Business Description

monday.com Ltd. provides a cloud-based Work Operating System (Work OS) that enables organizations to build custom workflow applications and project management tools. The Israel-based company offers a low-code/no-code platform with modular building blocks, allowing teams to design tailored solutions for their specific operational needs. Its software is delivered via a subscription-based software-as-a-service (SaaS) model.

Financial Statements

In thousands, USD
FY 2025FY 2024FY 2023FY 2022
Total Revenues1,232,000971,995729,695519,029
Cost of Sales133,099103,69180,64566,528
Gross Profit1,098,900868,304649,050452,501
Selling, General & Administrative Expenses779,847675,629531,135477,469
Research & Development Expenses320,799213,709156,500127,047
Operating Profit(1,748)(21,034)(38,585)(152,015)
Interest and Investment Income61,06555,50041,91122,554
Total Non-Operating Income61,06555,50041,91122,554
Income Before Provision for Income Taxes59,31734,4663,326(129,461)
Provision for Income Taxes(59,425)2,0945,2037,406
Consolidated Net Income118,74232,372(1,877)(136,867)
Net Income Attributable to Common Shareholders118,74232,372(1,877)(136,867)
Basic EPS2.310.65-0.04-2.99
Diluted EPS2.240.62-0.04-2.99
Basic Weighted Average Shares Outstanding51,44449,90848,36645,805
Diluted Weighted Average Shares Outstanding53,08752,42148,36645,805
Shares Outstanding51,16150,77348,92447,738
FY 2025FY 2024FY 2023FY 2022
Cash and Cash Equivalents1,503,1501,411,6001,116,130885,894
Short-Term Investments162,30850,004
Total Cash and Cash Equivalents1,665,4601,461,6101,116,130885,894
Accounts Receivable30,55225,80417,91113,226
Total Trade Receivables30,55225,80417,91113,226
Other Current Assets93,05544,83639,10324,725
Total Current Assets1,789,0601,532,2501,173,140923,845
Net Property, Plant & Equipment203,037136,27999,698114,613
Other Long-Term Assets114,49916,9832,816585
Total Assets2,106,6001,685,5101,275,6601,039,040
Accounts Payable45,00135,61124,8377,335
Accrued Expenses234,377171,040106,69173,706
Current Portion of Leases25,81929,01318,20119,083
Unearned Revenue409,677339,951266,284198,099
Total Current Liabilities714,874575,615416,013298,223
Leases142,94877,02342,94658,638
Other Long-Term Liabilities1,9422,6393,1892,442
Total Long-Term Liabilities144,89079,66246,13561,080
Total Liabilities859,764655,277462,148359,303
Additional Paid-in Capital1,662,0301,579,0701,388,1101,265,480
Accumulated Other Comprehensive Income18,0973,1899,804(3,210)
Retained Earnings(433,290)(552,032)(584,404)(582,527)
Total Common Shareholders' Equity1,246,8401,030,230813,508679,740
Total Shareholders' Equity1,246,8401,030,230813,508679,740
Total Liabilities and Shareholders' Equity2,106,6001,685,5101,275,6601,039,040
FY 2025FY 2024FY 2023FY 2022
Net Income118,74232,372(1,877)(136,867)
Depreciation & Amortization13,80511,8589,0238,567
Share-Based Compensation Expense177,011147,117100,186104,920
Other Adjustments(62,999)349
Changes in Trade Receivables(4,748)(7,893)(4,685)(4,717)
Changes in Accounts Payable8,45310,40617,397(16,072)
Changes in Accrued Expenses59,95327,45914,588326
Changes in Unearned Revenue69,02973,11768,93264,491
Changes in Other Operating Activities(45,602)16,28011,8406,490
Cash from Operating Activities333,644311,065215,40427,138
Capital Expenditure(20,362)(13,211)(7,901)(16,003)
Purchases of Intangible Assets(3,380)(2,024)(2,558)(2,998)
Purchases of Investments(187,829)(49,570)
Proceeds from Sale of Investments77,855
Other Investing Activities(6,000)
Cash from Investing Activities(133,716)(70,805)(10,459)(19,001)
Issuance of Common Shares41,86543,34121,24312,181
Repurchases of Common Shares(135,028)
Net Issuance / (Repurchases) of Common Shares(93,163)43,34121,24312,181
Other Financing Activities(15,218)11,8734,046(21,236)
Cash from Financing Activities(108,381)55,21425,289(9,055)
Increase / (Decrease) in Cash, Cash Equivalents and Restricted Cash91,547295,474230,234(918)

Key Metrics & Ratios

MetricValue
Market Cap$7.55B
P/E65.88x
P/S6.13x
EV/EBITDA502.00x
Return on Equity10.4%
Return on Invested Capital-1.3%
Current Ratio2.50x
Free Cash Flow Margin25.4%

Margins

Gross margin
89.2%
Operating margin
-0.1%
Net margin
9.6%

Quarterly Trend

QuarterRevenueYoY growthOperating marginOperating income
Q1 2026 $351M +24.5% 5.6% $20M
Q4 2025 $334M +24.6% 0.7% $2M
Q3 2025 $317M +26.2% -0.8% $-2M
Q2 2025 $299M +26.6% -3.9% $-12M
Q1 2025 $282M 3.5% $10M
Q4 2024 $268M 3.6% $10M
Q3 2024 $251M -10.9% $-27M
Q2 2024 $236M 0.8% $2M

More on monday.com Ltd.

Figures compiled from public company filings.

See how VectorShift works for your firm

Request Demo