Software - Infrastructure
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4 / 10Stock Comparison
EVCM vs MNDY vs HUBS vs FROG
Revenue, margins, valuation, and 5-year total return — side by side.
Software - Application
Software - Application
Software - Application
EVCM vs MNDY vs HUBS vs FROG — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Software - Infrastructure | Software - Application | Software - Application | Software - Application |
| Market Cap | $2.09B | $3.94B | $12.58B | $6.91B |
| Revenue (TTM) | $594M | $1.23B | $3.30B | $563M |
| Net Income (TTM) | $32M | $119M | $100M | $-62M |
| Gross Margin | 77.5% | 89.2% | 83.7% | 77.4% |
| Operating Margin | 9.7% | -0.1% | 1.9% | -14.9% |
| Forward P/E | 16.7x | 19.0x | 19.6x | 63.4x |
| Total Debt | $537M | $312M | $485M | $19M |
| Cash & Equiv. | $130M | $1.50B | $882M | $77M |
EVCM vs MNDY vs HUBS vs FROG — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jul 21 | May 26 | Return |
|---|---|---|---|
| EverCommerce Inc. (EVCM) | 100 | 67.1 | -32.9% |
| monday.com Ltd. (MNDY) | 100 | 34.5 | -65.5% |
| HubSpot, Inc. (HUBS) | 100 | 41.0 | -59.0% |
| JFrog Ltd. (FROG) | 100 | 130.1 | +30.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: EVCM vs MNDY vs HUBS vs FROG
Each card shows where this stock fits in a portfolio — not just who wins on paper.
EVCM is the #2 pick in this set and the best alternative if income & stability and sleep-well-at-night is your priority.
- beta 1.10
- Lower volatility, beta 1.10, Low D/E 74.9%, current ratio 2.11x
- Beta 1.10, current ratio 2.11x
- Lower P/E (16.7x vs 63.4x)
MNDY carries the broadest edge in this set and is the clearest fit for growth exposure.
- Rev growth 26.7%, EPS growth 261.3%, 3Y rev CAGR 33.4%
- 26.7% revenue growth vs EVCM's -15.7%
- 9.6% margin vs FROG's -10.9%
- 5.6% ROA vs FROG's -4.7%, ROIC -2.4% vs -8.0%
HUBS lags the leaders in this set but could rank higher in a more targeted comparison.
FROG is the clearest fit if your priority is long-term compounding.
- -12.0% 10Y total return vs HUBS's 469.1%
- +65.0% vs MNDY's -72.3%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 26.7% revenue growth vs EVCM's -15.7% | |
| Value | Lower P/E (16.7x vs 63.4x) | |
| Quality / Margins | 9.6% margin vs FROG's -10.9% | |
| Stability / Safety | Beta 1.10 vs FROG's 1.24 | |
| Dividends | Tie | None of these 4 stocks pay a meaningful dividend |
| Momentum (1Y) | +65.0% vs MNDY's -72.3% | |
| Efficiency (ROA) | 5.6% ROA vs FROG's -4.7%, ROIC -2.4% vs -8.0% |
EVCM vs MNDY vs HUBS vs FROG — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
EVCM vs MNDY vs HUBS vs FROG — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
EVCM leads in 2 of 6 categories
FROG leads 1 • MNDY leads 0 • HUBS leads 0 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
Evenly matched — MNDY and FROG each lead in 2 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
HUBS is the larger business by revenue, generating $3.3B annually — 5.9x FROG's $563M. MNDY is the more profitable business, keeping 9.6% of every revenue dollar as net income compared to FROG's -10.9%. On growth, FROG holds the edge at +25.8% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $594M | $1.2B | $3.3B | $563M |
| EBITDAEarnings before interest/tax | $122M | $12M | $166M | -$66M |
| Net IncomeAfter-tax profit | $32M | $119M | $100M | -$62M |
| Free Cash FlowCash after capex | $85M | $321M | $712M | $151M |
| Gross MarginGross profit ÷ Revenue | +77.5% | +89.2% | +83.7% | +77.4% |
| Operating MarginEBIT ÷ Revenue | +9.7% | -0.1% | +1.9% | -14.9% |
| Net MarginNet income ÷ Revenue | +5.5% | +9.6% | +3.0% | -10.9% |
| FCF MarginFCF ÷ Revenue | +14.3% | +26.0% | +21.6% | +26.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | +3.6% | +24.6% | +23.4% | +25.8% |
| EPS Growth (YoY)Latest quarter vs prior year | +2.0% | +2.3% | +2.5% | +56.3% |
Valuation Metrics
EVCM leads this category, winning 3 of 6 comparable metrics.
