In the dynamic world of software applications, Autodesk, Inc. and monday.com Ltd. stand out as innovators shaping how industries manage design and work processes. Autodesk leads with advanced 3D design and engineering software, while monday.com excels in cloud-based work management solutions. Both operate in overlapping markets focused on productivity and digital transformation. This article will help you decide which company offers the most promising investment opportunity in 2026.
Table of contents
Companies Overview
I will begin the comparison between Autodesk and monday.com by providing an overview of these two companies and their main differences.
Autodesk Overview
Autodesk, Inc. specializes in 3D design, engineering, and entertainment software, serving professionals in architecture, engineering, construction, manufacturing, and media industries. Headquartered in San Rafael, California, the company offers a broad portfolio including AutoCAD, BIM 360, and Fusion 360 tools. With a market cap of $56.6B and 15,300 employees, Autodesk holds a strong position in the global software application market.
monday.com Overview
monday.com Ltd. develops cloud-based work operating systems and work management tools used globally across marketing, CRM, project management, and software development sectors. Based in Tel Aviv, Israel, it operates with 2,508 employees and a market cap of $6.5B. The company focuses on modular, customizable software solutions aimed at organizations and institutions, reflecting its emerging presence in the software application industry.
Key similarities and differences
Both Autodesk and monday.com operate within the software application industry, providing cloud-based solutions that support professional workflows. While Autodesk targets specialized 3D design and engineering markets with a larger workforce and longer market presence, monday.com focuses on versatile work operating systems with modularity for diverse business needs. Their market caps and employee counts highlight Autodesk’s more established scale versus monday.com’s rapid growth trajectory.
Income Statement Comparison
The table below presents a side-by-side comparison of the most recent fiscal year income statement metrics for Autodesk, Inc. and monday.com Ltd., highlighting their key financial results.
| Metric | Autodesk, Inc. (ADSK) | monday.com Ltd. (MNDY) |
|---|---|---|
| Market Cap | 56.6B | 6.5B |
| Revenue | 6.13B | 972M |
| EBITDA | 1.55B | 58M |
| EBIT | 1.37B | 40M |
| Net Income | 1.11B | 32M |
| EPS | 5.17 | 0.65 |
| Fiscal Year | 2025 | 2024 |
Income Statement Interpretations
Autodesk, Inc.
Autodesk’s revenue showed a steady increase from $3.79B in 2021 to $6.13B in 2025, reflecting a 61.74% growth over the period. Net income fluctuated, peaking at $1.21B in 2021 but declining slightly to $1.11B in 2025. Margins remain strong, with a gross margin above 90% and net margin around 18%, showing favorable improvement in the latest year’s profitability and efficiency.
monday.com Ltd.
monday.com’s revenue surged from $161M in 2020 to nearly $972M in 2024, marking a remarkable 503.26% growth overall. Net income turned positive in 2024 at $32.4M after several years of losses. Margins improved notably, with a gross margin near 89% and a modest net margin of 3.33%, indicating a strong recovery and improved operating leverage in the most recent fiscal year.
Which one has the stronger fundamentals?
Autodesk demonstrates stable revenue growth with consistently high margins and solid profitability metrics, despite some recent net income softness. monday.com shows exceptional revenue and net income growth from a smaller base, with improving margins and a positive turnaround. Both companies have favorable income statement evaluations, with Autodesk excelling in margin stability and monday.com in growth momentum.
Financial Ratios Comparison
Below is a comparison of key financial ratios for Autodesk, Inc. and monday.com Ltd. based on their most recent fiscal year data.
| Ratios | Autodesk, Inc. (ADSK) | monday.com Ltd. (MNDY) |
|---|---|---|
| ROE | 42.43% | 3.14% |
| ROIC | 18.01% | -1.73% |
| P/E | 60.20 | 362.98 |
| P/B | 25.54 | 11.41 |
| Current Ratio | 0.68 | 2.66 |
| Quick Ratio | 0.68 | 2.66 |
| D/E | 0.98 | 0.10 |
| Debt-to-Assets | 23.62% | 6.29% |
| Interest Coverage | 0 (not available) | 0 (not available) |
| Asset Turnover | 0.57 | 0.58 |
| Fixed Asset Turnover | 21.44 | 7.13 |
| Payout ratio | 0 | 0 |
| Dividend yield | 0 | 0 |
Interpretation of the Ratios
Autodesk, Inc.
Autodesk shows a balanced profile with strong net margin (18.14%), ROE (42.43%), and ROIC (18.01%), indicating efficient profitability and capital use. However, high P/E (60.2), P/B (25.54), and low liquidity ratios (current and quick at 0.68) raise concerns about valuation and short-term solvency. The company does not pay dividends, likely reinvesting earnings to fuel growth.
monday.com Ltd.
monday.com exhibits weak profitability ratios, with net margin at 3.33% and ROE at 3.14%, alongside a negative ROIC (-1.73%), suggesting operational challenges. Liquidity is strong, with current and quick ratios at 2.66, and low leverage (debt to assets at 6.29%). The firm pays no dividends, consistent with a growth and reinvestment strategy.
Which one has the best ratios?
Both companies show a similar proportion of favorable and unfavorable ratios, resulting in a neutral overall opinion. Autodesk excels in profitability but faces valuation and liquidity concerns, while monday.com has solid liquidity and low debt but struggles with profitability. The choice depends on investor priorities regarding growth versus financial stability.
Strategic Positioning
This section compares the strategic positioning of Autodesk, Inc. and monday.com Ltd. regarding Market position, Key segments, and Exposure to technological disruption:
Autodesk, Inc.
- Large market cap of 56.6B with established presence in software applications; faces competitive pressure.
- Diverse business segments including AEC, AutoCAD products, manufacturing, and media entertainment.
- Positioned in mature 3D design and engineering software markets; no explicit disruption exposure.
monday.com Ltd.
- Smaller market cap of 6.5B, newer market entrant; also in software applications facing competition.
- Focused on cloud-based Work OS and work management tools serving various industries and organizations.
- Operates cloud-based modular platform; disruption risk not explicitly stated in available data.
Autodesk, Inc. vs monday.com Ltd. Positioning
Autodesk shows a diversified portfolio across multiple specialized software segments, offering stability but also complexity. monday.com concentrates on cloud-based work operating systems, focusing on modular flexibility but less diverse revenue streams.
Which has the best competitive advantage?
Autodesk holds a very favorable moat with ROIC exceeding WACC by 7.6% and growing profitability, indicating a durable competitive advantage. monday.com has a slightly unfavorable moat, shedding value despite improving profitability.
Stock Comparison
The stock price movements of Autodesk, Inc. (ADSK) and monday.com Ltd. (MNDY) over the past year reveal contrasting trends, with ADSK showing moderate gains and MNDY experiencing significant declines amid varying trading dynamics.
Trend Analysis
Autodesk, Inc. (ADSK) exhibited a bullish trend over the past 12 months, with a 3.3% price increase and deceleration in upward momentum. The stock ranged between 201.6 and 326.37, showing moderate volatility (std. dev. 29.87).
monday.com Ltd. (MNDY) showed a bearish trend over the same period, with a 39.06% price decline and decelerating downward momentum. Prices fluctuated from 126.7 to 324.31, with higher volatility (std. dev. 47.32).
Comparing both, ADSK delivered the highest market performance with a positive 3.3% gain, while MNDY faced substantial losses exceeding 39%, reflecting divergent investor sentiment.
Target Prices
The consensus target prices from recognized analysts suggest notable upside potential for both Autodesk, Inc. and monday.com Ltd.
| Company | Target High | Target Low | Consensus |
|---|---|---|---|
| Autodesk, Inc. | 400 | 343 | 373 |
| monday.com Ltd. | 330 | 194 | 264.42 |
Analysts expect Autodesk’s stock to appreciate significantly from its current price of 265.69 USD, while monday.com’s consensus target of 264.42 USD implies strong growth potential versus the current price of 126.7 USD.
Analyst Opinions Comparison
This section compares analysts’ ratings and financial scores for Autodesk, Inc. and monday.com Ltd.:
Rating Comparison
Autodesk, Inc. Rating
- Rating: B- with a “Very Favorable” status.
- Discounted Cash Flow Score: 3, classified as Moderate.
- ROE Score: 5, considered Very Favorable.
- ROA Score: 4, considered Favorable.
- Debt To Equity Score: 1, classified as Very Unfavorable.
- Overall Score: 3, classified as Moderate.
monday.com Ltd. Rating
- Rating: B- with a “Very Favorable” status.
- Discounted Cash Flow Score: 4, classified as Favorable.
- ROE Score: 3, considered Moderate.
- ROA Score: 3, considered Moderate.
- Debt To Equity Score: 3, classified as Moderate.
- Overall Score: 3, classified as Moderate.
Which one is the best rated?
Both companies share the same overall rating of B- and an overall score of 3, but Autodesk excels in ROE and ROA scores, while monday.com shows a stronger discounted cash flow and debt-to-equity score.
Scores Comparison
Here is a comparison of the Altman Z-Score and Piotroski Score for Autodesk, Inc. and monday.com Ltd.:
Autodesk, Inc. Scores
- Altman Z-Score: 5.05, indicating a safe zone for stability
- Piotroski Score: 8, reflecting very strong financial health
monday.com Ltd. Scores
- Altman Z-Score: 6.33, also indicating a safe zone
- Piotroski Score: 5, indicating average financial strength
Which company has the best scores?
monday.com Ltd. has a higher Altman Z-Score, showing slightly stronger bankruptcy safety, while Autodesk, Inc. has a superior Piotroski Score, indicating better overall financial strength based on provided data.
Grades Comparison
Here is a detailed comparison of the latest grades assigned to Autodesk, Inc. and monday.com Ltd.:
Autodesk, Inc. Grades
The table below shows recent grades assigned by various reputable financial institutions to Autodesk, Inc.:
| Grading Company | Action | New Grade | Date |
|---|---|---|---|
| Barclays | Maintain | Overweight | 2025-11-26 |
| Wells Fargo | Maintain | Overweight | 2025-11-26 |
| Deutsche Bank | Upgrade | Buy | 2025-11-26 |
| B of A Securities | Maintain | Neutral | 2025-11-26 |
| Rosenblatt | Maintain | Buy | 2025-11-26 |
| Macquarie | Maintain | Outperform | 2025-11-26 |
| BMO Capital | Maintain | Market Perform | 2025-11-26 |
| Baird | Maintain | Outperform | 2025-11-26 |
| Rosenblatt | Maintain | Buy | 2025-11-24 |
| Baird | Maintain | Outperform | 2025-11-18 |
Overall, Autodesk’s grades predominantly reflect a positive outlook with several “Buy” and “Outperform” ratings and some “Overweight” recommendations, indicating confidence among analysts.
monday.com Ltd. Grades
Below is the recent grading data from recognized financial institutions for monday.com Ltd.:
| Grading Company | Action | New Grade | Date |
|---|---|---|---|
| BTIG | Maintain | Buy | 2026-01-15 |
| Barclays | Maintain | Overweight | 2026-01-12 |
| Jefferies | Maintain | Buy | 2026-01-05 |
| Citigroup | Maintain | Buy | 2025-12-23 |
| Tigress Financial | Maintain | Buy | 2025-12-11 |
| Baird | Maintain | Outperform | 2025-11-11 |
| Wells Fargo | Maintain | Overweight | 2025-11-11 |
| DA Davidson | Maintain | Buy | 2025-11-11 |
| Morgan Stanley | Maintain | Overweight | 2025-11-11 |
| Piper Sandler | Maintain | Overweight | 2025-11-11 |
monday.com’s grades also show a strong positive consensus, with numerous “Buy” and “Overweight” ratings, suggesting broad analyst support.
Which company has the best grades?
Both Autodesk and monday.com have received predominantly positive grades, with multiple “Buy,” “Outperform,” and “Overweight” ratings. Autodesk shows a slightly more diverse set of opinions including some “Neutral” and “Market Perform” grades, while monday.com’s grades are more uniformly positive. This generally implies a strong analyst confidence in both companies, potentially influencing investors’ perception of growth prospects and risk.
Strengths and Weaknesses
Below is a comparison of key strengths and weaknesses for Autodesk, Inc. (ADSK) and monday.com Ltd. (MNDY) based on their latest financial and operational data.
| Criterion | Autodesk, Inc. (ADSK) | monday.com Ltd. (MNDY) |
|---|---|---|
| Diversification | Highly diversified revenue streams across Architecture, AutoCAD, Manufacturing, Media & Entertainment | Less diversified; primarily software platform focused |
| Profitability | Strong profitability: net margin 18.14%, ROE 42.43%, ROIC 18.01% | Low profitability: net margin 3.33%, ROE 3.14%, negative ROIC -1.73% |
| Innovation | Sustained innovation with growing ROIC and durable competitive advantage | Improving innovation with growing ROIC trend but still value destroying |
| Global presence | Established global presence with broad market penetration | Growing but smaller global footprint, focused on cloud collaboration |
| Market Share | Leading market positions in CAD and design software segments | Emerging player in work OS market, market share still developing |
Autodesk shows a robust and diversified business model with strong profitability and a durable competitive advantage, making it a safer choice for investors seeking stability. monday.com is still in growth mode with improving fundamentals but faces profitability challenges and a narrower business scope, warranting cautious consideration.
Risk Analysis
Below is a comparative table of key risks for Autodesk, Inc. (ADSK) and monday.com Ltd. (MNDY) based on the most recent data from 2025 and 2024 respectively:
| Metric | Autodesk, Inc. (ADSK) | monday.com Ltd. (MNDY) |
|---|---|---|
| Market Risk | High beta (1.466) indicates higher volatility | Moderate beta (1.255) suggests moderate volatility |
| Debt level | Debt-to-equity ~0.98 (neutral risk); debt-to-assets 23.62% (favorable) | Low debt-to-equity 0.1 (favorable); debt-to-assets 6.29% (favorable) |
| Regulatory Risk | Moderate, US tech sector with evolving regulations | Moderate, exposure to multiple international markets including Israel and US |
| Operational Risk | Large scale with 15,300 employees; complexity in diversified software products | Smaller scale (2,508 employees), but growing rapidly; cloud platform dependency |
| Environmental Risk | Moderate, software sector with low direct environmental impact | Moderate, similar sector impact but with growing cloud infrastructure footprint |
| Geopolitical Risk | US-based, exposure mainly to US policies and global trade tensions | Based in Israel, with more exposure to geopolitical instability in the Middle East |
Autodesk faces the most impactful risks from market volatility and regulatory changes in the US technology environment, while monday.com shows strength in low debt but faces moderate operational and geopolitical risks due to its international presence and regional location. Both companies maintain strong financial health with low risk of bankruptcy, but investors should monitor macroeconomic factors and sector-specific regulatory developments closely.
Which Stock to Choose?
Autodesk, Inc. (ADSK) shows favorable income growth with a 12.7% revenue increase in 2025 and strong profitability metrics including an 18.14% net margin and 42.43% ROE. Its debt level is moderate with a net debt to EBITDA of 0.62, and it holds a very favorable B- rating, though some valuation ratios such as PE and PB are unfavorable.
Monday.com Ltd. (MNDY) exhibits robust revenue growth of 33.21% in 2024 but maintains modest profitability with a 3.33% net margin and 3.14% ROE. The company has low debt levels and a favorable liquidity position, reflected in a strong current ratio of 2.66, and shares the same very favorable B- rating. However, it faces challenges with high valuation multiples and weaker returns on invested capital.
Considering the ratings and financial evaluations, ADSK could appear more attractive for investors prioritizing profitability and durable value creation, given its very favorable MOAT status and strong income metrics. Conversely, MNDY might be more suitable for risk-tolerant investors focused on growth potential despite current profitability limitations and value destruction signs.
Disclaimer: Investment carries a risk of loss of initial capital. The past performance is not a reliable indicator of future results. Be sure to understand risks before making an investment decision.
Go Further
I encourage you to read the complete analyses of Autodesk, Inc. and monday.com Ltd. to enhance your investment decisions:
