Monday Com Ltd's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Monday Com Ltd (MNDY) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Monday Com Ltd vs Its Competitors
- TTM: Trailing 12-month revenue of 1,232M vs 1,430,163M combined for tracked competitors (0.1% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months), vs accelerating (+15.1%) for its tracked peer group.
- Growth: Monday Com Ltd generated 26.8% revenue growth year over year in Q4 2025, vs 13.7% for its tracked competitors combined.
- Profitability: Its 9.6% net margin compares with 16.4% for the peer group.
- Scale: Monday Com Ltd ranks #71 of 260 companies by market capitalization in the Software & Programming industry, holding 0.1% of industry market cap.
- Peer revenue share: Monday Com Ltd accounted for 0.3% of combined revenue among its tracked peer group, up from 0.3% a year earlier.
- Peer differentiation: Revenue per employee of $0.39M compares with $0.44M for the peer group (0.9x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
MNDY Sales vs. its Competitors, Q4 2025
Monday Com Ltd reported revenue growth of 26.75 % year on year in Q4 2025, above its competitors' combined revenue growth of 13.73 %.
With a net margin of 9.64 %, Monday Com Ltd reported lower profitability than its competitors (16.41 %).
Monday Com Ltd generated 0.30 % of the combined sales of its peer group, up from 0.27 % a year earlier.
Monday Com Ltd vs. its Competitors, Q4 2025
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Monday Com Ltd and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Monday com Ltd | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (3) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (10) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (7) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Monday Com Ltd's competitor groups requires a Commercial License.
For context: the Software & Programming industry grew revenue 16.0% year over year, combined, vs 26.8% for Monday Com Ltd. Monday Com Ltd's share of combined industry revenue moved from 0.35% to 0.38%, a gain of 0.03 percentage points.
Monday Com Ltd's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Monday com Ltd | Yes | Yes | Yes | No |
| Competitors combined (45) | ||||
| High-Confidence Competitors (5) | ||||
| Similar-Size Competitors (10) | ||||
| Similar Growth & Profitability (8) | 75.00 % (6 of 8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 28.60 % (2 of 7) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
MNDY Stock Performance relative to its Competitors
MNDY Stock Performance relative to High-Confidence Competitors
MNDY Stock Performance relative to Similar-Size Competitors
MNDY Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Red Violet Inc | 282.9% | Outperformed |
| 2 | Upland Software Inc | 282.9% | Outperformed |
| 3 | Paycor Hcm Inc | 282.9% | Outperformed |
| 4 | Amazon com Inc | 282.9% | Outperformed |
| 5 | Amplitude Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Monday Com Ltd's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Monday Com Ltd's Comment on Competition and Industry Peers
companies that primarily offer project and work management solutions, including the application of processes, methods, skills, and knowledge to achieve specific objectives. This includes companies such as Asana, Inc., SmartSheet Inc., Notion, Inc., Atlassian Corporation PLC (Trello), Citrix Systems Inc. (Wrike), Zendesk, Inc., ClickUp, Airtable, and Freshworks Inc.; and
companies that offer products across other use cases we serve, such as customer relationship management solutions, software development tools, and marketing campaign management. This includes companies such as SugarCRM, Pipedrive, Zoho, Inc., Atlassian Corporation PLC (Jira), Procore Technologies, Workday, Inc., BambooHR, LLC, Hootsuite Media Inc., and Adobe Experience Cloud. In the future, we will likely face increased competition from a number of Work OS providers. Our principal competitive factor is our open and modular infrastructure, leading in flexibility and adaptability and our ability to scale our vertical and horizontal offerings as we continue to rapidly build end-to-end products. We believe that our ability to compete successfully depends primarily on the following factors:
our ability to introduce new and improve on existing, features, products, and services in response to competition, user sentiment, online, market and industry trends, and the ever-evolving technological landscape;
our ability to continue to increase social and technological acceptance of our Work OS;
continued growth in the digitalization of the workplace;
our ability to maintain the value and reputation of monday.com as a solution; and
the scale, growth, and engagement of our community relative to those of our competitors.
