monday.com Ltd.

MNDY
MNDY logo

Statistics

$279.95Share Price
$237.00 Fair Value green dot
18.12% Price vs Fair Value green dot
$14.8 BMarket Cap
46.7%3yr Avg Revenue Growth
26.8%Projected Sales Growth Next Year
26.3%Free Cash Flow ROIC
check markRising Revenues
check markRecurring Revenues
plus signHigh Switching Costs Moat

Stock Research and Updates

Research Article

The Stock Of The Day Is Monday... Dot Com green dot

Updates

Monday.com Posts Strong Growth, Raising Valuation
Great Q2 From Monday.com
Quarterly Report Updates for MNDY, ABNB, GLBE
Reviewing HubSpot, monday.com, and Global-e
Buy Monday.com! green dot
Taking A Look At Quarters for CELH, MNDY, and SNPS

Fair Value Calculation Assumptions

Using a discounted free cash flow model with the following assumptions, the Fair Value estimate for monday.com Ltd. (MNDY) is $237.00.

28.5%Free Cash Flow Margin
11.0%Discount Rate / Required Rate of Return
22.0%Average Annual Revenue Growth (Years 1-5)
3.5%Average Annual Share Dilution (Years 1-5)
12.2%Average Annual Revenue Growth (Years 6-10)
1.7%Average Annual Share Dilution (Years 6-10)
6.0%Terminal Growth Rate
$217.36Sum of Discounted Free Cash Flows
$19.15Net "Excess" Cash/Debt Per Share
$237.00Fair Value Estimate (rounded)

Recommendation History

Start End Cost Last Return vs. SPY
2023-10-22$132.01$279.95112.07%70.33%

Watch List

CRWD 113.61%
NTNX 44.26%
VEEV 13.93%
SNOW 50.86%
WDAY -9.43%
ENLT -10.81%
WEAV -27.40%
SE 36.62%
SPSC 12.33%
RDDT 14.74%
APPF 13.92%
CMG 39.56%
INTU 44.44%
PSTG 12.28%

Buy List

TBBB -35.38%
SEMR -40.13%
ZETA -39.20%
GOOG -45.72%
ASR -29.43%
HRMY -55.45%
GLBE -28.96%
YOU -36.62%
MELI -29.05%
ADBE -39.09%

Hold List

PINS -14.33%
ASML -13.33%
VTEX 3.36%
TSM -24.34%
NYAX -24.98%
MSFT -13.80%
ODD 9.51%
FLYW -16.08%
CELH 32.77%
TOST 38.47%
CPNG 6.04%
HIMS 40.46%
PAYC -6.84%
MNDY 18.12%
ZS 81.90%
V -2.80%
ADSK 5.86%
NOW 19.40%
ABNB -23.85%
FTNT -0.17%
TEAM -15.16%