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Fastly, Inc. (FSLY) vs monday.com Ltd. (MNDY)

Fastly, Inc. and monday.com Ltd. are both Software Application companies. Fastly, Inc. and monday.com Ltd. are of similar size ($4.0B and $4.0B). Fastly, Inc. has negative trailing earnings, so its P/E is not meaningful; monday.com Ltd. trades at 37.8×. monday.com Ltd. grew revenue faster over the last twelve months: 24.2% against 20.4%. monday.com Ltd. has the higher net margin (8.87% vs −11.8%) and the higher return on invested capital (0.00% vs −5.26%). Across the 20 metrics below, monday.com Ltd. leads on 18 and Fastly, Inc. on 2.

Valuation

Metric FSLY MNDY Software Application median
P/E n/m 37.82 25.41
P/S 5.15 2.89 2.73
P/B 3.57 6.39 2.57
Price to free cash flow 109.43 13.41 17.58
EV/EBITDA 4,729.71 98.31 15.36
EV/Sales 5.19 2.12 2.59
Earnings yield (2.36%) 2.64% 0.00%
Free cash flow yield 0.91% 7.46% 2.24%

Profitability

Metric FSLY MNDY Software Application median
Gross margin 61.47% 88.74% 67.03%
Operating margin (11.96%) 1.33% 0.00%
Net margin (11.80%) 8.87% 0.00%
Free cash flow margin 5.01% 21.56% 5.01%
Return on equity (8.39%) 13.39% 0.00%
Return on assets (5.47%) 6.77% 0.00%
Return on invested capital (5.26%) 0.00% 0.00%

Growth

Metric FSLY MNDY Software Application median
Revenue growth (TTM) 20.35% 24.21% 12.48%
EPS growth (last fiscal year) 27.19% 261.29% 32.26%
Revenue growth, 5-year CAGR 16.49% 50.21% 14.21%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric FSLY MNDY Software Application median
Debt to equity 0.33 0.00 0.02
Current ratio 3.36 1.53 1.52
Net debt to EBITDA 0.00 (167.93) 0.08

Dividend

Metric FSLY MNDY Software Application median
Dividend yield — — 0.95%
Payout ratio — — 0.29

Size

Metric FSLY MNDY Software Application median
Market cap 3.99b 3.99b 357.77m

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