Expensify Stock Performance
| EXFY Stock | USD 3.22 0.16 4.73% |
The firm shows a Beta (market volatility) of 1.65, which means a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Expensify will likely underperform. At this point, Expensify has a negative expected return of -0.0035%. Please make sure to confirm Expensify's jensen alpha, kurtosis, as well as the relationship between the Kurtosis and period momentum indicator , to decide if Expensify performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Expensify has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of fairly strong technical and fundamental indicators, Expensify is not utilizing all of its potentials. The recent stock price disturbance, may contribute to short-term losses for the investors. ...more
Actual Historical Performance (%)
One Day Return 0.45 | Five Day Return (1.03) | Year To Date Return (3.86) | Ten Year Return (91.80) | All Time Return (91.80) |
1 | Disposition of 6152 shares by David Barrett of Expensify at 3.83 subject to Rule 16b-3 | 12/18/2024 |
2 | Disposition of 1990 shares by Daniel Vidal of Expensify at 0.97 subject to Rule 16b-3 | 12/24/2024 |
3 | Expensify, Inc. Director Timothy L. Christen Sells 18,273 Shares - MarketBeat | 12/26/2024 |
4 | Acquisition by Christen Timothy L of 3541 shares of Expensify subject to Rule 16b-3 | 01/03/2025 |
5 | Disposition of 30000 shares by David Barrett of Expensify at 3.5 subject to Rule 16b-3 | 01/15/2025 |
6 | Disposition of 24111 shares by David Barrett of Expensify at 3.4 subject to Rule 16b-3 | 01/16/2025 |
7 | Disposition of 32473 shares by David Barrett of Expensify at 3.41 subject to Rule 16b-3 | 01/17/2025 |
8 | Disposition of 36289 shares by David Barrett of Expensify at 3.32 subject to Rule 16b-3 | 01/21/2025 |
9 | Disposition of 21966 shares by David Barrett of Expensify at 3.31 subject to Rule 16b-3 | 01/22/2025 |
10 | Disposition of 16715 shares by David Barrett of Expensify at 3.27 subject to Rule 16b-3 | 01/23/2025 |
11 | Expensify, Inc. CEO David Michael Barrett Sells 36,289 Shares | 01/24/2025 |
12 | Expensify to Announce Q4 and Full Year Fiscal 2024 Results | 02/13/2025 |
13 | Disposition of 45643 shares by David Barrett of Expensify at 3.68 subject to Rule 16b-3 | 02/18/2025 |
14 | Disposition of 47437 shares by David Barrett of Expensify at 3.48 subject to Rule 16b-3 | 02/19/2025 |
15 | Insider Selling Expensify, Inc. CEO Sells 31,781 Shares of Stock | 02/20/2025 |
16 | Disposition of 30093 shares by David Barrett of Expensify at 3.32 subject to Rule 16b-3 | 02/21/2025 |
17 | What To Expect From Expensify Inc Q4 2024 Earnings | 02/26/2025 |
18 | Expensify Announces Q4 and Full Year Fiscal 2024 Results | 02/27/2025 |
19 | Expensify Inc Q4 2024 Earnings Call Highlights Strong Revenue Growth and Strategic AI ... | 02/28/2025 |
| Begin Period Cash Flow | 96.7 M |
Expensify |
Expensify Relative Risk vs. Return Landscape
If you would invest 356.00 in Expensify on December 19, 2024 and sell it today you would lose (18.00) from holding Expensify or give up 5.06% of portfolio value over 90 days. Expensify is currently does not generate positive expected returns and assumes 4.2371% risk (volatility on return distribution) over the 90 days horizon. In different words, 37% of stocks are less volatile than Expensify, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Expensify Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Expensify's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Expensify, and traders can use it to determine the average amount a Expensify's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -8.0E-4
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | EXFY |
Estimated Market Risk
| 4.24 actual daily | 37 63% of assets are more volatile |
Expected Return
| 0.0 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.0 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Expensify is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Expensify by adding Expensify to a well-diversified portfolio.
Expensify Fundamentals Growth
Expensify Stock prices reflect investors' perceptions of the future prospects and financial health of Expensify, and Expensify fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Expensify Stock performance.
| Return On Equity | -0.0878 | ||||
| Return On Asset | -0.0029 | ||||
| Profit Margin | (0.07) % | ||||
| Operating Margin | 0.01 % | ||||
| Current Valuation | 270.78 M | ||||
| Shares Outstanding | 79.51 M | ||||
| Price To Earning | 71.69 X | ||||
| Price To Book | 2.44 X | ||||
| Price To Sales | 2.20 X | ||||
| Revenue | 139.24 M | ||||
| Gross Profit | 75 M | ||||
| EBITDA | (820 K) | ||||
| Net Income | (10.05 M) | ||||
| Cash And Equivalents | 105.54 M | ||||
| Cash Per Share | 1.29 X | ||||
| Total Debt | 5.74 M | ||||
| Debt To Equity | 0.74 % | ||||
| Current Ratio | 2.74 X | ||||
| Book Value Per Share | 1.40 X | ||||
| Cash Flow From Operations | 23.88 M | ||||
| Earnings Per Share | (0.12) X | ||||
| Market Capitalization | 306.23 M | ||||
| Total Asset | 173.68 M | ||||
| Retained Earnings | (150.83 M) | ||||
| Working Capital | 98.87 M | ||||
About Expensify Performance
Evaluating Expensify's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Expensify has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Expensify has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 46.26 | 30.57 | |
| Return On Tangible Assets | (0.06) | (0.07) | |
| Return On Capital Employed | (0.01) | (0.01) | |
| Return On Assets | (0.06) | (0.06) | |
| Return On Equity | (0.08) | (0.08) |
Things to note about Expensify performance evaluation
Checking the ongoing alerts about Expensify for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Expensify help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| 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 ... |
- Analyzing Expensify's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Expensify's stock is overvalued or undervalued compared to its peers.
- Examining Expensify's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Expensify's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Expensify's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Expensify's stock. These opinions can provide insight into Expensify's potential for growth and whether the stock is currently undervalued or overvalued.
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.