Last Price$239.5(4.2%)
Market Cap$30.3B
LTM ROIC - WACC
(2.4%)
5Y avg
(1.1%)
Consulting Services industry
median
2.9%
Stock quality & Intrinsic value
7/10
(0.5%) overvalued
Equifax Inc. ROIC - WACC
Annual
Quarterly
LTM
Industry median
Company stand-alone
Crunching data... Almost there!
| Dec'05 | Dec'06 | Dec'07 | Dec'08 | Dec'09 | Dec'10 | Dec'11 | Dec'12 | Dec'13 | Dec'14 | Dec'15 | Dec'16 | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROIC - WACC | 6.7% | 10.5% | 5.3% | 2.3% | 0.6% | 0.7% | 1.0% | 0.3% | 1.7% | 2.5% | 3.1% | 3.2% | 2.6% | (1.9%) | (11.6%) | 0.6% | 3.3% | (0.8%) | (2.2%) | (2.4%) |
Overvalued or undervalued?
Check the intrinsic value for EFX
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Equifax Inc. (EFX) ROIC - WACC comparison analysis
General
LTM ROIC - WACC
OTHER METRICS
Company name
Revenue growth
EPS growth
Net Income margin
Equifax Inc.EFX
(2.4%)
7.9%
9.9%
10.6%
Median Peer Set
3.0%
5.0%
16.9%
6.8%
Verisk Analytics, Inc.VRSK
40.5%
(72.6%)
(99.7%)
0.2%
Exponent, Inc.EXPO
18.3%
4.1%
8.7%
19.5%
Booz Allen Hamilton Holding CorporationBAH
13.5%
15.2%
126.0%
5.7%
Franklin Covey Co.FC
13.5%
2.4%
36.9%
8.1%
Huron Consulting Group Inc.HURN
3.1%
8.8%
96.4%
7.7%
CRA International, Inc.CRAI
2.9%
10.2%
25.0%
6.8%
FTI Consulting, Inc.FCN
2.9%
6.0%
(1.7%)
7.6%
ICF International, Inc.ICFI
1.3%
2.9%
33.9%
5.5%
TransUnionTRU
(2.9%)
9.2%
N/A
6.8%
Resources Connection, Inc.RGP
(25.1%)
(18.4%)
(61.3%)
3.3%
EFX key stats
USD
Millions
Billions
Annual
Quarterly
Trailing
Key stats
Income statement
Balance sheet
Cash Flow Statement
Valuation
Ratios
Per share
Per employee
Dividends & Yields
| Dec'05 | Dec'06 | Dec'07 | Dec'08 | Dec'09 | Dec'10 | Dec'11 | Dec'12 | Dec'13 | Dec'14 | Dec'15 | Dec'16 | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
% growth | 1,443.4 13.4% | 1,546.3 7.1% | 1,843.0 19.2% | 1,935.7 5.0% | 1,824.5 (5.7%) | 1,859.5 1.9% | 1,959.8 5.4% | 2,073.0 5.8% | 2,303.9 11.1% | 2,436.4 5.8% | 2,663.6 9.3% | 3,144.9 18.1% | 3,362.2 6.9% | 3,412.1 1.5% | 3,507.6 2.8% | 4,127.5 17.7% | 4,923.9 19.3% | 5,122.2 4.0% | 5,265.2 2.8% | 5,681.1 7.9% |
| Cost of Goods Sold (COGS) | 594.2 | 626.4 | 752.0 | 778.8 | 767.8 | 759.9 | 768.5 | 759.5 | 787.3 | 844.7 | 887.4 | 1,113.4 | 1,210.7 | 1,440.4 | 1,521.7 | 1,737.4 | 1,980.9 | 2,177.2 | 2,335.1 | 2,518.7 |
% margin | 849.2 58.8% | 919.9 59.5% | 1,091.0 59.2% | 1,156.9 59.8% | 1,056.7 57.9% | 1,099.6 59.1% | 1,191.3 60.8% | 1,313.5 63.4% | 1,516.6 65.8% | 1,591.7 65.3% | 1,776.2 66.7% | 2,031.5 64.6% | 2,151.5 64.0% | 1,971.7 57.8% | 1,985.9 56.6% | 2,390.1 57.9% | 2,943.0 59.8% | 2,945.0 57.5% | 2,930.1 55.7% | 3,162.4 55.7% |
| Operating Expenses | 427.2 | 483.8 | 604.8 | 679.7 | 649.1 | 669.6 | 720.3 | 833.5 | 905.4 | 953.5 | 1,082.3 | 1,213.6 | 1,326.9 | 1,523.7 | 2,321.3 | 1,713.5 | 1,805.0 | 1,889.0 | 1,996.5 | 2,120.3 |
