Expensify Stock Alpha and Beta Analysis

EXFY Stock  USD 3.32  0.25  8.14%   
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
2.08
Alpha
0.35
Risk
5.4
Sharpe Ratio
0.13
Expected Return
0.71
Please note that although Expensify alpha is a measure of relative return and represented here as a single number, it indicates the percentage above or below your selected benchmark (i.e., Dow Jones Industrial index.) So in this particular case, Expensify did 0.35  better than the index. Remember, a high alpha is always good. Beta, on the other hand, measures the volatility (or risk) of an investment. It is an indication of Expensify stock's relative risk over its benchmark. Expensify has a beta of 2.08  . As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Expensify will likely underperform. At this time, Expensify's Book Value Per Share is fairly stable compared to the past year. Tangible Book Value Per Share is likely to rise to 1.12 in 2024, despite the fact that Enterprise Value Over EBITDA is likely to grow to (6.31).

Enterprise Value

176.51 Million

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.
  
Check out Expensify Backtesting, Expensify Valuation, Expensify Correlation, Expensify Hype Analysis, Expensify Volatility, Expensify History and analyze Expensify Performance.
For more information on how to buy Expensify Stock please use our How to Invest in Expensify guide.

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.
α0.35   β2.08

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 Sat, Aug 24, 2024 and Fri, Nov 22, 2024 is 2.19 with a coefficient of variation of 16.01. The daily time series for the period is distributed with a sample standard deviation of 0.35, arithmetic mean of 2.16, and mean deviation of 0.29. The Stock received substential amount of media coverage during this period.
 Price Growth (%)  
       Timeline  
1
Disposition of 62 shares by Daniel Vidal of Expensify at 2.2 subject to Rule 16b-3
08/28/2024
2
Expensify, Inc. Now Trades Above Golden Cross Time to Buy
08/29/2024
3
Disposition of 20000 shares by Anuradha Muralidharan of Expensify at 2.24 subject to Rule 16b-3
09/05/2024
4
Disposition of 770 shares by Jason Mills of Expensify subject to Rule 16b-3
09/06/2024
5
Acquisition by David Barrett of 14464 shares of Expensify subject to Rule 16b-3
09/13/2024
6
Disposition of 11095 shares by David Barrett of Expensify at 2.28 subject to Rule 16b-3
09/16/2024
7
Expensify director Jason Mills sells 11.3k in stock, buys 52.9k
09/19/2024
8
Expensify, Inc. Short Interest Update - MarketBeat
09/30/2024
9
Acquisition by Christen Timothy L of 5631 shares of Expensify subject to Rule 16b-3
10/04/2024
10
Expensify, Inc. Undervalued Penny Stock Revolutionizing Expense Management
10/14/2024
11
Expensify to Announce Q3 Results
10/24/2024
12
Expensify Announces Q3 2024 Results
11/07/2024
13
Expensify Inc Q3 2024 Earnings Call Highlights Navigating Growth Amidst Challenges
11/08/2024
14
Disposition of 57 shares by Anuradha Muralidharan of Expensify at 2.93 subject to Rule 16b-3
11/14/2024
15
Disposition of 58226 shares by David Barrett of Expensify at 2.76 subject to Rule 16b-3
11/15/2024
16
Disposition of 45094 shares by David Barrett of Expensify at 2.7 subject to Rule 16b-3
11/18/2024
17
Disposition of 70000 shares by David Barrett of Expensify at 2.78 subject to Rule 16b-3
11/19/2024
18
Disposition of 15454 shares by David Barrett of Expensify at 2.91 subject to Rule 16b-3
11/20/2024

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 Turnover14.3159.1846.9449.29
Days Of Inventory On Hand50.5551.446.2630.57

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
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14th of May 2024
Next Financial Report
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31st of December 2023
Next Fiscal Quarter End
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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

Build Portfolio with Expensify

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By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations

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.