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Side-by-side financial comparison of Expensify, Inc. (EXFY) and Plymouth Industrial REIT, Inc. (PLYM). Click either name above to swap in a different company.
Plymouth Industrial REIT, Inc. is the larger business by last-quarter revenue ($51.2M vs $35.2M, roughly 1.5× Expensify, Inc.). On growth, Plymouth Industrial REIT, Inc. posted the faster year-over-year revenue change (-1.4% vs -4.9%). Over the past eight quarters, Expensify, Inc.'s revenue compounded faster (2.4% CAGR vs 0.4%).
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.
Plymouth Industrial REIT, Inc. is a real estate investment trust focused on owning, operating, and acquiring high-quality industrial properties including distribution centers, warehouses, and light industrial facilities across key U.S. logistics hubs. It serves tenants in e-commerce, retail, manufacturing, and third-party logistics sectors, supporting diverse business supply chain needs.
EXFY vs PLYM — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $35.2M | $51.2M |
| Net Profit | — | $-54.4M |
| Gross Margin | 49.2% | — |
| Operating Margin | -11.2% | -102.5% |
| Net Margin | — | -106.3% |
| Revenue YoY | -4.9% | -1.4% |
| Net Profit YoY | — | -248.5% |
| EPS (diluted) | $-0.07 | $-1.23 |
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 | — | ||
| Q3 25 | $35.1M | $51.2M | ||
| Q2 25 | $35.8M | $47.2M | ||
| Q1 25 | $36.1M | $45.6M | ||
| Q4 24 | $37.0M | $47.6M | ||
| Q3 24 | $35.4M | $51.9M | ||
| Q2 24 | $33.3M | $48.7M | ||
| Q1 24 | $33.5M | $50.2M |
| Q4 25 | — | — | ||
| Q3 25 | $-2.3M | $-54.4M | ||
| Q2 25 | $-8.8M | $-6.1M | ||
| Q1 25 | $-3.2M | $5.8M | ||
| Q4 24 | — | $147.4M | ||
| Q3 24 | $-2.2M | $-15.6M | ||
| Q2 24 | $-2.8M | $1.3M | ||
| Q1 24 | $-3.8M | $6.2M |
| Q4 25 | 49.2% | — | ||
| Q3 25 | 49.6% | — | ||
| Q2 25 | 51.9% | — | ||
| Q1 25 | 50.6% | — | ||
| Q4 24 | 51.0% | — | ||
| Q3 24 | 51.6% | — | ||
| Q2 24 | 56.9% | — | ||
| Q1 24 | 56.5% | — |
| Q4 25 | -11.2% | — | ||
| Q3 25 | -6.4% | -102.5% | ||
| Q2 25 | -28.9% | -10.3% | ||
| Q1 25 | -4.1% | — | ||
| Q4 24 | 1.3% | — | ||
| Q3 24 | 0.8% | -29.6% | ||
| Q2 24 | 0.7% | 2.7% | ||
| Q1 24 | -5.3% | — |
| Q4 25 | — | — | ||
| Q3 25 | -6.6% | -106.3% | ||
| Q2 25 | -24.6% | -12.9% | ||
| Q1 25 | -8.8% | 12.8% | ||
| Q4 24 | — | 309.9% | ||
| Q3 24 | -6.2% | -30.1% | ||
| Q2 24 | -8.3% | 2.7% | ||
| Q1 24 | -11.3% | 12.4% |
| Q4 25 | $-0.07 | — | ||
| Q3 25 | $-0.03 | $-1.23 | ||
| Q2 25 | $-0.10 | $-0.14 | ||
| Q1 25 | $-0.03 | $0.13 | ||
| Q4 24 | $-0.03 | $3.24 | ||
| Q3 24 | $-0.02 | $-0.35 | ||
| Q2 24 | $-0.03 | $0.03 | ||
| Q1 24 | $-0.04 | $0.14 |
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 | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $132.7M | $470.1M |
| Total Assets | $186.0M | $1.6B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $63.1M | — | ||
| Q3 25 | $61.5M | — | ||
| Q2 25 | $60.5M | — | ||
| Q1 25 | $59.6M | — | ||
| Q4 24 | $48.8M | — | ||
| Q3 24 | $39.2M | — | ||
| Q2 24 | $53.2M | — | ||
| Q1 24 | $49.3M | — |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $646.4M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $132.7M | — | ||
| Q3 25 | $135.7M | $470.1M | ||
| Q2 25 | $131.8M | $539.6M | ||
| Q1 25 | $134.7M | $571.0M | ||
| Q4 24 | $128.2M | $579.5M | ||
| Q3 24 | $119.9M | $436.5M | ||
| Q2 24 | $114.0M | $475.2M | ||
| Q1 24 | $106.5M | $484.6M |
| Q4 25 | $186.0M | — | ||
| Q3 25 | $186.8M | $1.6B | ||
| Q2 25 | $187.1M | $1.6B | ||
| Q1 25 | $189.2M | $1.4B | ||
| Q4 24 | $173.7M | $1.4B | ||
| Q3 24 | $176.2M | $1.5B | ||
| Q2 24 | $192.9M | $1.4B | ||
| Q1 24 | $184.8M | $1.4B |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.12× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $20.0M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $2.2M | — | ||
| Q3 25 | $4.2M | $20.0M | ||
| Q2 25 | $8.9M | $23.4M | ||
| Q1 25 | $4.8M | $15.6M | ||
| Q4 24 | $7.4M | $96.1M | ||
| Q3 24 | $3.7M | $17.6M | ||
| Q2 24 | $9.3M | $19.9M | ||
| Q1 24 | $3.5M | $16.6M |
| Q4 25 | — | — | ||
| Q3 25 | 0.0% | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.0% | — | ||
| Q3 24 | 0.0% | — | ||
| Q2 24 | 0.0% | — | ||
| Q1 24 | 0.0% | — |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 2.67× | ||
| Q4 24 | — | 0.65× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 15.12× | ||
| Q1 24 | — | 2.67× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
