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Side-by-side financial comparison of monday.com Ltd. (MNDY) and Tyler Technologies (TYL), based on the latest 10-Q / 10-K filings. Click either name above to swap in a different company.
monday.com Ltd. is the larger business by last-quarter revenue ($704.0M vs $575.2M, roughly 1.2× Tyler Technologies). Tyler Technologies runs the higher net margin — 1.3% vs 11.4%, a 10.1% gap on every dollar of revenue. Tyler Technologies produced more free cash flow last quarter ($239.6M vs $224.6M).
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.
Tyler Technologies, Inc. is an American technology company based in Plano, Texas, that provides proprietary software to the U.S. public sector. Tyler Technologies has offices in 17 states and one in Toronto, Ontario, Canada.
MNDY vs TYL — Head-to-Head
Income Statement — Q3 2025 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $704.0M | $575.2M |
| Net Profit | $9.4M | $65.5M |
| Gross Margin | 89.6% | 45.5% |
| Operating Margin | -4.4% | 13.0% |
| Net Margin | 1.3% | 11.4% |
| Revenue YoY | — | 6.3% |
| Net Profit YoY | — | 0.5% |
| EPS (diluted) | — | $1.50 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align — see 8-quarter trend below.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history — bar widths are scaled to the larger of the two companies so you can eyeball the size gap and growth trajectory without doing math. Quarters aligned by calendar period (report date) so offset fiscal years line up.
| Q4 25 | — | $575.2M | ||
| Q3 25 | $704.0M | $595.9M | ||
| Q2 25 | $453.0M | $596.1M | ||
| Q1 25 | $216.9M | $565.2M | ||
| Q4 24 | — | $541.1M | ||
| Q3 24 | $527.1M | $543.3M | ||
| Q2 24 | $337.9M | $541.0M | ||
| Q1 24 | $162.3M | $512.4M |
| Q4 25 | — | $65.5M | ||
| Q3 25 | $9.4M | $84.4M | ||
| Q2 25 | $21.4M | $84.6M | ||
| Q1 25 | $7.1M | $81.1M | ||
| Q4 24 | — | $65.2M | ||
| Q3 24 | $-14.2M | $75.9M | ||
| Q2 24 | $-21.7M | $67.7M | ||
| Q1 24 | $-14.7M | $54.2M |
| Q4 25 | — | 45.5% | ||
| Q3 25 | 89.6% | 47.2% | ||
| Q2 25 | 89.6% | 45.8% | ||
| Q1 25 | 89.2% | 47.3% | ||
| Q4 24 | — | 43.8% | ||
| Q3 24 | 89.0% | 43.7% | ||
| Q2 24 | 89.2% | 44.0% | ||
| Q1 24 | 89.5% | 43.7% |
| Q4 25 | — | 13.0% | ||
| Q3 25 | -4.4% | 16.4% | ||
| Q2 25 | -0.7% | 16.0% | ||
| Q1 25 | -2.3% | 15.8% | ||
| Q4 24 | — | 13.2% | ||
| Q3 24 | -7.1% | 15.2% | ||
| Q2 24 | -10.3% | 14.4% | ||
| Q1 24 | -14.0% | 13.1% |
| Q4 25 | — | 11.4% | ||
| Q3 25 | 1.3% | 14.2% | ||
| Q2 25 | 4.7% | 14.2% | ||
| Q1 25 | 3.3% | 14.3% | ||
| Q4 24 | — | 12.1% | ||
| Q3 24 | -2.7% | 14.0% | ||
| Q2 24 | -6.4% | 12.5% | ||
| Q1 24 | -9.0% | 10.6% |
| Q4 25 | — | $1.50 | ||
| Q3 25 | — | $1.93 | ||
| Q2 25 | — | $1.93 | ||
| Q1 25 | — | $1.84 | ||
| Q4 24 | — | $1.48 | ||
| Q3 24 | — | $1.74 | ||
| Q2 24 | — | $1.57 | ||
| Q1 24 | — | $1.26 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest filing — the kind of financial-strength check premium terminals charge for.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.4B | $1.1B |
| Total DebtLower is stronger | — | $599.7M |
| Stockholders' EquityBook value | $1.0B | $3.7B |
| Total Assets | $1.7B | $5.6B |
| Debt / EquityLower = less leverage | — | 0.16× |
8-quarter trend — quarters aligned by calendar period so offset fiscal years match up.
| Q4 25 | — | $1.1B | ||
| Q3 25 | $1.4B | $950.8M | ||
| Q2 25 | $1.7B | $892.3M | ||
| Q1 25 | $1.4B | $807.4M | ||
| Q4 24 | — | $768.0M | ||
| Q3 24 | $1.1B | $544.3M | ||
| Q2 24 | $1.3B | $258.0M | ||
| Q1 24 | $1.1B | $196.9M |
| Q4 25 | — | $599.7M | ||
| Q3 25 | — | $599.2M | ||
| Q2 25 | — | $598.8M | ||
| Q1 25 | — | $598.4M | ||
| Q4 24 | — | $597.9M | ||
| Q3 24 | — | $597.5M | ||
| Q2 24 | — | $597.1M | ||
| Q1 24 | — | $596.6M |
| Q4 25 | — | $3.7B | ||
| Q3 25 | $1.0B | $3.6B | ||
| Q2 25 | $1.2B | $3.6B | ||
| Q1 25 | $1.0B | $3.5B | ||
| Q4 24 | — | $3.4B | ||
| Q3 24 | $813.5M | $3.3B | ||
| Q2 24 | $910.1M | $3.1B | ||
| Q1 24 | $813.5M | $3.0B |
| Q4 25 | — | $5.6B | ||
| Q3 25 | $1.7B | $5.5B | ||
| Q2 25 | $2.0B | $5.4B | ||
| Q1 25 | $1.7B | $5.2B | ||
| Q4 24 | — | $5.2B | ||
| Q3 24 | $1.3B | $5.0B | ||
| Q2 24 | $1.5B | $4.8B | ||
| Q1 24 | $1.3B | $4.6B |
| Q4 25 | — | 0.16× | ||
| Q3 25 | — | 0.17× | ||
| Q2 25 | — | 0.16× | ||
| Q1 25 | — | 0.17× | ||
| Q4 24 | — | 0.18× | ||
| Q3 24 | — | 0.18× | ||
| Q2 24 | — | 0.19× | ||
| Q1 24 | — | 0.20× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Net income can be massaged; cash flow is harder to fake.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $234.4M | $243.9M |
| Free Cash FlowOCF − Capex | $224.6M | $239.6M |
| FCF MarginFCF / Revenue | 31.9% | 41.7% |
| Capex IntensityCapex / Revenue; lower = less reinvestment burden | 1.4% | 0.8% |
| Cash ConversionOCF / Net Profit; >1× = earnings back up with cash | 25.02× | 3.72× |
| TTM Free Cash FlowTrailing 4 quarters | $608.3M | $637.5M |
8-quarter trend — quarters aligned by calendar period so offset fiscal years match up.
| Q4 25 | — | $243.9M | ||
| Q3 25 | $234.4M | $255.2M | ||
| Q2 25 | $147.7M | $98.3M | ||
| Q1 25 | $92.0M | $56.2M | ||
| Q4 24 | — | $224.8M | ||
| Q3 24 | $156.9M | $263.7M | ||
| Q2 24 | $90.3M | $64.3M | ||
| Q1 24 | $42.7M | $71.8M |
| Q4 25 | — | $239.6M | ||
| Q3 25 | $224.6M | $251.3M | ||
| Q2 25 | $141.8M | $92.8M | ||
| Q1 25 | $90.5M | $53.8M | ||
| Q4 24 | — | $221.0M | ||
| Q3 24 | $151.4M | $260.8M | ||
| Q2 24 | $85.6M | $57.7M | ||
| Q1 24 | $39.2M | $64.6M |
| Q4 25 | — | 41.7% | ||
| Q3 25 | 31.9% | 42.2% | ||
| Q2 25 | 31.3% | 15.6% | ||
| Q1 25 | 41.7% | 9.5% | ||
| Q4 24 | — | 40.8% | ||
| Q3 24 | 28.7% | 48.0% | ||
| Q2 24 | 25.3% | 10.7% | ||
| Q1 24 | 24.1% | 12.6% |
| Q4 25 | — | 0.8% | ||
| Q3 25 | 1.4% | 0.7% | ||
| Q2 25 | 1.3% | 0.9% | ||
| Q1 25 | 0.7% | 0.4% | ||
| Q4 24 | — | 0.7% | ||
| Q3 24 | 1.0% | 0.5% | ||
| Q2 24 | 1.4% | 1.2% | ||
| Q1 24 | 2.2% | 1.4% |
| Q4 25 | — | 3.72× | ||
| Q3 25 | 25.02× | 3.02× | ||
| Q2 25 | 6.91× | 1.16× | ||
| Q1 25 | 12.99× | 0.69× | ||
| Q4 24 | — | 3.45× | ||
| Q3 24 | — | 3.47× | ||
| Q2 24 | — | 0.95× | ||
| Q1 24 | — | 1.33× |
Financial Flow Comparison
Sankey diagram of revenue → gross profit → operating profit → net profit for each company. Charts shown full-width and stacked so both segment hierarchies are readable side-by-side on desktop and mobile.
Revenue Breakdown by Segment
MNDY
Segment breakdown not available.
TYL
| Saas Arrangements | $186.1M | 32% |
| Platform Technologies Segment | $143.3M | 25% |
| Maintenance | $109.4M | 19% |
| Professional Services | $55.3M | 10% |
| Nonrecurring Revenue | $51.3M | 9% |
| Other | $21.4M | 4% |
| Hardware And Other | $8.4M | 1% |
