Expensify (EXFY) Aktienübersicht
Expensify, Inc. bietet in den Vereinigten Staaten und international eine Cloud-basierte Software-Plattform für das Ausgabenmanagement an. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 3/6 |
| Künftiges Wachstum | 0/6 |
| Vergangene Leistung | 0/6 |
| Finanzielle Gesundheit | 6/6 |
| Dividenden | 0/6 |
EXFY Community Fair Values
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Analyst Price Targets
Expensify, Inc. Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$1.14 |
| 52-Wochen-Hoch | US$2.64 |
| 52-Wochen-Tief | US$0.69 |
| Beta | 1.75 |
| 1 Monat Veränderung | 28.03% |
| 3 Monate Veränderung | -10.94% |
| 1 Jahr Veränderung | -51.90% |
| 3 Jahre Veränderung | -82.52% |
| 5 Jahre Veränderung | n/a |
| Veränderung seit IPO | -97.22% |
Aktuelle Nachrichten und Updates
Narrativ-Update • May 01
EXFY: Reverse Split Plan Will Support Future Upside Potential
Analysts have reduced their fair value estimate for Expensify from $1.50 to $1.38 per share. This revision reflects slightly softer revenue growth assumptions, a modest change in the discount rate, and a lower future P/E multiple, partly offset by a small improvement in the expected profit margin.Narrativ-Update • Apr 17
EXFY: Share Repurchases And Reverse Split Will Support Future Upside Potential
Analysts have slightly reduced their price target on Expensify to reflect a modestly lower future P/E assumption of 12.24x, down from 12.25x, while keeping fair value, revenue growth, profit margin, and discount rate inputs effectively unchanged. What's in the News Upcoming AGM on May 22, 2026, includes a proposal to amend the Certificate of Incorporation to conduct a reverse stock split of common stock and a proportional reduction in authorized shares, which could affect share count and trading characteristics (Key Developments).Recent updates
Narrativ-Update • May 01
EXFY: Reverse Split Plan Will Support Future Upside Potential
Analysts have reduced their fair value estimate for Expensify from $1.50 to $1.38 per share. This revision reflects slightly softer revenue growth assumptions, a modest change in the discount rate, and a lower future P/E multiple, partly offset by a small improvement in the expected profit margin.Narrativ-Update • Apr 17
EXFY: Share Repurchases And Reverse Split Will Support Future Upside Potential
Analysts have slightly reduced their price target on Expensify to reflect a modestly lower future P/E assumption of 12.24x, down from 12.25x, while keeping fair value, revenue growth, profit margin, and discount rate inputs effectively unchanged. What's in the News Upcoming AGM on May 22, 2026, includes a proposal to amend the Certificate of Incorporation to conduct a reverse stock split of common stock and a proportional reduction in authorized shares, which could affect share count and trading characteristics (Key Developments).Narrativ-Update • Apr 01
EXFY: Ongoing Share Buybacks Will Support Future Upside Potential
Analysts have modestly adjusted their price targets for Expensify, citing only minor tweaks to assumptions around the discount rate, long-term revenue growth, profit margins, and future P/E. These changes leave their overall valuation in roughly the same $ range as before.Narrativ-Update • Mar 17
EXFY: Share Buybacks And New Partnership Will Support Future Upside Potential
Analysts have slightly reduced their Expensify price targets, reflecting a modest adjustment to the discount rate and only very small changes to long-term profit margin and future P/E assumptions, with no material change to the underlying fair value estimate of $1.50 per share. What's in the News From October 1, 2025 to December 31, 2025, Expensify repurchased 1,958,019 shares, described as 2.1% of its shares, for $3 million under its existing buyback program (company announcement).Narrativ-Update • Mar 03
EXFY: Share Buybacks And New Partnership Will Support Future Adoption
Analysts have reduced their price target on Expensify from $2.83 to $1.50, citing lower expectations for revenue growth, slightly higher discount rates, a more conservative profit margin outlook, and a reset future P/E assumption. What's in the News From October 1, 2025 to December 31, 2025, Expensify repurchased 1,958,019 shares, representing 2.1% of its shares, for US$3 million under its existing buyback program (Key Developments).
