Reading the tape
NYSE: EFX
Equifax Inc.
Industrials · Consulting Services
Market Cap
$21.21B
52w High
$281.03
52w Low
$166.02
P/E
30.20
Volume
1.40M
Outstanding Shares
120.63M
Price vs Fundamentals
Why The Stock Is Moving
Likely multiple compressionHigh confidence
1Y Price: -35.16%Revenue (TTM): 9.55%FCF (TTM): 40.82%P/FCF: 0th pct
What changed
The stock fell 35.16% over the last year. Revenue grew 9.55% over the trailing twelve months. Operating margin moved from 18.37% to 18.26%. Free cash flow grew 40.82% over the trailing twelve months.
What the market seems to be pricing
Visible fundamentals weakened far less than the stock price, and the shares now sit around the 0th percentile of their historical P/FCF range. That looks more like a rerating of the multiple than a collapse in the business.
What would invalidate this read
This read changes if operating margin (currently 18.26%) continues to decline, or if revenue growth turns negative. The bull case requires the business to hold its current trajectory.
Company profile
Equifax Inc. provides information solutions and human resources business process automation outsourcing services for businesses, governments, and consumers.
CEOMark W. Begor
SectorIndustrials
IndustryConsulting Services
Employees15,000
IPO dateMar 17, 1980
Valuation
Forward P/E—
EV/EBITDA17.32
Enterprise value$31.64B
Stock splits
Dec 18, 1995↑ Forward
Every 1 shares became 2
Dec 19, 1989↑ Forward
Every 1 shares became 2
Mar 27, 1986↑ Forward
Every 1 shares became 2
Mar 21, 1985↑ Forward
Every 2 shares became 3
Sep 16, 1982↑ Forward
Every 1 shares became 2
Profitability & growth
Revenue growth14.35%
Gross margin44.67%▼19.87%vs FY2024
Operating margin18.26%▼1.71%vs FY2024
ROE14.34%▲13.88%vs FY2024
Analyst consensus
RatingBuy
Target price$227.60▲29.44%
21
Buy
12
Hold
1
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Jul 21, 2026
Q3 FY26 · EPS est $2.25 · Revenue est $1.7B
View
Dividends
$2.06/shareQuarterlyDividend Achiever · 17yrSafeEFX pays a dividend with a 1.17% dividend yield, 17 consecutive years of growth, growing at 3.91% annually, covered 4.9× by free cash flow.
Dividend Yield
1.17%
Annual Div / Share
$2.06
5yr CAGR
+3.91%
Doubles every ~18.1yr
Payout Ratio
35.98%
Safe
Dividend Growth Rate
3yr CAGR
+6.61%
5yr CAGR
+3.91%
10yr CAGR
+5%
Dividend Safety
10/10Safe
Dividend History
Annual dividends paid per share
YearAnnual DivYoY
2025$1.89+21.2%
2024$1.56+0.0%
2023$1.56+0.0%
2022$1.56+0.0%
2021$1.56+0.0%
2020$1.56+0.0%
2019$1.56+0.0%
Income Projection
Invest
$
Growth rate:
Reinvest dividends
Today
$12/yr
$1/mo
In 5 yrs
$14/yr+21%
$1/mo
In 10 yrs
$17/yr+47%
$1/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$12/yr $1/mo | $14/yr+21% $1/mo | $17/yr+47% $1/mo |
Yield-on-cost grows from 1.17% → 1.72% over 10yr
Analysis
Dividend Strengths
Dividend Achiever
EFX has raised its dividend for 17 consecutive years — qualifying as a Dividend Achiever, demonstrating long-term commitment to shareholder income.
Well-covered by free cash flow
The dividend is covered 4.9× by free cash flow, indicating the company generates sufficient cash to sustain and potentially grow the payout without straining its finances.
Risks to Watch
No strong risk signal stands out from the latest period pair.
Congressional Activity
Congress Trades in EFX
STOCK Act disclosures from senators and representatives.
Gilbert Cisneros
CAhouseDemocratPurchase2026-03-13$1,001 - $15,000+26d to disclose