Chit Chat Stocks Should I Buy Monday.com Stock? (Ticker: $MNDY)
Dec 17, 2025
In this episode, Ryan dives into Monday.com, unveiling impressive growth metrics and the company's unique origins. They discuss the software's user experience and its competitive position in the market alongside major players like Atlassian. Financial analysis reveals concerns over stock-based compensation and operating margins, while they also explore the impact of AI on task management. Ultimately, Ryan decides to take a starter position in the stock, highlighting key metrics to monitor for future growth.
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Scale Created Future Profit Potential
- Monday.com grew from $78M revenue in 2019 to ~$1.2B today, vastly increasing capacity to earn profits.
- Ryan argues scale now gives the company real potential for much higher long-term margins.
Born Inside Wix, Spun Out As DaPulse
- Monday.com started as an internal Wix tool built by Roy Mann and Eran Zinman before spinning out in 2012 as DaPulse.
- Wix retained equity and was later compensated roughly $400M at IPO for allowing the spinout.
Core Product Drives Revenue And Adoption
- The core monday.com product is an intuitive, low-code task management platform that spreads within organizations.
- Ryan estimates ~90% of revenue still comes from that core work operating system.