Narrativ-Update • Feb 17
EXFY: Expanded Partnerships Will Support Higher Long Term Profitability
Analysts have reduced their price target on Expensify to $2.00 from $5.00, citing a higher discount rate, more cautious revenue growth assumptions, a significant reset in expected P/E multiples, and a sharply higher projected profit margin as the main factors behind the revision. What's in the News Expensify and Xero expanded their partnership to offer joint discounts and marketing campaigns aimed at simplifying operations for small businesses, including free access to Xero's Business Edition for 6 months for new customers who sign up via Expensify, and 50% off Expensify's annual plan for 6 months for new customers coming through Xero (Key Developments).
Narrativ-Update • Feb 02
EXFY: Share Buybacks And New Partnerships Will Shape Balanced Risk Profile
Analysts have lowered their fair value estimate for Expensify from US$2.00 to US$1.50, citing updated assumptions around discount rates, revenue growth, profit margins, and a lower future P/E multiple. What's in the News Expensify announced an updated integration with Uber for Business that automates receipt collection for employee Uber rides and Uber Eats orders, aiming to cut manual uploads and data entry by sending itemized e-receipts directly into Expensify once accounts are connected (Client Announcements).Narrativ-Update • Jan 19
EXFY: AI Concierge And New Partnerships Will Support Stronger Future Adoption
Analysts have trimmed their price expectations for Expensify, with the latest fair value estimate now aligning with a lower implied future P/E of about 18.8. This reflects slightly higher discount rate assumptions and modestly stronger long term profit margin forecasts. What's in the News Expensify introduced an improved integration with Uber for Business that automates receipt collection for Uber rides and Uber Eats orders, with e-receipts flowing directly into Expensify for categorization and reconciliation, including global invoicing support and 24/7 assistance through Uber for Business (Key Developments).Narrativ-Update • Jan 05
EXFY: Expanded Partnerships And AI Expense Support Will Drive Future User Adoption
Analysts have nudged their price target on Expensify slightly higher, citing a small adjustment to the discount rate, as well as modest tweaks to long term profit margin and future P/E assumptions as key drivers of the change. What's in the News Expensify, Inc.Narrativ-Update • Dec 14
EXFY: Expanded NBA Alliance Will Drive Brand Reach And User Adoption
Analysts have nudged their price target on Expensify slightly higher to reflect modest improvements in forecast profit margins and updated discount rate assumptions, while keeping long term growth expectations broadly intact. What's in the News Launched an enhanced integration with Uber for Business that fully automates collection and categorization of receipts for Uber rides and Uber Eats orders, improving compliance and reducing manual data entry for corporate travel and dining expenses (client announcement).Seeking Alpha • Dec 02
Expensify: Choppy Member Trends Offset Cheap Price (Downgrade)
Summary Expensify is downgraded to "Neutral" as revenue and membership trends remain weak, despite a historically low valuation. Q3 results missed expectations, with both revenue and margins declining, eroding confidence in EXFY’s growth prospects. EXFY’s corporate card and travel businesses are bright spots, but ongoing product migration and competitive pressures weigh heavily. At 4.0x EV/FY25 FCF, valuation is compelling, but persistent member declines and execution risks justify caution and potential tax-loss harvesting. Read the full article on Seeking AlphaNarrativ-Update • Nov 28
EXFY: Expanded NBA Partnership Will Boost Brand Presence And User Adoption
Analysts have lowered their price target for Expensify from $2.83 to $2.83 per share. This adjustment is due to reduced revenue growth expectations and a slight decrease in projected profit margins.Narrativ-Update • Nov 10
EXFY: Expanded Partnerships And AI Integration Will Drive Shareholder Value
Analysts have lowered their price target for Expensify to $2.83 from $3.17. This decision is based on revised assumptions around revenue growth and future profitability projections.Analyseartikel • Nov 08
An Intrinsic Calculation For Expensify, Inc. (NASDAQ:EXFY) Suggests It's 44% Undervalued
Key Insights Using the 2 Stage Free Cash Flow to Equity, Expensify fair value estimate is US$2.44 Current share price...Narrativ-Update • Aug 08
Digital Transformation And Cloud Finance Will Advance Superapp Potential
Despite improvement in Expensify’s Net Profit Margin and a sharply lower Future P/E ratio suggesting better profitability and a more attractive valuation, analysts have nonetheless reduced their consensus price target from $3.88 to $3.50. What's in the News Expensify was added to a wide range of Russell indices, including the Russell 2000, 2500, 3000, Microcap, and Small Cap Completeness indices, as well as their respective growth and value sub-indices, signaling increased index fund inclusion and potential visibility to institutional investors.Analyseartikel • Jul 16
At US$2.18, Is Expensify, Inc. (NASDAQ:EXFY) Worth Looking At Closely?
