









Markets
/
Stocks
/
nasdaq-exfy
/

Expensify Inc

EXFY

1.380USD

-0.010-0.72%

Close 02/06, 16:00（ET）Quotes delayed by 15 min

128.38MMarket Cap

LossP/E TTM



Expensify Inc

1.380

-0.010-0.72%

Overview Financials Analysis Company

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

Overview

Financials

Analysis

Company

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score of Expensify Inc

Currency: USD Updated: 2026-02-06

Key Insights

Expensify Inc's fundamentals are relatively very healthy, with an industry-leading ESG disclosure.and its growth potential is significant.Its valuation is considered fairly valued, ranking 161 out of 482 in the Software & IT Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Buy, with the highest price target at 1.75.In the medium term, the stock price is expected to remain stable.Despite an average stock market performance over the past month, the company shows strong fundamentals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Expensify Inc's Score

Industry at a Glance

Industry Ranking

161 / 482

Overall Ranking

272 / 4521

Industry

Software & IT Services

Support & Resistance

Relevant data have not been disclosed by the company yet.

Score Analysis

Current score

Previous score

Media Coverage

Last 24 hours

Coverage Level

Very Low

Very High

Neutral

Expensify Inc Highlights

StrengthsRisks

Expensify, Inc. provides a cloud-based expense management software platform. The Company helps people worldwide track expenses, book travel, reimburse employees, manage corporate cards, send invoices, and pay bills - all in one place. The Company delivers its services over the Internet to corporations and individuals under a license arrangement and offers pricing options for small and midsized businesses and enterprises on a per-active-member basis. Its Platform includes Expense Management, Expensify Visa Commercial Card (Expensify Card), Expensify Travel, and Invoicing & Bill Pay. Expense Management occurs in three sequential phases: Capture, Approve and Pay. Expensify Card is powered by the Visa network. Expensify Card capabilities include unlimited virtual cards, real-time compliance and continuous automatic reconciliation. Expensify Travel is a travel platform that simplifies business travel by integrating booking, approvals, payments, and collaboration into one experience.

Fairly Valued

The company’s latest PE is -8.16, at a medium 3-year percentile range.

Held by Chuck Royce

Star Investor Chuck Royce holds 30.11K shares of this stock.

Analyst Rating

Based on 4 analysts

Buy

Current Rating

1.750

Target Price

+25.90%

Upside Space

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

Financial Health

Currency: USD Updated: 2026-02-06

The current financial score of Expensify Inc is 6.97, ranking 266 out of 482 in the Software & IT Services industry. Its financial status is robust, and its operating efficiency is average. Its latest quarterly revenue reached 35.06M, representing a year-over-year decrease of 0.97%, while its net profit experienced a year-over-year decrease of 5.32%.

Score

Industry at a Glance

Previous score

6.97

Change



Financials

9.90

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

Relevant data have not been disclosed by the company yet.



Quality of Earnings

5.00

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

Relevant data have not been disclosed by the company yet.



Operational Efficiency

7.42

Key Metrics

Cash flow from operating activities

Income after tax

Relevant data have not been disclosed by the company yet.



Growth Potential

5.38

Key Metrics

Cash flow from operating activities

Total revenue

Relevant data have not been disclosed by the company yet.



Shareholder Returns

7.13

Key Metrics

Free cash flow

Relevant data have not been disclosed by the company yet.

Expensify Inc's Company Valuation

Currency: USD Updated: 2026-02-06

The current valuation score of Expensify Inc is 8.86, ranking 21 out of 482 in the Software & IT Services industry. Its current P/E ratio is -8.16, which is -66.93% below the recent high of -2.70 and -319.67% above the recent low of -34.25.

Score

Industry at a Glance

Previous score

8.86

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 161/482

Relevant data have not been disclosed by the company yet.

Earnings Forecast

Currency: USD Updated: 2026-02-06

The current earnings forecast score of Expensify Inc is 7.00, ranking 310 out of 482 in the Software & IT Services industry. The average price target is 2.00, with a high of 5.00 and a low of 1.50.

Score

Industry at a Glance

Previous score

7.00

Change

Support & Resistance

Relevant data have not been disclosed by the company yet.

Analyst Rating

Based on 4 analysts

Buy

Current Rating

1.750

Target Price

+25.90%

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

CrowdStrike Holdings Inc

CRWD

Zscaler Inc

ServiceNow Inc

NOW

...

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

Relevant data have not been disclosed by the company yet.

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: 2026-02-06

The current price momentum score of Expensify Inc is 5.37, ranking 432 out of 482 in the Software & IT Services industry. Currently, the stock price is trading between the resistance level at 1.50 and the support level at 1.28, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

5.44

Change

-0.07

Support & Resistance

Relevant data have not been disclosed by the company yet.

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(4)

Neutral(3)

Buy(0)

Indicators

Value

Direction

MACD(12,26,9)

-0.008

Sell

RSI(14)

40.949

Neutral

STOCH(KDJ)(9,3,3)

43.386

Neutral

ATR(14)

0.066

High Vlolatility

CCI(14)

-91.446

Neutral

Williams %R

63.636

Sell

TRIX(12,20)

-0.130

Sell

StochRSI(14)

13.666

Sell

Moving Average

Sell(6)

Neutral(0)

Buy(0)

Indicators

Value

Direction

MA5

1.412

Sell

MA10

1.444

Sell

MA20

1.434

Sell

MA50

1.493

Sell

MA100

1.587

Sell

MA200

1.920

Sell

Institutional Confidence

Currency: USD Updated: 2026-02-06

The current institutional shareholding score of Expensify Inc is 3.00, ranking 280 out of 482 in the Software & IT Services industry. The latest institutional shareholding proportion is 42.98%, representing a quarter-over-quarter decrease of 9.99%. The largest institutional shareholder is The Vanguard, holding a total of 4.68M shares, representing 5.78% of shares outstanding, with 30.26% increase in holdings.

Score

Industry at a Glance

Previous score

3.00

Change

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name

Shares Held

Chg %

Mclaughlin (Steven J)

9.89M

-15.62%

Octopus Head Inc

6.46M

The Vanguard Group, Inc.

Star Investors

4.54M

+4.55%

BlackRock Institutional Trust Company, N.A.

3.63M

+4.28%

Acadian Asset Management LLC

2.27M

+9.67%

Castleknight Management LP

2.16M

+67.26%

Barrett (David Michael)

1.91M

+0.22%

Columbia Threadneedle Investments (US)

1.84M

-0.70%

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

1.53M

-17.25%

Geode Capital Management, L.L.C.

1.41M

+6.14%

Risk Assessment

Currency: USD Updated: 2026-02-06

The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Software & IT Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of Expensify Inc is 3.58, ranking 306 out of 482 in the Software & IT Services industry. The company's beta value is 1.69. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets. with an industry-leading ESG disclosure.