Expensify Inc vs TransMedics Group Inc — how do they compare? Expensify Inc trades at $2.4 (market cap $208.82M), while TransMedics Group Inc trades at $77.87 (market cap $2.74B). The key difference: TransMedics Group Inc is far larger — about 13.1× Expensify Inc's market cap, and Expensify Inc is trading nearer its 52-week high, TransMedics Group Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Expensify Inc for 41 Days and TransMedics Group Inc for 24 Days on average.
| EXFY | TMDX | |
|---|---|---|
Market Cap | $208.82M | $2.74B |
Volume | 456,102 | 949,331 |
Sector | Technology | Health |
52-Week High | $2.72 | $150.42 |
52-Week Low | $0.75 | $61.99 |
Typical Hold Time | 41 Days | 24 Days |
Enterprise Value | $148.44M | $3.13B |
Signals from Pluang's Aura AI — not financial advice
Expensify (EXFY) trades at $2.30, up 1.32% today, showing technical bullish momentum with positive moving average signals. The company reported mixed Q2 2026 results with revenue of $33.9M and improved profitability, beating EPS estimates. Recent developments include AI-native ERP integrations and European card expansion, though fundamentals show negative net margins and high P/E ratio of 258.82. Analyst consensus is bullish with a $13.75 price target, representing significant upside potential from current levels.
EXFY presents a high-risk, high-reward opportunity with strong analyst optimism contrasting with fundamental challenges. The stock's substantial discount to consensus target offers potential upside, but investors must weigh improving cash flow trends against persistent negative profitability and competitive pressures in the expense management sector.
TMDX trades at $79.00, down 2.55% amid bearish technical signals. The stock shows strong profitability with 22.69% net margin and 36.28% ROE, though recent earnings misses and margin compression from 2025 to 2026 raise concerns. Analyst consensus remains bullish with a $99.75 price target, but multiple legal investigations into fiduciary duties create uncertainty. Revenue growth continues with 2026 guidance at $668M.
The stock presents a growth opportunity with analyst upside potential, but faces near-term headwinds from earnings volatility and legal scrutiny. Execution on 2026 guidance and resolution of governance concerns will be critical for sustained momentum. Current valuation at 20.47 P/E appears reasonable given growth prospects if operational targets are met.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →TransMedics is a pioneering medical technology company that is disrupting the organ transplant market with its Organ Care System (OCS™). By replacing traditional cold storage with portable warm perfusion, the OCS maintains donor organs in a near-physiologic state, allowing for continuous assessment and optimization. Through its National OCS Program (NOP™), TransMedics provides an end-to-end clinical and logistics solution, including a dedicated aviation fleet, to maximize the utilization of donor organs and improve patient outcomes.
Read more on TMDX →