Equifax vs Moodys
EFX and MCO side by side, both in business services. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How EFX and MCO compare
Moodys is the larger company, worth 3.9 times as much as Equifax ($85.5B against $21.7B).
On earnings, Moodys is cheaper: it trades at 31.3× trailing earnings, against 32.4× for Equifax.
Moodys grew revenue faster over the last twelve months (11.7% versus 10.3% for Equifax).
Moodys keeps more of each dollar of sales as profit, with a net margin of 34.3% compared with 10.7% at Equifax.
Both pay dividends: Equifax yields 1.2% and Moodys 0.82%.
Moodys scores higher on the StockData Score (22 against 16 for Equifax), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | EFX | MCO |
|---|---|---|
| Size and price | ||
| Market cap | $21.7B | $85.5B |
| Share price | $184.60 | $493.91 |
| Change, 1 year | −13.9% | 4.7% |
| Change, 5 years | −35.1% | 27.6% |
| Beta (5Y) | 1.26 | 1.21 |
| Employees | 15K | 5,300 |
| StockData Score | ||
| Total score | 16 | 22 (better) |
| Valuation score | 3 | 3 |
| Growth score | 2 | 5 (better) |
| Performance score | 3 | 6 (better) |
| Health score | 4 | 4 |
| Dividend score | 4 | 4 |
| Valuation | ||
| P/E | 32.4× | 31.3× (better) |
| P/S | 3.4× (better) | 10.5× |
| P/B | 5.0× (better) | 28.3× |
| EV/EBITDA | 14.3× (better) | 22.0× |
| P/FCF | 19.6× (better) | 28.8× |
| PEG | – | 1.39 |
| FCF yield | 5.1% (better) | 3.5% |
| Fair value | $193.59 | $512.62 |
| Margin of safety | 4.6% (better) | 3.6% |
| Growth | ||
| Revenue growth (TTM) | 10.3% | 11.7% (better) |
| Revenue growth, 5Y average | 8.0% (better) | 7.5% |
| Net income growth (TTM) | 8.1% | 31.1% (better) |
| EPS growth (TTM) | 11.4% | 34.0% (better) |
| EPS growth, 5Y average | 4.6% | 7.8% (better) |
| Profitability | ||
| Gross margin | 55.5% | 75.0% (better) |
| Operating margin | 17.9% | 44.8% (better) |
| Net margin | 10.7% | 34.3% (better) |
| FCF margin | 17.1% | 36.4% (better) |
| Return on equity | 14.6% | 80.2% (better) |
| Return on invested capital | 8.7% | 33.3% (better) |
| Financial health | ||
| Debt / equity | 1.25 (better) | 2.30 |
| Net debt / EBITDA | 2.80 | 1.31 (better) |
| Interest coverage | 5.2× | – |
| Current ratio | 0.60 | 1.19 (better) |
| Altman Z-score | 3.27 | 7.70 (better) |
| Piotroski F-score | 8 | 8 |
| Dividends and buybacks | ||
| Dividend yield | 1.2% (better) | 0.82% |
| Payout ratio | 37.0% | 25.0% |
| Years of dividend growth | 1 | 16 (better) |
| Dividend growth, 5Y average | 3.9% | 10.9% (better) |
| Buyback yield | 6.3% (better) | 3.6% |
| Shareholder yield | 7.5% (better) | 4.5% |
| Ownership | ||
| Held by institutions | 102% | 91.5% |
| Held by insiders | 0.72% | 0.12% |
| Insider net buying, 12 months | −$25.4M | −$13.0M (better) |
| Superinvestors holding | 5 | 12 (better) |
| Short interest, % of float | 4.5% | 1.6% |
Go deeper
- EFX stock overview
- EFX income statement
- EFX valuation and score
- MCO stock overview
- MCO income statement
- MCO valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.