Equifax Stock Performance
| EFX Stock | USD 256.83 16.84 6.15% |
The firm shows a Beta (market volatility) of 0.71, which means possible diversification benefits within a given portfolio. As returns on the market increase, Equifax's returns are expected to increase less than the market. However, during the bear market, the loss of holding Equifax is expected to be smaller as well. At this point, Equifax has a negative expected return of -0.22%. Please make sure to confirm Equifax's treynor ratio, accumulation distribution, as well as the relationship between the Accumulation Distribution and price action indicator , to decide if Equifax performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Equifax has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of conflicting performance in the last few months, the Stock's technical and fundamental indicators remain fairly strong which may send shares a bit higher in January 2025. The current disturbance may also be a sign of long term up-swing for the company investors. ...more
Actual Historical Performance (%)
One Day Return (6.15) | Five Day Return (3.19) | Year To Date Return 7.07 | Ten Year Return 216.92 | All Time Return 16.9 K |
Forward Dividend Yield 0.0061 | Payout Ratio 0.2235 | Last Split Factor 2:1 | Forward Dividend Rate 1.56 | Dividend Date 2024-12-13 |
1 | Acquisition by Robert Marcus of 106 shares of Equifax subject to Rule 16b-3 | 09/30/2024 |
2 | Equifax Inc Shares Up 4.28 percent on Nov 25 | 11/25/2024 |
3 | Equifax and Mastercard Partner on Fraud Management in Latin America | 12/06/2024 |
4 | RentRedi Enhances BiggerPockets Partnership with Additional Benefits and Value for Pro Members | 12/10/2024 |
5 | Why Is The Progressive Corporation Among Halvorsens Top Stock Picks Right Now | 12/11/2024 |
6 | AmeriCU Credit Union Now Accepts VantageScore 4.0 for Mortgage Lending, Expanding Opportunities for More Creditworthy Borrowers in the New York Region | 12/12/2024 |
7 | 3 Stocks That May Be Undervalued By The Market In December 2024 | 12/13/2024 |
8 | Do other countries have credit scores | 12/16/2024 |
9 | Tax brackets and more are changing in 2024, 2025 What to know | 12/17/2024 |
| Begin Period Cash Flow | 285.2 M |
Equifax |
Equifax Relative Risk vs. Return Landscape
If you would invest 29,863 in Equifax on September 20, 2024 and sell it today you would lose (4,180) from holding Equifax or give up 14.0% of portfolio value over 90 days. Equifax is generating negative expected returns assuming volatility of 1.7166% on return distribution over 90 days investment horizon. In other words, 15% of stocks are less volatile than Equifax, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Equifax Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Equifax's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Equifax, and traders can use it to determine the average amount a Equifax's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1307
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | EFX |
Estimated Market Risk
| 1.72 actual daily | 15 85% of assets are more volatile |
Expected Return
| -0.22 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.13 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Equifax is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Equifax by adding Equifax to a well-diversified portfolio.
Equifax Fundamentals Growth
Equifax Stock prices reflect investors' perceptions of the future prospects and financial health of Equifax, and Equifax fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Equifax Stock performance.
| Return On Equity | 0.12 | ||||
| Return On Asset | 0.0522 | ||||
| Profit Margin | 0.10 % | ||||
| Operating Margin | 0.17 % | ||||
| Current Valuation | 38.93 B | ||||
| Shares Outstanding | 123.95 M | ||||
| Price To Earning | 32.86 X | ||||
| Price To Book | 6.91 X | ||||
| Price To Sales | 5.70 X | ||||
| Revenue | 5.27 B | ||||
| Gross Profit | 2.94 B | ||||
| EBITDA | 1.57 B | ||||
| Net Income | 545.3 M | ||||
| Cash And Equivalents | 285.2 M | ||||
| Cash Per Share | 1.97 X | ||||
| Total Debt | 5.71 B | ||||
| Debt To Equity | 1.56 % | ||||
| Current Ratio | 0.64 X | ||||
| Book Value Per Share | 39.62 X | ||||
| Cash Flow From Operations | 1.12 B | ||||
| Earnings Per Share | 4.49 X | ||||
| Market Capitalization | 31.83 B | ||||
| Total Asset | 12.28 B | ||||
| Retained Earnings | 5.61 B | ||||
| Working Capital | (662.7 M) | ||||
| Current Asset | 285.6 M | ||||
| Current Liabilities | 427.9 M | ||||
About Equifax Performance
Evaluating Equifax's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Equifax has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Equifax has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 20.26 | 13.16 | |
| Return On Tangible Assets | 0.16 | 0.18 | |
| Return On Capital Employed | 0.09 | 0.09 | |
| Return On Assets | 0.04 | 0.04 | |
| Return On Equity | 0.12 | 0.11 |
Things to note about Equifax performance evaluation
Checking the ongoing alerts about Equifax for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Equifax help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Equifax generated a negative expected return over the last 90 days | |
| Equifax has 5.71 B in debt with debt to equity (D/E) ratio of 1.56, which is OK given its current industry classification. Equifax has a current ratio of 0.63, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for Equifax to invest in growth at high rates of return. | |
| Over 96.0% of Equifax shares are held by institutions such as insurance companies | |
| Latest headline from finance.yahoo.com: Tax brackets and more are changing in 2024, 2025 What to know |
- Analyzing Equifax's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Equifax's stock is overvalued or undervalued compared to its peers.
- Examining Equifax's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Equifax's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Equifax's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Equifax's stock. These opinions can provide insight into Equifax's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Equifax Stock Analysis
When running Equifax's price analysis, check to measure Equifax's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Equifax is operating at the current time. Most of Equifax's value examination focuses on studying past and present price action to predict the probability of Equifax's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Equifax's price. Additionally, you may evaluate how the addition of Equifax to your portfolios can decrease your overall portfolio volatility.