Expensify (EXFY) Return on Invested Capital [ROIC] (2021 - 2024)
Expensify (EXFY) recorded Return on Invested Capital [ROIC] of -0.66% in Q4 2024, up 24.70 percentage points from -25.36% a year earlier and up 5.18 percentage points from the prior quarter.
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Analysis
Expensify (EXFY) Return on Invested Capital [ROIC] (2021 - 2024) Analysis & Trends
For FY2024, Expensify reported Return on Invested Capital [ROIC] of -0.67%, up 23.05 percentage points from FY2023.
- Annual Return on Invested Capital [ROIC] has a three-year change of +12.14 percentage points (FY2021 to FY2024).
- Across earlier years, Return on Invested Capital [ROIC] came in at -23.73% in FY2023 (-13.82 pp), -9.91% in FY2022 (+2.90 pp) and -12.82% in FY2021.
- The Q4 2024 figure is the highest quarterly Return on Invested Capital [ROIC] in data going back to Q4 2021.
- On a year-over-year basis, Return on Invested Capital [ROIC] rose in five of the last eight quarters, with an average year-over-year change of +2.66 percentage points.
- Peak year-over-year performance for Return on Invested Capital [ROIC] in the last five years was a gain of 24.70 percentage points in Q4 2024, against a drop of 19.30 percentage points in Q1 2024 at the low end.
- Per Business Quant, the preceding three quarters came in at -5.84% (Q3 2024), -17.93% (Q2 2024) and -27.18% (Q1 2024).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Palantir Technologies | 453.55 Bn | 422.61 Bn | 1.64 Bn | - |
| 2 | Oracle | 430.98 Bn | 303.54 Bn | - | 10.99% |
| 3 | Sap Se | 256.23 Bn | 177.31 Bn | 8.40 Bn | 32.24% |
| 4 | Salesforce | 193.08 Bn | 148.96 Bn | 8.70 Bn | 9.01% |
| 5 | ServiceNow | 138.94 Bn | 117.40 Bn | 2.82 Bn | - |
| 6 | Automatic Data Processing | 102.51 Bn | 84.63 Bn | 2.51 Bn | -46.53% |
| 7 | Intuit | 75.44 Bn | 54.79 Bn | 3.44 Bn | 16.71% |
| 8 | Relx | 60.79 Bn | 57.76 Bn | - | - |
| 9 | Strategy | 56.32 Bn | 49.31 Bn | 81.55 Mn | -73.94% |
| 10 | Expensify | 206.77 Mn | -50.05 Mn | 16.33 Mn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Dec 31, 2024 | -0.66% |
| Sep 30, 2024 | -5.84% |
| Jun 30, 2024 | -17.93% |
| Mar 31, 2024 | -27.18% |
| Dec 31, 2023 | -25.36% |
| Sep 30, 2023 | -18.35% |
| Jun 30, 2023 | -11.43% |
| Mar 31, 2023 | -7.87% |
| Dec 31, 2022 | -9.34% |
| Sep 30, 2022 | -21.73% |
| Jun 30, 2022 | -24.53% |
| Mar 31, 2022 | -17.26% |
| Dec 31, 2021 | -10.43% |
API Access
Expensify Return on Invested Capital [ROIC] 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-invested-capital-%5Broic%5D&ticker=EXFY&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "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-invested-capital-%5Broic%5D&ticker=EXFY&period=max&api_key=YOUR_API_KEY");
const data = await res.json();