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MNDY vs CRM
Revenue, margins, valuation, and 5-year total return — side by side.
Software - Application
MNDY vs CRM — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Software - Application | Software - Application |
| Market Cap | $3.81B | $174.30B |
| Revenue (TTM) | $1.23B | $41.52B |
| Net Income (TTM) | $119M | $7.46B |
| Gross Margin | 89.2% | 77.7% |
| Operating Margin | -0.1% | 21.5% |
| Forward P/E | 18.4x | 15.4x |
| Total Debt | $312M | $6.74B |
| Cash & Equiv. | $1.50B | $7.33B |
MNDY vs CRM — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Jun 21 | May 26 | Return |
|---|---|---|---|
| monday.com Ltd. (MNDY) | 100 | 33.1 | -66.9% |
| Salesforce, Inc. (CRM) | 100 | 74.2 | -25.8% |
Price return only. Dividends and distributions are not included.
Quick Verdict: MNDY vs CRM
Each card shows where this stock fits in a portfolio — not just who wins on paper.
MNDY is the clearest fit if your priority is growth exposure.
- Rev growth 26.7%, EPS growth 261.3%, 3Y rev CAGR 33.4%
- 26.7% revenue growth vs CRM's 9.6%
CRM carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.
- Dividend streak 2 yrs, beta 0.82, yield 0.9%
- 149.0% 10Y total return vs MNDY's -58.6%
- Lower volatility, beta 0.82, Low D/E 11.4%, current ratio 0.76x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 26.7% revenue growth vs CRM's 9.6% | |
| Value | Lower P/E (15.4x vs 18.4x) | |
| Quality / Margins | 18.0% margin vs MNDY's 9.6% | |
| Stability / Safety | Beta 0.82 vs MNDY's 1.19, lower leverage | |
| Dividends | 0.9% yield; 2-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | -33.1% vs MNDY's -73.2% | |
| Efficiency (ROA) | 6.6% ROA vs MNDY's 5.6%, ROIC 10.9% vs -2.4% |
MNDY vs CRM — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
MNDY vs CRM — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
Evenly matched — MNDY and CRM each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
CRM is the larger business by revenue, generating $41.5B annually — 33.7x MNDY's $1.2B. CRM is the more profitable business, keeping 18.0% of every revenue dollar as net income compared to MNDY's 9.6%. On growth, MNDY holds the edge at +24.6% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $1.2B | $41.5B |
| EBITDAEarnings before interest/tax | $12M | $11.4B |
| Net IncomeAfter-tax profit | $119M | $7.5B |
| Free Cash FlowCash after capex | $321M | $14.4B |
| Gross MarginGross profit ÷ Revenue | +89.2% | +77.7% |
| Operating MarginEBIT ÷ Revenue | -0.1% | +21.5% |
| Net MarginNet income ÷ Revenue | +9.6% | +18.0% |
| FCF MarginFCF ÷ Revenue | +26.0% | +34.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | +24.6% | +12.1% |
| EPS Growth (YoY)Latest quarter vs prior year | +2.3% | +18.3% |
Valuation Metrics
CRM leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
At 23.2x trailing earnings, CRM trades at a 30% valuation discount to MNDY's 33.0x P/E. On an enterprise value basis, CRM's 19.5x EV/EBITDA is more attractive than MNDY's 217.5x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $3.8B | $174.3B |
| Enterprise ValueMkt cap + debt − cash | $2.6B | $173.7B |
| Trailing P/EPrice ÷ TTM EPS | 33.02x | 23.23x |
| Forward P/EPrice ÷ next-FY EPS est. | 18.40x | 15.39x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.90x |
| EV / EBITDAEnterprise value multiple | 217.45x | 19.48x |
| Price / SalesMarket cap ÷ Revenue | 3.10x | 4.20x |
| Price / BookPrice ÷ Book value/share | 3.15x | 2.93x |
| Price / FCFMarket cap ÷ FCF | 12.17x | 12.10x |
Profitability & Efficiency
CRM leads this category, winning 6 of 8 comparable metrics.
Profitability & Efficiency
CRM delivers a 12.6% return on equity — every $100 of shareholder capital generates $13 in annual profit, vs $10 for MNDY. CRM carries lower financial leverage with a 0.11x debt-to-equity ratio, signaling a more conservative balance sheet compared to MNDY's 0.25x. On the Piotroski fundamental quality scale (0–9), CRM scores 8/9 vs MNDY's 5/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +9.5% | +12.6% |
| ROA (TTM)Return on assets | +5.6% | +6.6% |
| ROICReturn on invested capital | -2.4% | +10.9% |
| ROCEReturn on capital employed | -0.1% | +11.9% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 8 |
| Debt / EquityFinancial leverage | 0.25x | 0.11x |
| Net DebtTotal debt minus cash | -$1.2B | -$590M |
| Cash & Equiv.Liquid assets | $1.5B | $7.3B |
| Total DebtShort + long-term debt | $312M | $6.7B |
| Interest CoverageEBIT ÷ Interest expense | — | 44.14x |
Total Returns (Dividends Reinvested)
CRM leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in CRM five years ago would be worth $8,479 today (with dividends reinvested), compared to $4,135 for MNDY. Over the past 12 months, CRM leads with a -33.1% total return vs MNDY's -73.2%. The 3-year compound annual growth rate (CAGR) favors CRM at -2.2% vs MNDY's -15.9% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -48.4% | -28.4% |
| 1-Year ReturnPast 12 months | -73.2% | -33.1% |
| 3-Year ReturnCumulative with dividends | -40.6% | -6.6% |
| 5-Year ReturnCumulative with dividends | -58.6% | -15.2% |
| 10-Year ReturnCumulative with dividends | -58.6% | +149.0% |
| CAGR (3Y)Annualised 3-year return | -15.9% | -2.2% |
Risk & Volatility
CRM leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
CRM is the less volatile stock with a 0.82 beta — it tends to amplify market swings less than MNDY's 1.19 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. CRM currently trades 61.2% from its 52-week high vs MNDY's 23.3% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.19x | 0.82x |
| 52-Week HighHighest price in past year | $316.98 | $296.05 |
| 52-Week LowLowest price in past year | $57.50 | $163.52 |
| % of 52W HighCurrent price vs 52-week peak | +23.3% | +61.2% |
| RSI (14)Momentum oscillator 0–100 | 60.2 | 54.0 |
| Avg Volume (50D)Average daily shares traded | 1.5M | 12.6M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates MNDY as "Buy" and CRM as "Buy". Consensus price targets imply 79.8% upside for MNDY (target: $133) vs 58.4% for CRM (target: $287). CRM is the only dividend payer here at 0.92% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $133.00 | $287.00 |
| # AnalystsCovering analysts | 25 | 97 |
| Dividend YieldAnnual dividend ÷ price | — | +0.9% |
| Dividend StreakConsecutive years of raises | — | 2 |
| Dividend / ShareAnnual DPS | — | $1.66 |
| Buyback YieldShare repurchases ÷ mkt cap | +3.5% | +7.2% |
CRM leads in 4 of 6 categories — strongest in Valuation Metrics and Profitability & Efficiency. 1 category is tied.
MNDY vs CRM: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is MNDY or CRM 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 9. 6% for Salesforce, Inc. (CRM). Salesforce, Inc. (CRM) offers the better valuation at 23. 2x trailing P/E (15. 4x forward), making it the more compelling value choice. Analysts rate monday. com Ltd. (MNDY) a "Buy" — based on 25 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 — MNDY or CRM?
On trailing P/E, Salesforce, Inc.
(CRM) is the cheapest at 23. 2x versus monday. com Ltd. at 33. 0x. On forward P/E, Salesforce, Inc. is actually cheaper at 15. 4x.
03Which is the better long-term investment — MNDY or CRM?
Over the past 5 years, Salesforce, Inc.
(CRM) delivered a total return of -15. 2%, compared to -58. 6% for monday. com Ltd. (MNDY). Over 10 years, the gap is even starker: CRM returned +149. 0% versus MNDY's -58. 6%. 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 — MNDY or CRM?
By beta (market sensitivity over 5 years), Salesforce, Inc.
(CRM) is the lower-risk stock at 0. 82β versus monday. com Ltd. 's 1. 19β — meaning MNDY is approximately 45% more volatile than CRM relative to the S&P 500. On balance sheet safety, Salesforce, Inc. (CRM) carries a lower debt/equity ratio of 11% versus 25% for monday. com Ltd. — giving it more financial flexibility in a downturn.
05Which is growing faster — MNDY or CRM?
By revenue growth (latest reported year), monday.
com Ltd. (MNDY) is pulling ahead at 26. 7% versus 9. 6% for Salesforce, Inc. (CRM). On earnings-per-share growth, the picture is similar: monday. com Ltd. grew EPS 261. 3% year-over-year, compared to 22. 6% for Salesforce, Inc.. 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 — MNDY or CRM?
Salesforce, Inc.
(CRM) is the more profitable company, earning 18. 0% net margin versus 9. 6% for monday. com Ltd. — meaning it keeps 18. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CRM leads at 21. 5% versus -0. 1% for MNDY. 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 MNDY or CRM more undervalued right now?
On forward earnings alone, Salesforce, Inc.
(CRM) trades at 15. 4x forward P/E versus 18. 4x for monday. com Ltd. — 3. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for MNDY: 79. 8% to $133. 00.
08Which pays a better dividend — MNDY or CRM?
In this comparison, CRM (0.
9% yield) pays a dividend. MNDY does not pay a meaningful dividend and should not be held primarily for income.
09Is MNDY or CRM better for a retirement portfolio?
For long-horizon retirement investors, Salesforce, Inc.
(CRM) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 82), 0. 9% yield, +149. 0% 10Y return). Both have compounded well over 10 years (CRM: +149. 0%, MNDY: -58. 6%), 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 MNDY and CRM?
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: MNDY is a small-cap high-growth stock; CRM is a mid-cap quality compounder stock. CRM pays a dividend while MNDY does not, making them suitable for different income and tax situations. 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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