MNDY vs SWKS
monday.com Ltd. vs Skyworks Solutions — AI-powered side-by-side comparison
MNDY
monday.com Ltd.
68
Buy
VS
SWKS
Skyworks Solutions
57
Buy
| Metric | MNDY | SWKS |
|---|
| AI Score |
68
|
57
|
| Price |
$92.51
|
$66.61
|
| P/E Ratio |
39.02×
|
33.87×
|
| ROE |
9.5%
|
8.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
88.7%
|
40.7%
|
| Debt / Equity |
0.38×
|
0.12×
|
| Dividend Yield |
0.0%
|
4.3%
|
| RSI (14) |
58.8
|
38.9
|
| Beta |
1.125
|
1.51
|
| Expected Upside |
+4.4%
|
+12.3%
|
AI Committee View
Current Innellis committee reasoning for MNDY versus SWKS.
MNDY leads by 11 points.
MNDY scores 68/100 (Buy) versus SWKS at 57/100 (Buy).
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
SWKS Committee View
83% agreement
6 analysts
The committee sees neither a compelling opportunity nor a clear risk at this stage. Conditions remain neutral — patience is warranted.
Bull Case
- Dividend yield of 2.9% pays you to wait — Value
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 36.1 is moderate-to-rich — Value
- EPS declining -23.0% YoY despite any revenue growth — Growth
- MACD histogram negative -- bearish momentum — Technical