EXFY Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas

03
Precio $2.25
Capitalización Bursátil (MRQ) $207M
P/E (TTM) -14.1
BPA (TTM) $-0.16
Ingresos (TTM) $138M
ROE (TTM) -11.7%
Rango 52S $1–$3

EXFY Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista

04
rango
barras

La granularidad de las barras se adapta al período seleccionado; pase el ratón sobre el gráfico para ver la apertura/máximo/mínimo/cierre de una barra.

Acerca de Expensify, Inc. - Class A Common Stock Descripción general de la empresa de Wikipedia

05 · wikidata

Expensify, Inc. is an American software company that develops an expense management system for personal and business use. Expensify also offers a business credit card called the Expensify Card.

History

Expensify was founded in 2008 by current CEO David Barrett. Barrett, a native of Saginaw, Michigan, and a graduate of the University of Michigan, began programming at the age of six. He was involved in numerous tech companies prior to Expensify, including Red Swoosh.

The company has completed several rounds of venture capital funding, raising $1 million in 2009, $5.7 million in 2010, $3.5 million in 2014, and $17 million in 2015.

The company, which expanded its operation in Michigan in 2014, partnered with Gogebic Community College to offer scholarships to students in the area.

In July 2015, CEO David Barrett addressed the United States Congress on behalf of the app industry, speaking to a House, Health, and Technology subcommittee.

In November 2017, the company faced allegations of exposing some customers' personal information to contractors manually entering receipts through Amazon's Mechanical Turk service. Expensify acknowledged that a bug allowed fewer than 200 receipts to be visible to certain company contractors using Mechanical Turk to test a new feature under development. The company halted the test.

The company went public on 11 November 2021 under the ticker EXFY. The company's stock has decreased more than 95% since its IPO.

In 2023, Expensify funded an update and renovation of Portland's oldest food cart pod, located next to their Portland headquarters. It was renamed the Midtown Beer Garden.

Products

Expensify has developed a reporting expense mobile and web application that is available in the Apple and Android marketplaces.

Expensify allows users to download expense reports based on user transactions.

In June 2025, it was announced they would be expanding their corporate card product to Canada.

Expensify Ventures

Expensify launched a venture capital arm, Expensify Ventures, as part of a $17 million round of funding the company received in early 2015. Expensify Ventures makes strategic investments in early-stage travel, payments, and finance start-ups.

Political activism

On 22 October 2020, in a highly controversial letter, CEO David Barrett emailed all Expensify customers and non-customers on Expensify's marketing list worldwide, urging them to vote for U.S. presidential candidate Joe Biden.

Fuente: Wikipedia (Inglés), CC BY-SA 4.0 · Ver en Wikipedia ↗

Wikidata ↗

sectorTechnology industriaTechnology empleados117 paísUS

Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA

06
Ingresos$142M
2019-12-31 → 2025-12-31
BPA$-0.23
2019-12-31 → 2025-12-31
Flujo de caja libre$20M
2021-12-31 → 2025-12-31
Margen neto-11.3%
2021-12-31 → 2025-12-31
Valoración y ratios 07–12

Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?

Métrica Tendencia a 5 años EXFY promedio 5A Mediana de Pares Veredicto
P/E (TTM) -14.1promedio 5A ≈-37.7 ≈-37.7 · ·
P/S (TTM) 1.5promedio 5A ≈2.2 ≈2.2 3.1 Infravalorado
P/C (MRQ) 1.5promedio 5A ≈3.3 ≈3.3 15.0 Infravalorado
Price / FCF (Precio / FCF) 10.8promedio 5A ≈311.3 ≈311.3 · ·
Price / Cash Flow (Precio / Flujo de Caja) 10.8promedio 5A ≈44.2 ≈44.2 42.1 Infravalorado
Precio / Valor Contable Tangible (MRQ) 1.7promedio 5A ≈3.3 ≈3.3 · ·

La mediana de empresas comparables se calcula sobre una base estandarizada por métrica y puede no coincidir siempre con la base TTM/MRQ que se muestra para esta acción.

