Highlights
- Market Cap
- $80.71M
- Enterprise Value
- $22.70M
- EPS (TTM)
- -$0.23
- Total Revenue (TTM)
- $142.10M
- Gross Profit (TTM)
- $71.53M
- EBITDA (TTM)
- -$13.64M
- Year Range
- $0.69 - $3.06
- Target Price
- $13.75
- ROA (TTM)
- -11.50%
- ROE (TTM)
- -16.11%
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Expensify Inc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Expensify Inc (EXFY) has returned -42.39% so far this year and -71.38% over the past 12 months.
Expensify Inc
- 1D
- 5.54%
- 1M
- -8.44%
- YTD
- -42.39%
- 6M
- -52.98%
- 1Y
- -71.38%
- 3Y*
- -52.56%
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Nov 10, 2021, EXFY's average daily return is -0.22%, while the average monthly return is -5.04%.
Historically, 28% of months were positive and 72% were negative. The best month was Nov 2024 with a return of +72.5%, while the worst month was Aug 2023 at -46.8%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 9 months.
On a daily basis, EXFY closed higher 44% of trading days. The best single day was Jul 9, 2024 with a return of +37.9%, while the worst single day was Nov 8, 2023 at -36.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -3.97% | -34.48% | -8.44% | -42.39% | |||||||||
| 2025 | 6.87% | 8.24% | -21.55% | -2.63% | -25.34% | 17.19% | -21.62% | -3.45% | -5.61% | -11.89% | -4.91% | -2.58% | -54.93% |
| 2024 | -34.41% | 28.40% | -11.54% | -13.04% | -5.63% | -1.32% | 24.16% | 25.41% | -15.52% | -3.57% | 72.49% | 2.76% | 35.63% |
| 2023 | 17.89% | -19.12% | -3.21% | -6.87% | -8.83% | 15.32% | 1.00% | -46.77% | -24.24% | -17.85% | -12.73% | 6.01% | -72.03% |
| 2022 | -33.52% | -29.91% | -14.34% | -14.41% | 40.65% | -15.85% | 12.20% | -9.17% | -17.93% | -12.03% | -26.89% | -7.73% | -79.93% |
| 2021 | 9.94% | -2.53% | 7.16% |
Benchmark Metrics
Expensify Inc has an annualized alpha of -50.26%, beta of 1.51, and R² of 0.11 versus S&P 500 Index. Calculated based on daily prices since November 11, 2021.
- This stock participated in 231.96% of S&P 500 Index downside but only -18.86% of its upside — more exposed to losses than it benefited from rallies.
- R² of 0.11 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- -50.26%
- Beta
- 1.51
- R²
- 0.11
- Upside Capture
- -18.86%
- Downside Capture
- 231.96%
Return for Risk
Risk / Return Rank
EXFY ranks 3 for risk / return — in the bottom 3% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Expensify Inc (EXFY) and compare them to a chosen benchmark (S&P 500 Index).
| EXFY | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -1.11 | 0.90 | -2.01 |
Sortino ratioReturn per unit of downside risk | -1.95 | 1.39 | -3.34 |
Omega ratioGain probability vs. loss probability | 0.75 | 1.21 | -0.47 |
Calmar ratioReturn relative to maximum drawdown | -0.95 | 1.40 | -2.35 |
Martin ratioReturn relative to average drawdown | -1.65 | 6.61 | -8.26 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore EXFY risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Expensify Inc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Expensify Inc was 98.46%, occurring on Mar 17, 2026. The portfolio has not yet recovered.
The current Expensify Inc drawdown is 98.21%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -98.46% | Nov 29, 2021 | 1078 | Mar 17, 2026 | — | — | — |
| -10.04% | Nov 15, 2021 | 6 | Nov 22, 2021 | 2 | Nov 24, 2021 | 8 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Expensify Inc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Expensify Inc is priced in the market compared to other companies in the Software - Application industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for EXFY relative to other companies in the Software - Application industry. Currently, EXFY has a P/S ratio of 0.6. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for EXFY in comparison with other companies in the Software - Application industry. Currently, EXFY has a P/B value of 0.6. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |