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Side-by-side financial comparison of Expensify, Inc. (EXFY) and GAIA, INC (GAIA). Click either name above to swap in a different company.
Expensify, Inc. is the larger business by last-quarter revenue ($35.2M vs $25.5M, roughly 1.4× GAIA, INC). On growth, GAIA, INC posted the faster year-over-year revenue change (5.8% vs -4.9%). Over the past eight quarters, GAIA, INC's revenue compounded faster (9.4% CAGR vs 2.4%).
Expensify, Inc. is a software company that develops an expense management system for personal and business use. Expensify also offers a business credit card called the Expensify Card.
Gaia, Inc. is a publicly traded (NASDAQ:GAIA) American media company founded in 1988 by Jirka Rysavy in Louisville, Colorado. It owns and operates Gaia TV, a subscription video on-demand service consisting of original and licensed alternative media documentaries, including those on wellness, spirituality and conspiracy theories.
EXFY vs GAIA — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $35.2M | $25.5M |
| Net Profit | — | $-75.0K |
| Gross Margin | 49.2% | 87.6% |
| Operating Margin | -11.2% | -2.6% |
| Net Margin | — | -0.3% |
| Revenue YoY | -4.9% | 5.8% |
| Net Profit YoY | — | 91.7% |
| EPS (diluted) | $-0.07 | $-0.02 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $35.2M | $25.5M | ||
| Q3 25 | $35.1M | $25.0M | ||
| Q2 25 | $35.8M | $24.6M | ||
| Q1 25 | $36.1M | $23.8M | ||
| Q4 24 | $37.0M | $24.1M | ||
| Q3 24 | $35.4M | $22.0M | ||
| Q2 24 | $33.3M | $21.9M | ||
| Q1 24 | $33.5M | $21.3M |
| Q4 25 | — | $-75.0K | ||
| Q3 25 | $-2.3M | $-1.2M | ||
| Q2 25 | $-8.8M | $-2.0M | ||
| Q1 25 | $-3.2M | $-1.2M | ||
| Q4 24 | — | $-907.0K | ||
| Q3 24 | $-2.2M | $-1.2M | ||
| Q2 24 | $-2.8M | $-2.2M | ||
| Q1 24 | $-3.8M | $-971.0K |
| Q4 25 | 49.2% | 87.6% | ||
| Q3 25 | 49.6% | 86.4% | ||
| Q2 25 | 51.9% | 86.7% | ||
| Q1 25 | 50.6% | 87.7% | ||
| Q4 24 | 51.0% | 88.2% | ||
| Q3 24 | 51.6% | 86.1% | ||
| Q2 24 | 56.9% | 84.5% | ||
| Q1 24 | 56.5% | 85.3% |
| Q4 25 | -11.2% | -2.6% | ||
| Q3 25 | -6.4% | -5.0% | ||
| Q2 25 | -28.9% | -8.9% | ||
| Q1 25 | -4.1% | -4.3% | ||
| Q4 24 | 1.3% | -7.1% | ||
| Q3 24 | 0.8% | -5.3% | ||
| Q2 24 | 0.7% | -9.1% | ||
| Q1 24 | -5.3% | -4.0% |
| Q4 25 | — | -0.3% | ||
| Q3 25 | -6.6% | -4.6% | ||
| Q2 25 | -24.6% | -8.3% | ||
| Q1 25 | -8.8% | -5.1% | ||
| Q4 24 | — | -3.8% | ||
| Q3 24 | -6.2% | -5.4% | ||
| Q2 24 | -8.3% | -9.9% | ||
| Q1 24 | -11.3% | -4.6% |
| Q4 25 | $-0.07 | $-0.02 | ||
| Q3 25 | $-0.03 | $-0.05 | ||
| Q2 25 | $-0.10 | $-0.07 | ||
| Q1 25 | $-0.03 | $-0.04 | ||
| Q4 24 | $-0.03 | $-0.03 | ||
| Q3 24 | $-0.02 | $-0.05 | ||
| Q2 24 | $-0.03 | $-0.09 | ||
| Q1 24 | $-0.04 | $-0.05 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $63.1M | $13.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $132.7M | $87.9M |
| Total Assets | $186.0M | $154.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $63.1M | $13.5M | ||
| Q3 25 | $61.5M | $14.2M | ||
| Q2 25 | $60.5M | $13.9M | ||
| Q1 25 | $59.6M | $13.1M | ||
| Q4 24 | $48.8M | $5.9M | ||
| Q3 24 | $39.2M | $4.4M | ||
| Q2 24 | $53.2M | $5.5M | ||
| Q1 24 | $49.3M | $8.6M |
| Q4 25 | $132.7M | $87.9M | ||
| Q3 25 | $135.7M | $86.3M | ||
| Q2 25 | $131.8M | $85.7M | ||
| Q1 25 | $134.7M | $87.0M | ||
| Q4 24 | $128.2M | $80.7M | ||
| Q3 24 | $119.9M | $81.2M | ||
| Q2 24 | $114.0M | $82.1M | ||
| Q1 24 | $106.5M | $84.8M |
| Q4 25 | $186.0M | $154.6M | ||
| Q3 25 | $186.8M | $151.1M | ||
| Q2 25 | $187.1M | $147.0M | ||
| Q1 25 | $189.2M | $148.5M | ||
| Q4 24 | $173.7M | $141.2M | ||
| Q3 24 | $176.2M | $139.6M | ||
| Q2 24 | $192.9M | $142.1M | ||
| Q1 24 | $184.8M | $133.8M |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $2.2M | $1.8M |
| Free Cash FlowOCF − Capex | — | $76.0K |
| FCF MarginFCF / Revenue | — | 0.3% |
| Capex IntensityCapex / Revenue | — | 6.6% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-377.0K |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.2M | $1.8M | ||
| Q3 25 | $4.2M | $326.0K | ||
| Q2 25 | $8.9M | $2.3M | ||
| Q1 25 | $4.8M | $1.3M | ||
| Q4 24 | $7.4M | $2.7M | ||
| Q3 24 | $3.7M | $409.0K | ||
| Q2 24 | $9.3M | $-2.1M | ||
| Q1 24 | $3.5M | $5.9M |
| Q4 25 | — | $76.0K | ||
| Q3 25 | — | $-1.6M | ||
| Q2 25 | — | $880.0K | ||
| Q1 25 | — | $268.0K | ||
| Q4 24 | — | $1.6M | ||
| Q3 24 | — | $-952.0K | ||
| Q2 24 | — | $-3.5M | ||
| Q1 24 | — | $4.9M |
| Q4 25 | — | 0.3% | ||
| Q3 25 | — | -6.4% | ||
| Q2 25 | — | 3.6% | ||
| Q1 25 | — | 1.1% | ||
| Q4 24 | — | 6.5% | ||
| Q3 24 | — | -4.3% | ||
| Q2 24 | — | -16.1% | ||
| Q1 24 | — | 22.8% |
| Q4 25 | — | 6.6% | ||
| Q3 25 | 0.0% | 7.7% | ||
| Q2 25 | — | 5.7% | ||
| Q1 25 | — | 4.3% | ||
| Q4 24 | 0.0% | 4.6% | ||
| Q3 24 | 0.0% | 6.2% | ||
| Q2 24 | 0.0% | 6.6% | ||
| Q1 24 | 0.0% | 5.0% |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EXFY
Segment breakdown not available.
GAIA
| US | $16.7M | 65% |
| Non Us | $8.8M | 35% |
