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MNDY vs. ASAN
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

MNDY vs. ASAN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in monday.com Ltd. (MNDY) and Asana, Inc. (ASAN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with MNDY having a -52.32% return and ASAN slightly higher at -50.77%.


MNDY

1D
-1.64%
1M
-11.00%
YTD
-52.32%
6M
-52.51%
1Y
-74.91%
3Y*
-25.41%
5Y*
-21.31%
10Y*

ASAN

1D
-2.46%
1M
1.96%
YTD
-50.77%
6M
-53.06%
1Y
-48.67%
3Y*
-33.09%
5Y*
-35.10%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

MNDY vs. ASAN - Yearly Performance Comparison


2026 (YTD)20252024202320222021
MNDY
monday.com Ltd.
-52.32%-37.33%25.36%53.94%-60.48%78.30%
ASAN
Asana, Inc.
-50.77%-32.36%6.63%38.05%-81.53%81.17%

Correlation

The correlation between MNDY and ASAN is 0.66, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.66

Correlation (3Y)
Calculated over the trailing 3-year period

0.59

Correlation (5Y)
Calculated over the trailing 5-year period

0.65

Correlation (All Time)
Calculated using the full available price history since Jun 10, 2021

0.65

The correlation between MNDY and ASAN has been stable across timeframes, ranging from 0.59 to 0.66 - a consistent structural relationship.

Fundamentals

Market Cap

MNDY:

$3.44B

ASAN:

$1.61B

EPS

MNDY:

$2.29

ASAN:

-$0.69

PS Ratio

MNDY:

2.82

ASAN:

1.98

PB Ratio

MNDY:

4.53

ASAN:

11.74

Total Revenue (TTM)

MNDY:

$1.30B

ASAN:

$808.63M

Gross Profit (TTM)

MNDY:

$1.16B

ASAN:

$715.69M

EBITDA (TTM)

MNDY:

$62.24M

ASAN:

-$138.34M

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Return for Risk

MNDY vs. ASAN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MNDY
MNDY Risk / Return Rank: 55
Overall Rank
MNDY Sharpe Ratio Rank: 33
Sharpe Ratio Rank
MNDY Sortino Ratio Rank: 22
Sortino Ratio Rank
MNDY Omega Ratio Rank: 22
Omega Ratio Rank
MNDY Calmar Ratio Rank: 66
Calmar Ratio Rank
MNDY Martin Ratio Rank: 1111
Martin Ratio Rank

ASAN
ASAN Risk / Return Rank: 1010
Overall Rank
ASAN Sharpe Ratio Rank: 99
Sharpe Ratio Rank
ASAN Sortino Ratio Rank: 99
Sortino Ratio Rank
ASAN Omega Ratio Rank: 1111
Omega Ratio Rank
ASAN Calmar Ratio Rank: 1313
Calmar Ratio Rank
ASAN Martin Ratio Rank: 99
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MNDY vs. ASAN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for monday.com Ltd. (MNDY) and Asana, Inc. (ASAN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


MNDYASANDifference
Sharpe ratioReturn per unit of total volatility

-0.32

Sortino ratioReturn per unit of downside risk

-0.94

Omega ratioGain probability vs. loss probability

0.72

0.87

-0.15

Calmar ratioReturn relative to maximum drawdown

-0.92

-0.76

-0.17

Martin ratioReturn relative to average drawdown

-1.30

-1.37

+0.07

MNDY vs. ASAN - Sharpe Ratio Comparison

The current MNDY Sharpe Ratio is -1.15, which is lower than the ASAN Sharpe Ratio of -0.83. The chart below compares the historical Sharpe Ratios of MNDY and ASAN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

MNDY vs. ASAN - Drawdown Comparison

The maximum MNDY drawdown since its inception was -86.78%, smaller than the maximum ASAN drawdown of -96.17%. Use the drawdown chart below to compare losses from any high point for MNDY and ASAN.


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Drawdown Indicators


MNDYASANDifference

Max Drawdown

Largest peak-to-trough decline

-86.78%

-96.17%

+9.39%

Max Drawdown (1Y)

Largest decline over 1 year

-81.30%

-64.43%

-16.87%

Max Drawdown (3Y)

Largest decline over 3 years

-82.07%

-80.16%

-1.91%

Max Drawdown (5Y)

Largest decline over 5 years

-86.78%

-96.17%

+9.39%

Current Drawdown

Current decline from peak

-84.18%

-95.27%

+11.09%

Average Drawdown

Average peak-to-trough decline

-54.41%

-70.72%

+16.31%

Ulcer Index

Depth and duration of drawdowns from previous peaks

57.42%

35.43%

+21.99%

Volatility

MNDY vs. ASAN - Volatility Comparison

The current volatility for monday.com Ltd. (MNDY) is 19.79%, while Asana, Inc. (ASAN) has a volatility of 26.76%. This indicates that MNDY experiences smaller price fluctuations and is considered to be less risky than ASAN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MNDYASANDifference

Volatility (1M)

Calculated over the trailing 1-month period

19.79%

26.76%

-6.97%

Volatility (6M)

Calculated over the trailing 6-month period

48.93%

48.25%

+0.68%

Volatility (1Y)

Calculated over the trailing 1-year period

65.31%

59.17%

+6.14%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

71.62%

78.99%

-7.37%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

71.73%

76.90%

-5.17%

Dividends

MNDY vs. ASAN - Dividend Comparison

Neither MNDY nor ASAN has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

MNDY vs. ASAN - Financials Comparison

This section allows you to compare key financial metrics between monday.com Ltd. and Asana, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00100.00M200.00M300.00M400.00M20222023202420252026
351.27M
205.10M
(MNDY) Total Revenue
(ASAN) Total Revenue
Values in USD except per share items

MNDY vs. ASAN - Profitability Comparison

The chart below illustrates the profitability comparison between monday.com Ltd. and Asana, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

86.0%87.0%88.0%89.0%90.0%20222023202420252026
89.2%
87.6%
Portfolio components
MNDY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, monday.com Ltd. reported a gross profit of 313.14M and revenue of 351.27M. Therefore, the gross margin over that period was 89.2%.

ASAN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Asana, Inc. reported a gross profit of 179.68M and revenue of 205.10M. Therefore, the gross margin over that period was 87.6%.

MNDY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, monday.com Ltd. reported an operating income of 19.75M and revenue of 351.27M, resulting in an operating margin of 5.6%.

ASAN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Asana, Inc. reported an operating income of -15.24M and revenue of 205.10M, resulting in an operating margin of -7.4%.

MNDY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, monday.com Ltd. reported a net income of 28.03M and revenue of 351.27M, resulting in a net margin of 8.0%.

ASAN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Asana, Inc. reported a net income of -14.41M and revenue of 205.10M, resulting in a net margin of -7.0%.


Frequently Asked Questions


MNDY and ASAN have a correlation of 0.66, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ASAN has higher volatility (26.76%) compared to MNDY (19.79%). In terms of maximum drawdown, MNDY dropped -86.78% vs ASAN's -96.17%.

ASAN currently has the higher Sharpe Ratio (-0.83 vs -1.15), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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