Expensify, Inc. ( NASDAQ:EXFY ), might not be a large cap stock, but it saw significant share price movement during...Analyseartikel • May 25
Revenues Working Against Expensify, Inc.'s (NASDAQ:EXFY) Share Price Following 26% Dive
To the annoyance of some shareholders, Expensify, Inc. ( NASDAQ:EXFY ) shares are down a considerable 26% in the last...Seeking Alpha • Apr 23
Expensify: Tiny Company, Bountiful FCF Potential
Summary 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. Trading at just 11.5x EV/FY25 FCF, EXFY's low valuation and debt-free status offer a buffer against macroeconomic risks and variable revenue. Read the full article on Seeking Alpha
Neues Narrativ • Mar 31
AI Integration, SmartScan And Travel Will Drive Future Efficiency
Expensify's strategic AI investments and successful card program expansion could enhance profitability and sustain revenue growth through increased margins and new revenue streams.Seeking Alpha • Jan 30
Expensify: Competitive Industry And Poor Operating Metrics
Summary Expensify stock is rated a sell due to high market growth expectations, significant seat churn, minimal revenue growth, and intense competition. Despite opportunities in AI automation and new expense card programs, execution risks and rising interchange rates could negatively impact customer retention and revenue. Expensify's poor operating metrics, high competition, and low historical revenue growth make the stock unattractive despite its comprehensive strategy and customer service focus. Read the full article on Seeking AlphaSeeking Alpha • Nov 13
The Jury's Still Out On Expensify's Platform 2.0 Approach
Summary 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. I remain on hold due to negative revenue growth and despite positive operating margin trends and potential long-term growth from Expensify Card and Expensify Travel. Read the full article on Seeking AlphaAnalyseartikel • Nov 09
Expensify, Inc. (NASDAQ:EXFY) Stock Catapults 32% Though Its Price And Business Still Lag The Industry
Expensify, Inc. ( NASDAQ:EXFY ) shareholders would be excited to see that the share price has had a great month...Analyseartikel • Aug 18
Expensify, Inc.'s (NASDAQ:EXFY) Shares Bounce 28% But Its Business Still Trails The Industry
Despite an already strong run, Expensify, Inc. ( NASDAQ:EXFY ) shares have been powering on, with a gain of 28% in the...Seeking Alpha • Aug 13
Expensify: Staying Bullish On Good Performance And Favorable Prospects
Summary Expensify's latest Q2 2024 EBITDA and bottom line came in +60% and +62% higher than their respective consensus estimates. EXFY boasts a positive outlook, taking into account new revenue growth engines and the upward revision in its cash flow guidance. My Buy rating for Expensify stays unchanged, as the stock is attractively valued based on the PEG metric. Read the full article on Seeking AlphaAnalyseartikel • Jun 19
Expensify, Inc.'s (NASDAQ:EXFY) Revenues Are Not Doing Enough For Some Investors
Expensify, Inc.'s ( NASDAQ:EXFY ) price-to-sales (or "P/S") ratio of 0.8x might make it look like a strong buy right...Seeking Alpha • May 07
Expensify: A Busted IPO To An Undervalued SaaS Micro-Cap
Summary Expensify is a broken October 2021 IPO. Financially strong and valued at $125 million as a Software-as-a-Service company, it's down 96% from its first week high as an IPO. It has a clear road map and focus on dominating the untapped, underserved very small business market. The company is rolling out New Expensify and leaning into its core functionality by creating a moat using real-time chat within expense management, document exchange, global payments, and additional functionality around expense reimbursement. Read the full article on Seeking AlphaSeeking Alpha • Apr 02
Expensify: A Company That Hopes To Turn The Corner In 2024
Summary Expensify, Inc.'s bottom line beat expectations in Q4 2023 due to cost-cutting measures, but top line growth remains challenging. Expensify plans to launch a new platform in 2024 to reinvigorate growth, but analysts remain skeptical about its prospects. The stock has seen some recent insider buying by a beneficial owner and Expensify should turn the corner and be profitable in FY2024. A full analysis around Expensify follows in the paragraphs below. Read the full article on Seeking AlphaSeeking Alpha • Mar 05
Expensify: Poor Execution And Outlook (Rating Downgrade)
Summary I am downgrading my rating for Expensify from buy to neutral due to continued execution issues and a weak near-term outlook. Expensify's share price has fallen significantly in the past year, and the company has consistently missed expectations. The transition to the new Expensify platform holds long-term potential, but repeated execution failures and the uncertain macro environment dampen expectations. Investors should remain cautious. Read the full article on Seeking AlphaAnalyseartikel • Mar 01
There's No Escaping Expensify, Inc.'s (NASDAQ:EXFY) Muted Revenues Despite A 25% Share Price Rise
Those holding Expensify, Inc. ( NASDAQ:EXFY ) shares would be relieved that the share price has rebounded 25% in the...Seeking Alpha • Feb 27
Expensify May Have More Surprises In Store (Rating Upgrade)
Summary Expensify, Inc. reported positive earnings in Q4 thanks to cost optimization efforts; the market was expecting Expensify to record a net loss for the recent quarter before the actual results announcement. Expensify has guided for its free cash flow to increase from $0.6 million last year to $11 million this year, which translates into a 5.9% FY 2024 free cash flow yield. My rating for Expensify is raised to a Buy, as I think that the company's actual revenue and capital return for 2024 might be positive surprises. Read the full article on Seeking AlphaAnalyseartikel • Feb 19
Is Expensify (NASDAQ:EXFY) Using Debt In A Risky Way?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Aktionärsrenditen
| EXFY | US Software | US Markt | |
|---|---|---|---|
| 7D | 11.2% | -1.3% | 1.1% |
| 1Y | -51.9% | -10.4% | 26.7% |
Rendite im Vergleich zur Industrie: EXFY unter dem Niveau der Branche US Software , die im vergangenen Jahr eine Rendite von -10.4% erzielte.
Rendite vs. Markt: EXFY hinter dem Markt US zurück, der im vergangenen Jahr eine Rendite von 26.7 erzielte.
Preisvolatilität
| EXFY volatility | |
|---|---|
| EXFY Average Weekly Movement | 12.9% |
| Software Industry Average Movement | 9.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiler Aktienkurs: Der Aktienkurs von EXFY war in den letzten 3 Monaten im Vergleich zum US -Markt volatil.
Volatilität im Zeitverlauf: EXFYDie wöchentliche Volatilität (13%) war im vergangenen Jahr stabil, liegt aber immer noch höher als bei 75 % der US Aktien.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 2008 | 117 | David Barrett | www.expensify.com |
Expensify, Inc. bietet eine Cloud-basierte Spesenmanagement-Software-Plattform in den Vereinigten Staaten und international. Das Unternehmen bietet Expensify an, eine Plattform, die sich mit der Verwaltung von Firmenkarten, der Bezahlung von Rechnungen, der Erstellung von Rechnungen, dem Einzug von Zahlungen und der Buchung von Reisen befasst, sowie mit der Verfolgung und Einreichung von Plänen für Einzelpersonen. Es bedient Privatpersonen und Unternehmen, kleine und mittelständische Unternehmen sowie Konzerne.
Expensify, Inc.'s Grundlagenzusammenfassung
| EXFY grundlegende Statistiken | |
|---|---|
| Marktanteil | US$108.98m |
| Gewinn(TTM) | -US$20.56m |
| Umsatz(TTM) | US$140.00m |
0.8x
Kurs-Umsatz-Verhältnis-5.3x
Kurs-Gewinn-Verhältnis Ist EXFY zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| EXFY Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$140.00m |
| Kosten der Einnahmen | US$70.54m |
| Bruttogewinn | US$69.46m |
| Sonstige Ausgaben | US$90.01m |
| Gewinn | -US$20.56m |
Zuletzt gemeldete Gewinne
Mar 31, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | -0.21 |
| Bruttomarge | 49.61% |
| Nettogewinnspanne | -14.68% |
| Schulden/Eigenkapital-Verhältnis | 0% |
Wie hat sich EXFY auf lange Sicht entwickelt?
Historische Performance und VergleicheUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/15 04:51 |
| Aktienkurs zum Tagesende | 2026/05/14 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
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Analysten-Quellen
Expensify, Inc. wird von 8 Analysten beobachtet. 3 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Daniel Jester | BMO Capital Markets Equity Research |
| Koji Ikeda | BofA Global Research |
| Steven Enders | Citigroup Inc |