Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…
Expensify, Inc.
Last earnings +0.9% on 2026-05-07
Conservative balance sheet (liabilities/equity 0.40x); but unprofitable (net margin -15.1%).
Rules-based read computed from SEC figures — no Anthropic key set. Add ANTHROPIC_API_KEY to .env.local for a full Claude analysis.
Expensify, Inc. shows $142M in FY2025 revenue (+2.1% YoY), a -15.1% net margin, and -16.1% ROE.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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Sources: SEC EDGAR (CIK 0001476840, latest 10-Q filed 2026-05-07) · EODHD · rules-based read · as of 6/18/2026, 1:13:46 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $143M | $169M | $151M | $139M | $142M |
| Gross profit | $89.1M | $107M | $83.8M | $75.0M | $71.5M |
| Operating income | -$10.3M | -$15.2M | -$33.1M | -$820K | -$18.0M |
| Net income | -$13.6M | -$27.0M | -$41.5M | -$10.1M | -$21.4M |
| Diluted EPS | -$0.36 | -$0.33 | -$0.50 | -$0.12 | -$0.23 |
| Net margin | -9.5% | -15.9% | -27.5% | -7.2% | -15.1% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
501 tracked peers · median
Last 90 days: 0 open-market buys · 9 sales
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| 2026-06-01 | Barrett David Michael Chief Executive Officer | Sell | 30.0K @ $1.15 | $34.5K |
| 2026-04-01 | Barrett David Michael Chief Executive Officer | Sell | 30.0K @ $0.85 | $25.5K |
| 2026-03-30 | Alvarez Divo Carlos Eduardo Director | Sell | 12.5K @ $0.81 | $10.1K |
| 2026-03-24 | Alvarez Divo Carlos Eduardo Director | Sell | 1.70K @ $0.84 | $1.43K |
| 2026-03-24 | Vidal Daniel Director | Sell | 1.51K @ $0.84 | $1.27K |
| 2026-03-24 | Schaffer Ryan Chief Financial Officer | Sell | 2.70K @ $0.84 | $2.27K |
| 2026-03-24 | Barrett David Michael Chief Executive Officer | Sell | 10.1K @ $0.84 | $8.50K |
| 2026-03-24 | Mills Jason Fahr Director | Sell | 1.79K @ $0.84 | $1.50K |
| 2026-03-20 | Alvarez Divo Carlos Eduardo Director | Award | 33.6K | |
| 2026-03-17 | Alvarez Divo Carlos Eduardo Director | Sell | 6.23K @ $0.76 | $4.73K |
| 2026-03-17 | Vidal Daniel Director | Sell | 6.16K @ $0.76 | $4.68K |