Expensify (EXFY)

• Market cap: $320M
• 1 day: 1.12%
• 5 days: -7.46%
• 1 month: 17.26%
• 3 months: 60.71%
• 6 months: 162.77%
• Year to date: 46.94%
• 1 year: 55.84%
• 5 years: -91.23%
• 10 years: -91.23%
• Sector: Information Technology
• Industry: Prepackaged Software

About: Expensify Inc is a cloud-based expense management software platform that helps various businesses simplify the way to manage money. It is used to scan and reimburse receipts from flights, hotels, coffee shops, office supplies and ride shares. People use Expensify's free features, which include corporate cards, expense tracking, next-day reimbursement, invoicing, bill pay, and travel booking in one app.

Employees: 133

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

99% more call options, than puts

Call options by funds: $141K | Put options by funds: $71K

29% more capital invested

Capital invested by funds: $40M [Q2] → $51.8M (+$11.8M) [Q3]

8% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 24

2.95% less ownership

Funds ownership: 37.39% [Q2] → 34.44% (-2.95%) [Q3]

4% less funds holding

Funds holding: 80 [Q2] → 77 (-3) [Q3]

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $5 39% upside
• Avg. target: $5 39% upside
• High target: $5 39% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Citigroup Steven Enders 87% 1-year accuracy 20 / 23 met price target

39% upside $5

Buy Maintained

16 Dec 2024