Valuation Metrics
At 34.1x trailing earnings, MNDY trades at a 88% valuation discount to HUBS's 284.1x P/E. On an enterprise value basis, EVCM's 19.7x EV/EBITDA is more attractive than MNDY's 227.8x.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $2.1B | $3.9B | $12.6B | $6.9B |
| Enterprise ValueMkt cap + debt − cash | $2.5B | $2.7B | $12.2B | $6.9B |
| Trailing P/EPrice ÷ TTM EPS | 123.20x | 34.10x | 284.08x | -91.97x |
| Forward P/EPrice ÷ next-FY EPS est. | 16.68x | 19.01x | 19.61x | 63.45x |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | — |
| EV / EBITDAEnterprise value multiple | 19.72x | 227.80x | 69.24x | — |
| Price / SalesMarket cap ÷ Revenue | 3.54x | 3.20x | 4.02x | 12.99x |
| Price / BookPrice ÷ Book value/share | 3.02x | 3.25x | 6.29x | 7.47x |
| Price / FCFMarket cap ÷ FCF | 19.11x | 12.57x | 17.77x | 48.56x |
Profitability & Efficiency
Evenly matched — EVCM and MNDY each lead in 3 of 9 comparable metrics.
Profitability & Efficiency
MNDY delivers a 9.5% return on equity — every $100 of shareholder capital generates $10 in annual profit, vs $-7 for FROG. FROG carries lower financial leverage with a 0.02x debt-to-equity ratio, signaling a more conservative balance sheet compared to EVCM's 0.75x. On the Piotroski fundamental quality scale (0–9), EVCM scores 7/9 vs MNDY's 5/9, reflecting strong financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +4.5% | +9.5% | +5.0% | -7.0% |
| ROA (TTM)Return on assets | +2.3% | +5.6% | +2.7% | -4.7% |
| ROICReturn on invested capital | +3.9% | -2.4% | +0.4% | -8.0% |
| ROCEReturn on capital employed | +4.6% | -0.1% | +0.5% | -9.6% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 5 | 6 | 6 |
| Debt / EquityFinancial leverage | 0.75x | 0.25x | 0.23x | 0.02x |
| Net DebtTotal debt minus cash | $407M | -$1.2B | -$397M | -$57M |
| Cash & Equiv.Liquid assets | $130M | $1.5B | $882M | $77M |
| Total DebtShort + long-term debt | $537M | $312M | $485M | $19M |
| Interest CoverageEBIT ÷ Interest expense | 2.19x | — | 4753.07x | — |
Total Returns (Dividends Reinvested)
FROG leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in FROG five years ago would be worth $15,879 today (with dividends reinvested), compared to $4,271 for MNDY. Over the past 12 months, FROG leads with a +65.0% total return vs MNDY's -72.3%. The 3-year compound annual growth rate (CAGR) favors FROG at 38.5% vs HUBS's -18.1% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +2.1% | -46.7% | -36.1% | -4.3% |
| 1-Year ReturnPast 12 months | +16.5% | -72.3% | -62.0% | +65.0% |
| 3-Year ReturnCumulative with dividends | -4.2% | -38.6% | -45.1% | +165.6% |
| 5-Year ReturnCumulative with dividends | -33.0% | -57.3% | -52.1% | +58.8% |
| 10-Year ReturnCumulative with dividends | -33.0% | -57.3% | +469.1% | -12.0% |
| CAGR (3Y)Annualised 3-year return | -1.4% | -15.0% | -18.1% | +38.5% |
Risk & Volatility
EVCM leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
EVCM is the less volatile stock with a 1.10 beta — it tends to amplify market swings less than FROG's 1.24 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. EVCM currently trades 87.0% from its 52-week high vs MNDY's 24.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.10x | 1.19x | 1.18x | 1.24x |
| 52-Week HighHighest price in past year | $13.55 | $316.98 | $682.57 | $70.43 |
| 52-Week LowLowest price in past year | $7.66 | $57.50 | $187.45 | $33.74 |
| % of 52W HighCurrent price vs 52-week peak | +87.0% | +24.1% | +35.8% | +81.0% |
| RSI (14)Momentum oscillator 0–100 | 43.3 | 56.5 | 51.1 | 67.3 |
| Avg Volume (50D)Average daily shares traded | 131K | 1.5M | 1.5M | 2.7M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Analyst consensus: EVCM as "Buy", MNDY as "Buy", HUBS as "Buy", FROG as "Buy". Consensus price targets imply 74.1% upside for MNDY (target: $133) vs 3.9% for EVCM (target: $12).
