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Side-by-side financial comparison of Expensify, Inc. (EXFY) and ORASURE TECHNOLOGIES INC (OSUR). Click either name above to swap in a different company.

Expensify, Inc. is the larger business by last-quarter revenue ($35.2M vs $26.8M, roughly 1.3× ORASURE TECHNOLOGIES INC). On growth, Expensify, Inc. posted the faster year-over-year revenue change (-4.9% vs -28.5%). Over the past eight quarters, Expensify, Inc.'s revenue compounded faster (2.4% CAGR vs -29.7%).

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.

OraSure Technologies, Inc. is a Bethlehem, Pennsylvania–based company in the medical device industry. Their products include diagnostic testing kits. The company had recently developed OraQuick testing kit, the first over-the-counter home HIV test.

EXFY vs OSUR — Head-to-Head

Bigger by revenue
EXFY
EXFY
1.3× larger
EXFY
$35.2M
$26.8M
OSUR
Growing faster (revenue YoY)
EXFY
EXFY
+23.6% gap
EXFY
-4.9%
-28.5%
OSUR
Faster 2-yr revenue CAGR
EXFY
EXFY
Annualised
EXFY
2.4%
-29.7%
OSUR

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
EXFY
EXFY
OSUR
OSUR
Revenue
$35.2M
$26.8M
Net Profit
$-19.3M
Gross Margin
49.2%
41.0%
Operating Margin
-11.2%
-75.1%
Net Margin
-72.1%
Revenue YoY
-4.9%
-28.5%
Net Profit YoY
-78.7%
EPS (diluted)
$-0.07
$-0.28

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.

Revenue
EXFY
EXFY
OSUR
OSUR
Q4 25
$35.2M
$26.8M
Q3 25
$35.1M
$27.1M
Q2 25
$35.8M
$31.2M
Q1 25
$36.1M
$29.9M
Q4 24
$37.0M
$37.4M
Q3 24
$35.4M
$39.9M
Q2 24
$33.3M
$54.3M
Q1 24
$33.5M
$54.1M
Net Profit
EXFY
EXFY
OSUR
OSUR
Q4 25
$-19.3M
Q3 25
$-2.3M
$-13.7M
Q2 25
$-8.8M
$-19.7M
Q1 25
$-3.2M
$-16.0M
Q4 24
$-10.8M
Q3 24
$-2.2M
$-4.5M
Q2 24
$-2.8M
$-615.0K
Q1 24
$-3.8M
$-3.6M
Gross Margin
EXFY
EXFY
OSUR
OSUR
Q4 25
49.2%
41.0%
Q3 25
49.6%
43.5%
Q2 25
51.9%
42.1%
Q1 25
50.6%
41.1%
Q4 24
51.0%
36.2%
Q3 24
51.6%
42.8%
Q2 24
56.9%
45.4%
Q1 24
56.5%
44.5%
Operating Margin
EXFY
EXFY
OSUR
OSUR
Q4 25
-11.2%
-75.1%
Q3 25
-6.4%
-59.4%
Q2 25
-28.9%
-57.7%
Q1 25
-4.1%
-59.3%
Q4 24
1.3%
-33.2%
Q3 24
0.8%
-15.0%
Q2 24
0.7%
-5.0%
Q1 24
-5.3%
-13.1%
Net Margin
EXFY
EXFY
OSUR
OSUR
Q4 25
-72.1%
Q3 25
-6.6%
-50.6%
Q2 25
-24.6%
-63.0%
Q1 25
-8.8%
-53.6%
Q4 24
-28.8%
Q3 24
-6.2%
-11.3%
Q2 24
-8.3%
-1.1%
Q1 24
-11.3%
-6.6%
EPS (diluted)
EXFY
EXFY
OSUR
OSUR
Q4 25
$-0.07
$-0.28
Q3 25
$-0.03
$-0.19
Q2 25
$-0.10
$-0.26
Q1 25
$-0.03
$-0.21
Q4 24
$-0.03
$-0.14
Q3 24
$-0.02
$-0.06
Q2 24
$-0.03
$-0.01
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
EXFY
EXFY
OSUR
OSUR
Cash + ST InvestmentsLiquidity on hand
$63.1M
$199.3M
Total DebtLower is stronger
Stockholders' EquityBook value
$132.7M
$340.8M
Total Assets
$186.0M
$403.2M
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
EXFY
EXFY
OSUR
OSUR
Q4 25
$63.1M
$199.3M
Q3 25
$61.5M
$216.5M
Q2 25
$60.5M
$234.6M
Q1 25
$59.6M
$247.6M
Q4 24
$48.8M
$267.8M
Q3 24
$39.2M
$278.6M
Q2 24
$53.2M
$267.4M
Q1 24
$49.3M
$263.8M
Stockholders' Equity
EXFY
EXFY
OSUR
OSUR
Q4 25
$132.7M
$340.8M
Q3 25
$135.7M
$362.0M
Q2 25
$131.8M
$380.7M
Q1 25
$134.7M
$396.3M
Q4 24
$128.2M
$410.3M
Q3 24
$119.9M
$425.6M
Q2 24
$114.0M
$425.8M
Q1 24
$106.5M
$426.3M
Total Assets
EXFY
EXFY
OSUR
OSUR
Q4 25
$186.0M
$403.2M
Q3 25
$186.8M
$423.1M
Q2 25
$187.1M
$445.0M
Q1 25
$189.2M
$457.6M
Q4 24
$173.7M
$479.7M
Q3 24
$176.2M
$464.1M
Q2 24
$192.9M
$466.3M
Q1 24
$184.8M
$467.6M

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
EXFY
EXFY
OSUR
OSUR
Operating Cash FlowLast quarter
$2.2M
$-9.0M
Free Cash FlowOCF − Capex
$-9.9M
FCF MarginFCF / Revenue
-37.1%
Capex IntensityCapex / Revenue
3.4%
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters
$-53.2M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
EXFY
EXFY
OSUR
OSUR
Q4 25
$2.2M
$-9.0M
Q3 25
$4.2M
$-10.1M
Q2 25
$8.9M
$-10.2M
Q1 25
$4.8M
$-19.7M
Q4 24
$7.4M
$109.0K
Q3 24
$3.7M
$12.7M
Q2 24
$9.3M
$7.8M
Q1 24
$3.5M
$6.7M
Free Cash Flow
EXFY
EXFY
OSUR
OSUR
Q4 25
$-9.9M
Q3 25
$-11.0M
Q2 25
$-12.2M
Q1 25
$-20.2M
Q4 24
$-347.0K
Q3 24
$12.5M
Q2 24
$6.2M
Q1 24
$5.2M
FCF Margin
EXFY
EXFY
OSUR
OSUR
Q4 25
-37.1%
Q3 25
-40.6%
Q2 25
-38.9%
Q1 25
-67.3%
Q4 24
-0.9%
Q3 24
31.4%
Q2 24
11.5%
Q1 24
9.5%
Capex Intensity
EXFY
EXFY
OSUR
OSUR
Q4 25
3.4%
Q3 25
0.0%
3.4%
Q2 25
6.2%
Q1 25
1.4%
Q4 24
0.0%
1.2%
Q3 24
0.0%
0.4%
Q2 24
0.0%
3.0%
Q1 24
0.0%
2.9%

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

EXFY
EXFY

Segment breakdown not available.

OSUR
OSUR

Product And Services$24.9M93%
Other$1.9M7%

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