valor · ≈ promedio 5A · mediana sectorial · veredicto relativo a la mediana

Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados

14
Sorpresa Media -44.1%
Próximo informe Nov 04, 2026
PeríodoInformeEPS ActualEPS est.Sorpresa
30 de junio de 2026 Ago 6, 2026 $0.03 $0.02 47.1%
31 de marzo de 2026 May 7, 2026 $0.04 $0.02 68.1%
31 de diciembre de 2025 $-0.02 $0.05 -150.1%
30 de septiembre de 2025 $0.04 $0.06 -28.3%
30 de junio de 2025 $-0.02 $0.03 -175.5%
31 de marzo de 2025 $0.05 $0.07 -25.9%

Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja

15
Estado de resultados 18
Métrica Tendencia 2025202420232022202120202019
Revenue $142M$139M$151M$169M$143M$88M$80M
Cost of Revenue $71M$64M$10M$6M$3M$1M$0
Gross Profit $72M$75M$84M$107M$89M$56M$48M
R&D Expense $21M$25M$23M$14M$11M$7M$4M
SG&A Expense $42M$38M$49M$58M$61M$33M$16M
Operating Expenses $90M$76M$117M$122M$99M$50M$47M
Operating Income $-18M$-820.0K$-33M$-15M$-10M$6M$1M
Interest Expense ··$5M$4M$3M$3M·
Interest Income $2M$1M·····
Other Non-op $2M$-2M·····
Pretax Income $-16M$-2M$-38M$-21M$-14M$3M$-2M
Income Tax $5M$8M$3M$6M$-174.0K$5M$-3M
Net Income $-21M$-10M$-41M$-27M$-14M$-2M$1M
EPS (Basic) $-0.23$-0.12$-0.50$-0.33$-0.36$-0.06$0.00
EPS (Diluted) $-0.23$-0.12$-0.50$-0.33$-0.36$-0.06$0.00
Shares (Basic) 92,283,97487,380,70882,493,22680,786,72538,039,22227,424,48025,921,890
Shares (Diluted) 92,283,97487,380,70882,493,22680,786,72538,039,22227,424,48025,921,890
EBITDA $-10M$6M$-28M$-10M$-5M··
Balance general 26
Métrica Tendencia 2025202420232022202120202019
Cash & Equivalents $63M$49M$48M$104M$98M$34M$10M
Receivables $13M$13M$14M$16M$16M$10M·
Prepaid Expense $6M$12M$6M$9M$7M$927.0K·
Other Current Assets $26M$21M$31M$22M$14M$3M·
Current Assets $153M$137M$137M$187M$158M$64M·
PP&E (Net) $13M$14M$14M$14M$16M$15M·
PP&E (Gross) $23M$23M$23M$22M$22M$20M·
Accum. Depreciation $10M$10M$9M$8M$6M$5M·
Intangibles $14M······
Other Non-current Assets $1M$1M$6M$664.0K$710.0K$833.0K·
Total Assets $186M$174M$177M$210M$183M$88M·
Accounts Payable $289.0K$196.0K$1M$1M$4M$2M·
Accrued Liabilities ·$157.0K$159.0K$291.0K$246.0K$73.0K·
Current Liabilities $46M$38M$68M$60M$54M$39M·
Capital Leases $5M$6M$6M$0$329.0K$1M·
Deferred Tax ····$0$916.0K·
Other Non-current Liabilities $2M$2M$2M$1M$153.0K$877.0K·
Total Liabilities $53M$45M$76M$113M$107M$74M·
Long-term Debt ··$8M$52M$68M$33M·
Total Debt ·$0$8M$52M$53M··
Common Stock $9.0K$9.0K$8.0K$7.0K$6.0K$0·
Paid-in Capital $305M$279M$242M$195M$143M$21M·
Retained Earnings $-172M$-151M$-141M$-98M$-66M$-52M·
Stockholders' Equity $133M$128M$101M$97M$77M$-31M$-48M
Liabilities + Equity $186M$174M$177M$210M$183M$88M·
Shares Outstanding 93,060,90291,376,76585,225,32882,429,36781,400,86029,366,94026,589,930
Flujo de Efectivo 16
Métrica Tendencia 2025202420232022202120202019
D&A $8M$7M$5M$5M$5M$3M$3M
Stock-based Comp $27M$34M$41M$52M$15M$18M$2M