Publicly Traded Peers of Monday com Ltd
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Monday com Ltd | 4,196.53 | 1,232.00 |
| Microsoft Corporation | 3,795,216.66 | 331,839.00 |
| Amazon com Inc | 2,683,773.45 | 776,231.00 |
| Palantir Technologies Inc | 481,578.75 | 6,156.87 |
| Sap Se | 246,009.75 | 41,216.00 |
| International Business Machines Corporation | 210,356.66 | 69,096.00 |
| SUBTOTAL | 8,201,751.61 | 1,436,253.01 |
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Sources: Monday com Ltd's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Monday com Ltd versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Monday Com Ltd's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| SmartSheet Inc | Named by the company | 85% |
| Atlassian Corporation PLC | Named by the company | 85% |
| Citrix Systems Inc. | Named by the company | 85% |
| Freshworks Inc | Named by the company | 85% |
| Procore Technologies | Named by the company | 85% |
| Hootsuite Media Inc | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Monday Com Ltd's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
Monday Com Ltd's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Monday com Ltd | 4,197 | 390,490 | 37,636 |
| Microsoft Corporation | 3,795,217 | 1,488,067 | 599,771 |
| Amazon com Inc | 2,683,773 | 492,532 | 85,838 |
| Palantir Technologies Inc | 481,579 | 1,390,126 | 684,290 |
| Sap Se | 246,010 | 374,691 | 74,592 |
| International Business Machines Corporation | 210,357 | 226,322 | 35,129 |
| PEERS TOTAL | 8,197,555 | 441,936 | 87,779 |
Monday Com Ltd's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Microsoft Corporation | US 51.47 % |
| International Business Machines Corporation | Americas 49.04 % |
| Salesforce Inc | Americas 64.97 % |
| Servicenow Inc | North America 63.26 % |
| Workday Inc | United States 74.47 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Monday Com Ltd's Business Segment Mix vs Peers
Revenue by operating segment, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Microsoft Corporation | Productivity and Business Processes 42.19 % |
| Amazon com Inc | North America 57.75 % |
| Palantir Technologies Inc | Government Operating 51.15 % |
| International Business Machines Corporation | Software 45.22 % |
| Accenture Plc | Americas 49.30 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Monday Com Ltd's Position in Industry Market Structure
Market-capitalization share and concentration across all 236 companies in Monday Com Ltd's industry classification, broader than the peer set above. Market cap in millions of $.Monday Com Ltd ranks #71 of 236 companies by market capitalization in its industry, holding 0.06 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 2,661, indicating a highly concentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Microsoft Corporation | 3,756,759 | 50.30 % |
| 2 | Palantir Technologies Inc | 486,305 | 6.51 % |
| 3 | Oracle Corporation | 388,902 | 5.21 % |
| 4 | Sap Se | 268,701 | 3.60 % |
| 5 | Crowdstrike Holdings Inc | 1,234 | 5.2% |
| 6 | Salesforce Inc | 1,234 | 5.2% |
| 7 | Shopify Inc | 1,234 | 5.2% |
| 8 | Full Truck Alliance Co Ltd | 1,234 | 5.2% |
| 9 | Servicenow Inc | 1,234 | 5.2% |
| 10 | Cloudflare Inc | 1,234 | 5.2% |
| 71 | Monday com Ltd | 4,120 | 0.06 % |
Market cap and industry share for the rest of Monday Com Ltd's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-28.
Monday Com Ltd's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 66 | Blackberry Limited | 4,832 | 75.16 % |
| 67 | Navan Inc | 4,815 | - |
| 68 | Klaviyo Inc | 4,417 | -54.22 % |
| 69 | Box Inc | 4,277 | -5.23 % |
| 70 | Bill Holdings Inc | 1,234 | 12.3% |
| 71 | Monday com Ltd | 4,120 | -62.56 % |
| 72 | Cheetah Mobile Inc | 1,234 | 12.3% |
| 73 | Clear Secure Inc | 1,234 | 12.3% |
| 74 | Fastly Inc | 1,234 | 12.3% |
| 75 | Tenable Holdings Inc | 1,234 | 12.3% |
| 76 | Workiva Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Monday Com Ltd's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-28. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Monday Com Ltd's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Software & Programming industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (343 companies).| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 89.20 % | 64.28 % (avg) | +24.9 pp |
| Operating Margin | -0.14 % | industry median | +2.4 pp |
| EBITDA Margin | 6.11 % | 2.53 % (avg) | +3.6 pp |
| Capital Intensity (Capex / Revenue) | 0.27 % | 4.79 % (avg) | -4.5 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Monday Com Ltd's Valuation vs Competitive Position
Valuation multiples vs the Software & Programming industry average (343 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 75.2x | 39.5x | +35.7x |
| EV / EBITDA | 103.2x | 21.7x | +81.5x |
| P/B | 7.2x | 5.4x | +1.8x |
| Return on Equity | 9.52 % | industry aggregate | -13.04 % |
| Return on Invested Capital | -0.07 % | -0.26 % (avg) | 0.19 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Monday Com Ltd's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue Growth | 40.59 % | 33.21 % | 26.75 % |
| Operating Margin | -5.29 % | -2.16 % | -0.14 % |
| Return on Invested Capital | -2.29 % | -0.97 % | -0.07 % |
| P/E | - | 446.8x | 75.2x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Monday Com Ltd's Strategic Group Map
Every company in Monday Com Ltd's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Monday Com Ltd is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Monday Com Ltd's BCG Growth-Share Matrix
Relative market share (vs Monday Com Ltd's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) — a common framework, not a precision instrument.
