Coinbase Global, Inc. vs Expensify Inc — how do they compare? Coinbase Global, Inc. trades at $162.12 (market cap $42.55B), while Expensify Inc trades at $1.85 (market cap $175.04M). The key difference: Coinbase Global, Inc. is far larger — about 243.1× Expensify Inc's market cap, and Expensify Inc is trading nearer its 52-week high, Coinbase Global, Inc. nearer its low. Which is the better fit depends on your goals.
| COIN | EXFY | |
|---|---|---|
Market Cap | $42.55B | $175.04M |
Sector | Technology | Technology |
52-Week High | $419.78 | $2.33 |
52-Week Low | $141.09 | $0.75 |
Enterprise Value | $39.83B | $114.07M |
Signals from Pluang's Aura AI — not financial advice
COIN trades at $157.37, down 1.07% on the day, with bearish technical signals from moving averages and a neutral RSI. The company reported mixed Q1 2026 earnings, missing estimates, but maintains strong revenue growth with 2025 revenue of $7.18 billion and net income of $1.26 billion. Recent news highlights regulatory developments and a leadership transition, with the Chief Legal Officer stepping down in July 2026.
The stock presents a high-risk opportunity with Wall Street analysts maintaining a bullish consensus price target of $228.62, implying significant upside. Key risks include earnings volatility, regulatory uncertainty, and competitive pressures. Investors should weigh the company's solid cash flow generation against its elevated valuation multiples and recent earnings misses.
Expensify (EXFY) trades at $1.79, down 5.29% today, with a bullish technical signal from moving averages. The company reported Q1 2026 EPS of $0.04, beating expectations, but maintains negative net income margins. Recent news highlights product launches including AI-powered expense automation and a $25 million stock buyback program. Revenue remains stable around $140 million annually with improving cash flow from operations.
Outlook remains mixed with analyst consensus evenly split between Buy and Hold. Key opportunities include product innovation and cost management, while risks involve persistent profitability challenges and competitive pressure in expense management software. The stock's valuation shows high P/E ratio despite negative earnings, requiring careful fundamental assessment.
Trailing returns across standard periods
Latest headlines on both assets
Coinbase Global, Inc. is a regulated cryptocurrency company that provides customers around the world with a platform for buying, selling, transferring, and storing digital assets. The Company offers a variety of products and services that enable individuals, businesses, and developers to participate in the cryptoeconomy.
Read more on COIN →Expensify Inc is a cloud-based expense management software platform that helps the smallest to the largest businesses simplify the way they manage money. More than 10 million people use Expensify's free features, which include corporate cards, expense tracking, next-day reimbursement, invoicing, bill pay, and travel booking in one app.
Read more on EXFY →