Company Deep Dive

Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.

Request Deep Dive(50 Feathers)

EXFY

BuyHot Air

Expensify, Inc. · Technology · United States · $235M · Avg Vol: $2M/d

71
StockRank
Get insider-trade alerts
Q
42
V
43
M
81
P/E (TTM)
ROE
-11.7%
D/E
0.0x
Dividend %

COMPANY DESCRIPTION

Expensify, Inc. provides a cloud-based expense management software platform that automates corporate card reconciliation, travel booking, and bill processing. The company leverages a unique bottom-up viral acquisition model that converts individual employees into corporate customers, creating a low-cost distribution moat. It operates as a leading self-service SaaS provider targeting small-to-medium-sized businesses globally.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGRTTM2026E2027EFwd CAGR
Revenue169.5M150.7M139.2M142.1M-5.7%138.1M135.9M136.1M-2.1%
EPS-0.33-0.51-0.12-0.23-0.17
Shares82.4M85.2M91.4M93.1M+12.9%78.9M
Debt67.8M29.6M6.5M5.7M-56.1%5.4M
Equity97.2M100.7M128.2M132.7M10.9%
Op CF32.9M1.6M23.9M20.1M-15.1%12.6M
Inv CF-2.2M-7.3M-7.6M-3.6M
Fin CF-8.3M-45.3M-22.1M-2.7M
Loading 1Y...
PRICE (1Y)+27.2%
1.802.032.262.492.72Jul 29Aug 19Sep 9
SMA 50SMA 200

Close
$2.29
RSI (14)
40.3
52W High
$2.81
From 52W High
0.8%

SCORE BREAKDOWN

Quality
42
ROIC
-7.9%15.1
ROE
-11.7%13.8
GP/Assets
36.1%76.2
Op. Margin
-8.6%16.3
FCF/Assets
4.4%58.5
Piotroski
38.2
Int. Cover
N/A
D/E Ratio
0.04x75.3
Current Ratio
3.50x78.1
Value
43
P/E (TTM)
N/A
EV/EBITDA
-12.0x25.0
P/FCF
28.6x54.3
P/B
1.6x76.0
P/S
1.6x67.4
Div Yield
N/A
Momentum
81
52W High %
81%78.5
RS 6M
150%97.6
SMA 50/200
1.46x96.6
EPS Rev 4W
+42.9%97.7
EPS Rev 12W
+42.9%95.3
EPS Improve
+159%72.6
Q Growth
N/A

FUNDAMENTALS

Market Cap
$235M
P/E (Forward)
23.8x
Gross Margin
48.7%

SECTOR PEERS

Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of EXFY are excluded.

TickerCompanyMkt CapStockRankSignal
EXFYExpensify, Inc.(you)$235M71Buy
EGHT8x8, Inc.$287M66Buy
IMMRImmersion Corporation$254M80Buy
CRNCCerence Inc.$384M69Buy
XPERXperi Inc.$293M80Strong Buy
TRAKReposiTrak, Inc.$151M66Buy
PUBMPubMatic, Inc.$766M71Buy
DHXDHI Group, Inc.$175M90Strong Buy
MAPSWM Technology, Inc.$70M74Buy
SPTSprout Social, Inc.$696M65Buy

Peer medians: ROE 4.6% · P/E 35.2x · Gross margin 51.3%

Expensify, Inc. (EXFY): Stock Score Summary

Expensify, Inc. (EXFY) has a MoatMap StockRank of 71/100 based on Quality (42/100), Value (43/100), and Momentum (81/100) factor scores. The current signal is BUY.

Expensify, Inc. provides a cloud-based expense management software platform that automates corporate card reconciliation, travel booking, and bill processing. The company leverages a unique bottom-up viral acquisition model that converts individual employees into corporate customers, creating a low-cost distribution moat. It operates as a leading self-service SaaS provider targeting small-to-medium-sized businesses globally.

Key Financial Metrics

Price$2.29
Market Cap$235M
P/E (Forward)23.80
Price/Book1.63
Return on Equity-11.7%
Return on Invested Capital-7.9%
Debt/Equity0.04x
Gross Margin48.7%
Operating Margin-8.6%
Revenue Growth-5.3%
Free Cash Flow$8M

Expensify, Inc. operates in the Software - Application industry, part of the Technology sector (United States).

Frequently Asked Questions

What is Expensify, Inc.’s (EXFY) StockRank?
MoatMap’s StockRank for Expensify, Inc. (EXFY) is 71/100, with a Buy signal. It is a composite of Quality (42), Value (43), and Momentum (81) factor ranks across MoatMap’s universe of 25,000+ stocks.
Does Expensify, Inc. have an economic moat?
Expensify, Inc. (EXFY) has a Quality factor score of 42/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Expensify, Inc. a buy, hold, or sell?
MoatMap’s current signal for Expensify, Inc. (EXFY) is Buy, based on a StockRank of 71/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.
What sector is Expensify, Inc. in?
Expensify, Inc. (EXFY) operates in the Technology sector, specifically the Software - Application industry (United States).