Expensify (NASDAQ:EXFY – Get Free Report) and Kaltura (NASDAQ:KLTR – Get Free Report) are both small-cap business services companies, but which is the superior investment? We will compare the two businesses based on the strength of their profitability, dividends, institutional ownership, valuation, risk, analyst recommendations and earnings.
Insider & Institutional Ownership
68.4% of Expensify shares are held by institutional investors. Comparatively, 30.8% of Kaltura shares are held by institutional investors. 17.3% of Expensify shares are held by insiders. Comparatively, 11.3% of Kaltura shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.
Profitability
This table compares Expensify and Kaltura’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Expensify | -11.81% | -14.72% | -8.89% |
| Kaltura | -20.71% | -139.50% | -20.35% |
Analyst Ratings
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Expensify | 0 | 3 | 1 | 0 | 2.25 |
| Kaltura | 1 | 0 | 1 | 0 | 2.00 |
Expensify presently has a consensus target price of $2.83, indicating a potential downside of 26.41%. Kaltura has a consensus target price of $2.25, indicating a potential downside of 2.60%. Given Kaltura’s higher possible upside, analysts clearly believe Kaltura is more favorable than Expensify.
Volatility and Risk
Expensify has a beta of 1.89, suggesting that its share price is 89% more volatile than the S&P 500. Comparatively, Kaltura has a beta of 1.12, suggesting that its share price is 12% more volatile than the S&P 500.
Earnings & Valuation
This table compares Expensify and Kaltura”s revenue, earnings per share and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Expensify | $137.44 million | 2.16 | -$41.46 million | ($0.18) | -21.39 |
| Kaltura | $177.59 million | 1.95 | -$46.37 million | ($0.26) | -8.88 |
Expensify has higher earnings, but lower revenue than Kaltura. Expensify is trading at a lower price-to-earnings ratio than Kaltura, indicating that it is currently the more affordable of the two stocks.
Summary
Expensify beats Kaltura on 10 of the 13 factors compared between the two stocks.
About Expensify
Expensify, Inc. provides a cloud-based expense management software platform to individuals and corporations, small and midsized businesses, and enterprises in the United States and internationally. The company’s platform enables users to manage corporate cards, pay bills, generate invoices, collect payments, and book travel. It also offers track and submit plans for individuals. The company was founded in 2008 and is based in Portland, Oregon.
About Kaltura
Kaltura, Inc. provides various software-as-a-service (SaaS) products and solutions and a platform-as-a-service (PaaS) in the United States, Europe, the Middle East, Africa, and internationally. The company operates through two segments, Enterprise, Education, and Technology (EE&T); and Media and Telecom (M&T). It offers video products, such as virtual and hybrid events, webinars, video portals, online learning, and content portals for training, marketing, virtual and hybrid events, communication, collaboration, sales, and customer care; and education solutions, such as learning management system video and lecture capture solutions. The company also provides online video experiences, including for over-the-top (OTT) television, cloud TV, web video publishing, video-based teaching, learning, training, video-based marketing, and video-based collaboration. In addition, it offers application programming interfaces (APIs), software development kits, and experience components, including live, real-time and on-demand video, ingestion, transcoding, enrichment, management, distribution, engagement, monetization, and deep viewer analytics, as well as video player, video editor, video capture tool, and chat and networking widgets. The company serves a range of industries, including financial services, high technology, healthcare and pharmaceuticals, education, public sector, media, telecommunications, information technology (IT) and professional services, retail, and manufacturing. Kaltura, Inc. was incorporated in 2006 and is headquartered in New York, New York.
Receive News & Ratings for Expensify Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Expensify and related companies with MarketBeat.com's FREE daily email newsletter.
