Expensify (EXFY) Return on Equity [ROE] (2021 - 2026)
Expensify's Return on Equity [ROE] came in at -11.47% for Q2 2026, up 0.13 percentage points from -11.60% a year earlier and up 3.69 percentage points from the prior quarter.
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Analysis
Expensify (EXFY) Return on Equity [ROE] (2021 - 2026) Analysis & Trends
For FY2025, Expensify's Return on Equity [ROE] was -16.39%, down 7.61 percentage points from FY2024.
- Return on Equity [ROE] carries a four-year change of +43.10 percentage points (FY2021 to FY2025).
- Going back by year, Return on Equity [ROE] was -8.78% in FY2024 (+33.10 pp), -41.88% in FY2023 (-10.81 pp), -31.07% in FY2022 (+28.42 pp) and -59.49% in FY2021.
- The Q2 2026 figure represents the highest quarterly Return on Equity [ROE] since Q1 2025.
- Year-over-year, Return on Equity [ROE] increased in six of the last eight quarters, with an average year-over-year change of +11.56 percentage points.
- The fastest year-over-year change in Return on Equity [ROE] over five years came in Q4 2024 (a gain of 34.21 percentage points), and the weakest in Q4 2023 (a drop of 14.32 percentage points).
- Business Quant data shows EXFY's Return on Equity [ROE] at -15.16% (Q1 2026), -15.94% (Q4 2025) and -11.66% (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROE (Qtr) |
|---|---|---|---|---|---|
| 1 | Palantir Technologies | 449.46 Bn | 418.52 Bn | 1.64 Bn | 32.87% |
| 2 | Oracle | 415.29 Bn | 287.84 Bn | - | 34.32% |
| 3 | Sap Se | 256.30 Bn | 177.39 Bn | 8.40 Bn | 17.88% |
| 4 | Salesforce | 188.94 Bn | 144.82 Bn | 8.70 Bn | 26.65% |
| 5 | ServiceNow | 138.57 Bn | 117.03 Bn | 2.82 Bn | 13.78% |
| 6 | Automatic Data Processing | 102.66 Bn | 84.78 Bn | 2.51 Bn | 71.29% |
| 7 | Intuit | 74.00 Bn | 53.35 Bn | 3.44 Bn | 23.05% |
| 8 | Relx | 60.34 Bn | 57.31 Bn | - | - |
| 9 | Strategy | 53.88 Bn | 46.87 Bn | 81.55 Mn | -90.07% |
| 10 | Expensify | 206.77 Mn | -50.05 Mn | 16.33 Mn | -11.47% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -11.47% |
| Mar 31, 2026 | -15.16% |
| Dec 31, 2025 | -15.94% |
| Sep 30, 2025 | -11.66% |
| Jun 30, 2025 | -11.60% |
| Mar 31, 2025 | -7.21% |
| Dec 31, 2024 | -8.13% |
| Sep 30, 2024 | -13.66% |
| Jun 30, 2024 | -27.86% |
| Mar 31, 2024 | -37.91% |
| Dec 31, 2023 | -42.34% |
| Sep 30, 2023 | -38.58% |
| Jun 30, 2023 | -28.54% |
| Mar 31, 2023 | -25.62% |
| Dec 31, 2022 | -28.01% |
| Sep 30, 2022 | -48.36% |
| Jun 30, 2022 | -49.23% |
| Mar 31, 2022 | -35.94% |
| Dec 31, 2021 | -45.47% |
API Access
Expensify Return on Equity [ROE] 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-equity-%5Broe%5D&ticker=EXFY&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-equity-[roe]", "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-equity-%5Broe%5D&ticker=EXFY&period=max&api_key=YOUR_API_KEY");
const data = await res.json();