Expensify, Inc. (EXFY) vs Kaltura, Inc. (KLTR)

Expensify, Inc. and Kaltura, Inc. are both Software Application companies. Kaltura, Inc. is the larger, with a market value of $225.8M against $203.3M — 1.1× the size. Kaltura, Inc. grew revenue faster over the last twelve months: −0.23% against −5.46%. Kaltura, Inc. has the higher net margin (−6.92% vs −12.2%) and the higher return on invested capital (0.00% vs −9.76%). Across the 19 metrics below, Kaltura, Inc. leads on 11 and Expensify, Inc. on 8.

Valuation

Metric EXFY KLTR Software Application median
P/E n/m n/m 26.44
P/S 1.37 1.25 2.90
P/B 1.36 133.45 2.60
Price to free cash flow 21.89 22.17 17.04
EV/EBITDA n/m 19.43 15.48
EV/Sales 1.33 1.36 3.00
Earnings yield (8.82%) (6.16%) 0.20%
Free cash flow yield 4.57% 4.51% 1.96%

Profitability

Metric EXFY KLTR Software Application median
Gross margin 47.59% 72.05% 67.34%
Operating margin (8.46%) (1.45%) 0.00%
Net margin (12.23%) (6.92%) 0.00%
Free cash flow margin (2.99%) 5.71% 5.77%
Return on equity (12.19%) (134.25%) 0.00%
Return on assets (8.82%) (7.40%) 0.00%
Return on invested capital (9.76%) 0.00% 0.00%

Growth

Metric EXFY KLTR Software Application median
Revenue growth (TTM) (5.46%) (0.23%) 12.12%
EPS growth (last fiscal year) (91.67%) 61.90% 32.44%
Revenue growth, 5-year CAGR 10.04% 8.47% 14.34%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric EXFY KLTR Software Application median
Debt to equity 0.00 15.70 0.04
Current ratio 3.51 0.56 1.53
Net debt to EBITDA 7.13 (2.13) 0.09

Dividend

Metric EXFY KLTR Software Application median
Dividend yield — — 1.07%
Payout ratio — — 0.28

Size

Metric EXFY KLTR Software Application median
Market cap 203.34m 225.78m 383.88m

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