monday.com Ltd. (MNDY) intrinsic value & 10-year financials
monday.com Ltd. (MNDY) has a Graham intrinsic value of $74.40 per share. Over the last 8 fiscal years revenue grew 58.4% a year to $1.2B, with an average return on invested capital of 35.6%.
- Graham intrinsic value
- $74.40
- Revenue (FY2025)
- $1.2B
- Revenue growth (8-yr CAGR)
- 58.4%
- ROIC (10-yr avg)
- 35.6%
- Free cash flow (FY2025)
- $313.3M
MNDY 10-year financial history
| Fiscal year | Revenue | Net income | EPS (diluted) | Free cash flow | Operating margin | ROIC |
|---|---|---|---|---|---|---|
| FY2025 | $1.2B | $118.7M | $2.24 | $313.3M | -0.1% | 0.8% |
| FY2024 | $972.0M | $32.4M | $0.62 | $297.9M | -2.2% | 7.0% |
| FY2023 | $729.7M | -$1.9M | -$0.04 | $207.5M | -5.3% | 9.5% |
| FY2022 | $519.0M | -$136.9M | -$2.99 | $11.1M | -29.3% | 91.9% |
| FY2021 | $308.1M | -$129.3M | -$4.53 | $4.8M | -40.9% | 68.8% |
| FY2020 | $161.1M | -$152.2M | -$14.19 | -$41.5M | -93.4% | — |
| FY2019 | $78.1M | -$91.6M | — | -$38.1M | -118.5% | — |
| FY2018 | — | — | — | — | — | — |
Source: annual 10-K filings on SEC EDGAR. Figures in USD.
Executive summary
monday.com Ltd. revenue growth over the past decade is N/A; insufficient history prevents a reliable 10-year CAGR calculation.
monday.com Ltd. has earned high returns on invested capital, averaging 35.6% ROIC over the available history. High ROIC is consistent with a durable franchise, but it is not by itself proof of an economic moat.
monday.com Ltd. capital allocation metrics are N/A for the decade; share count and net debt history are incomplete.
Benjamin Graham lens
Under Benjamin Graham's formula using SEC EDGAR fundamentals, monday.com Ltd. is modeled at 15.0% normalized earnings growth with a 5.1% bond-yield adjustment. The resulting Graham intrinsic value estimate is $74.40 per share.