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | $12.25 | $133.00 | $360.89 | $68.71 |
| # AnalystsCovering analysts | 15 | 25 | 47 | 22 |
| Dividend YieldAnnual dividend ÷ price | — | — | — | — |
| Dividend StreakConsecutive years of raises | — | — | — | — |
| Dividend / ShareAnnual DPS | — | — | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +4.1% | +3.4% | +4.0% | 0.0% |
EVCM leads in 2 of 6 categories (Valuation Metrics, Risk & Volatility). FROG leads in 1 (Total Returns). 2 tied.
EVCM vs MNDY vs HUBS vs FROG: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is EVCM or MNDY or HUBS or FROG a better buy right now?
For growth investors, monday.
com Ltd. (MNDY) is the stronger pick with 26. 7% revenue growth year-over-year, versus -15. 7% for EverCommerce Inc. (EVCM). monday. com Ltd. (MNDY) offers the better valuation at 34. 1x trailing P/E (19. 0x forward), making it the more compelling value choice. Analysts rate EverCommerce Inc. (EVCM) a "Buy" — based on 15 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — EVCM or MNDY or HUBS or FROG?
On trailing P/E, monday.
com Ltd. (MNDY) is the cheapest at 34. 1x versus HubSpot, Inc. at 284. 1x. On forward P/E, EverCommerce Inc. is actually cheaper at 16. 7x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — EVCM or MNDY or HUBS or FROG?
Over the past 5 years, JFrog Ltd.
(FROG) delivered a total return of +58. 8%, compared to -57. 3% for monday. com Ltd. (MNDY). Over 10 years, the gap is even starker: HUBS returned +469. 1% versus MNDY's -57. 3%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — EVCM or MNDY or HUBS or FROG?
By beta (market sensitivity over 5 years), EverCommerce Inc.
(EVCM) is the lower-risk stock at 1. 10β versus JFrog Ltd. 's 1. 24β — meaning FROG is approximately 13% more volatile than EVCM relative to the S&P 500. On balance sheet safety, JFrog Ltd. (FROG) carries a lower debt/equity ratio of 2% versus 75% for EverCommerce Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — EVCM or MNDY or HUBS or FROG?
By revenue growth (latest reported year), monday.
com Ltd. (MNDY) is pulling ahead at 26. 7% versus -15. 7% for EverCommerce Inc. (EVCM). On earnings-per-share growth, the picture is similar: HubSpot, Inc. grew EPS 863. 0% year-over-year, compared to 1. 6% for JFrog Ltd.. Over a 3-year CAGR, MNDY leads at 33. 4% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — EVCM or MNDY or HUBS or FROG?
monday.
com Ltd. (MNDY) is the more profitable company, earning 9. 6% net margin versus -13. 5% for JFrog Ltd. — meaning it keeps 9. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: EVCM leads at 10. 1% versus -15. 7% for FROG. At the gross margin level — before operating expenses — MNDY leads at 89. 2%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is EVCM or MNDY or HUBS or FROG more undervalued right now?
On forward earnings alone, EverCommerce Inc.
(EVCM) trades at 16. 7x forward P/E versus 63. 4x for JFrog Ltd. — 46. 8x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for MNDY: 74. 1% to $133. 00.
08Which pays a better dividend — EVCM or MNDY or HUBS or FROG?
None of the stocks in this comparison currently pay a material dividend.
All are effectively zero-yield and should be held for capital appreciation rather than income.
09Is EVCM or MNDY or HUBS or FROG better for a retirement portfolio?
For long-horizon retirement investors, HubSpot, Inc.
(HUBS) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 18), +469. 1% 10Y return). Both have compounded well over 10 years (HUBS: +469. 1%, FROG: -12. 0%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between EVCM and MNDY and HUBS and FROG?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: EVCM is a small-cap quality compounder stock; MNDY is a small-cap high-growth stock; HUBS is a mid-cap high-growth stock; FROG is a small-cap high-growth stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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