Technology -
Software - Application - NASDAQ - US
$ 2.18
-0.469 %
$ 201 M
Market Cap
-19.27
P/E
1. INTRINSIC VALUE
Balance Sheet
Expensify, Inc.
| Current Assets | 137 M |
| Cash & Short-Term Investments | 48.8 M |
| Receivables | 13.1 M |
| Other Current Assets | 75 M |
| Non-Current Assets | 36.8 M |
| Long-Term Investments | 0 |
| PP&E | 19.1 M |
| Other Non-Current Assets | 17.7 M |
| Current Liabilities | 38 M |
| Accounts Payable | 196 K |
| Short-Term Debt | 729 K |
| Other Current Liabilities | 37.1 M |
| Non-Current Liabilities | 7.43 M |
| Long-Term Debt | 11.5 M |
| Other Non-Current Liabilities | -4.05 M |
EFFICIENCY
Earnings Waterfall
Expensify, Inc.
| Revenue | 139 M |
| Cost Of Revenue | 64.2 M |
| Gross Profit | 75 M |
| Operating Expenses | 75.8 M |
| Operating Income | -820 K |
| Other Expenses | 9.24 M |
| Net Income | -10.1 M |
RATIOS
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis
Expensify, Inc.
| Net Income | -10.1 M |
| Depreciation & Amortization | 6.81 M |
| Capital Expenditures | 0 |
| Stock-Based Compensation | 33.5 M |
| Change in Working Capital | -7.7 M |
| Others | -5.99 M |
| Free Cash Flow | 23.9 M |
Wall Street Analysts Price Targets
Expensify, Inc.
Wall Street analysts predict an average 1-year price target for EXFY of $2.5 , with forecasts ranging from
a
low of
$2.5 to a high of $2.5 .
EXFY Lowest Price Target
Wall Street Target
2.5 USD
14.68%
EXFY Average Price Target
Wall Street Target
2.5 USD
14.68%
EXFY Highest Price Target
Wall Street Target
2.5 USD
14.68%
4. DIVIDEND
ANALYSIS
EXFY does not distribute dividends.
5. COMPETITION
6. Ownership
Insider Ownership
Expensify, Inc.
Sold
0-3 MONTHS
310 K USD 5
3-6 MONTHS
1.84 M USD 5
6-9 MONTHS
1.82 M USD 6
9-12 MONTHS
2.23 M USD 5
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Expensify: Simplified Pricing Is Helping To Drive Growth Acceleration
Market dispersion favors overlooked small caps like Expensify, which offers unique growth catalysts and trades at a bargain valuation. EXFY boasts diversified revenue streams, simplified pricing, AI-driven innovation, and a strong focus on free cash flow generation. Recent Q1 results show accelerating revenue growth, expanding margins, and robust FCF, despite a slight dip in active paid members.
seekingalpha.com
- 2 weeks ago
Expensify: A Buy On Multiple Growth Levers
I retain a Buy rating for Expensify, taking into account my positive view of its growth strategies. The company has made pricing and marketing adjustments to attract more new users. It has successfully cross-sold corporate card solutions to its customers; the next opportunity lies with its new travel offering.
seekingalpha.com
- 2 weeks ago
Expensify Announces 1,285,336 Share Buyback
PORTLAND, Ore.--(BUSINESS WIRE)--Expensify, Inc. (Nasdaq: EXFY), the financial management super app for expenses, travel, and corporate cards, today announced the company repurchased 1,285,336 shares of its Class A common stock. The purchases were made from May 15, 2025 to June 27, 2025, totaling approximately $3.0 million with an average purchase price of $2.33 per share. In February 2025, the Expensify Board of Directors approved a new share repurchase program with authorization to purchase u.
businesswire.com
- 3 weeks ago
Expensify Expands Global Support for Company Cards, Languages, Billing, and Reimbursements
PORTLAND, Ore.--(BUSINESS WIRE)--Expensify, Inc. (Nasdaq: EXFY), the financial management superapp for expenses, travel, and corporate cards, today announced a sweeping expansion of international support across its platform. The launch includes support for corporate card import from 10,000+ more banks worldwide, multilingual capabilities, Euro-based billing, international reimbursements in New Expensify, and beta access to the Expensify Card across the UK, EU, and soon Canada. These updates mar.
businesswire.com
- 3 weeks ago
Expensify, Inc. (EXFY) Q1 2025 Earnings Call Transcript
Expensify, Inc. (NASDAQ:EXFY ) Q1 2025 Earnings Conference Call May 8, 2025 5:00 PM ET Company Participants Ryan Schaffer - Chief Financial Officer David Barrett - Chief Executive Officer Conference Call Participants Aaron Kimpson - Citizens JMP Ryan Schaffer Welcome to the Q1 2025 Expensify Earnings. I'm Expensify's CFO, Ryan Schaffer, and with me, I have Founder and CEO of Expensify, David Barrett.