Deferred Tax $5.0K$-42.0K$-112.0K$29.0K$-868.0K$3M$-3M
Other Non-cash $6M$-6M$-3M$2M$141.0K··
Operating Cash Flow $20M$24M$2M$33M$5M$8M$12M
CapEx $17.0K$0$1M$585.0K$3M$2M$3M
Investing Cash Flow $-4M$-8M$-7M$-2M$-8M$-4M$-5M
Debt Issued ··$0$0$45M$0$0
Net Debt Issued $0$-23M$-45M$-595.0K$20M··
Stock Repurchased $9M$2M$3M$6M$0$0$14.0K
Net Stock Activity $-9M$-2M$-3M$-6M$0··
Financing Cash Flow $-3M$-22M$-45M$-8M$81M$9M$5M
Net Change in Cash $14M$-6M$-51M$22M$78M$12M$13M
Taxes Paid $6M$5M$4M$975.0K$7M$150.0K$216.0K
Free Cash Flow $20M$24M$175.0K$32M$3M··
Levered FCF ··$-5M$26M···
Rentabilidad 8
Métrica Tendencia 2025202420232022202120202019
Gross Margin 50.3%53.9%55.6%63.0%62.4%··
Operating Margin -12.7%-0.59%-22.0%-9.0%-7.2%··
Net Margin -15.0%-7.2%-27.5%-15.9%-9.5%··
Pretax Margin -11.5%-1.7%-25.5%-12.2%-9.6%··
EBITDA Margin -6.7%4.3%-18.6%-5.8%-3.5%··
ROA -11.9%-5.7%-21.4%-13.7%-10.0%··
ROE -16.2%-8.1%-42.4%-28.0%-45.6%··
ROIC -17.8%-2.7%-33.0%-13.4%-7.8%··
Liquidez y Solvencia 5
Métrica Tendencia 2025202420232022202120202019
Current Ratio 3.33.62.03.12.9··
Quick Ratio 1.61.60.92.02.1··
Debt / Equity ·0.00.10.50.7··
LT Debt / Equity ··0.00.50.7··
Interest Coverage ··-6.4-3.4···
Eficiencia 2
Métrica Tendencia 2025202420232022202120202019
Asset Turnover 0.80.80.80.91.1··
Receivables Turnover 11.210.510.010.511.1··
Por Acción 5
Métrica Tendencia 2025202420232022202120202019
Book Value / Share $1.43$1.40$1.18$1.18···
Revenue / Share $1.54$1.59$1.83$2.10$3.75··
Cash Flow / Share $0.22$0.27$0.02$0.41$0.14··
Cash / Share $0.68$0.53$0.56$1.26···
EPS (TTM) $-0.23$-0.12$-0.50$-0.33$-0.36··
Tasas de Crecimiento 3
Métrica Tendencia 2025202420232022202120202019
Revenue YoY 2.1%-7.6%-11.1%18.7%62.2%··
Revenue CAGR 3Y -5.7%-0.85%19.6%····
Revenue CAGR 5Y 10.0%······
Valoración (TTM) 14
Métrica Tendencia 2025202420232022202120202019
Revenue TTM $142M$139M$151M$169M$143M··
Net Income TTM $-21M$-10M$-41M$-27M$-14M··
Market Cap $141M$306M$211M$728M···
Enterprise Value ·$257M$171M$676M···
P/E -6.6-27.9-4.9-26.8-122.2··
P/S 1.02.21.44.3···
P/B 1.12.42.17.5···
P / Tangible Book 1.12.42.17.5···
P / Cash Flow 7.012.8135.022.1···
P / FCF 7.012.81202.922.5···
EV / EBITDA ·42.9-6.1-68.7···
EV / FCF ·10.8975.220.9···
EV / Revenue ·1.81.14.0···
Earnings Yield -15.2%-3.6%-20.2%-3.7%-0.82%··

Período más reciente a la izquierda · valores nulos mostrados como ·

Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años

16
Métrica 2025-12-312024-12-312023-12-312022-12-312021-12-31
Ingresos $142M $139M $151M $169M $143M
Margen Bruto % 50.3% 53.9% 55.6% 63.0% 62.4%
Margen Operativo % -12.7% -0.59% -22.0% -9.0% -7.2%
Beneficio neto $-21M $-10M $-41M $-27M $-14M
EPS Diluido $-0.23 $-0.12 $-0.50 $-0.33 $-0.36

Propietarios institucionales (13F) 104 declarantes · $48.4M total · A fecha de 30 de junio de 2026

17

Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.

