monday.com Ltd. (MNDY) vs Q2 Holdings, Inc. (QTWO)

monday.com Ltd. and Q2 Holdings, Inc. are both Software Application companies. monday.com Ltd. and Q2 Holdings, Inc. are of similar size ($3.6B and $3.5B). monday.com Ltd. trades at the lower P/E: 35.0× against 37.9×. monday.com Ltd. grew revenue faster over the last twelve months: 24.2% against 13.9%. Q2 Holdings, Inc. has the higher net margin (10.9% vs 8.87%) and the higher return on invested capital (9.92% vs 0.00%). Across the 20 metrics below, monday.com Ltd. leads on 12 and Q2 Holdings, Inc. on 8.

Valuation

Metric MNDY QTWO Software Application median
P/E 35.00 37.93 24.79
P/S 2.68 4.14 2.67
P/B 5.92 5.45 3.01
Price to free cash flow 12.41 18.58 16.59
EV/EBITDA 88.24 23.99 14.40
EV/Sales 1.90 4.73 2.62
Earnings yield 2.86% 2.64% 0.00%
Free cash flow yield 8.06% 5.38% 1.91%

Profitability

Metric MNDY QTWO Software Application median
Gross margin 88.74% 56.99% 67.03%
Operating margin 1.33% 10.03% 0.00%
Net margin 8.87% 10.87% 0.00%
Free cash flow margin 21.56% 22.34% 4.32%
Return on equity 13.39% 14.98% 0.00%
Return on assets 6.77% 7.82% 0.00%
Return on invested capital 0.00% 9.92% 0.00%

Growth

Metric MNDY QTWO Software Application median
Revenue growth (TTM) 24.21% 13.90% 12.40%
EPS growth (last fiscal year) 261.29% 225.00% —
Revenue growth, 5-year CAGR 50.21% 14.56% 13.72%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric MNDY QTWO Software Application median
Debt to equity 0.00 0.00 0.02
Current ratio 1.53 0.94 1.55
Net debt to EBITDA (167.93) (1.05) 0.06

Dividend

Metric MNDY QTWO Software Application median
Dividend yield — — 1.25%
Payout ratio 0.00 0.00 0.00

Size

Metric MNDY QTWO Software Application median
Market cap 3.63b 3.52b 396.11m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack