FISV vs MNDY
Fiserv vs monday.com Ltd. — AI-powered side-by-side comparison
VS
MNDY
monday.com Ltd.
64
Buy
| Metric | FISV | MNDY |
|---|
| AI Score |
69
|
64
|
| Price |
$52.70
|
$87.44
|
| P/E Ratio |
10.10×
|
37.37×
|
| ROE |
13.5%
|
9.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
47.2%
|
89.1%
|
| Debt / Equity |
1.04×
|
0.23×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
43.1
|
50.9
|
| Beta |
0.819
|
1.233
|
| Expected Upside |
+23.5%
|
—
|
AI Committee View
Current Innellis committee reasoning for FISV versus MNDY.
FISV leads by 5 points.
FISV scores 69/100 (Buy) versus MNDY at 64/100 (Buy).
FISV Committee View
75% agreement
4 analysts
The primary driver is quarter-over-quarter growth rate is accelerating, not just positive. The main limiting factor is macd histogram negative -- bearish momentum. The committee is constructive but not yet at full conviction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- VIX regime is low -- calm backdrop supports risk-taking — Macro
- Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
- MACD histogram negative -- bearish momentum — Technical
MNDY Committee View
67% agreement
6 analysts
Positive signals support the current rating — revenue growing 25.4% yoy -- genuine top-line momentum. The committee sees sufficient evidence to maintain the constructive view.
Bull Case
- Revenue growing 25.4% YoY -- genuine top-line momentum — Growth
- EPS growing 133.2% YoY — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- P/E of 31.4 is moderate-to-rich — Value
- Price-to-book of 6.0x prices in significant intangible value — Value
- Bollinger bandwidth of 33.2% signals elevated volatility — Risk