Tenedores 104
Valor en tenencia $48.4M
Nuevas posiciones 26
Posiciones cerradas 26
Actividad institucional — Q2 2026 vs trimestre anterior
Nuevas posiciones Posiciones cerradas Aumentado Disminuido Cambio neto de acciones
26 (+4 vs trimestre anterior) 26 (0 vs trimestre anterior) 32 (-4 vs trimestre anterior) 30 (0 vs trimestre anterior) -4.7M

Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.

Institución Valor Acciones % de 13F rastreadas Tipo
VANGUARD GROUP INC $7 060 376 4 675 746 14,60% Acciones
Parallel Advisors, LLC $4 768 626 2 664 037 9,86% Acciones
VANGUARD CAPITAL MANAGEMENT LLC $4 222 918 2 359 172 8,73% Acciones
AQR CAPITAL MANAGEMENT LLC $3 733 683 2 085 857 7,72% Acciones
Palogic Value Management, L.P. $3 165 536 1 768 456 6,55% Acciones
CastleKnight Management LP $3 096 811 1 730 062 6,40% Acciones
VANGUARD PORTFOLIO MANAGEMENT LLC $2 095 088 1 170 440 4,33% Acciones
BlackRock, Inc. $1 985 524 1 109 231 4,11% Acciones
JANE STREET GROUP, LLC $1 847 873 1 032 331 3,82% Acciones
FORMULA GROWTH LTD $1 566 250 875 000 3,24% Acciones
MARSHALL WACE, LLP $1 345 675 751 773 2,78% Acciones
RENAISSANCE TECHNOLOGIES LLC $1 336 593 746 700 2,76% Acciones
GEODE CAPITAL MANAGEMENT, LLC $1 187 635 663 229 2,46% Acciones
MILLENNIUM MANAGEMENT LLC $909 304 507 991 1,88% Acciones
TWO SIGMA INVESTMENTS, LP $907 492 506 979 1,88% Acciones
VANGUARD FIDUCIARY TRUST CO $703 101 392 794 1,45% Acciones
MORGAN STANLEY $600 969 335 737 1,24% Acciones
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $466 821 260 794 0,97% Acciones
UBS Group AG $460 554 257 293 0,95% Acciones
IEQ CAPITAL, LLC $455 054 254 220 0,94% Acciones
STATE STREET CORP $436 189 243 681 0,90% Acciones
Wealthspire Advisors, LLC $426 969 238 530 0,88% Acciones
TWO SIGMA ADVISERS, LP $399 244 264 400 0,83% Acciones
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $365 720 204 313 0,76% Acciones
CITADEL ADVISORS LLC $310 669 173 558 0,64% Acciones
GOLDMAN SACHS GROUP INC $282 691 157 928 0,58% Acciones
NORTHERN TRUST CORP $269 556 150 590 0,56% Acciones
Pale Fire Capital SE $240 592 134 409 0,50% Acciones
RBF Capital, LLC $214 800 120 000 0,44% Acciones
Aster Capital Management (DIFC) Ltd $211 202 117 990 0,44% Acciones
Bank of New York Mellon Corp $197 747 110 473 0,41% Acciones
Mariner, LLC $182 368 101 888 0,38% Acciones
BRIDGEWAY CAPITAL MANAGEMENT, LLC $168 797 94 300 0,35% Acciones
BARCLAYS PLC $159 177 88 926 0,33% Acciones
BANK OF AMERICA CORP /DE/ $157 105 87 768 0,32% Acciones
Creative Planning $154 903 86 538 0,32% Acciones
Cerity Partners LLC $150 618 84 144 0,31% Acciones
HSBC HOLDINGS PLC $146 924 82 774 0,30% Acciones
DIMENSIONAL FUND ADVISORS LP $139 708 78 173 0,29% Acciones
XTX Topco Ltd $115 928 64 764 0,24% Acciones
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $104 621 55 355 0,22% Acciones
FRANKLIN RESOURCES INC $99 549 55 614 0,21% Acciones
Williams & Novak, LLC $95 998 53 630 0,20% Acciones
MERCER GLOBAL ADVISORS INC /ADV $94 231 52 643 0,19% Acciones
Connor, Clark & Lunn Investment Management Ltd. $94 100 52 570 0,19% Acciones
FMR LLC $81 896 45 752 0,17% Acciones
PRENTISS SMITH & CO INC $76 048 42 485 0,16% Acciones
Vanguard Personalized Indexing Management, LLC $70 573 39 426 0,15% Acciones
SUSQUEHANNA INTERNATIONAL GROUP, LLP $69 294 38 712 0,14% Acciones
Balyasny Asset Management L.P. $66 923 37 387 0,14% Acciones

