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Side-by-side financial comparison of monday.com Ltd. (MNDY) and RBC Bearings INC (RBC). Click either name above to swap in a different company.
monday.com Ltd. is the larger business by last-quarter revenue ($704.0M vs $461.6M, roughly 1.5× RBC Bearings INC). RBC Bearings INC runs the higher net margin — 14.6% vs 1.3%, a 13.3% gap on every dollar of revenue. monday.com Ltd. produced more free cash flow last quarter ($224.6M vs $99.1M).
Monday.com Ltd. is an Israeli-based cloud-based platform that allows users to create their own applications and project management software. The product was launched in 2014 and in July 2019, the company raised $150 million, based on a $1.9 billion valuation. The company went public in June 2021 and is based in Tel Aviv, Israel.
Dover Corporation is an American conglomerate manufacturer of industrial products. The Downers Grove, Illinois-based company was founded in 1955. As of 2021, Dover's business was divided into five segments: Engineered Products, Clean Energy and Fueling, Imaging & Identification, Pumps & Process Solutions and Climate and Sustainability Technologies. Dover is a constituent of the S&P 500 index and trades on the New York Stock Exchange under the symbol DOV. Dover was ranked 448 in the 2024 Fortu...
MNDY vs RBC — Head-to-Head
Income Statement — Q3 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $704.0M | $461.6M |
| Net Profit | $9.4M | $67.4M |
| Gross Margin | 89.6% | 44.3% |
| Operating Margin | -4.4% | 22.3% |
| Net Margin | 1.3% | 14.6% |
| Revenue YoY | — | 17.0% |
| Net Profit YoY | — | 16.4% |
| EPS (diluted) | — | $2.13 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | — | $461.6M | ||
| Q3 25 | $704.0M | $455.3M | ||
| Q2 25 | $453.0M | $436.0M | ||
| Q1 25 | $216.9M | $437.7M | ||
| Q4 24 | — | $394.4M | ||
| Q3 24 | $527.1M | $397.9M | ||
| Q2 24 | $337.9M | $406.3M | ||
| Q1 24 | $162.3M | $413.7M |
| Q4 25 | — | $67.4M | ||
| Q3 25 | $9.4M | $60.0M | ||
| Q2 25 | $21.4M | $68.5M | ||
| Q1 25 | $7.1M | $72.7M | ||
| Q4 24 | — | $57.9M | ||
| Q3 24 | $-14.2M | $54.2M | ||
| Q2 24 | $-21.7M | $61.4M | ||
| Q1 24 | $-14.7M | — |
| Q4 25 | — | 44.3% | ||
| Q3 25 | 89.6% | 44.1% | ||
| Q2 25 | 89.6% | 44.8% | ||
| Q1 25 | 89.2% | 44.2% | ||
| Q4 24 | — | 44.3% | ||
| Q3 24 | 89.0% | 43.7% | ||
| Q2 24 | 89.2% | 45.3% | ||
| Q1 24 | 89.5% | 43.1% |
| Q4 25 | — | 22.3% | ||
| Q3 25 | -4.4% | 21.5% | ||
| Q2 25 | -0.7% | 23.2% | ||
| Q1 25 | -2.3% | 23.0% | ||
| Q4 24 | — | 21.7% | ||
| Q3 24 | -7.1% | 21.6% | ||
| Q2 24 | -10.3% | 24.0% | ||
| Q1 24 | -14.0% | 22.8% |
| Q4 25 | — | 14.6% | ||
| Q3 25 | 1.3% | 13.2% | ||
| Q2 25 | 4.7% | 15.7% | ||
| Q1 25 | 3.3% | 16.6% | ||
| Q4 24 | — | 14.7% | ||
| Q3 24 | -2.7% | 13.6% | ||
| Q2 24 | -6.4% | 15.1% | ||
| Q1 24 | -9.0% | — |
| Q4 25 | — | $2.13 | ||
| Q3 25 | — | $1.90 | ||
| Q2 25 | — | $2.17 | ||
| Q1 25 | — | $2.33 | ||
