MNDY
monday.com Ltd.
MNDY's outlook is improving, though it still trails on the overall score.
PLTR
Palantir Technologies Inc.
PLTR has the edge over MNDY overall, supported by stronger valuation and stronger modeled upside.
MNDY Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Healthy | |
| Healthy |
MNDY's revenue, profitability, cash flow and balance sheet are all currently healthy.
PLTR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
PLTR's revenue, profitability, cash flow and balance sheet are all currently strong.
MNDY PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 11x | $77.04 | — |
| Current | 33x | $77.04 | — |
| Cheap | 37x | $87.33 | +13% |
| Fair | 264x | $620 | +705% |
| Expensive | 594x | $1,395 | +1711% |
Historical ranges are pointers, not guarantees.
MNDY's PE is in its cheap range at 33x. If earnings grow as analysts expect, today's price would be 11x next year's earnings.
PLTR PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 75x | $172 | — |
| Current | 120x | $172 | — |
| Cheap | 165x | $236 | +37% |
| Fair | 251x | $359 | +109% |
| Expensive | 452x | $646 | +277% |
Historical ranges are pointers, not guarantees.
PLTR has the edge over MNDY in the historical PE scenario, which offers more potential upside but is not a forecast.
MNDY Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Moderate | |
| Low |
Analysts expect earnings and revenue growth for MNDY, with profitability improving. However, they disagree widely on these estimates.
PLTR Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
Analysts expect strong earnings and revenue growth for PLTR, with profitability improving.
MNDY Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $7.26 | +209% |
| Q2 2026 | $2.35 | +213% |
| Q1 2026 | $2.30 | +132% |
| Q4 2025 | $2.25 | +269% |
| Q3 2025 | $1.24 | +202% |
| Q2 2025 | $0.75 | -6.3% |
| Q1 2025 | $0.99 | +161% |
| Q4 2024 | $0.61 | +$0.68 |
| Q3 2024 | $0.41 | +$0.75 |
MNDY's earnings per share have jumped to their highest in six years: $2.35 over the past year, up from $0.75 the year before.
PLTR Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.30 | +61% |
| Q3 2026 | $1.43 | +240% |
| Q2 2026 | $1.17 | +290% |
| Q1 2026 | $0.89 | +287% |
| Q4 2025 | $0.63 | +232% |
| Q3 2025 | $0.42 | +110% |
| Q2 2025 | $0.30 | +76% |
| Q1 2025 | $0.23 | +92% |
| Q4 2024 | $0.19 | +111% |
PLTR has the edge over MNDY on earnings, with more consistent year-over-year improvement.
MNDY Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $364.6M | +22% |
| Q1 2026 | $351.3M | +24% |
| Q4 2025 | $333.9M | +25% |
| Q3 2025 | $316.9M | +26% |
| Q2 2025 | $299M | +27% |
| Q1 2025 | $282.3M | +30% |
| Q4 2024 | $268M | +32% |
| Q3 2024 | $251M | +33% |
MNDY's revenue has grown year over year every quarter since early 2021: $365M last quarter, up 22% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 5.5% | +9.3 points |
| Q1 2026 | 5.6% | +2.1 points |
| Q4 2025 | 0.7% | -2.9 points |
| Q3 2025 | -0.8% | +10 points |
| Q2 2025 | -3.9% | -4.6 points |
| Q1 2025 | 3.5% | +5.8 points |
| Q4 2024 | 3.6% | +4.2 points |
| Q3 2024 | -11% | -9.6 points |
MNDY's operating margin was 5.5% last quarter, up 9.3 points from the same quarter a year ago, near the top of its range since 2020.
PLTR Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2.3B | +96% |
| Q2 2026 | $1.9B | +93% |
| Q1 2026 | $1.6B | +85% |
| Q4 2025 | $1.4B | +70% |
| Q3 2025 | $1.2B | +63% |
| Q2 2025 | $1B | +48% |
| Q1 2025 | $883.9M | +39% |
| Q4 2024 | $827.5M | +36% |
PLTR has the edge over MNDY on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 47% | +14 points |
| Q2 2026 | 47% | +20 points |
| Q1 2026 | 46% | +26 points |
| Q4 2025 | 41% | +40 points |
| Q3 2025 | 33% | +18 points |
| Q2 2025 | 27% | +11 points |
| Q1 2025 | 20% | +7.2 points |
| Q4 2024 | 1.3% | -9.5 points |
PLTR has the edge over MNDY on profitability, with a higher operating margin.
MNDY Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $54.4M | -9.4% |
| Q1 2026 | $101.8M | -5.3% |
| Q4 2025 | $52.2M | -28% |
| Q3 2025 | $90.2M | +9.5% |
| Q2 2025 | $60M | +18% |
| Q1 2025 | $107.5M | +20% |
| Q4 2024 | $72.7M | +30% |
| Q3 2024 | $82.4M | +27% |
MNDY generated $298M in free cash flow over the past year, down 7.5% from the year before.