Mostrar todos los 104 propietarios institucionales →

Informantes de la empresa 10 insiders · 3 directivos · 9 consejeros

19
Insider Rol Última actividad Acciones en propiedad Compras 12m Ventas 12m Neto 12m
David Michael Barrett Chief Executive Officer 23 de junio de 2026 A 221 144 0 12 $-337 969
Ryan Schaffer Chief Financial Officer 23 de junio de 2026 A 238 671 0 4 $-14 844
Anuradha Muralidharan Chief Operating Officer 15 de diciembre de 2025 M 80 938 0 1 $-811
Ying Liu Consejero 5 de julio de 2026 A 183 200 0 0 $0
Daniel Vidal Consejero 23 de junio de 2026 A 454 545 0 5 $-32 139
Jason Fahr Mills Consejero 23 de junio de 2026 A 549 634 0 4 $-21 525
Divo Carlos Eduardo Alvarez Consejero 15 de junio de 2026 S 234 080 0 8 $-85 785
Ellen Pao Consejero 22 de mayo de 2026 A 292 770 0 0 $0
Timothy L Christen Consejero 22 de mayo de 2026 A 413 516 1 0 $57 200
David Martirano · 3 de junio de 2022 J 429 544 0 0 $0

Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto

Propiedad de ETFs Mantenido por 4 ETFs

20

El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.

Fondo Ponderación Unidades A fecha de Fuente
IWC · iShares Trust 0,04% 241 435 SH 11 de septiembre de 2026 Diario
VXF · VANGUARD INDEX FUNDS 0,00% 636 119 SH 19 de agosto de 2026 Diario
VTI · VANGUARD INDEX FUNDS 0,00% 1 664 862 SH 19 de agosto de 2026 Diario
VGT · VANGUARD WORLD FUND 0,00% 1 170 440 SH 19 de agosto de 2026 Diario

EXFY Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista

21
calificación · 9 analistas COMPRA
Objetivo mediano $3.00 +33,3%
2 22,2% Compra fuerte
4 44,4% Compra
3 33,3% Mantener
0 0,0% Venta
0 0,0% Venta fuerte

Precio objetivo a 12 meses

3 analistas · 2026-10-01

Objetivo medio $2.83 +25,9%

← Por Debajo de Todos los Objetivos Precio Actual $2.25
Mín$2.50 Media$2.83 Máx$3.00

Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector

22

Base del ejercicio fiscal, precios al cierre del último ejercicio fiscal de cada empresa.

Ticker Capitalización Bursátil P/E Ingresos interanuales Margen Neto ROE Margen Bruto
EXFY $141M -6.6 2.1% -15.0% -16.2% 50.3%
SLNH $120M -0.5 -21.8% -179.7% -260.1% 6.0%
BLND $778M -30.4 6.8% -5.5% 31.0% 73.8%
QMLS · · · · · ·
KLTR $242M -20.5 1.2% -6.7% -103.7% 70.6%
TONX $112M -0.3 1327.8% -1161.9% -70.2% ·
EGAN $165M 19.7 3.1% 9.7% 10.3% 73.4%
PLTR $425.03B 282.1 56.2% 36.3% 26.2% 82.4%

Últimas noticias Noticias recientes que mencionan a esta empresa

23

Mis Métricas Tu lista de seguimiento personal — filas seleccionadas de Fundamentales Completos

26

Seleccione las métricas que le importan: haga clic en el + junto a cualquier fila en Fundamentales completos arriba.

Tu selección se guarda y te sigue en todos los tickers.

Fuente: SEC 10-Q presentada el Ago 6, 2026