Expensify (EXFY) Return on Assets [ROA] (2021 - 2026)
Expensify's Return on Assets [ROA] came in at -8.33% for Q2 2026, down 0.12 percentage points from -8.22% a year earlier but up 2.59 percentage points from the prior quarter.
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Analysis
Expensify (EXFY) Return on Assets [ROA] (2021 - 2026) Analysis & Trends
For FY2025, Expensify's Return on Assets [ROA] was -11.89%, down 6.16 percentage points from FY2024.
- Return on Assets [ROA] carries a four-year change of -1.89 percentage points (FY2021 to FY2025).
- Going back by year, Return on Assets [ROA] was -5.74% in FY2024 (+15.68 pp), -21.42% in FY2023 (-7.69 pp), -13.73% in FY2022 (-3.72 pp) and -10.01% in FY2021.
- The five-year range for quarterly Return on Assets [ROA] is -21.73% (Q1 2024) to -5.22% (Q1 2025).
- Year-over-year, Return on Assets [ROA] has declined for three consecutive quarters, with an average year-over-year change of +4.74 percentage points over the last eight quarters.
- The fastest year-over-year change in Return on Assets [ROA] over five years came in Q1 2025 (a gain of 16.51 percentage points), and the weakest in Q1 2024 (a drop of 9.75 percentage points).
- Business Quant data shows EXFY's Return on Assets [ROA] at -10.92% (Q1 2026), -11.48% (Q4 2025) and -8.34% (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Palantir Technologies | 406.36 Bn | 371.19 Bn | 1.93 Bn | 29.40% |
| 2 | Oracle | 350.97 Bn | 223.10 Bn | - | 6.70% |
| 3 | Sap Se | 276.32 Bn | 203.72 Bn | 8.64 Bn | 11.18% |
| 4 | Salesforce | 175.73 Bn | 131.60 Bn | 8.70 Bn | 8.95% |
| 5 | Automatic Data Processing | 121.62 Bn | 108.41 Bn | 2.53 Bn | 7.15% |
| 6 | ServiceNow | 107.21 Bn | 86.47 Bn | 2.90 Bn | 4.55% |
| 7 | Intuit | 93.23 Bn | 72.58 Bn | 3.44 Bn | 12.00% |
| 8 | Relx | 73.21 Bn | 72.30 Bn | - | - |
| 9 | Strategy | 50.23 Bn | 37.36 Bn | 89.63 Mn | -21.07% |
| 10 | Expensify | 171.62 Mn | -87.50 Mn | 14.93 Mn | -8.86% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | -8.86% |
| Jun 30, 2026 | -8.33% |
| Mar 31, 2026 | -10.92% |
| Dec 31, 2025 | -11.48% |
| Sep 30, 2025 | -8.34% |
| Jun 30, 2025 | -8.22% |
| Mar 31, 2025 | -5.22% |
| Dec 31, 2024 | -5.77% |
| Sep 30, 2024 | -8.66% |
| Jun 30, 2024 | -16.27% |
| Mar 31, 2024 | -21.73% |
| Dec 31, 2023 | -21.31% |
| Sep 30, 2023 | -17.71% |
| Jun 30, 2023 | -13.46% |
| Mar 31, 2023 | -11.98% |
| Dec 31, 2022 | -12.82% |
| Sep 30, 2022 | -21.34% |
| Jun 30, 2022 | -21.06% |
| Mar 31, 2022 | -15.15% |
| Dec 31, 2021 | -8.12% |
API Access
Expensify Return on Assets [ROA] API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=EXFY&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "ticker": "EXFY", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=return-on-assets-%5Broa%5D&ticker=EXFY&period=max&api_key=YOUR_API_KEY");
const data = await res.json();