OLO vs. EXFY

Last updated Jun 9, 2026

OLO (Olo Inc.) and EXFY (Expensify Inc) are both stocks. Both operate in the Software - Application industry within the Technology sector. At a 0.37 correlation, their price movements are largely independent.

Performance

OLO vs. EXFY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Olo Inc. (OLO) and Expensify Inc (EXFY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

OLO

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

EXFY

• 1D: 2.61%
• 1M: 15.12%
• YTD: -21.85%
• 6M: -26.25%
• 1Y: -49.36%
• 3Y*: -45.20%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

OLO vs. EXFY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
OLO Olo Inc.	0.00%	33.59%	34.27%	-8.48%	-69.97%	-29.29%
EXFY Expensify Inc	-21.85%	-54.93%	35.63%	-72.03%	-79.93%	7.16%

Correlation

The correlation between OLO and EXFY is -0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.05
Correlation (3Y) Calculated over the trailing 3-year period	0.27
Correlation (All Time) Calculated using the full available price history since Nov 11, 2021	0.37

The correlation between OLO and EXFY shifts across timeframes, from -0.05 (1 year) to 0.37 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap OLO : $1.87B EXFY : $110.59M
EPS OLO : -$0.00 EXFY : -$0.22
PS Ratio OLO : 5.95 EXFY : 0.78
PB Ratio OLO : 2.64 EXFY : 0.80
Total Revenue (TTM) OLO : $314.33M EXFY : $140.00M
Gross Profit (TTM) OLO : $167.55M EXFY : $69.46M
EBITDA (TTM) OLO : $16.56M EXFY : -$13.41M

Return for Risk

OLO vs. EXFY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EXFY

EXFY Risk / Return Rank: 14
EXFY Sharpe Ratio Rank: 10
EXFY Sortino Ratio Rank: 11
EXFY Omega Ratio Rank: 12
EXFY Calmar Ratio Rank: 17
EXFY Martin Ratio Rank: 19

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

OLO vs. EXFY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Olo Inc. (OLO) and Expensify Inc (EXFY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	OLO	EXFY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	-0.79	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	-0.67	—

Drawdowns

Drawdown Indicators

	OLO	EXFY	Difference
Max Drawdown Largest peak-to-trough decline	—	-98.46%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-71.38%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-90.86%	—
Current Drawdown Current decline from peak	—	-97.57%	—
Average Drawdown Average peak-to-trough decline	—	-84.37%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	44.52%	—

Volatility

Volatility by Period

	OLO	EXFY	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	20.09%	—
Volatility (6M) Calculated over the trailing 6-month period	—	51.51%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	62.45%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	80.34%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	80.34%	—

Dividends

OLO vs. EXFY - Dividend Comparison

Neither OLO nor EXFY has paid dividends to shareholders.

Tickers have no history of dividend payments

Financials

OLO vs. EXFY - Profitability Comparison

The chart below illustrates the profitability comparison between Olo Inc. and Expensify Inc over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

OLO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Olo Inc. reported a gross profit of 43.93M and revenue of 85.72M. Therefore, the gross margin over that period was 51.3%.

EXFY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Expensify Inc reported a gross profit of 16.17M and revenue of 33.97M. Therefore, the gross margin over that period was 47.6%.

OLO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Olo Inc. reported an operating income of -2.70M and revenue of 85.72M, resulting in an operating margin of -3.2%.

EXFY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Expensify Inc reported an operating income of -1.97M and revenue of 33.97M, resulting in an operating margin of -5.8%.

OLO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Olo Inc. reported a net income of 1.58M and revenue of 85.72M, resulting in a net margin of 1.8%.

EXFY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Expensify Inc reported a net income of -2.34M and revenue of 33.97M, resulting in a net margin of -6.9%.

Frequently Asked Questions

Can I hold both OLO and EXFY in my portfolio?

OLO and EXFY have a correlation of -0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.