Expensify Stock Alpha and Beta Analysis
| EXFY Stock | USD 3.40 0.08 2.41% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Expensify. It also helps investors analyze the systematic and unsystematic risks associated with investing in Expensify over a specified time horizon. Remember, high Expensify's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Expensify's market risk premium analysis include:
Beta 2.13 | Alpha 0.51 | Risk 5.36 | Sharpe Ratio 0.14 | Expected Return 0.73 |
Enterprise Value |
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Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
Expensify |
Expensify Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Expensify market risk premium is the additional return an investor will receive from holding Expensify long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Expensify. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Expensify's performance over market.| α | 0.51 | β | 2.13 |
Expensify expected buy-and-hold returns
Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of Expensify's Buy-and-hold return. Our buy-and-hold chart shows how Expensify performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.Expensify Market Price Analysis
Market price analysis indicators help investors to evaluate how Expensify stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Expensify shares will generate the highest return on investment. By understating and applying Expensify stock market price indicators, traders can identify Expensify position entry and exit signals to maximize returns.
Expensify Return and Market Media
The median price of Expensify for the period between Tue, Aug 27, 2024 and Mon, Nov 25, 2024 is 2.19 with a coefficient of variation of 18.36. The daily time series for the period is distributed with a sample standard deviation of 0.4, arithmetic mean of 2.19, and mean deviation of 0.32. The Stock received substential amount of media coverage during this period. Price Growth (%) |
| Timeline |
1 | Acquisition by Jason Mills of 20893 shares of Expensify subject to Rule 16b-3 | 08/30/2024 |
2 | Disposition of 20000 shares by Anuradha Muralidharan of Expensify at 2.24 subject to Rule 16b-3 | 09/05/2024 |
3 | Disposition of 770 shares by Jason Mills of Expensify subject to Rule 16b-3 | 09/06/2024 |
4 | Acquisition by David Barrett of 14464 shares of Expensify subject to Rule 16b-3 | 09/13/2024 |
5 | Disposition of 11095 shares by David Barrett of Expensify at 2.28 subject to Rule 16b-3 | 09/16/2024 |
6 | Expensify director Daniel Vidal sells shares worth 9,835 | 09/19/2024 |
7 | Acquisition by Christen Timothy L of 5631 shares of Expensify subject to Rule 16b-3 | 10/04/2024 |
8 | Disposition of 12240 shares by David Barrett of Expensify at 2.09 subject to Rule 16b-3 | 10/14/2024 |
9 | Expensify Inc Q3 2024 Everything You Need to Know Ahead of Earnings | 11/06/2024 |
10 | Expensify Inc Q3 2024 Earnings Revenue at 35. ... | 11/07/2024 |
11 | Expensify Inc Q3 2024 Earnings Call Highlights Navigating Growth Amidst Challenges | 11/08/2024 |
12 | Expensify, Inc. Q3 2024 Earnings Call Transcript | 11/11/2024 |
13 | Disposition of 57 shares by Anuradha Muralidharan of Expensify at 2.93 subject to Rule 16b-3 | 11/14/2024 |
14 | Disposition of 58226 shares by David Barrett of Expensify at 2.76 subject to Rule 16b-3 | 11/15/2024 |
15 | Disposition of 45094 shares by David Barrett of Expensify at 2.7 subject to Rule 16b-3 | 11/18/2024 |
16 | Disposition of 70000 shares by David Barrett of Expensify at 2.78 subject to Rule 16b-3 | 11/19/2024 |
17 | Disposition of 15454 shares by David Barrett of Expensify at 2.91 subject to Rule 16b-3 | 11/20/2024 |
18 | Expensify, Inc. CEO Sells 44,971.14 in Stock | 11/22/2024 |
About Expensify Beta and Alpha
For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Expensify or other stocks. Alpha measures the amount that position in Expensify has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
| 2021 | 2022 | 2023 | 2024 (projected) | Payables Turnover | 14.31 | 59.18 | 46.94 | 49.29 | Days Of Inventory On Hand | 50.55 | 51.4 | 46.26 | 30.57 |
Expensify Upcoming Company Events
As portrayed in its financial statements, the presentation of Expensify's financial position is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Expensify's leadership is honest, while the outside auditors are strict and uncompromising. Whatever the case, investors should always follow all of Expensify's public filing events to personally review all filings and be reasonable and skeptical to interpret all of the financial statements of Expensify. Please utilize our Beneish M Score to check the likelihood of Expensify's management manipulating its earnings.
| 22nd of February 2024 Upcoming Quarterly Report | View | |
| 14th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 22nd of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
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Additional 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.