Expensify Stock Retained Earnings
| EXFY Stock | USD 1.64 0.02 1.23% |
Expensify fundamentals help investors to digest information that contributes to Expensify's financial success or failures. It also enables traders to predict the movement of Expensify Stock. The fundamental analysis module provides a way to measure Expensify's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Expensify stock.
| Last Reported | Projected for Next Year | ||
| Retained Earnings | -140.8 M | -133.7 M | |
| Retained Earnings Total Equity | -87.8 M | -92.2 M |
Expensify | Retained Earnings |
Expensify Company Retained Earnings Analysis
Expensify's Retained Earnings is a balance sheet account that refers to the portion of company income that is retained by the firm. In other words, it is a part of earnings that is not paid out as dividends or otherwise distributed to owners. Retained Earnings are calculated by adding net income to last period retained earnings and subtracting any dividends paid to owners.
More About Retained Earnings | All Equity Analysis
Retained Earnings | = | Beginning RE + Income | - | Dividends |
Current Expensify Retained Earnings | (140.77 M) |
Most of Expensify's fundamental indicators, such as Retained Earnings, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Expensify is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Expensify Retained Earnings Driver Correlations
Understanding the fundamental principles of building solid financial models for Expensify is extremely important. It helps to project a fair market value of Expensify Stock properly, considering its historical fundamentals such as Retained Earnings. Since Expensify's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Expensify's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Expensify's interrelated accounts and indicators.
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Retained Earnings shows how the firm utilizes its profits over time. In simple terms, investors can think of retained earnings as the amount of profit the company has reinvested in the business since its inceptions. However the methodology to make a decision over how much profit to retain is different between companies in different industries. For example, growing industries tend to retain more of their earnings than more matured industries as they need more assets investment to sustain their growth.
| Competition |
Based on the latest financial disclosure, Expensify has a Retained Earnings of (140.77 Million). This is 100.42% lower than that of the Software sector and significantly lower than that of the Information Technology industry. The retained earnings for all United States stocks is 101.51% higher than that of the company.
Expensify Retained Earnings Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Expensify's direct or indirect competition against its Retained Earnings to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Expensify could also be used in its relative valuation, which is a method of valuing Expensify by comparing valuation metrics of similar companies.Expensify is currently under evaluation in retained earnings category among related companies.
Expensify Fundamentals
| Return On Equity | -0.42 | ||||
| Return On Asset | -0.11 | ||||
| Profit Margin | (0.28) % | ||||
| Operating Margin | (0.17) % | ||||
| Current Valuation | 120.08 M | ||||
| Shares Outstanding | 70.58 M | ||||
| Shares Owned By Insiders | 36.89 % | ||||
| Shares Owned By Institutions | 47.45 % | ||||
| Number Of Shares Shorted | 2.19 M | ||||
| Price To Earning | 71.69 X | ||||
| Price To Book | 1.22 X | ||||
| Price To Sales | 0.81 X | ||||
| Revenue | 150.69 M | ||||
| Gross Profit | 106.83 M | ||||
| EBITDA | (27.37 M) | ||||
| Net Income | (41.46 M) | ||||
| Cash And Equivalents | 105.54 M | ||||
| Cash Per Share | 1.29 X | ||||
| Total Debt | 29.55 M | ||||
| Debt To Equity | 0.74 % | ||||
| Current Ratio | 2.74 X | ||||
| Book Value Per Share | 1.18 X | ||||
| Cash Flow From Operations | 1.56 M | ||||
| Short Ratio | 4.01 X | ||||
| Earnings Per Share | (0.50) X | ||||
| Price To Earnings To Growth | (0.97) X | ||||
| Target Price | 2.6 | ||||
| Number Of Employees | 133 | ||||
| Beta | 1.5 | ||||
| Market Capitalization | 139.94 M | ||||
| Total Asset | 181.57 M | ||||
| Retained Earnings | (140.77 M) | ||||
| Working Capital | 69.34 M | ||||
| Net Asset | 181.57 M |
About Expensify Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Expensify's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Expensify using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Expensify based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Expensify in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Expensify's short interest history, or implied volatility extrapolated from Expensify options trading.
Pair Trading with Expensify
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Expensify position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Expensify will appreciate offsetting losses from the drop in the long position's value.Moving together with Expensify Stock
| 0.82 | AI | C3 Ai Inc Financial Report 29th of May 2024 | PairCorr |
The ability to find closely correlated positions to Expensify could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Expensify when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Expensify - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Expensify to buy it.
The correlation of Expensify is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Expensify moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Expensify moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Expensify can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Expensify Piotroski F Score and Expensify Altman Z Score analysis. For more information on how to buy Expensify Stock please use our How to Invest in Expensify guide.Note that the Expensify information on this page should be used as a complementary analysis to other Expensify's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Stocks Directory module to find actively traded stocks across global markets.
Complementary 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.
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Is Expensify's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Expensify. If investors know Expensify will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Expensify listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 27.553 | Earnings Share (0.50) | Revenue Per Share 1.827 | Quarterly Revenue Growth (0.19) | Return On Assets (0.11) |
The market value of Expensify is measured differently than its book value, which is the value of Expensify that is recorded on the company's balance sheet. Investors also form their own opinion of Expensify's value that differs from its market value or its book value, called intrinsic value, which is Expensify's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Expensify's market value can be influenced by many factors that don't directly affect Expensify's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Expensify's value and its price as these two are different measures arrived at by different means. Investors typically determine if Expensify is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Expensify's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.