seekingalpha.com
- 2 months ago
Expensify to Announce Q1 2025 Results
PORTLAND, Ore.--(BUSINESS WIRE)--Expensify, Inc. (Nasdaq: EXFY), a payments superapp that helps individuals and businesses around the world simplify the way they manage money across expenses, corporate cards, travel and bills, today announced that the company's Q1 2025 financial results will be released after market close on Thursday, May 8th, 2025. Expensify will host a call to discuss its Q1 on Thursday, May 8th, 2025 at 2pm PT / 5pm ET. The link to the call will be available that day on the.
businesswire.com
- 2 months ago
Expensify: Tiny Company, Bountiful FCF Potential
Expensify, a small-cap stock, has seen a ~20% decline but offers a buying opportunity due to its AI-driven cost reductions and simplified pricing plans. The company provides an all-in-one T&E solution for SMBs, featuring integrations with QuickBooks and Workday, and a new travel booking platform. Despite moderate revenue growth, Expensify has significantly boosted adjusted EBITDA margins to 28% in FY24, with a strong focus on AI to reduce costs.
seekingalpha.com
- 2 months ago
Expensify, Inc. (EXFY) Q4 2024 Earnings Call Transcript
Expensify, Inc. (NASDAQ:EXFY ) Q4 2024 Earnings Conference Call February 27, 2025 5:00 PM ET Company Participants Anuradha Muralidharan - Chief Operating Officer David Barrett - Chief Executive Officer Ryan Schaffer - Chief Financial Officer Conference Call Participants Steven Enders - Citi Aaron Kimson - JMP Securities LLC Matthew O'Neill - FT Partners Anuradha Muralidharan Hi. Welcome to the Q4 2024 and Fiscal Year 2024 Expensify Earnings.
seekingalpha.com
- 4 months ago
Expensify Launches Travel to All Customers
PORTLAND, Ore.--(BUSINESS WIRE)--Expensify, Inc. (Nasdaq: EXFY), the financial management super app for expenses and corporate cards, today announced the launch of Expensify Travel, an innovative travel management tool that combines travel booking, policy enforcement, and real-time collaboration into a single, seamless experience. Expensify Travel is now available to all members via the web, mobile, and desktop apps. The tool enables members to book and manage flights, hotels, rail, and car ren.
businesswire.com
- 4 months ago
Expensify to Participate in Upcoming Investor Events
PORTLAND, Ore.--(BUSINESS WIRE)--Expensify, Inc. (Nasdaq: EXFY), a payments superapp that helps individuals and businesses around the world simplify the way they manage money across expenses, corporate cards and bills, today announced it will participate in the following investor events: Citizens JMP Technology Conference March 3, 2025 11:00 am PT San Francisco, CA Loop Capital Markets Annual Investor Conference March 10, 2025 Virtual 1x1 meetings only A live webcast and replay of each event wi.
businesswire.com
- 4 months ago
EXPENSIFY ALERT: Bragar Eagel & Squire, P.C. is Investigating Expensify, Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
NEW YORK, Dec. 19, 2024 (GLOBE NEWSWIRE) -- Bragar Eagel & Squire, P.C., a nationally recognized shareholder rights law firm, is investigating potential claims against Expensify, Inc. (NASDAQ: EXFY) on behalf of long-term stockholders following a class action complaint that was filed against Expensify on November 29, 2023 with a Class Period pursuant and/or traceable to the Offering Documents issued in connection with the Company's initial public offering conducted on or about November 11, 2021 (the “IPO” or “Offering”). Our investigation concerns whether the board of directors of Expensify have breached their fiduciary duties to the company.
globenewswire.com
- 7 months ago
The Jury's Still Out On Expensify's Platform 2.0 Approach
Expensify's Q3 2024 results show declining revenue but improved free cash flow guidance. The global expense and travel management software market is projected to grow significantly, driven by mobile device use, cost reduction demands, and AI technologies. Despite stable gross margins and reduced SG&A costs, Expensify's revenue growth remains challenged, with a focus on transitioning to its Platform 2.0 approach.
seekingalpha.com
- 8 months ago
8. Profile
Summary
Expensify, Inc. EXFY
COUNTRY
US
INDUSTRY
Software - Application
MARKET CAP
$ 201 M
Dividend Yield
0.00%
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.
Contact
401 SW 5th Avenue, Portland, OR, 97204
https://www.expensify.com
IPO
Date
Nov. 10, 2021
Employees
115
Officers
Mr. David Barrett
Founder, Chief Executive Officer, President & Director
Mr. Jason Fahr Mills
Chief Product Officer & Director
Mr. Daniel Vidal
Chief Strategy Officer & Director
Mr. Ryan Schaffer
Chief Financial Officer & Director
Ms. Anuradha Muralidharan
Chief Operating Officer & Director
Mr. Cole Eason
Chief Compliance Officer & Corporate Secretary