CASS vs EXFY
CASS: A specialized B2B payment and information processing company that integrates invoice auditing, expense management, and banking services for large-scale corporate operations. EXFY: A mobile-first expense management platform with patented receipt scanning technology serving SMBs and enterprises through a bottom-up, self-service adoption model.
Side-by-side fundamentals
| Metric | CASS | EXFY | Edge |
|---|---|---|---|
| Price as of 2026-07-23 close | $53.97 | $1.74 | |
| Market cap as of 2026-07-27 | $698M | $166M | |
| P/E as of 2026-07-27 | 19.02 | n/a | |
| PEG as of 2026-07-27 | 0.40 | -0.07 | EXFY lower |
| Net margin as of 2026-07-27 | +17.1% | -14.7% | CASS higher |
| Gross margin as of 2026-07-27 | +92.6% | +49.6% | CASS higher |
| Operating margin as of 2026-07-27 | +21.2% | -13.2% | CASS higher |
| ROE as of 2026-07-27 | +15.1% | -15.3% | CASS higher |
| ROA as of 2026-07-27 | +1.5% | -11.0% | CASS higher |
| Debt / equity as of 2026-07-27 | 2.92 | 0.00 | EXFY lower |
| Revenue growth (YoY) as of 2026-07-27 | +4.3% | -1.3% | CASS higher |
| Revenue CAGR (3y) SEC XBRL | +1.5% | -5.7% | CASS higher |
| Dividend yield as of 2026-07-27 | +2.4% | n/a | |
| Dividend streak (yrs) SEC XBRL | 5 | n/a | |
| Beta as of 2026-07-27 | 0.43 | 1.68 | |
| 1-year return as of 2026-07-23 close | +29.3% | -22.5% | CASS higher |
Fundamentals: Finnhub, as of 2026-07-27. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-23.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.