MNDY

Monday.Com Ltd

TMT, Software


Presented:02/02/2024
Price:$214.06
Cap:$10.22B
Current Price:$285.83
Cap:$14.25B

Presented

Date02/02/2024
Price$214.06
Market Cap$10.22B
Ent Value$7.20B
P/E RatioN/A
Book Value$15.97
Div Yield5.69%
Shares O/S47.74M
Ave Daily Vol884,446
Short Int5.69%

Current

Price$285.83
Market Cap$14.25B
monday.com Ltd. engages in the provision of enterprise social communication tools. The firm also offers a platform that connects people and provides internal transparency and collaboration in an organization. Its solutions include marketing and creative, software development, project management, inventory tracking, and remote work. The company was founded by Roy Mann, Eran Kampf, and Eran Zinman in 2012 and is headquartered in Tel Aviv, Israel.

Publicly traded companies mentioned herein: Monday.com Ltd (MNDY), Freshworks Inc (FRSH)

Highlights

The presenter is long shares of Monday.com Ltd (MNDY), a cloud-based project management platform. While he is slightly concerned that it may be a crowded trade with high expectations given the recent price increases, he expects roughly 15% incremental growth from price increases, cross-selling of new modules, and monetizing currently under-monetized growth vectors (AI solutions & app marketplace).

  • Signing up and creating account with us unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

  • Signing up and creating account with us unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Request access to DeMatteo Research for full access

Request Access

Already have an account?

Idea Discussion

Commentor 1 - 2 weeks ago

Signing up and creating account with us, unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Commentor 1 - 2 weeks ago

Signing up and creating account with us, unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Idea Discussions display submitted commentary from our investor community.

To read and participate in the discussion with the presenter and investor base, request access to DeMatteo

Request Access

Already have an account?

An error occurred loading this content. Try again later or contact us.