APH vs MNDY
Amphenol vs monday.com Ltd. — AI-powered side-by-side comparison
VS
MNDY
monday.com Ltd.
68
Buy
| Metric | APH | MNDY |
|---|
| AI Score |
61
|
68
|
| Price |
$161.34
|
$92.51
|
| P/E Ratio |
37.80×
|
39.02×
|
| ROE |
31.8%
|
9.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
38.5%
|
88.7%
|
| Debt / Equity |
1.21×
|
0.38×
|
| Dividend Yield |
0.6%
|
0.0%
|
| RSI (14) |
46.0
|
58.8
|
| Beta |
1.251
|
1.125
|
| Expected Upside |
+5.1%
|
+4.4%
|
AI Committee View
Current Innellis committee reasoning for APH versus MNDY.
MNDY leads by 7 points.
MNDY scores 68/100 (Buy) versus APH at 61/100 (Buy).
APH Committee View
50% agreement
6 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- ROE of 37.1% shows genuine earnings power backing the valuation — Value
- Revenue growing 54.2% YoY -- genuine top-line momentum — Growth
- EPS growing 59.4% YoY — Growth
Bear Case
- P/E of 40.4 is expensive by classic value standards — Value
- Price-to-book of 12.3x prices in significant intangible value — Value
- MACD histogram negative -- bearish momentum — Technical
MNDY Committee View
67% agreement
6 analysts
The primary driver is revenue growing 25.4% yoy -- genuine top-line momentum. The main limiting factor is p/e of 33.4 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- Revenue growing 25.4% YoY -- genuine top-line momentum — Growth
- EPS growing 133.2% YoY — Growth
- 4 consecutive earnings beats -- consistent execution — Growth
Bear Case
- P/E of 33.4 is moderate-to-rich — Value
- Price-to-book of 6.0x prices in significant intangible value — Value