Inside the research
Equifax Inc.
EFX Research profile · latest available data
Price overview
$148.11
▼ -0.69 (-0.5%)
| 52w hi | $253.63 |
|---|---|
| 52w lo | $148.11 |
| Vol | 3.03M |
| As of | 25 Sep 2026 |
The Verdict
Our score -0.55
| Short | -0.85 |
|---|---|
| Medium | -0.44 |
| Long | -0.13 |
computed 2026-09-27
Key fundamentals
Equifax Inc.
Industrials · Consulting Services
| Market cap | $17.40B |
|---|---|
| Enterprise value | $22.84B |
| Trailing P/E | 26.03x |
| Forward P/E | 14.58x |
| EV / EBITDA | 11.87x |
| P / S (ttm) | 2.70x |
| Profit margin | 10.7% |
| Return on equity | 14.3% |
| Revenue growth | +10.6% |
| Earnings growth | +0.7% |
| Debt / equity | 120.96 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.22 | |
| Sector | -0.01 | |
| Technical | -0.19 | |
| Earnings | +0.00 | |
| Sentiment | -0.75 |
macro × 1.00 · 2026-09-27
Business overview
Equifax Inc. operates as a data, analytics, and technology company. The company operates through three segments: Workforce Solutions, U.S. Information Solutions (USIS), and International. The Workforce Solutions segment offers services that enables customers to verify income, employment, educational history, criminal justice data, healthcare professional licensure, and sanctions of people in the United States; and employer customers with services that that assist them in complying with and automating certain payroll-related and human resource management processes throughout the entire cycle of the employment relationship. The U.S. Information Solutions segment provides consumer and commercial information services, such as credit information and credit scoring, credit modeling and portfolio analytics, locate, fraud detection and prevention, identity verification, and other consulting services; mortgage services; financial marketing services; identity management services; and credit monitoring products. The International segment offers information service products, which include consumer and commercial services comprising credit and financial information, and credit scoring and modeling; and credit and other marketing products and services, as well as information, technology, and services to support debt collections and recovery management. The company also provides information solutions for businesses, governments and consumers; and human resources business process automation and outsourcing services for employers. It operates in Argentina, Australia, Brazil, Canada, Chile, Costa Rica, Dominican Republic, Ecuador, El Salvador, Honduras, India, Ireland, Mexico, New Zealand, Paraguay, Peru, Portugal, Spain, the United Kingdom, Uruguay, and the United States. The company was founded in 1899 and is headquartered in Atlanta, Georgia.
Risk Metrics
| Beta vs SPX | 0.92 |
|---|---|
| Corr SPX | 0.40 |
| Annual vol | 37.2% |
| Annual ret | -28.2% |
| Sharpe | -0.76 |
| Max DD | -50.7% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $227.90 |
|---|---|
| High / Low | $270.00 / $195.00 |
| Median | $225.00 |
| Analysts | 21 |
| Strong Buy | 4 | |
|---|---|---|
| Buy | 13 | |
| Hold | 7 | |
| Sell | 0 | |
| Strong Sell | 0 |
Recent rating actions
| 2026-04-27 | Needham | → Buy |
| 2026-04-23 | UBS | → Buy |
| 2026-04-22 | Wells Fargo | → Overweight |
| 2026-04-22 | Needham | → Buy |
| 2026-04-22 | Baird | → Outperform |
| 2026-04-16 | Mizuho | → Outperform |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-07-29 | Other Material Event, Exhibits | read |
| 2026-07-21 | Earnings Release, Exhibits | read |
| 2026-06-16 | Bylaws Amendment, Exhibits | read |
| 2026-05-13 | Shareholder Vote | read |
| 2026-04-24 | Material Agreement, Material Obligation… | read |
| 2026-04-21 | Earnings Release, Exhibits | read |
| 2026-02-04 | Earnings Release, Exhibits | read |
| 2025-10-21 | Earnings Release, Exhibits | read |
| 2025-07-22 | Earnings Release, Exhibits | read |
| 2025-05-30 | Officer / Director Change | read |
| 2025-05-09 | Shareholder Vote | read |
| 2025-04-22 | Earnings Release, Exhibits | read |
Flow & Concentration
| Insider 180d net | $0 |
|---|---|
| Insider buys / sells | 0 / 0 |
| Insider bias | Neutral |
| 13F holders | 8 |
| Top-5 share | 97.5% |
| HHI | 3,202 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| State Street Corp | $825.28M | 5.20M |
| AQR Capital Management | $415.92M | 2.67M |
| Fidelity / FMR LLC | $214.24M | 1.35M |
| Capital Research / Capital World | $154.56M | 973.76K |
| Citadel Advisors | $50.25M | 316.62K |
| Millennium Management | $35.67M | 224.71K |
| Renaissance Technologies | $5.78M | 36.40K |
| T. Rowe Price Group | $310.79K | 1.96M |
As of 2026-06-30
Dividends
| Yield (TTM) | 0.72% |
|---|---|
| $ / share (TTM) | $1.06 |
| 5y CAGR | +3.9% |
Annual dividend per share
| 2021 | $1.56 |
|---|---|
| 2022 | $1.56 |
| 2023 | $1.56 |
| 2024 | $1.56 |
| 2025 | $1.89 |
| 2026 | $0.56 |
SEC Filings
The Long Run
FY 2010–2025 · 16 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $5.27B | +30.1% | |
| Operating income | $1.10B | +7.8% | |
| Net income | $545.30M | +5.7% | |
| Cash from ops | $1.32B | +7.5% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $148.60 | $150.07 | $146.80 | $148.11 | 3.03M |
| Sep 24 | $155.32 | $157.20 | $148.11 | $148.80 | 1.83M |
| Sep 23 | $159.62 | $160.37 | $154.67 | $155.32 | 1.55M |
| Sep 22 | $160.44 | $162.53 | $157.85 | $159.78 | 1.53M |
| Sep 21 | $160.32 | $160.62 | $157.50 | $158.62 | 1.44M |
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