Expensify Inc vs Impinj Inc — how do they compare? Expensify Inc trades at $1.8 (market cap $170.21M), while Impinj Inc trades at $138.88 (market cap $4.40B). The key difference: Impinj Inc is far larger — about 25.9× Expensify Inc's market cap, and Expensify Inc is trading nearer its 52-week high, Impinj Inc nearer its low. Which is the better fit depends on your goals.
| EXFY | PI | |
|---|---|---|
Market Cap | $170.21M | $4.40B |
Sector | Technology | Technology |
52-Week High | $2.33 | $241.91 |
52-Week Low | $0.75 | $91.34 |
Enterprise Value | $109.24M | $4.53B |
Signals from Pluang's Aura AI — not financial advice
Expensify (EXFY) trades at $1.77, down 2.21% on the day, with a bullish technical signal from moving averages but mixed earnings history. Revenue for 2025 was $142.10M, but the company posted a net loss of -$21.39M, with negative profit margins and ROE. Recent news highlights product innovations like AI-powered expense automation and a $25M stock buyback program, indicating active management efforts to drive growth and shareholder value.
The outlook remains challenging due to persistent unprofitability, though positive cash flow from operations and strategic partnerships offer some stability. Investment opportunities hinge on successful execution of new AI and travel billing initiatives to improve margins. Key risks include intense competition in expense management software and the company's ability to achieve sustained profitability amid fluctuating revenues.
Impinj (PI) trades at $139.54, down 3.5% on the day, with a bullish technical signal from moving averages and a consensus analyst price target of $167.50 implying 20% upside. The company reported Q1 2026 earnings of $0.14 per share, beating estimates, but maintains a negative net income margin of -7.66% for 2025. Recent news highlights insider selling and upcoming Q2 2026 results.
The stock offers growth potential driven by RFID technology leadership and positive earnings surprises, but faces risks from profitability challenges, high valuation multiples, and significant insider selling. Revenue stability contrasts with widening losses, requiring careful monitoring of execution and market sentiment.
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 →Impinj, Inc. is a leading provider of RAIN RFID (radio-frequency identification) solutions. The company's platform includes endpoints (tag chips), connectivity devices (readers and gateways), and software, enabling businesses to wirelessly identify, locate, and authenticate everyday items. Impinj's technology is crucial for applications in retail, supply chain management, healthcare, and logistics, helping businesses to automate inventory, track assets, and improve operational efficiency.
Read more on PI →