Monday.Com Ltd (MNDY)vsServiceNow Inc (NOW)
MNDY
Monday.Com Ltd
$83.66
-2.72%
TECHNOLOGY · Cap: $3.72B
NOW
ServiceNow Inc
$137.78
-1.57%
TECHNOLOGY · Cap: $145.55B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 978% more annual revenue ($14.73B vs $1.37B). NOW leads profitability with a 11.3% profit margin vs 8.9%. MNDY appears more attractively valued with a PEG of 0.79. MNDY earns a higher WallStSmart Score of 62/100 (C+).
MNDY
Buy62
out of 100
Grade: C+
NOW
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MNDY.
Margin of Safety
+77.9%
Fair Value
$624.48
Current Price
$137.78
$486.70 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 163.9% YoY
Growing faster than its price suggests
Revenue surging 21.9% year-over-year
Large-cap with strong market position
Growing faster than its price suggests
Revenue surging 24.0% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Grey zone — moderate risk
Weak financial health signals
Trading at 11.4x book value
Distress zone — elevated risk
Operating margin of 4.1%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : MNDY
The strongest argument for MNDY centers on EPS Growth, PEG Ratio, Revenue Growth. Revenue growth of 21.9% demonstrates continued momentum. PEG of 0.79 suggests the stock is reasonably priced for its growth.
Bull Case : NOW
The strongest argument for NOW centers on Market Cap, PEG Ratio, Revenue Growth. Revenue growth of 24.0% demonstrates continued momentum. PEG of 0.99 suggests the stock is reasonably priced for its growth.
Bear Case : MNDY
The primary concerns for MNDY are P/E Ratio, Altman Z-Score, Piotroski F-Score.
Bear Case : NOW
The primary concerns for NOW are Price/Book, Altman Z-Score, Operating Margin. A P/E of 88.5x leaves little room for execution misses.
Key Dynamics to Monitor
MNDY carries more volatility with a beta of 1.15 — expect wider price swings.
NOW is growing revenue faster at 24.0% — sustainability is the question.
NOW generates stronger free cash flow (473M), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MNDY scores higher overall (62/100 vs 49/100) and 21.9% revenue growth. NOW offers better value entry with a 77.9% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
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 →ServiceNow Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
ServiceNow is an American software company based in Santa Clara, California that develops a cloud computing platform to help companies manage digital workflows for enterprise operations.
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