Expensify Stock Buy Hold or Sell Recommendation
| EXFY Stock | USD 3.42 0.14 4.27% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Expensify is 'Strong Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Expensify given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Expensify, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Expensify Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For more information on how to buy Expensify Stock please use our How to Invest in Expensify guide. In addition, we conduct extensive research on individual companies such as Expensify and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Expensify. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in census.
Expensify |
Execute Expensify Buy or Sell Advice
The Expensify recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Expensify. Macroaxis does not own or have any residual interests in Expensify or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Expensify's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | Very Weak | Details | |
Volatility | Unstable | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Actively responds to the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Expensify Trading Alerts and Improvement Suggestions
| Expensify generated a negative expected return over the last 90 days | |
| Expensify has high historical volatility and very poor performance | |
| The company reported the previous year's revenue of 139.24 M. Net Loss for the year was (10.05 M) with profit before overhead, payroll, taxes, and interest of 75 M. | |
| About 30.0% of the company shares are held by company insiders | |
| Latest headline from gurufocus.com: Expensify Inc Q4 2024 Earnings Call Highlights Strong Revenue Growth and Strategic AI ... |
Expensify Returns Distribution Density
The distribution of Expensify's historical returns is an attempt to chart the uncertainty of Expensify's future price movements. The chart of the probability distribution of Expensify daily returns describes the distribution of returns around its average expected value. We use Expensify price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Expensify returns is essential to provide solid investment advice for Expensify.
| Mean Return | -0.03 | Value At Risk | -5.52 | Potential Upside | 6.35 | Standard Deviation | 4.23 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Expensify historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Expensify Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument, such as Expensify, soars without any apparent reason? This usually happens because many institutional investors are aggressively trading Expensify back and forth among themselves.
| Shares | Millennium Management Llc | 2024-12-31 | 692.2 K | Castleknight Management Lp | 2024-12-31 | 665.3 K | Goldman Sachs Group Inc | 2024-12-31 | 647 K | Two Sigma Advisers, Llc | 2024-12-31 | 606.8 K | Connor Clark & Lunn Inv Mgmt Ltd | 2024-12-31 | 604.1 K | Palogic Value Management Lp | 2024-12-31 | 550.8 K | Geode Capital Management, Llc | 2024-12-31 | 544.7 K | Qube Research & Technologies | 2024-12-31 | 499.2 K | Ieq Capital, Llc | 2024-12-31 | 465.8 K | Vanguard Group Inc | 2024-12-31 | 3.5 M | D. E. Shaw & Co Lp | 2024-12-31 | 2.4 M |
Expensify Cash Flow Accounts
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Investments | (4.3M) | (7.6M) | (2.2M) | (5.7M) | (7.6M) | (8.0M) | |
| Change In Cash | 12.1M | 78.4M | 22.4M | (51.1M) | (5.8M) | (5.5M) | |
| Free Cash Flow | 3.3M | (2.1M) | 30.7M | (5.7M) | 23.9M | 25.1M | |
| Depreciation | 3.2M | 5.2M | 5.4M | 5.2M | 6.8M | 5.3M | |
| Other Non Cash Items | 1.5M | 1.1M | 1.6M | 1.8M | 1.3M | 1.6M | |
| Capital Expenditures | 4.3M | 7.6M | 2.2M | 7.3M | 7.6M | 6.2M | |
| Net Income | (1.7M) | (13.6M) | (27.0M) | (41.5M) | (10.1M) | (10.6M) | |
| End Period Cash Flow | 46.9M | 125.3M | 147.7M | 96.7M | 90.8M | 99.4M |
Expensify Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Expensify or Software sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Expensify's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Expensify stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.15 | |
β | Beta against Dow Jones | 1.71 | |
σ | Overall volatility | 4.25 | |
Ir | Information ratio | 0.02 |
Expensify Volatility Alert
Expensify exhibits very low volatility with skewness of 1.7 and kurtosis of 7.34. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Expensify's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Expensify's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Expensify Fundamentals Vs Peers
Comparing Expensify's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Expensify's direct or indirect competition across all of the common fundamentals between Expensify and the related equities. This way, we can detect undervalued stocks with similar characteristics as Expensify or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Expensify's fundamental indicators could also be used in its relative valuation, which is a method of valuing Expensify by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Expensify to competition |
| Fundamentals | Expensify | Peer Average |
| Return On Equity | -0.0878 | -0.31 |
| Return On Asset | -0.0029 | -0.14 |
| Profit Margin | (0.07) % | (1.27) % |
| Operating Margin | 0.01 % | (5.51) % |
| Current Valuation | 257.53 M | 16.62 B |
| Shares Outstanding | 79.51 M | 571.82 M |
| Shares Owned By Insiders | 30.11 % | 10.09 % |
| Shares Owned By Institutions | 37.73 % | 39.21 % |
| Number Of Shares Shorted | 670.09 K | 4.71 M |
| Price To Earning | 71.69 X | 28.72 X |
| Price To Book | 2.34 X | 9.51 X |
| Price To Sales | 2.25 X | 11.42 X |
| Revenue | 139.24 M | 9.43 B |
| Gross Profit | 75 M | 27.38 B |
| EBITDA | (820 K) | 3.9 B |
| Net Income | (10.05 M) | 570.98 M |
| Cash And Equivalents | 105.54 M | 2.7 B |
| Cash Per Share | 1.29 X | 5.01 X |
| Total Debt | 5.74 M | 5.32 B |
| Debt To Equity | 0.74 % | 48.70 % |
| Current Ratio | 2.74 X | 2.16 X |
| Book Value Per Share | 1.40 X | 1.93 K |
| Cash Flow From Operations | 23.88 M | 971.22 M |
| Short Ratio | 1.53 X | 4.00 X |
| Earnings Per Share | (0.12) X | 3.12 X |
| Price To Earnings To Growth | (0.97) X | 4.89 X |
| Target Price | 4.5 | |
| Number Of Employees | 115 | 18.84 K |
| Beta | 1.83 | -0.15 |
| Market Capitalization | 312.63 M | 19.03 B |
| Total Asset | 173.68 M | 29.47 B |
| Retained Earnings | (150.83 M) | 9.33 B |
| Working Capital | 98.87 M | 1.48 B |
Note: Disposition of 30093 shares by David Barrett of Expensify at 3.32 subject to Rule 16b-3 [view details]
Expensify Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Expensify . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
About Expensify Buy or Sell Advice
When is the right time to buy or sell Expensify? Buying financial instruments such as Expensify Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Expensify in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Broad Sovereign ETFs Thematic Idea Now
Broad Sovereign ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Broad Sovereign ETFs theme has 14 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Broad Sovereign ETFs Theme or any other thematic opportunities.
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Additional Tools for Expensify Stock Analysis
When running Expensify's price analysis, check to measure Expensify's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Expensify is operating at the current time. Most of Expensify's value examination focuses on studying past and present price action to predict the probability of Expensify's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Expensify's price. Additionally, you may evaluate how the addition of Expensify to your portfolios can decrease your overall portfolio volatility.