Monday Com Ltd falls in the Question Mark quadrant: relative market share of 0.00x vs its largest competitor, in an industry growing revenue 11.6% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution. A caveat worth reading alongside this chart: Microsoft Corporation alone holds 50% of this industry's market cap. In an industry this dominated by one leader, the framework will place nearly every OTHER company in "Dog" or "Question Mark" purely because relative share is measured against that leader, regardless of how strong those other companies actually are on their own fundamentals. Check the Profitability, Valuation and Financial Strength sections above before treating this quadrant label as a verdict.
Monday Com Ltd's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | Low | Industry HHI of 2,661 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Lower than typical for the industry | Capital intensity (capex / revenue) of 0.27 % vs industry average 4.79 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Monday Com Ltd's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Monday Com Ltd's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Monday Com Ltd's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Monday Com Ltd falls in the Medium attractiveness / Medium strength cell: Selective.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Monday Com Ltd's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) — not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+300.0% annualized vs trailing 12 months).
Weaknesses
- Return on equity 13.0 points below the industry aggregate.
- Underperforming the U.S.A. 500 over the trailing 12 months.
- Low relative market share vs the industry leader (0.00x).
Opportunities
- Industry revenue growing at a healthy 11.6% median pace.
Threats
- Industry dominated by Microsoft Corporation, holding 50.30 % of industry market cap.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Monday Com Ltd's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Monday com Ltd | 1.64 | 2.50 | - |
| Microsoft Corporation | 0.13 | 1.31 | 0.11 |
| Amazon com Inc | 0.38 | 1.07 | 0.21 |
| Palantir Technologies Inc | 1.40 | 6.94 | - |
| Sap Se | 0.47 | 1.16 | - |
| International Business Machines Corporation | 0.29 | 0.87 | 3.47 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Monday Com Ltd's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Monday com Ltd | Q4 2025 | +26.7 % | +266.8 % |
| Microsoft Corporation | Q2 2026 | +17.7 % | +31.3 % |
| Amazon com Inc | Q2 2026 | +19.9 % | +244.9 % |
| Palantir Technologies Inc | Q2 2026 | +93.0 % | +224.4 % |
| Sap Se | Q4 2025 | +7.7 % | +132.6 % |
| International Business Machines Corporation | Q2 2026 | +1.1 % | -1.3 % |
| PEERS TOTAL | +16.1 % | +62.3 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Monday Com Ltd's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Monday com Ltd | Q4 2025 | +28.4 % | +67.0 % |
| Microsoft Corporation | Q2 2026 | +22.9 % | +109.6 % |
| Amazon com Inc | Q2 2026 | +18.5 % | +300.3 % |
| Palantir Technologies Inc | Q2 2026 | +54.6 % | +90.6 % |
| Sap Se | Q4 2025 | +8.0 % | - |
| International Business Machines Corporation | Q2 2026 | +3.6 % | +9.0 % |
Monday Com Ltd's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Monday com Ltd | 5.64% | 8.33% | 9.52% |
| Microsoft Corporation | 19.76% | 22.48% | 34.22% |
| Amazon com Inc | 15.21% | 23.40% | 30.50% |
| Palantir Technologies Inc | 31.17% | 34.61% | 37.17% |
| Sap Se | 10.41% | 13.84% | 16.25% |
| International Business Machines Corporation | 7.07% | 7.03% | 33.43% |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Monday Com Ltd's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Monday com Ltd | 35.29 | 3.41 |
| Microsoft Corporation | 28.37 | 11.44 |
| Amazon com Inc | 19.79 | 3.46 |
| Palantir Technologies Inc | 160.24 | 78.22 |
| Sap Se | 34.35 | 5.97 |
| International Business Machines Corporation | 19.55 | 3.04 |
| PEERS AVERAGE | 28.76 | 5.71 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.