MNDY vs WDC
monday.com Ltd. vs Western Digital — AI-powered side-by-side comparison
MNDY
monday.com Ltd.
67
Buy
VS
WDC
Western Digital
61
Buy
| Metric | MNDY | WDC |
|---|
| AI Score |
67
|
61
|
| Price |
$93.17
|
$450.73
|
| P/E Ratio |
39.45×
|
16.03×
|
| ROE |
9.5%
|
106.3%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
88.7%
|
48.9%
|
| Debt / Equity |
0.38×
|
0.12×
|
| Dividend Yield |
0.0%
|
0.1%
|
| RSI (14) |
61.8
|
35.8
|
| Beta |
1.125
|
2.217
|
| Expected Upside |
+3.2%
|
+83.7%
|
AI Committee View
Current Innellis committee reasoning for MNDY versus WDC.
MNDY leads by 6 points.
MNDY scores 67/100 (Buy) versus WDC at 61/100 (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
WDC Committee View
67% agreement
6 analysts
Positive signals support the current rating — revenue growing 35.7% yoy -- genuine top-line momentum. The committee sees sufficient evidence to maintain the constructive view.
Bull Case
- ROE of 117.8% shows genuine earnings power backing the valuation — Value
- Revenue growing 35.7% YoY -- genuine top-line momentum — Growth
- EPS growing 363.8% YoY — Growth
Bear Case
- Price-to-book of 22.5x prices in significant intangible value — Value
- MACD histogram negative -- bearish momentum — Technical
- Bollinger bandwidth of 33.0% signals elevated volatility — Risk