Expensify, Inc.

NasdaqGS:EXFY Stok Raporu

Piyasa değeri: US$109.9m

Expensify Temettüler ve Geri Alımlar

Temettü kriter kontrolleri 0/6

Expensify şirketinin temettü ödeme geçmişi bulunmamaktadır.

Anahtar bilgiler

n/a

Temettü verimi

1.7%

Geri Alım Getirisi

Toplam Hissedar Getirisi1.7%
Gelecekteki Temettü Verimi0%
Temettü Büyümesin/a
Bir sonraki temettü ödeme tarihin/a
Eski temettü tarihin/a
Hisse başına temettün/a
Ödeme oranın/a

Son temettü ve geri alım güncellemeleri

Recent updates

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 Alpha
Anlatı 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
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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 Alpha
Seeking 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 Alpha
Analiz 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 Alpha
Analiz Makalesi 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Analiz Makalesi 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 Alpha
Analiz Makalesi 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...

Ödemelerde İstikrar ve Büyüme

Temettü verilerini getirme

İstikrarlı Temettü: EXFY şirketinin hisse başına düşen temettülerinin geçmişte istikrarlı olup olmadığını belirlemek için yeterli veri yok.

Büyüyen Temettü: EXFY şirketinin temettü ödemelerinin artıp artmadığını belirlemek için yeterli veri yok.


Piyasaya Karşı Temettü Getirisi

Expensify Piyasaya Karşı Temettü Getirisi
EXFY temettü verimi piyasa ile karşılaştırıldığında nasıldır?
SegmentTemettü Verimi
Şirket (EXFY)n/a
Pazarın Alt %25'i (US)1.4%
Pazarın En İyi %25'i (US)4.3%
Sektör Ortalaması (Software)0.9%
Analist tahmini (EXFY) (3 yıla kadar)0%

Önemli Temettü: EXFY şirketinin temettü getirisi, şirketin yakın zamanda herhangi bir ödeme bildirmemesi nedeniyle, temettü ödeyenlerin en alttaki %25'lik dilimine göre değerlendirilemiyor.

Yüksek Temettü: Şirketin yakın zamanda herhangi bir ödeme bildirmemesi nedeniyle, EXFY şirketinin temettü getirisi, temettü ödeyenlerin en üst %25'ine göre değerlendirilemiyor.


Hissedarlara Ödenen Kazanç

Kazanç Kapsamı: EXFY şirketinin temettü ödemelerinin kazançlarla karşılanıp karşılanmadığını belirlemek için ödeme oranını hesaplamak üzere yeterli veri yok.


Hissedarlara Nakit Ödeme

Nakit Akışı Kapsamı: EXFY herhangi bir ödeme bildirmediğinden temettülerin sürdürülebilirliği hesaplanamıyor.


Güçlü temettü ödeyen şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/17 10:58
Gün Sonu Hisse Fiyatı2026/05/15 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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 kullanacağınızı anlatan 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.

AnalistKurum
Daniel JesterBMO Capital Markets Equity Research
Koji IkedaBofA Global Research
Steven EndersCitigroup Inc