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Side-by-side financial comparison of Expensify, Inc. (EXFY) and ORTHOPEDIATRICS CORP (KIDS). Click either name above to swap in a different company.
ORTHOPEDIATRICS CORP is the larger business by last-quarter revenue ($61.6M vs $35.2M, roughly 1.8× Expensify, Inc.). On growth, ORTHOPEDIATRICS CORP posted the faster year-over-year revenue change (17.0% vs -4.9%). Over the past eight quarters, ORTHOPEDIATRICS CORP's revenue compounded faster (17.4% 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.
OrthoPediatrics is an American bio-science company engaged in designing, developing, manufacturing, and distributing orthopedic implants and instruments for pediatric issues. It is based in Warsaw, Indiana.
EXFY vs KIDS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $35.2M | $61.6M |
| Net Profit | — | $-10.1M |
| Gross Margin | 49.2% | 73.2% |
| Operating Margin | -11.2% | -13.3% |
| Net Margin | — | -16.4% |
| Revenue YoY | -4.9% | 17.0% |
| Net Profit YoY | — | 37.1% |
| EPS (diluted) | $-0.07 | $-0.43 |
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 | $61.6M | ||
| Q3 25 | $35.1M | $61.3M | ||
| Q2 25 | $35.8M | $61.1M | ||
| Q1 25 | $36.1M | $52.4M | ||
| Q4 24 | $37.0M | $52.7M | ||
| Q3 24 | $35.4M | $54.6M | ||
| Q2 24 | $33.3M | $52.8M | ||
| Q1 24 | $33.5M | $44.7M |
| Q4 25 | — | $-10.1M | ||
| Q3 25 | $-2.3M | $-11.8M | ||
| Q2 25 | $-8.8M | $-7.1M | ||
| Q1 25 | $-3.2M | $-10.7M | ||
| Q4 24 | — | $-16.1M | ||
| Q3 24 | $-2.2M | $-7.9M | ||
| Q2 24 | $-2.8M | $-6.0M | ||
| Q1 24 | $-3.8M | $-7.8M |
| Q4 25 | 49.2% | 73.2% | ||
| Q3 25 | 49.6% | 73.9% | ||
| Q2 25 | 51.9% | 72.1% | ||
| Q1 25 | 50.6% | 73.0% | ||
| Q4 24 | 51.0% | 67.5% | ||
| Q3 24 | 51.6% | 73.4% | ||
| Q2 24 | 56.9% | 77.3% | ||
| Q1 24 | 56.5% | 72.0% |
| Q4 25 | -11.2% | -13.3% | ||
| Q3 25 | -6.4% | -15.4% | ||
| Q2 25 | -28.9% | -17.4% | ||
| Q1 25 | -4.1% | -21.0% | ||
| Q4 24 | 1.3% | -26.7% | ||
| Q3 24 | 0.8% | -10.2% | ||
| Q2 24 | 0.7% | -10.7% | ||
| Q1 24 | -5.3% | -21.8% |
| Q4 25 | — | -16.4% | ||
| Q3 25 | -6.6% | -19.2% | ||
| Q2 25 | -24.6% | -11.6% | ||
| Q1 25 | -8.8% | -20.3% | ||
| Q4 24 | — | -30.5% | ||
| Q3 24 | -6.2% | -14.5% | ||
| Q2 24 | -8.3% | -11.4% | ||
| Q1 24 | -11.3% | -17.5% |
| Q4 25 | $-0.07 | $-0.43 | ||
| Q3 25 | $-0.03 | $-0.50 | ||
| Q2 25 | $-0.10 | $-0.30 | ||
| Q1 25 | $-0.03 | $-0.46 | ||
| Q4 24 | $-0.03 | $-0.70 | ||
| Q3 24 | $-0.02 | $-0.34 | ||
| Q2 24 | $-0.03 | $-0.26 | ||
| Q1 24 | $-0.04 | $-0.34 |
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 | $60.9M |
