Salesforce.com Inc (CRM)vsMonday.Com Ltd (MNDY)
CRM
Salesforce.com Inc
$181.96
-0.58%
TECHNOLOGY · Cap: $171.49B
MNDY
Monday.Com Ltd
$69.28
-4.27%
TECHNOLOGY · Cap: $3.73B
Smart Verdict
WallStSmart Research — data-driven comparison
Salesforce.com Inc generates 3271% more annual revenue ($41.52B vs $1.23B). CRM leads profitability with a 18.0% profit margin vs 9.6%. MNDY appears more attractively valued with a PEG of 0.28. MNDY earns a higher WallStSmart Score of 63/100 (C+).
CRM
Buy63
out of 100
Grade: C+
MNDY
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+34.2%
Fair Value
$276.43
Current Price
$181.96
$94.47 discount
Margin of Safety
+30.3%
Fair Value
$104.83
Current Price
$69.28
$35.55 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Conservative balance sheet, low leverage
Reasonable price relative to book value
Generating 5.3B in free cash flow
Growing faster than its price suggests
Conservative balance sheet, low leverage
Reasonable price relative to book value
Revenue surging 24.6% year-over-year
Areas to Watch
Grey zone — moderate risk
Premium valuation, high expectations priced in
2.3% earnings growth
Grey zone — moderate risk
Operating margin of 0.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : CRM
The strongest argument for CRM centers on Market Cap, Debt/Equity, Price/Book. Profitability is solid with margins at 18.0% and operating margin at 19.2%. Revenue growth of 12.1% demonstrates continued momentum.
Bull Case : MNDY
The strongest argument for MNDY centers on PEG Ratio, Debt/Equity, Price/Book. Revenue growth of 24.6% demonstrates continued momentum. PEG of 0.28 suggests the stock is reasonably priced for its growth.
Bear Case : CRM
The primary concerns for CRM are Altman Z-Score.
Bear Case : MNDY
The primary concerns for MNDY are P/E Ratio, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
CRM profiles as a mature stock while MNDY is a growth play — different risk/reward profiles.
CRM carries more volatility with a beta of 1.31 — expect wider price swings.
MNDY is growing revenue faster at 24.6% — sustainability is the question.
CRM generates stronger free cash flow (5.3B), providing more financial flexibility.
Bottom Line
CRM scores higher overall (63/100 vs 63/100), backed by strong 18.0% margins and 12.1% revenue growth. MNDY offers better value entry with a 30.3% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Salesforce.com Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Salesforce.com, Inc. is an American cloud-based software company headquartered in San Francisco, California. It provides customer relationship management (CRM) service and also provides a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development.
Visit Website →Monday.Com Ltd
TECHNOLOGY · SOFTWARE - APPLICATION · USA
monday.com Ltd. develops and markets a team management platform for organizations and businesses. The company is headquartered in Tel Aviv-Yafo, Israel with additional offices in New York, New York; London, United Kingdom; Sydney, Australia; Miami, Florida; and San Francisco, California.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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