Added to YB: 2025-10-02
Pitch date: 2025-09-21
EXFY [bearish]
Expensify, Inc.
+31.75%
current return
Author Info
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Company Info
Expensify, Inc. provides a cloud-based expense management software platform in the United States and internationally.
Market Cap
$119.1M
Pitch Price
$1.89
Price Target
1.15 (-11%)
Dividend
N/A
EV/EBITDA
-5.84
P/E
-7.51
EV/Sales
0.44
Sector
Software
Category
N/A
Show full summary:
Short Expensify (EXFY): Declining Revenues, Rising Competition, and 30–50% Downside
EXFY short: Declining organic revs, 5-7% annual dilution, faces pressure from Ramp (~$1B run-rate) & Brex. CFO+ only due to stock comp add-backs. Core likely bleeding despite recent product adds requiring higher SG&A. PT $1.15 (30-50% downside). Risk: strategic acquirer for card biz.
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