MNDY vs TSM
monday.com Ltd. vs Taiwan Semiconductor Mfg. — AI-powered side-by-side comparison
MNDY
monday.com Ltd.
64
Buy
VS
TSM
Taiwan Semiconductor Mfg.
72
Buy
| Metric | MNDY | TSM |
|---|
| AI Score |
64
|
72
|
| Price |
$87.44
|
$422.01
|
| P/E Ratio |
37.37×
|
27.76×
|
| ROE |
9.5%
|
32.4%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
89.1%
|
64.2%
|
| Debt / Equity |
0.23×
|
0.15×
|
| Dividend Yield |
0.0%
|
0.9%
|
| RSI (14) |
50.9
|
57.1
|
| Beta |
1.233
|
1.392
|
| Expected Upside |
—
|
+14.3%
|
AI Committee View
Current Innellis committee reasoning for MNDY versus TSM.
TSM leads by 8 points.
TSM scores 72/100 (Buy) versus MNDY at 64/100 (Buy).
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
TSM Committee View
75% agreement
4 analysts
The primary driver is 5 consecutive earnings beats -- consistent execution. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Risk/reward is unfavorable: 25.0% downside vs 14.3% upside.