Expensify (EXFY) Hisse Özeti
Expensify, Inc. Amerika Birleşik Devletleri'nde ve uluslararası alanda bulut tabanlı bir gider yönetimi yazılımı platformu sunmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 1/6 |
| Gelecekteki Büyüme | 0/6 |
| Geçmiş Performans | 0/6 |
| Finansal Sağlık | 6/6 |
| Temettüler | 0/6 |
EXFY Community Fair Values
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Analyst Price Targets
Expensify, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$1.74 |
| 52 Haftanın En Yüksek Seviyesi | US$2.32 |
| 52 Haftanın En Düşük Seviyesi | US$0.69 |
| Beta | 1.69 |
| 1 Aylık Değişim | 11.22% |
| 3 Aylık Değişim | 87.79% |
| 1 Yıllık Değişim | -21.85% |
| 3 Yıllık Değişim | -77.58% |
| 5 Yıllık Değişim | n/a |
| Halka arzdan bu yana değişim | -95.77% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • Jul 09
EXFY: Index Removals And Tender Offer Will Pressure Future Returns
Analysts have lowered their price target for Expensify to $1.25 from $2.00, citing more cautious revenue expectations, a slightly higher discount rate, and a lower assumed future P/E multiple, partly offset by a modestly higher long term profit margin outlook. What’s in the News for Expensify Expensify expanded its Concierge AI capabilities, adding conversational analytics, chat based expense management, workspace administration, cross channel access, and beta autonomous workflow agents.
Anlatı Güncellemesi • Jun 25
EXFY: Reverse Split And Tender Offer Will Drive Bearish Outlook
Analysts have adjusted their price targets on Expensify slightly, citing modest changes in the discount rate, revenue growth expectations, profit margin outlook and forward P/E assumptions. These factors together feed into a revised valuation framework expressed in updated dollar-per-share targets.Analiz Makalesi • Jun 19
Expensify (EXFY) Stock Could Be 39% Overvalued After Its ChatGPT And Claude AI Launch
Expensify (EXFY) is drawing fresh attention after launching Expensify MCP, a new integration that lets AI assistants like ChatGPT and Claude query expense data in plain language directly from customer accounts. See our latest analysis for Expensify. That MCP launch comes as Expensify’s short term momentum has picked up, with a 30% 1 day share price return and an 86.89% 90 day share price return, even though the 1 year total shareholder return is down 30.04%. If this AI driven move has your...Recent updates
Anlatı Güncellemesi • Jul 09
EXFY: Index Removals And Tender Offer Will Pressure Future Returns
Analysts have lowered their price target for Expensify to $1.25 from $2.00, citing more cautious revenue expectations, a slightly higher discount rate, and a lower assumed future P/E multiple, partly offset by a modestly higher long term profit margin outlook. What’s in the News for Expensify Expensify expanded its Concierge AI capabilities, adding conversational analytics, chat based expense management, workspace administration, cross channel access, and beta autonomous workflow agents.Anlatı Güncellemesi • Jun 25
EXFY: Reverse Split And Tender Offer Will Drive Bearish Outlook
Analysts have adjusted their price targets on Expensify slightly, citing modest changes in the discount rate, revenue growth expectations, profit margin outlook and forward P/E assumptions. These factors together feed into a revised valuation framework expressed in updated dollar-per-share targets.Analiz Makalesi • Jun 19
Expensify (EXFY) Stock Could Be 39% Overvalued After Its ChatGPT And Claude AI Launch
Expensify (EXFY) is drawing fresh attention after launching Expensify MCP, a new integration that lets AI assistants like ChatGPT and Claude query expense data in plain language directly from customer accounts. See our latest analysis for Expensify. That MCP launch comes as Expensify’s short term momentum has picked up, with a 30% 1 day share price return and an 86.89% 90 day share price return, even though the 1 year total shareholder return is down 30.04%. If this AI driven move has your...
