CRM vs MNDY
Salesforce vs monday.com Ltd. — AI-powered side-by-side comparison
VS
MNDY
monday.com Ltd.
67
Buy
| Metric | CRM | MNDY |
|---|
| AI Score |
54
|
67
|
| Price |
$205.63
|
$93.17
|
| P/E Ratio |
23.72×
|
39.02×
|
| ROE |
12.6%
|
9.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
77.6%
|
88.7%
|
| Debt / Equity |
1.22×
|
0.38×
|
| Dividend Yield |
0.8%
|
0.0%
|
| RSI (14) |
62.4
|
58.8
|
| Beta |
1.152
|
1.125
|
| Expected Upside |
+2.8%
|
+4.4%
|
AI Committee View
Current Innellis committee reasoning for CRM versus MNDY.
MNDY leads by 13 points.
MNDY scores 67/100 (Buy) versus CRM at 54/100 (Watch).
CRM Committee View
60% agreement
5 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case. Risk Analyst remains cautious — bollinger bandwidth of 17.8% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- 4 consecutive earnings beats -- consistent execution — Growth
- MACD histogram positive -- bullish momentum — Technical
- Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
- RSI at 71 is in overbought territory — Technical
- Bollinger bandwidth of 17.8% signals elevated volatility — Risk
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