PLTR Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $1.2B | +139% |
| Q2 2026 | $1.2B | +126% |
| Q1 2026 | $891.8M | +193% |
| Q4 2025 | $764M | +67% |
| Q3 2025 | $500.9M | +20% |
| Q2 2025 | $531.6M | +276% |
| Q1 2025 | $304.1M | +140% |
| Q4 2024 | $457.2M | +54% |
PLTR has the edge over MNDY on cash flow, with more consistent year-over-year improvement.
MNDY Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -9% | -4.4M shares |
| 1 year | -17% | -8.8M shares |
| 3 years | -7.8% | -3.8M shares |
| 5 years | +1% | +446K shares |
| Available history | +16% | +6.2M shares |
MNDY has the edge over PLTR on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q2 2026 | $201.2M |
| Q1 2026 | $552.6M |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
MNDY spent $754M buying back its own shares over the past year, after none the year before.
PLTR Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +5.2M shares |
| 1 year | +0.1% | +2.9M shares |
| 3 years | +11% | +248M shares |
| 5 years | +31% | +610M shares |
| Available history | +184% | +1.7B shares |
PLTR has 2.6B diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q4 2025 | $19.2M |
| Q3 2025 | $19.2M |
| Q2 2025 | $18.6M |
| Q1 2025 | $18M |
| Q4 2024 | $18.6M |
| Q3 2024 | $18.9M |
| Q2 2024 | $17.7M |
| Q1 2024 | $9M |
MNDY Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | -6.5x | Net Cash |
| Q1 2026 | -10.7x | Net Cash |
| Q4 2025 | -16.3x | Net Cash |
| Q3 2025 | -17.8x | Net Cash |
| Q2 2025 | -27.6x | Net Cash |
| Q1 2025 | -21.1x | Net Cash |
| Q4 2024 | -28.2x | Net Cash |
| Q3 2024 | -35.7x | Net Cash |
MNDY has the edge over PLTR on leverage, with a lower net debt burden relative to earnings.
PLTR Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -1.1x | Net Cash |
| Q2 2026 | -0.8x | Net Cash |
| Q1 2026 | -1.1x | Net Cash |
| Q4 2025 | -1.0x | Net Cash |
| Q3 2025 | -1.9x | Net Cash |
| Q2 2025 | -1.6x | Net Cash |
| Q1 2025 | -2.3x | Net Cash |
| Q4 2024 | -6.1x | Net Cash |
PLTR has more cash than debt.
MNDY Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 42.9 | Neutral |
| Stochastic | 36.4 | Neutral |
MNDY's weekly RSI is 43 (neutral) and its Stochastic is 36 (neutral).
PLTR Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 51.4 | Neutral |
| Stochastic | 47.4 | Neutral |
PLTR's weekly RSI is 51 (neutral) and its Stochastic is 47 (neutral).
MNDY PE vs Technology Sector
| Metric | MNDY | Sector median | Relative |
|---|---|---|---|
| PE | 33x | 28x | 18% above |
| PE % | 8 | 43 | 35 pts below |
MNDY has the edge over PLTR on valuation relative to its sector.
PLTR PE vs Technology Sector
| Metric | PLTR | Sector median | Relative |
|---|---|---|---|
| PE | 120x | 28x | 331% above |
| PE % | 1 | 38 | 37 pts below |
PLTR is trading at 120x earnings, a 331% premium to the Technology sector's median of 28x.
MNDY Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $88.6 | 13% below |
| 20 week MA | $87.5 | 12% below |
| 50 week MA | $91.6 | 16% below |
| 100 week MA | $166.6 | 54% below |
| 200 week MA | $181.6 | 58% below |
MNDY is in a downtrend: it's below all five of its weekly moving averages, and 58% below its 200-week average.
PLTR Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $185.8 | 7.6% below |
| 20 week MA | $167.6 | 2.4% above |
| 50 week MA | $157.1 | 9.2% above |
| 100 week MA | $143.8 | 19% above |
| 200 week MA | $83.3 | 106% above |
PLTR has the edge over MNDY on trend strength, trading above more of its moving averages.
MNDY Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $189.3 | $304.4 | +61% |
| 2022 | $304.4 | $113.5 | -63% |
| 2023 | $113.5 | $187.8 | +65% |
| 2024 | $187.8 | $233.2 | +24% |
| 2025 | $233.2 | $145.8 | -37% |
| 2026 YTD | $145.8 | $77.0 | -47% |
MNDY is down 47% so far in 2026, after finishing higher in three of the previous five years.
PLTR Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.20 | $27.8 | +202% |
| 2021 | $27.8 | $18.9 | -32% |
| 2022 | $18.9 | $6.29 | -67% |
| 2023 | $6.29 | $17.2 | +173% |
| 2024 | $17.2 | $79.1 | +361% |
| 2025 | $79.1 | $188.7 | +139% |
| 2026 YTD | $188.7 | $171.6 | -9.1% |
PLTR has the edge over MNDY on returns for 2026, with the stronger performance.