Expensify Inc vs Cloudflare Inc — how do they compare? Expensify Inc trades at $2.27 (market cap $224.32M), while Cloudflare Inc trades at $307.16 (market cap $110.59B). The key difference: Cloudflare Inc is far larger — about 493× Expensify Inc's market cap, and Cloudflare Inc is trading nearer its 52-week high, Expensify Inc nearer its low. Which is the better fit depends on your goals.
| EXFY | NET | |
|---|---|---|
Market Cap | $224.32M | $110.59B |
Sector | Technology | Technology |
52-Week High | $2.69 | $310.40 |
52-Week Low | $0.75 | $160.16 |
Enterprise Value | $163.94M | $109.96B |
Signals from Pluang's Aura AI — not financial advice
Expensify (EXFY) trades at $2.69, up 35.86% in 24 hours, with a bullish technical signal from moving averages but overbought RSI levels. The company reported Q2 2026 revenue of $33.9 million, beating EPS estimates, and raised free cash flow guidance. Despite negative net margins, cash flow from operations improved to $20.09 million in 2025, and the balance sheet shows $48.77 million in cash with low debt.
The outlook is cautiously optimistic due to earnings beats and AI-driven growth initiatives, but high P/E of 258.82 and persistent losses pose valuation risks. Analyst consensus is split between Buy and Hold, reflecting uncertainty over profitability sustainability amid competitive pressures.
Cloudflare (NET) trades at $300.27, up 5.57% on strong Q2 2026 earnings that beat estimates with 36% revenue growth to $696.1 million. The stock shows bullish technical momentum above key support levels, supported by accelerating AI-driven demand and expanding large customer adoption. Recent FedRAMP High authorization enhances government contract opportunities, while the company maintains robust gross margins of 72.58% despite negative net income margins.
Outlook remains positive with analyst consensus targeting $337.10 (12.3% upside), though high valuation multiples (P/S 42.05) and persistent net losses pose risks. The convertible note offering adds financial flexibility but increases leverage. AI infrastructure demand and market share gains provide growth catalysts, but competitive pressures and execution risks require monitoring.
Trailing returns across standard periods
Latest headlines on both assets
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 →Cloudflare is a software company based in San Francisco, California, that offers security and web performance offerings by utilizing a distributed, serverless content delivery network, or CDN. The firm's edge computing platform, Workers, leverages this network by providing clients the ability to deploy, and execute code without maintaining servers.
Read more on NET →