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Expensify, Inc. Stock AnalysisComprehensive stock analysis for Expensify, Inc. (EXFY) including live price, Snowflake performance metrics, financial statements, and investment research.Stock AnalysisEXFY
EXFY
Expensify, Inc.
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
EXFY
Home🔹Stocks🔹Expensify, Inc.

Expensify, Inc.

🇺🇸EXFY•NASDAQ

Expensify, Inc.

🇺🇸EXFY•NASDAQ
Market cap
$216.02M
Sentiment

Your view on EXFY

Mkt Cap
$216.02M
Sentiment
Your view
EXFY
Expensify, Inc.
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
EXFY
Company Overview

Overview

What the company does, where it operates, and who runs it.

About Expensify, Inc.

Industry
Software - Application
Sector
Technology
CEO
David Barrett
Headquarters
401 SW 5th Avenue, Portland, OR, US
Industry
Software - Application
Sector
Technology
CEO
David Barrett
Headquarters
401 SW 5th Avenue, Portland, OR, US
Description

Expensify, Inc. provides a cloud-based expense management software platform to individuals, small businesses, and corporations in the United States and internationally. The company's platform enables users to manage corporate cards, pay bills, generate invoices, collect payments, and book travel.

It also offers track and submit plans for individuals. The company was founded in 2008 and is based in Portland, Oregon.

FRC Research

Media

Infographics, videos, and posts covering the company.

Financial Data

Stock Data

Price chart, volume, and trading data.

Fair Value

What FRC thinks it is worth vs. the current price.

FRC's fair value estimate for Expensify, Inc., and the rating behind it. EXFY last traded at $2.24; the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.

Financial Ratios

Profitability, returns, valuation, and leverage ratios.

Valuation, profitability, liquidity and leverage ratios for Expensify, Inc.. Starting points for Expensify, Inc.: EPS -$0.16, beta 1.73 — an Software - Application name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.

Dividend Analysis

Yield, payout ratio, and dividend coverage metrics.

Dividend history, yield and payout sustainability for Expensify, Inc.. Expensify, Inc. does not currently pay a regular dividend, so this section tracks capacity rather than history. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.

Earnings Analysis

EPS history, beat rate, and upcoming earnings reports.

Reported vs. expected earnings history for Expensify, Inc.. Trailing twelve-month EPS for Expensify, Inc. stands at -$0.16. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.

Financial Statements

Income statement, balance sheet, and cash flow statements.

Income statement, balance sheet and cash flow history for Expensify, Inc.. Expensify, Inc. has reported as a listed company since 2021. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.

Peer Comparison

Comparables

List of peer companies in the same industry.

Expensify, Inc. valued side by side against its closest peers. Expensify, Inc. is measured against Software - Application peers within the Technology sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.

Ownership & News

Institutional Ownership

Premium

Which funds and firms own the stock.

Which institutions hold Expensify, Inc., and how their positions are changing. At a $216.0M market value, institutional positions materially move Expensify, Inc.'s register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.

Insider Trading

Premium

Recent buying and selling by company executives.

Buying and selling by Expensify, Inc. executives and directors. Shares of Expensify, Inc. have traded between $1.33 and $4.13 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.

Senate Trading

Premium

U.S. Senator disclosures filed under the STOCK Act.

U.S. Senate disclosures naming Expensify, Inc.. Expensify, Inc. is a $216.0M Technology company. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.

House Trading

Premium

U.S. Representative disclosures filed under the STOCK Act.

U.S. House of Representatives disclosures naming Expensify, Inc.. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.

News

Latest headlines and market coverage.

Latest headlines and company announcements for Expensify, Inc.. Coverage tracks Expensify, Inc. within Software - Application (Technology). Press releases and market coverage, newest first.

Peer companies

  • AISP — Airship AI Holdings, Inc.
  • DSP — Viant Technology Inc.
  • HIT — Health In Tech, Inc.
  • KULR — KULR Technology Group, Inc.
  • NRDY — Nerdy, Inc.
  • SSTI — SoundThinking, Inc.
  • SVCO — Silvaco Group, Inc. Common Stock
  • TEAD — Teads Holding Co.

More Software - Application companies

  • CCGWW — Cheche Group Inc. Warrant
  • CCTC — Catalyst Crew Technologies Corp.
  • CDNS — Cadence Design Systems, Inc.
  • CDRBQ — Code Rebel Corp
  • CDTAF — Infinitii Ai Inc.
  • CF1.AX — Complii FinTech Solutions Ltd
  • CGLO — Coro Global Inc.
  • CHAI — Core AI Holdings
  • CHGA — Change Agents Corp.
  • CHMX — NEXT-ChemX Corporation
  • CHNVF — China Youzan Limited
  • CHYM — Chime Financial, Inc. Class A Common Stock

ETFs holding Expensify, Inc.

  • IWC — iShares Micro-Cap ETF (0.04%)
  • EES — WisdomTree U.S. SmallCap Earnings Fund (0.03%)
  • SCHA — Schwab U.S. Small-Cap ETF (0.00%)
  • VGT — Vanguard Information Technology ETF (0.00%)
  • VXF — Vanguard Extended Market ETF (0.00%)
  • DFSU — Dimensional - US Sustainability Core 1 ETF (0.00%)

News

Latest Market News