MNDY vs WDAY
monday.com Ltd. vs Workday Inc. — AI-powered side-by-side comparison
MNDY
monday.com Ltd.
65
Buy
VS
| Metric | MNDY | WDAY |
|---|
| AI Score |
65
|
60
|
| Price |
$93.38
|
$194.31
|
| P/E Ratio |
39.45×
|
61.85×
|
| ROE |
9.5%
|
8.9%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
88.7%
|
75.8%
|
| Debt / Equity |
0.38×
|
0.57×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
61.8
|
65.8
|
| Beta |
1.125
|
1.054
|
| Expected Upside |
+3.2%
|
+25.4%
|
AI Committee View
Current Innellis committee reasoning for MNDY versus WDAY.
MNDY leads by 5 points.
MNDY scores 65/100 (Buy) versus WDAY at 60/100 (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
- MACD histogram negative -- bearish momentum — Technical
WDAY Committee View
50% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — eps growing 77.0% yoy. Value Analyst remains cautious — p/e of 51.1 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- EPS growing 77.0% YoY — Growth
- 4 consecutive earnings beats -- consistent execution — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- P/E of 51.1 is expensive by classic value standards — Value
- Price-to-book of 5.8x prices in significant intangible value — Value
- Weekly RSI at 79 -- overbought on the larger timeframe too — Technical