Expensify, Inc.
TechnologyNASDAQ:EXFY · NASDAQ Global Select
-$0.02 today
Vol 0.45M · Avg 0.80M
Management
Put operating results in leadership context
Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.
Return Metrics
ROE, ROIC & ROA over time
ROE
-16.1%
avg -17.9%
ROIC
-12.8%
avg -8.9%
ROA
-11.5%
avg -8.8%
Analysis
ROA is currently the strongest return metric at -11.5% versus its period average of -8.8%. 0 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.
Management
Key executives, compensation & ownership
| Name | Title | Compensation | Tenure | Age | Shares Owned | Ownership % |
|---|---|---|---|---|---|---|
David Barrett | Founder, Chief Executive Officer, President & Director | $1.85M | — | 49 | $1.23M | 1.27% |
Ryan Schaffer | Chief Financial Officer & Director | $1.16M | — | 38 | $238,671.00 | 0.25% |
Cole Eason | Chief Compliance Officer & Corporate Secretary | — | — | — | — | — |
Jason Fahr Mills | Chief Product Officer & Director | — | — | 44 | $549,634.00 | 0.57% |
Carlos Alvarez Divo | Director of Engineering & Director | — | — | 36 | $244,780.00 | 0.25% |
Daniel Vidal | Chief Strategy Officer & Director | — | — | 37 | $454,545.00 | 0.47% |
Insider Trading
SEC Form 4 transactions — last 12 months
Buys
6
$2.19M
Sells
64
$964,011.44
Net Sentiment
+$1.23M
Net buying
Most Active
Barrett David Michael
20 transactions
1–10 of 70
Analysis
Insiders reported 6 buys worth $2.19M and 64 sells worth $964,011.44 over the last 12 months. That adds up to net buying of $1.23M. Barrett David Michael was the most active insider with 20 transactions.
Growth Analysis
Historical CAGR & forward analyst estimates
| Metric | 10yr | 5yr | 3yr | Fwd Est. |
|---|---|---|---|---|
| EPS | N/A | N/A | N/A | N/A1 analysts |
| Revenue | N/A | N/A | +19.6% | -2.8% (5yr)1 analysts |
| Net Income | N/A | N/A | N/A | N/A1 analysts |
| EBIT | N/A | N/A | N/A | N/A1 analysts |
Analysis
Recent growth has been strongest in Revenue at +19.6% over three years. Forward estimates point to Revenue at -2.8% (5yr), giving you a quick check on whether expectations are accelerating or cooling.
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Who manages EXFY?
Expensify, Inc. (EXFY) lists 6 active executives. The top listed executive is Cole Eason, Chief Compliance Officer & Corporate Secretary.
Are EXFY insiders buying or selling?
Recent insider activity shows net buying of $1.86M.
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