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Expensify Inc

EXFY

1.995USD

+0.055+2.84%

Market hours （ET）Quotes delayed by 15 min

184.83MMarket Cap

LossP/E TTM



Expensify Inc

1.995

+0.055+2.84%

Overview Company Financials Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score

Currency: USD Updated：2025-09-17

Key Insights

The company's fundamentals are relatively very healthy. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Buy. Despite a weak stock market performance, the company shows strong fundamentals and technicals. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Industry Ranking

176 / 470

Overall Ranking

270 / 4723

Industry

Software & IT Services

Support & Resistance

No Data

Score Analysis

Current score

Previous score

Analyst Rating

Based on 4 analysts

Buy

Current Rating

3.167

Target Price

+64.93%

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Company Highlights

StrengthsRisks

Expensify, Inc. (Expensify) is engaged in offering a cloud-based expense management software platform that helps businesses to simplify the way they manage money. Its platform is used by people in organizations around the world use Expensify to scan and reimburse receipts from flights, hotels, coffee shops, office supplies and ride shares. It improves the experience of the actual end users of expense management software. It designs Expensify to be easy to set up, integrate, configure, and use from any device, which has enabled it to serve employees of all types and organizations of all sizes, industries, and geographies. It offers simple, transparent, and flexible subscription plans for both individuals and businesses that are completely self-service and payable by credit card. The Company has designed its platform to be used by everyone in an organization, from employees to managers to the finance department. Its individual subscriptions include its track and submit plans.

Fairly Valued

The company’s latest PE is -11.48, at a medium 3-year percentile range.

Institutional Selling

The latest institutional holdings are 54.20M shares, decreasing 22.22% quarter-over-quarter.

Held by The Vanguard

Star Investor The Vanguard holds 4.35M shares of this stock.

Financial Health

Currency: USD Updated：2025-09-17

The company's current financial score is 7.28, which is higher than the Software & IT Services industry's average of 7.27. Its financial status is robust, and its operating efficiency is high. Its latest quarterly revenue reached 35.76M, representing a year-over-year increase of 7.44%, while its net profit experienced a year-over-year increase of 217.95%.

Score

Industry at a Glance

Previous score

7.28

Change



Financials

9.93

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data



Quality of Earnings

5.68

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

No Data



Operational Efficiency

8.51

Key Metrics

Cash flow from operating activities

Income after tax

No Data



Growth Potential

5.10

Key Metrics

Cash flow from operating activities

Total revenue

No Data



Shareholder Returns

7.18

Key Metrics

Free cash flow

No Data

Company Valuation

Currency: USD Updated：2025-09-17

The company’s current valuation score is 1.20, which is lower than the Software & IT Services industry's average of 2.10. Its current P/E ratio is -11.48, which is -45.07% below the recent high of -6.31 and -97.70% above the recent low of -22.70.

Score

Industry at a Glance

Previous score

1.20

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 176/470

No Data

Earnings Forecast

Currency: USD Updated：2025-09-17

The company’s current earnings forecast score is 7.00, which is lower than the Software & IT Services industry's average of 7.60. The average price target for Expensify Inc is 2.50, with a high of 5.00 and a low of 2.00.

Score

Industry at a Glance

Previous score

7.00

Change

Support & Resistance

No Data

Analyst Rating

Based on 4 analysts

Buy

Current Rating

3.167

Target Price

+64.93%

Upside Space

Strong Buy

Buy

Hold

Sell

Strong Sell

Peer Comparison

242

Total

Median

Average

Company name

Ratings

Analysts

Expensify Inc

EXFY

Microsoft Corp

MSFT

Palo Alto Networks Inc

PANW

Zscaler Inc

ServiceNow Inc

NOW

Fortinet Inc

FTNT

...

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated：2025-09-17

The company’s current price momentum score is 6.23, which is lower than the Software & IT Services industry's average of 7.42. Sideways: Currently, the stock price is trading between the resistance level at 2.10 and the support level at 1.73, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

6.00

Change

0.23

Support & Resistance

No Data

Indicators



The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators

Sell(1)

Neutral(4)

Buy(2)

Indicators

Value

Direction

MACD(12,26,9)

0.027

Neutral

RSI(14)

50.944

Neutral

STOCH(KDJ)(9,3,3)

49.013

Neutral

ATR(14)

0.070

High Vlolatility

CCI(14)

79.807

Neutral

Williams %R

42.857

Buy

TRIX(12,20)

-0.001

Sell

StochRSI(14)

73.491

Buy

Moving Average

Sell(2)

Neutral(0)

Buy(4)

Indicators

Value

Direction

MA5

1.928

Buy

MA10

1.924

Buy

MA20

1.892

Buy

MA50

1.991

Buy

MA100

2.235

Sell

MA200

2.807

Sell

Institutional Confidence

Currency: USD Updated：2025-09-17

The company’s current institutional recognition score is 5.00, which is lower than the Software & IT Services industry's average of 6.81. The latest institutional shareholding proportion is 67.41%, representing a quarter-over-quarter decrease of 4.37%. The largest institutional shareholder is The Vanguard, holding a total of 4.35M shares, representing 5.40% of shares outstanding, with 22.36% increase in holdings.

Score

Industry at a Glance

Previous score

5.00

Change

Institutional Shareholding

No Data

Shareholder Activity

Name

Shares Held

Chg %

Mclaughlin (Steven J)

9.89M

-15.62%

Octopus Head Inc

6.46M

The Vanguard Group, Inc.

Star Investors

3.57M

+1.88%

BlackRock Institutional Trust Company, N.A.

954.34K

-0.30%

Acadian Asset Management LLC

1.42M

+64.76%

Barrett (David Michael)

1.91M

+0.98%

Columbia Threadneedle Investments (US)

2.29M

+3.43%

D. E. Shaw & Co., L.P.

2.08M

-13.91%

Marshall Wace LLP

1.67M

+15.90%

Risk Assessment

Currency: USD Updated：2025-09-17

The company’s current risk assessment score is 3.18, which is lower than the Software & IT Services industry's average of 4.01. The company's beta value is 1.73. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.