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EXFYExpensify, Inc.
$1.76$148M
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Expensify, Inc. (EXFY) Financial Ratios

Latest Ratios: P/E Ratio -7.7x · EV/EBITDA N/A · ROE -16.4%. (2019–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

EXFY Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019
Market Cap$148M$139M$293M$204M$713M$3.6B——
Enterprise Value$91M$82M$250M$186M$677M$3.6B——
P/E Ratio →-7.65———————
P/S Ratio1.040.982.101.354.2125.08——
P/B Ratio1.221.052.282.027.3446.75——
P/FCF7.396.9418.01—23.26———
P/OCF7.386.9412.26130.7021.70652.87——

P/E links to full P/E history page with 30-year chart

EXFY EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019
EV / Revenue—0.581.801.234.0024.88——
EV / EBITDA——41.78—————
EV / EBIT————————
EV / FCF—4.0915.41—22.08———

EXFY Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019
Gross Margin50.3%50.3%53.9%55.6%63.0%62.4%63.2%60.2%
Operating Margin-12.7%-12.7%-0.6%-22.0%-9.0%-7.2%6.4%1.5%
Net Profit Margin-15.1%-15.1%-7.2%-27.5%-15.9%-9.5%-1.9%1.5%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019
ROE-16.4%-16.4%-8.8%-41.9%-31.1%-29.9%-12.2%—
ROA-11.9%-11.9%-5.7%-21.4%-13.7%-10.0%-2.1%1.6%
ROIC-16.8%-16.8%-0.7%-34.5%-20.9%-19.3%49.4%—
ROCE-13.1%-13.1%-0.7%-25.6%-10.9%-11.5%14.1%3.9%

EXFY Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019
Debt / Equity0.040.040.050.290.700.913.67—
Debt / EBITDA——1.08———6.3910.82
Net Debt / Equity—-0.43-0.33-0.18-0.37-0.371.23—
Net Debt / EBITDA——-7.06———2.148.38
Debt / FCF—-2.86-2.60—-1.17—5.264.56
Interest Coverage——-0.52-6.22-2.82-2.952.090.45

Net cash position: cash ($63M) exceeds total debt ($6M)

EXFY Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019
Current Ratio3.303.303.602.023.102.941.621.13
Quick Ratio3.303.303.602.022.952.941.621.13
Cash Ratio1.361.361.280.701.721.840.880.22
Asset Turnover—0.760.800.850.810.781.001.05
Inventory Turnover————7.10———
Days Sales Outstanding—32.4134.4240.7640.7454.0449.0036.25

EXFY Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019
Dividend Yield————————
Payout Ratio————————

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019
Earnings Yield————————
FCF Yield13.5%14.4%5.6%—4.3%———
Buyback Yield6.1%6.5%0.5%1.5%0.8%0.0%——
Total Shareholder Yield6.1%6.5%0.5%1.5%0.8%0.0%——
Shares Outstanding—$92M$87M$82M$81M$81M$35M$33M

Key Metrics

Growth RegimeContracting
ProfitabilityNegative
Balance SheetHealthy
Cash FlowBurning
Top Statement Risk

Stagnant growth and competition

Verified Source

Metrics are mathematically derived from official filings.

SEC 10-K (2026Q1)

Market Skepticism Reflects Growth Stagnation

Based on current market data, EXFY trades at a P/S multiple of 0.96, which, according to recent financial disclosures, reflects significant investor skepticism regarding the company's ability to re-accelerate revenue growth compared to high-multiple fintech peers that maintain double-digit expansion rates in the current software environment.

The forward P/E of 18.69 suggests that the market is pricing in a stabilization of earnings rather than a return to high-growth SaaS valuations. This valuation level implies that investors are discounting the company's pivot to the 'New Expensify' platform, viewing it as a defensive maneuver rather than a catalyst for renewed top-line momentum.

Capital Efficiency Decaying Under Pressure

As reported in quarterly filings, EXFY's ROIC has trended into negative territory, reaching -2.2% in 2026Q1, which indicates that the company is currently failing to generate positive returns on its invested capital base compared to the historical performance observed in earlier, more profitable periods.

The persistent decay in ROIC is primarily driven by the inability to maintain operating margins, which have been pressured by high variable costs and stagnant revenue. This trend suggests that the company's current capital allocation strategy is not creating shareholder value, warranting further investigation into whether the 'New Expensify' pivot can reverse this structural decline.

Working Capital Dynamics Remain Volatile

According to recent financial statements, EXFY's asset turnover has remained stagnant at approximately 0.18 to 0.20 over the last ten quarters, suggesting that the company's asset base is not being utilized more effectively to drive revenue growth despite the ongoing transition to a chat-based commerce model.

The DSO trend, which has fluctuated between 32 and 46 days, indicates inconsistent collection efficiency that may be tied to the shifting mix of SMB clients. Investors should monitor whether the company can optimize its cash conversion cycle as it attempts to integrate more transactional interchange revenue into its subscription-heavy business model.

Cash Runway Provides Strategic Buffer

Based on 2026Q1 data, EXFY maintains a current ratio of 3.48, which, as reported in financial statements, provides a substantial liquidity buffer that protects the firm from immediate insolvency risks despite the ongoing operational cash burn and the lack of consistent free cash flow generation.

While the liquidity position appears robust on the surface, the reliance on cash reserves to fund operations is not sustainable in the long term. The company's ability to maintain this healthy current ratio will depend on its success in curbing operational expenses and achieving a more predictable revenue stream from its newer product initiatives.

Misapplied Focus on Seat-Count Growth

As noted in industry research, the most commonly misapplied metric for EXFY is simple seat-count growth, which obscures the underlying shift toward transactional interchange revenue and the potential for 'V2V' payment monetization that the 'New Expensify' platform is designed to capture over the long term.

Focusing solely on seat-count growth ignores the company's strategic pivot toward becoming a communication-and-payment network, where the value of data and transaction volume may eventually outweigh traditional subscription metrics. Analysts should instead prioritize monitoring interchange yield and platform engagement, as these metrics better reflect the company's evolving business model than legacy SaaS KPIs.

Download Financial Ratios Data

Includes 30+ ratios · 7 years · Updated daily

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EXFY — Frequently Asked Questions

Quick answers to the most common questions about buying EXFY stock.

What is Expensify, Inc.'s P/E ratio?

Expensify, Inc.'s current P/E ratio is -7.7x. This places it at the 50th percentile of its historical range.

What is Expensify, Inc.'s ROE?

Expensify, Inc.'s return on equity (ROE) is -16.4%. The historical average is -23.4%.

Is EXFY stock overvalued?

Based on historical data, Expensify, Inc. is trading at a P/E of -7.7x. This is at the 50th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What are Expensify, Inc.'s profit margins?

Expensify, Inc. has 50.3% gross margin and -12.7% operating margin.