Expensify, Inc. (EXFY) vs TON Strategy Company (TONX)

Expensify, Inc. and TON Strategy Company are both Software Application companies. Expensify, Inc. and TON Strategy Company are of similar size ($213.1M and $206.1M). TON Strategy Company grew revenue faster over the last twelve months: 641.9% against −4.27%. Expensify, Inc. has the higher net margin (−11.3% vs −500.5%) and the lower return on invested capital (−10.1% vs −6.08%). Across the 17 metrics below, Expensify, Inc. leads on 10 and TON Strategy Company on 7.

Valuation

Metric EXFY TONX Software Application median
P/E n/m n/m 24.79
P/S 1.52 6.56 2.67
P/B 1.56 0.52 3.01
Price to free cash flow 26.48 n/m 16.59
EV/EBITDA n/m n/m 14.40
EV/Sales 1.47 5.65 2.62
Earnings yield (7.73%) (58.52%) 0.00%
Free cash flow yield 3.78% (156.21%) 1.91%

Profitability

Metric EXFY TONX Software Application median
Gross margin 48.67% 83.12% 67.03%
Operating margin (8.03%) (113.17%) 0.00%
Net margin (11.31%) (500.51%) 0.00%
Free cash flow margin 5.96% (1,025.40%) 4.32%
Return on equity (11.73%) (76.97%) 0.00%
Return on assets (8.39%) (74.39%) 0.00%
Return on invested capital (10.07%) (6.08%) 0.00%

Growth

Metric EXFY TONX Software Application median
Revenue growth (TTM) (4.27%) 641.90% 12.40%
EPS growth (last fiscal year) (91.67%) 69.21% —
Revenue growth, 5-year CAGR 10.04% 5.10% 13.72%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric EXFY TONX Software Application median
Debt to equity 0.00 0.00 0.02
Current ratio 3.50 6.39 1.55
Net debt to EBITDA 7.13 1.24 0.06

Dividend

Metric EXFY TONX Software Application median
Dividend yield — — 1.25%
Payout ratio 0.00 0.00 0.00

Size

Metric EXFY TONX Software Application median
Market cap 206.08m 213.13m 396.11m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack