monday.com Ltd.
MNDY 5.5Price and target zones价格与目标区间
What the company does公司做什么
monday.com Ltd., together with its subsidiaries, develops software applications in the United States, Europe, the Middle East, Africa, the United Kingdom, and internationally. The company provides Work Operating System (Work OS), a cloud-based visual work OS that consists of modular building blocks used and assembled to create software applications and work management tools.
Read the full description查看完整介绍
monday.com Ltd., together with its subsidiaries, develops software applications in the United States, Europe, the Middle East, Africa, the United Kingdom, and internationally. The company provides Work Operating System (Work OS), a cloud-based visual work OS that consists of modular building blocks used and assembled to create software applications and work management tools. Its products include monday work management that manages workflows, projects, and portfolios for team collaboration and productivity; monday CRM, which tracks and manages various sales cycle; monday dev that builds agile product and software development workflows; monday service, which creates seamless connection between service desks and their data; WorkCanvas, a digital whiteboard; and WorkForms, which allows users to create personalized forms or surveys and gain organizational insights. The company serves organizations, educational or government institution, and distinct business unit of an organization. The company was formerly known as DaPulse Labs Ltd. and changed its name to monday.com Ltd. in December 2017. monday.com Ltd. was incorporated in 2012 and is headquartered in Tel Aviv-Yafo, Israel.
Products and services产品与服务 from the vendor summary — not yet written up来自供应商简介——尚未整理成文
- Its products include monday work management that manages workflows, projects, and portfolios for team collaboration and productivity
- Monday CRM, which tracks and manages various sales cycle
- Monday dev that builds agile product and software development workflows
- Monday service, which creates seamless connection between service desks and their data
- WorkCanvas, a digital whiteboard
Company facts公司资料
- Founded成立时间
- 2012
- Headquarters总部
- Tel Aviv-Yafo, Israel
- Employees员工人数
- 3,155
- Industry行业
- Software - Application
- Country国家
- Israel
Investment thesis投资逻辑 from the watchlist来自关注列表
⚪ ANALYZED 9/10 — WATCH, not tracked-actionable. Work-management SaaS on a guide-driven de-rate. FV $66-124 (wide). Trim 28x fwd. Recheck the ~11/10 print.
Historical results历史业绩 past fiscal years — these values do not change过去财年——这些数值不会变动
Profit margins利润率 the share of revenue that stays as profit营收中留存为利润的比例
of every $1 of revenue每 $1 营收中的占比
- Return on equity净资产收益率
- 13%
- Revenue growth营收增长
- +22%
Competitive advantages竞争优势 from the thesis and the reports来自投资逻辑和报告
- Why this is a re-check, not a full rebuild The 8/10 analysis was written the morning Q2 printed and is exhaustive (share-count pitfall retraction, the tax-reversal earnings artifact, the pricing-lap test, moat, valuation, sentiment).
- A real switching-cost and data-gravity moat at the top of the customer base, wrapped around a very large, very replaceable tail.
- Honest counter-evidence, weighted: - Gross retention is at all-time highs.
- Actually, our growth retention is at all-time high." The NDR decline is the price lap, not customers leaving.
- But note the same correction made on Atlassian: this is a switching-cost/data-gravity moat, NOT a network effect.