.com Ltd. in December 2017. monday.com Ltd. was incorporated in 2012 and is headquartered in Tel Aviv-Yafo, Israel.

Financial snapshot
Market cap$3.98B
Revenue (TTM)$1.3B
EBITDA$18.77M
Profit margin9.17%
ROE12.83%
P/E (TTM)33.74
Forward P/E16.72
PEG0.28
EPS$2.29
52-week range$57.50 – $316.98
Analyst target$108.13
Analyst rating4.5 / 5

Data from EODHD, shown in the reporting currency; for reference only, not investment advice.

Background

History

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Industry position

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