| Research & Development Expenses (R&D) | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Selling, General & Administrative Expenses (SG&A) | 345.0 | 401.0 | 477.1 | 524.3 | 490.3 | 507.4 | 554.8 | 673.5 | 715.8 | 751.7 | 884.3 | 948.2 | 1,039.1 | 1,213.3 | 1,990.2 | 1,322.5 | 1,324.6 | 1,328.9 | 1,385.7 | 1,450.5 |
% margin | 422.0 29.2% | 436.1 28.2% | 486.2 26.4% | 477.2 24.7% | 407.6 22.3% | 430.0 23.1% | 471.0 24.0% | 480.0 23.2% | 611.2 26.5% | 638.2 26.2% | 693.9 26.1% | 817.9 26.0% | 824.6 24.5% | 448.0 13.1% | (321.3) (9.2%) | 676.6 16.4% | 1,138.0 23.1% | 1,056.0 20.6% | 933.6 17.7% | 1,042.1 18.3% |
| Interest Income | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 111.7 | 141.6 | 145.6 | 183.0 | 0.0 | 0.0 |
| Interest Expense | 0.0 | 0.0 | 58.5 | 71.3 | 57.0 | 56.1 | 55.1 | 55.4 | 70.2 | 68.6 | 63.8 | 92.1 | 92.8 | 103.5 | 111.7 | 141.6 | 145.6 | 183.0 | 241.4 | 229.1 |
| Pre-tax Income | 390.7 | 415.9 | 424.6 | 405.9 | 356.6 | 375.2 | 408.2 | 431.3 | 530.4 | 574.2 | 636.6 | 728.2 | 746.6 | 356.3 | (433.0) | 685.2 | 949.2 | 929.7 | 717.9 | 810.5 |
% effective tax rate | 144.2 36.9% | 141.4 34.0% | 151.9 35.8% | 133.1 32.8% | 116.1 32.6% | 131.9 35.2% | 168.0 41.2% | 156.0 36.2% | 188.9 35.6% | 200.2 34.9% | 201.8 31.7% | 233.1 32.0% | 148.6 19.9% | 50.0 14.0% | (40.2) 9.3% | 159.0 23.2% | 200.7 21.1% | 229.5 24.7% | 166.2 23.2% | 203.2 25.1% |
% margin | 246.5 17.1% | 274.5 17.8% | 272.7 14.8% | 272.8 14.1% | 233.9 12.8% | 266.7 14.3% | 232.9 11.9% | 272.1 13.1% | 351.8 15.3% | 367.4 15.1% | 429.1 16.1% | 488.8 15.5% | 587.3 17.5% | 299.8 8.8% | (392.8) (11.2%) | 520.1 12.6% | 744.2 15.1% | 696.2 13.6% | 545.3 10.4% | 604.1 10.6% |
| EPS | 1.90 | 2.16 | 2.07 | 2.13 | 1.85 | 2.14 | 1.91 | 2.27 | 2.90 | 3.03 | 3.61 | 4.10 | 4.89 | 2.49 | (3.25) | 4.28 | 6.11 | 5.69 | 4.44 | 4.88 |
| Diluted EPS | 1.86 | 2.12 | 2.02 | 2.09 | 1.83 | 2.11 | 1.88 | 2.22 | 2.84 | 2.97 | 3.55 | 4.04 | 4.83 | 2.47 | (3.25) | 4.24 | 6.02 | 5.65 | 4.40 | 4.84 |
% margin | 504.2 34.9% | 518.9 33.6% | 610.9 33.1% | 636.4 32.9% | 572.4 31.4% | 593.5 31.9% | 625.9 31.9% | 650.1 31.4% | 810.8 35.2% | 842.4 34.6% | 914.6 34.3% | 1,116.9 35.5% | 1,013.9 30.2% | 770.2 22.6% | 29.0 0.8% | 1,217.8 29.5% | 1,575.2 32.0% | 1,672.8 32.7% | 1,579.1 30.0% | 1,720.2 30.3% |
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FAQ
1) What is Equifax Inc.'s ROIC - WACC?
As of today, Microsoft Corp's last 12-month ROIC - WACC is (2.4%), based on the financial report for Dec 31, 2024 (Q4’2024). The average annual ROIC - WACC for Equifax Inc. have been (0.7%) over the past three years, and (1.2%) over the past five years.
2) Is Equifax Inc.'s ROIC - WACC Good?
As of today, Equifax Inc.'s ROIC - WACC is (2.4%), which is lower than industry median of 2.9%. It indicates that Equifax Inc.'s ROIC - WACC is Bad.