Expensify Inc vs ON Holding AG — how do they compare? Expensify Inc trades at $1.79 (market cap $170.21M), while ON Holding AG trades at $38.63 (market cap $12.49B). The key difference: ON Holding AG is far larger — about 73.4× Expensify Inc's market cap, and Expensify Inc is trading nearer its 52-week high, ON Holding AG nearer its low. Which is the better fit depends on your goals.
| EXFY | ONON | |
|---|---|---|
Market Cap | $170.21M | $12.49B |
Sector | Technology | Technology |
52-Week High | $2.33 | $54.24 |
52-Week Low | $0.75 | $31.88 |
Enterprise Value | $109.24M | $11.81B |
Signals from Pluang's Aura AI — not financial advice
Expensify (EXFY) trades at $1.755, down 3.04% today, with a mixed technical picture showing bullish moving averages but neutral oscillators. The company reported Q1 2026 EPS of $0.04, beating expectations, but maintains negative profitability metrics with a -14.68% net income margin. Recent developments include AI-powered expense management expansions and a $25 million stock repurchase program, indicating strategic initiatives to drive growth.
The outlook remains cautious due to persistent unprofitability despite revenue stabilization around $140 million. Investment opportunities lie in operational efficiency gains and new product integrations, but risks include competitive pressure and the challenge of achieving sustainable profitability. Analyst sentiment is divided with equal buy/hold ratings, reflecting uncertainty about the company's turnaround potential.
ONON trades at $37.80, up 0.16% with neutral technical signals. The company shows strong fundamentals with Q1 2026 EPS beating expectations at $0.47 versus $0.34, revenue of $3.01B in 2025, and improving margins. Analyst sentiment is bullish with 77% buy ratings and a $47.33 consensus price target, suggesting 25% upside. Recent news highlights innovation and expansion into luxury lifestyle markets.
Outlook remains positive driven by earnings momentum and margin expansion, but risks include premium valuation and competitive pressures. The stock offers growth potential if execution continues, though high P/E of 40.42 requires sustained profit growth to justify current levels.
Trailing returns across standard periods
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 →ON Holding AG is a Swiss sports company primarily known for its high-performance running shoes, apparel, and accessories under the 'On' brand. The company emphasizes a blend of high-end design, proprietary cloud technology (like CloudTec cushioning), and sustainability in its products. On has rapidly gained market share globally, appealing to both competitive athletes and general consumers in the performance and lifestyle footwear segments.
Read more on ONON →