Anlatı Güncellemesi • Jun 10
EXFY: Reverse Split And Buyback Will Shape Balanced Forward Risk Reward
Analysts have reduced their price target on Expensify from $1.38 to $1.13, citing a slightly higher discount rate, a modestly less steep revenue decline, stronger profit margin expectations at 12.04%, and a lower assumed future P/E of 9.90x as key drivers of the update. What's in the News Expensify launched the Expensify MCP integration, allowing AI assistants such as ChatGPT and Claude to access and analyze expense data via natural language queries, using secure OAuth 2.1 connections.Anlatı Güncellemesi • May 27
EXFY: Nasdaq Deficiency And Reverse Split Plan Will Drive Bearish Outlook
Analysts have trimmed their price target for Expensify to reflect a lower fair value of $1.0 from $1.5, citing slightly higher required returns and softer revenue growth expectations, partly offset by relatively stable profit margin assumptions and a reduced future P/E multiple. What's in the News Received a Nasdaq deficiency letter on April 17, 2026, after the Class A common stock traded below the US$1.00 minimum bid price requirement for 30 consecutive business days, starting a 180 day window until October 14, 2026 to regain compliance (Delistings).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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 AlphaAnlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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
Yeni Anlatı • 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 AlphaAnaliz Makalesi • 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...Analiz Makalesi • 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 AlphaHissedar Getirileri
| EXFY | US Software | US Pazar | |
|---|---|---|---|
| 7D | -4.1% | -3.5% | -1.4% |
| 1Y | -21.8% | -24.2% | 16.4% |
Getiri vs. Endüstri: EXFY geçen yıl % -24.2 oranında getiri sağlayan US Software sektörünü aştı.
Getiri vs Piyasa: EXFY geçen yıl % 16.4 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| EXFY volatility | |
|---|---|
| EXFY Average Weekly Movement | 13.7% |
| Software Industry Average Movement | 9.9% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
İstikrarlı Hisse Senedi Fiyatı: EXFY hisse senedi fiyatı, son 3 ayda US piyasasına kıyasla dalgalı seyretti.
Zaman İçindeki Volatilite: EXFY 'nin haftalık oynaklığı ( 14% ) geçen yıl boyunca sabit kaldı, ancak hala US hisselerinin %75'inden yüksek.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2008 | 117 | David Barrett | www.expensify.com |
Expensify, Inc. Amerika Birleşik Devletleri'nde ve uluslararası alanda bulut tabanlı bir gider yönetimi yazılımı platformu sunmaktadır. Şirket, kurumsal kartları yönetme, fatura ödeme, fatura oluşturma, ödeme toplama ve seyahat rezervasyonu yapmanın yanı sıra bireyler için planları takip etme ve gönderme ile ilgilenen bir platform olan Expensify'ı sunmaktadır. Bireylere ve şirketlere, küçük ve orta ölçekli işletmelere ve işletmelere hizmet vermektedir.
Expensify, Inc. Temel Bilgiler Özeti
| EXFY temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$168.77m |
| Kazançlar(TTM) | -US$20.56m |
| Gelir(TTM) | US$140.00m |
1.2x
P/S Oranı-8.1x
F/K OranıEXFY aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| EXFY gelir tablosu (TTM) | |
|---|---|
| Gelir | US$140.00m |
| Gelir Maliyeti | US$70.54m |
| Brüt Kâr | US$69.46m |
| Diğer Giderler | US$90.01m |
| Kazançlar | -US$20.56m |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | -0.21 |
| Brüt Marj | 49.61% |
| Net Kâr Marjı | -14.68% |
| Borç/Özkaynak Oranı | 0% |
EXFY uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/07/23 21:51 |
| Gün Sonu Hisse Fiyatı | 2026/07/23 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Expensify, Inc. 8 Bu analistlerden 3, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Daniel Jester | BMO Capital Markets Equity Research |
| Koji Ikeda | BofA Global Research |
| Steven Enders | Citigroup Inc |