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Expensify Inc
NASDAQ:EXFY

Watchlist Manager
Expensify Inc
NASDAQ:EXFY
Watchlist
Price: 9.17 USD +7.13% Market Closed
Updated: Nov 30, 2022

Intrinsic Value

The intrinsic value of one EXFY stock under the Base Case scenario is 9.79 USD. Compared to the current market price of 9.17 USD, Expensify Inc is Undervalued by 6%.

The Intrinsic Value is calculated as the average of the two valuation methods:

EXFY Intrinsic Value
Base Case
9.79 USD
Undervaluation 6%
Intrinsic Value
Price
E
Worst Case
Base Case
Best Case

Fundamental Analysis

EXFY Profitability Score
Profitability Due Diligence

Expensify Inc's profitability score is 30/100. The higher the profitability score, the more profitable the company is.

Negative 3-Year Average ROE
Negative 3-Year Average ROIC
Negative Operating Income
Negative Net Income
30/100
Profitability
Score

Expensify Inc's profitability score is 30/100. The higher the profitability score, the more profitable the company is.

EXFY Solvency Score
Solvency Due Diligence

Expensify Inc's solvency score is 59/100. The higher the solvency score, the more solvent the company is.

Low Interest Coverage
Long-Term Liabilities
Low D/E
Negative Net Debt
59/100
Solvency
Score

Expensify Inc's solvency score is 59/100. The higher the solvency score, the more solvent the company is.

Financials
Efficiency
60%
Gross Margin
-21%
Operating Margin
-27%
Net Margin
-3%
FCF Margin
-74%
ROE
-43%
ROIC
Other

EXFY Capital Structure
Expensify Inc

Market Capitalization 758M USD
Total Debt 66.6M USD
Minority Interest 0 USD
Preferred Equity 0 USD
Cash and Equivalents 110M USD
Short-Term Investments 0 USD
Enterprise Value 714M USD

Wall St
Price Targets

EXFY Price Targets Summary
Expensify Inc

Wall Street analysts forecast EXFY stock price to rise over the next 12 months.

According to Wall Street analysts, the average 1-year price target for EXFY is 17.86 USD .

Lowest
Price Target
Not Available
Average
Price Target
17.86 USD
95% Upside
Highest
Price Target
Not Available
View Analyst Estimates
View Analyst Estimates

Competitive Landscape

EXFY Competitors
Expensify Inc

EXFY Suppliers & Customers
Expensify Inc

Expensify Inc has 21 key suppliers from 7 countries and 6 industries. The majority of these suppliers are located in the United States of America, with the largest number of suppliers in the Technology industry.

Ownership

EXFY Shareholders
Major Shareholders

Insiders own a significant part of the company.

Top 25 shareholders own 78.08% of the company. Insiders own 47.45%. The biggest insider is Hillsven Llc (10 percent owner), who owns 13.86% of Expensify Inc.

Insiders
47.45%
Institutions
34.44%
Other
18.11%
Insiders
47.45%
Hillsven Llc
10 percent owner
Ownership
13.862%
Market Value
102M USD
Shares
11 155 167
Openview Management, Llc
10 percent owner
Ownership
12.0864%
Market Value
89.2M USD
Shares
9 726 290
Barrett David Michael
Chief Executive Officer
Ownership
9.4597%
Market Value
69.8M USD
Shares
7 612 477
Octopus Head, Inc
10 percent owner
Ownership
8.0979%
Market Value
59.8M USD
Shares
6 516 640
Mills Jason Fahr
Director
Ownership
1.6127%
Market Value
11.9M USD
Shares
1 297 811
Schaffer Ryan
Chief Financial Officer
Ownership
0.6811%
Market Value
5M USD
Shares
548 141
Vidal Daniel
Director
Ownership
0.5358%
Market Value
4M USD
Shares
431 151
Martirano David
Other
Ownership
0.5338%
Market Value
3.9M USD
Shares
429 544
Muralidharan Anuradha
Chief Operating Officer
Ownership
0.5137%
Market Value
3.8M USD
Shares
413 359
Christen Timothy L
Director
Ownership
0.0227%
Market Value
167k USD
Shares
18 230
Liu Ying
Director
Ownership
0.0221%
Market Value
163k USD
Shares
17 764
Pao Ellen
Director
Ownership
0.0216%
Market Value
160k USD
Shares
17 407
Institutions
34.44%
Back

EXFY Insider Trading
Buy and sell transactions by insiders

Expensify Inc insiders have only sold shares in the past 12 months.

During the last 12 months Expensify Inc insiders have not bought any shares, and sold 1.1M USD worth of shares. The last transaction was made on Nov 30, 2022 by Barrett David Michael (Chief Executive Officer), who sold 370k USD worth of EXFY shares.

Sold
0-3
months
786k USD
1
3-6
months
283k USD
1
6-9
months
0 USD
0
9-12
months
0 USD
0
Bought
0-3
months
0
0 USD
3-6
months
0
0 USD
6-9
months
No Insider Transactions
0
0 USD
9-12
months
No Insider Transactions
0
0 USD
Cumulative Transactions Amount
Period Sold Bought Net
3 Months
786k USD
N/A
-785.7k
6 Months
1.1M USD
N/A
-1.1M
9 Months
1.1M USD
N/A
-1.1M
12 Months
1.1M USD
N/A
-1.1M
Purchases
0
Sales
9
Why is insider trading important?

Shareholder Return

EXFY Price
Expensify Inc

1M 1M
-30%
6M 6M
-57%
1Y 1Y
-80%
3Y 3Y
-78%
5Y 5Y
-78%
Annual Price Range
9.17
52w Low
8.56
52w High
45.14
Price Metrics
Average Annual Return
N/A
Standard Deviation of Annual Returns
N/A
Max Drawdown -82%

Company Profile

Expensify Inc

Country

United States of America

Industry

Technology

Market Cap

758M USD

Dividend Yield

0%

Description

Expensify, Inc provides online expense reporting and management services. The company is headquartered in Portland, Oregon and currently employs 144 full-time employees. The company went IPO on 2021-11-10. The Company’s platform helps the smallest to the largest businesses simplify the way they manage money. Its platform is used by people in organizations around the world use Expensify to scan and reimburse receipts from flights, hotels, coffee shops, office supplies and ride shares. The company improves the experience of the actual end users of expense management software. The company designs Expensify to be easy to set up, integrate, configure and use from any device, which has enabled it to serve employees of all types and organizations of all sizes, industries and geographies. The company offers subscription plans for both individuals and businesses that are self-service and payable by credit card. The firm focus on improving the everyday experience of regular employees with an easy-to-use platform , which enables bottom-up business model that is capital efficient and scalable.

Contact

OREGON
Portland
401 Sw 5Th Avenue
+15202710858.0
https://we.are.expensify.com/

IPO

2021-11-10

Employees

144

Officers

Founder, CEO, Pres & Director
Mr. David Barrett
CFO & Director
Mr. Ryan Schaffer
COO & Director
Ms. Anuradha Muralidharan
Chief Product Officer & Director
Mr. Jason Fahr Mills
Chief Strategy Officer & Director
Mr. Daniel Vidal
Sec.
Cole Eason

See Also

Similar Stocks
What is the Intrinsic Value of one EXFY stock?

The intrinsic value of one EXFY stock under the Base Case scenario is 9.79 USD.

Is EXFY stock undervalued or overvalued?

Compared to the current market price of 9.17 USD, Expensify Inc is Undervalued by 6%.