| Total DebtLower is stronger | — | $106.0M |
| Stockholders' EquityBook value | $132.7M | $346.6M |
| Total Assets | $186.0M | $508.6M |
| Debt / EquityLower = less leverage | — | 0.31× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $63.1M | $60.9M | ||
| Q3 25 | $61.5M | $57.7M | ||
| Q2 25 | $60.5M | $70.1M | ||
| Q1 25 | $59.6M | $58.8M | ||
| Q4 24 | $48.8M | $68.8M | ||
| Q3 24 | $39.2M | $76.1M | ||
| Q2 24 | $53.2M | $28.9M | ||
| Q1 24 | $49.3M | $47.7M |
| Q4 25 | — | $106.0M | ||
| Q3 25 | — | $105.3M | ||
| Q2 25 | — | $102.7M | ||
| Q1 25 | — | $77.4M | ||
| Q4 24 | — | $77.5M | ||
| Q3 24 | — | $76.9M | ||
| Q2 24 | — | $11.2M | ||
| Q1 24 | — | $11.3M |
| Q4 25 | $132.7M | $346.6M | ||
| Q3 25 | $135.7M | $349.3M | ||
| Q2 25 | $131.8M | $355.5M | ||
| Q1 25 | $134.7M | $347.1M | ||
| Q4 24 | $128.2M | $354.6M | ||
| Q3 24 | $119.9M | $370.9M | ||
| Q2 24 | $114.0M | $371.3M | ||
| Q1 24 | $106.5M | $370.6M |
| Q4 25 | $186.0M | $508.6M | ||
| Q3 25 | $186.8M | $493.5M | ||
| Q2 25 | $187.1M | $503.6M | ||
| Q1 25 | $189.2M | $470.3M | ||
| Q4 24 | $173.7M | $473.2M | ||
| Q3 24 | $176.2M | $489.3M | ||
| Q2 24 | $192.9M | $430.8M | ||
| Q1 24 | $184.8M | $437.2M |
| Q4 25 | — | 0.31× | ||
| Q3 25 | — | 0.30× | ||
| Q2 25 | — | 0.29× | ||
| Q1 25 | — | 0.22× | ||
| Q4 24 | — | 0.22× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.03× | ||
| Q1 24 | — | 0.03× |
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 | $10.3M |
| Free Cash FlowOCF − Capex | — | $9.7M |
| FCF MarginFCF / Revenue | — | 15.8% |
| Capex IntensityCapex / Revenue | — | 1.0% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $-16.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.2M | $10.3M | ||
| Q3 25 | $4.2M | $-581.0K | ||
| Q2 25 | $8.9M | $-10.5M | ||
| Q1 25 | $4.8M | $-4.2M | ||
| Q4 24 | $7.4M | $-4.0M | ||
| Q3 24 | $3.7M | $-10.3M | ||
| Q2 24 | $9.3M | $-6.1M | ||
| Q1 24 | $3.5M | $-6.7M |
| Q4 25 | — | $9.7M | ||
| Q3 25 | — | $-3.4M | ||
| Q2 25 | — | $-13.9M | ||
| Q1 25 | — | $-8.4M | ||
| Q4 24 | — | $-4.2M | ||
| Q3 24 | — | $-11.7M | ||
| Q2 24 | — | $-12.8M | ||
| Q1 24 | — | $-13.2M |
| Q4 25 | — | 15.8% | ||
| Q3 25 | — | -5.6% | ||
| Q2 25 | — | -22.8% | ||
| Q1 25 | — | -16.0% | ||
| Q4 24 | — | -8.1% | ||
| Q3 24 | — | -21.4% | ||
| Q2 24 | — | -24.2% | ||
| Q1 24 | — | -29.4% |
| Q4 25 | — | 1.0% | ||
| Q3 25 | 0.0% | 4.6% | ||
| Q2 25 | — | 5.6% | ||
| Q1 25 | — | 8.1% | ||
| Q4 24 | 0.0% | 0.5% | ||
| Q3 24 | 0.0% | 2.5% | ||
| Q2 24 | 0.0% | 12.7% | ||
| Q1 24 | 0.0% | 14.5% |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