| Q4 24 | — | $1.82 | ||
| Q3 24 | — | $1.65 | ||
| Q2 24 | — | $1.90 | ||
| Q1 24 | — | $1.92 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.4B | $107.6M |
| Total DebtLower is stronger | — | $990.2M |
| Stockholders' EquityBook value | $1.0B | $3.3B |
| Total Assets | $1.7B | $5.1B |
| Debt / EquityLower = less leverage | — | 0.30× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $107.6M | ||
| Q3 25 | $1.4B | $91.2M | ||
| Q2 25 | $1.7B | $132.9M | ||
| Q1 25 | $1.4B | $36.8M | ||
| Q4 24 | — | — | ||
| Q3 24 | $1.1B | — | ||
| Q2 24 | $1.3B | $76.8M | ||
| Q1 24 | $1.1B | $63.5M |
| Q4 25 | — | $990.2M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $915.6M | ||
| Q1 25 | — | $920.1M | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | $1.2B |
| Q4 25 | — | $3.3B | ||
| Q3 25 | $1.0B | $3.2B | ||
| Q2 25 | $1.2B | $3.1B | ||
| Q1 25 | $1.0B | $3.0B | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | $813.5M | $2.9B | ||
| Q2 24 | $910.1M | $2.8B | ||
| Q1 24 | $813.5M | $2.8B |
| Q4 25 | — | $5.1B | ||
| Q3 25 | $1.7B | $5.1B | ||
| Q2 25 | $2.0B | $4.8B | ||
| Q1 25 | $1.7B | $4.7B | ||
| Q4 24 | — | $4.7B | ||
| Q3 24 | $1.3B | $4.7B | ||
| Q2 24 | $1.5B | $4.7B | ||
| Q1 24 | $1.3B | $4.7B |
| Q4 25 | — | 0.30× | ||
| Q3 25 | — | 0.34× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.30× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 0.43× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $234.4M | $122.1M |
| Free Cash FlowOCF − Capex | $224.6M | $99.1M |
| FCF MarginFCF / Revenue | 31.9% | 21.5% |
| Capex IntensityCapex / Revenue | 1.4% | 5.0% |
| Cash ConversionOCF / Net Profit | 25.02× | 1.81× |
| TTM Free Cash FlowTrailing 4 quarters | $608.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $122.1M | ||
| Q3 25 | $234.4M | $88.4M | ||
| Q2 25 | $147.7M | $120.0M | ||
| Q1 25 | $92.0M | — | ||
| Q4 24 | — | $84.0M | ||
| Q3 24 | $156.9M | — | ||
| Q2 24 | $90.3M | $97.4M | ||
| Q1 24 | $42.7M | — |
| Q4 25 | — | $99.1M | ||
| Q3 25 | $224.6M | $71.7M | ||
| Q2 25 | $141.8M | $104.3M | ||
| Q1 25 | $90.5M | — | ||
| Q4 24 | — | $73.6M | ||
| Q3 24 | $151.4M | — | ||
| Q2 24 | $85.6M | $88.4M | ||
| Q1 24 | $39.2M | — |
| Q4 25 | — | 21.5% | ||
| Q3 25 | 31.9% | 15.7% | ||
| Q2 25 | 31.3% | 23.9% | ||
| Q1 25 | 41.7% | — | ||
| Q4 24 | — | 18.7% | ||
| Q3 24 | 28.7% | — | ||
| Q2 24 | 25.3% | 21.8% | ||
| Q1 24 | 24.1% | — |
| Q4 25 | — | 5.0% | ||
| Q3 25 | 1.4% | 3.7% | ||
| Q2 25 | 1.3% | 3.6% | ||
| Q1 25 | 0.7% | 3.2% | ||
| Q4 24 | — | 2.6% | ||
| Q3 24 | 1.0% | 4.1% | ||
| Q2 24 | 1.4% | 2.2% | ||
| Q1 24 | 2.2% | — |
| Q4 25 | — | 1.81× | ||
| Q3 25 | 25.02× | 1.47× | ||
| Q2 25 | 6.91× | 1.75× | ||
| Q1 25 | 12.99× | — | ||
| Q4 24 | — | 1.45× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 1.59× | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MNDY
Segment breakdown not available.
RBC
| Domestic | $413.3M | 90% |
| Foreign | $48.3M | 10% |
