WallStSmart

Salesforce.com Inc (CRM)vsMonday.Com Ltd (MNDY)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Salesforce.com Inc generates 3192% more annual revenue ($42.83B vs $1.30B). CRM leads profitability with a 18.7% profit margin vs 9.2%. MNDY appears more attractively valued with a PEG of 0.28. CRM earns a higher WallStSmart Score of 76/100 (B+).

CRM

Strong Buy

76

out of 100

Grade: B+

Growth: 7.3Profit: 7.5Value: 8.0Quality: 4.5
Piotroski: 5/9Altman Z: 1.50

MNDY

Buy

58

out of 100

Grade: C

Growth: 8.0Profit: 6.0Value: 7.0Quality: 6.5
Piotroski: 3/9Altman Z: 1.87
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CRMUndervalued (+78.0%)

Margin of Safety

+78.0%

Fair Value

$720.27

Current Price

$158.37

$561.90 discount

UndervaluedFair: $720.27Overvalued

Intrinsic value data unavailable for MNDY.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CRM6 strengths · Avg: 8.7/10
EPS GrowthGrowth
52.2%10/10

Earnings expanding 52.2% YoY

Market CapQuality
$129.71B9/10

Large-cap with strong market position

Return on EquityProfitability
23.4%9/10

Every $100 of equity generates 23 in profit

PEG RatioValuation
0.768/10

Growing faster than its price suggests

Operating MarginProfitability
21.8%8/10

Strong operational efficiency at 21.8%

Free Cash FlowQuality
$6.56B8/10

Generating 6.6B in free cash flow

MNDY3 strengths · Avg: 9.0/10
PEG RatioValuation
0.2810/10

Growing faster than its price suggests

Debt/EquityHealth
0.239/10

Conservative balance sheet, low leverage

Revenue GrowthGrowth
24.5%8/10

Revenue surging 24.5% year-over-year

Areas to Watch

CRM2 concerns · Avg: 3.5/10
Altman Z-ScoreHealth
1.504/10

Distress zone — elevated risk

Debt/EquityHealth
1.223/10

Elevated debt levels

MNDY3 concerns · Avg: 3.7/10
P/E RatioValuation
29.8x4/10

Moderate valuation

Altman Z-ScoreHealth
1.874/10

Grey zone — moderate risk

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : CRM

The strongest argument for CRM centers on EPS Growth, Market Cap, Return on Equity. Profitability is solid with margins at 18.7% and operating margin at 21.8%. Revenue growth of 13.3% demonstrates continued momentum.

Bull Case : MNDY

The strongest argument for MNDY centers on PEG Ratio, Debt/Equity, Revenue Growth. Revenue growth of 24.5% demonstrates continued momentum. PEG of 0.28 suggests the stock is reasonably priced for its growth.

Bear Case : CRM

The primary concerns for CRM are Altman Z-Score, Debt/Equity.

Bear Case : MNDY

The primary concerns for MNDY are P/E Ratio, Altman Z-Score, Piotroski F-Score.

Key Dynamics to Monitor

CRM profiles as a mature stock while MNDY is a growth play — different risk/reward profiles.

MNDY carries more volatility with a beta of 1.23 — expect wider price swings.

MNDY is growing revenue faster at 24.5% — sustainability is the question.

CRM generates stronger free cash flow (6.6B), providing more financial flexibility.

Bottom Line

CRM scores higher overall (76/100 vs 58/100), backed by strong 18.7% margins and 13.3% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Salesforce.com Inc

TECHNOLOGY · SOFTWARE - APPLICATION · USA

Salesforce.com, Inc. is an American cloud-based software company headquartered in San Francisco, California. It provides customer relationship management (CRM) service and also provides a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, and application development.

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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.

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