CDW vs MNDY
CDW Corporation vs monday.com Ltd. — AI-powered side-by-side comparison
CDW
CDW Corporation
54
Watch
VS
MNDY
monday.com Ltd.
67
Buy
| Metric | CDW | MNDY |
|---|
| AI Score |
54
|
67
|
| Price |
$139.59
|
$91.94
|
| P/E Ratio |
17.02×
|
39.02×
|
| ROE |
40.9%
|
9.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
21.4%
|
88.7%
|
| Debt / Equity |
2.44×
|
0.38×
|
| Dividend Yield |
1.8%
|
0.0%
|
| RSI (14) |
58.2
|
58.8
|
| Beta |
0.94
|
1.125
|
| Expected Upside |
+1.0%
|
+4.4%
|
AI Committee View
Current Innellis committee reasoning for CDW versus MNDY.
MNDY leads by 13 points.
MNDY scores 67/100 (Buy) versus CDW at 54/100 (Watch).
CDW Committee View
50% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case. Risk Analyst remains cautious — high leverage (debt-to-equity 2.16) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- ROE of 42.6% shows genuine earnings power backing the valuation — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- Price-to-book of 6.8x prices in significant intangible value — Value
- Debt-to-equity of 2.16 adds balance-sheet risk to the value case — 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