Expensify Inc vs Progressive Corp — how do they compare? Expensify Inc trades at $1.77 (market cap $170.21M), while Progressive Corp trades at $204.33 (market cap $119.48B). The key difference: Progressive Corp is far larger — about 702× Expensify Inc's market cap, and Progressive Corp pays a 6.77% dividend while Expensify Inc pays none. Which is the better fit depends on your goals.
| EXFY | PGR | |
|---|---|---|
Market Cap | $170.21M | $119.48B |
Sector | Technology | Financials |
52-Week High | $2.33 | $252.68 |
52-Week Low | $0.75 | $190.40 |
Enterprise Value | $109.24M | $127.70B |
Dividend Yield | — | 6.77% |
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.
Progressive (PGR) trades at $203.56, down 10.16% over 24 hours, reflecting bearish technical signals and recent earnings misses. The stock shows strong fundamentals with a P/E of 10.3, net income margin of 12.93%, and robust revenue growth from $49.6B in 2022 to $87.6B in 2025. Analyst consensus is mixed with a $238.56 price target, while recent news highlights Q2 2026 earnings beating estimates but facing profit decline concerns.
The outlook balances solid profitability and valuation appeal against technical weakness and earnings volatility. Key opportunities include attractive multiples and operational strength, while risks involve competitive pressures and market sentiment shifts. Investors should weigh fundamental resilience against near-term price pressure.
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 →Progressive underwrites private and commercial auto insurance and specialty lines
Read more on PGR →