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

ATRenew Inc. is the larger business by last-quarter revenue ($43.2M vs $35.2M, roughly 1.2× Expensify, Inc.).

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.

ATRenew Inc. operates a leading pre-owned consumer electronics transaction and servicing ecosystem primarily in China. Its core services include end-to-end device recycling, professional quality inspection, certified refurbishment, and resale of smartphones, laptops, tablets and other digital products, serving both individual consumers and enterprise clients across domestic and select Southeast Asian markets.

EXFY vs RERE — Head-to-Head

Bigger by revenue
RERE
RERE
1.2× larger
RERE
$43.2M
$35.2M
EXFY

Income Statement — Q4 FY2025 vs Q1 FY2023

Metric
EXFY
EXFY
RERE
RERE
Revenue
$35.2M
$43.2M
Net Profit
$7.3M
Gross Margin
49.2%
Operating Margin
-11.2%
Net Margin
16.9%
Revenue YoY
-4.9%
Net Profit YoY
EPS (diluted)
$-0.07

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
RERE
RERE
Q4 25
$35.2M
Q3 25
$35.1M
Q2 25
$35.8M
Q1 25
$36.1M
Q4 24
$37.0M
Q3 24
$35.4M
Q2 24
$33.3M
Q1 24
$33.5M
Net Profit
EXFY
EXFY
RERE
RERE
Q4 25
Q3 25
$-2.3M
Q2 25
$-8.8M
Q1 25
$-3.2M
Q4 24
Q3 24
$-2.2M
Q2 24
$-2.8M
Q1 24
$-3.8M
Gross Margin
EXFY
EXFY
RERE
RERE
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%
Operating Margin
EXFY
EXFY
RERE
RERE
Q4 25
-11.2%
Q3 25
-6.4%
Q2 25
-28.9%
Q1 25
-4.1%
Q4 24
1.3%
Q3 24
0.8%
Q2 24
0.7%
Q1 24
-5.3%
Net Margin
EXFY
EXFY
RERE
RERE
Q4 25
Q3 25
-6.6%
Q2 25
-24.6%
Q1 25
-8.8%
Q4 24
Q3 24
-6.2%
Q2 24
-8.3%
Q1 24
-11.3%
EPS (diluted)
EXFY
EXFY
RERE
RERE
Q4 25
$-0.07
Q3 25
$-0.03
Q2 25
$-0.10
Q1 25
$-0.03
Q4 24
$-0.03
Q3 24
$-0.02
Q2 24
$-0.03
Q1 24
$-0.04

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
EXFY
EXFY
RERE
RERE
Cash + ST InvestmentsLiquidity on hand
$63.1M
$228.0M
Total DebtLower is stronger
Stockholders' EquityBook value
$132.7M
$557.1M
Total Assets
$186.0M
$722.9M
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
EXFY
EXFY
RERE
RERE
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
Stockholders' Equity
EXFY
EXFY
RERE
RERE
Q4 25
$132.7M
Q3 25
$135.7M
Q2 25
$131.8M
Q1 25
$134.7M
Q4 24
$128.2M
Q3 24
$119.9M
Q2 24
$114.0M
Q1 24
$106.5M
Total Assets
EXFY
EXFY
RERE
RERE
Q4 25
$186.0M
Q3 25
$186.8M
Q2 25
$187.1M
Q1 25
$189.2M
Q4 24
$173.7M
Q3 24
$176.2M
Q2 24
$192.9M
Q1 24
$184.8M

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
RERE
RERE
Operating Cash FlowLast quarter
$2.2M
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.

Operating Cash Flow
EXFY
EXFY
RERE
RERE
Q4 25
$2.2M
Q3 25
$4.2M
Q2 25
$8.9M
Q1 25
$4.8M
Q4 24
$7.4M
Q3 24
$3.7M
Q2 24
$9.3M
Q1 24
$3.5M
Capex Intensity
EXFY
EXFY
RERE
RERE
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%

Financial Flow Comparison

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

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