monday.com Ltd.

MNDY
MNDY logo

Statistics

$257.02Share Price
$210.00 Fair Value green dot
22.39% Price vs Fair Value green dot
$15.2 BMarket Cap
33.3%3yr Avg Revenue Growth
26.9%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

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 $210.00.

28.5%Free Cash Flow Margin
11.2%Discount Rate / Required Rate of Return
25.0%Average Annual Revenue Growth (Years 1-5)
4.7%Average Annual Share Dilution (Years 1-5)
14.0%Average Annual Revenue Growth (Years 6-10)
1.9%Average Annual Share Dilution (Years 6-10)
6.0%Terminal Growth Rate
$191.57Sum of Discounted Free Cash Flows
$18.14Net "Excess" Cash/Debt Per Share
$210.00Fair Value Estimate (rounded)

Recommendation History

Start End Cost Last Return vs. SPY
2023-10-22$132.01$257.0294.70%54.55%

Watch List

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PINS 2.38%
MA 9.82%
CMG 77.97%
GOOG 41.40%
PSTG 10.89%
SEMR -5.93%
INTU 26.06%
SMAR 24.20%
GTLB 35.36%
CRWD 64.32%
VEEV 11.64%
WDAY 8.74%
SNOW -6.97%

Buy List

ODD -29.57%
ASR -28.58%
PAYC -25.20%
HRMY -52.24%
YOU -46.20%

Hold List

MSFT -24.59%
FLYW 16.52%
CELH -14.72%
TOST 49.12%
CPNG 2.94%
HIMS -15.96%
MNDY 22.39%
GLBE -1.75%
ZS 22.37%
V -13.61%
ADSK 16.05%
NOW 41.37%
ABNB -21.29%
MELI -22.31%
FTNT -2.38%
TEAM 10.59%
ADBE -15.89%