Equifax vs S&P Global
EFX and SPGI 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 SPGI compare
S&P Global is the larger company, worth 6.3 times as much as Equifax ($136B against $21.7B).
On earnings, S&P Global is cheaper: it trades at 28.1× trailing earnings, against 32.4× for Equifax.
Equifax grew revenue faster over the last twelve months (10.3% versus 9.7% for S&P Global).
S&P Global keeps more of each dollar of sales as profit, with a net margin of 30.5% compared with 10.7% at Equifax.
Both pay dividends: Equifax yields 1.2% and S&P Global 0.84%.
S&P Global scores higher on the StockData Score (21 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 | SPGI |
|---|---|---|
| Size and price | ||
| Market cap | $21.7B | $136B |
| Share price | $184.60 | $460.66 |
| Change, 1 year | −13.9% | −6.7% |
| Change, 5 years | −35.1% | 0.08% |
| Beta (5Y) | 1.26 | 0.98 |
| Employees | 15K | 45K |
| StockData Score | ||
| Total score | 16 | 21 (better) |
| Valuation score | 3 (better) | 2 |
| Growth score | 2 | 6 (better) |
| Performance score | 3 | 6 (better) |
| Health score | 4 | 4 |
| Dividend score | 4 (better) | 3 |
| Valuation | ||
| P/E | 32.4× | 28.1× (better) |
| P/S | 3.4× (better) | 8.4× |
| P/B | 5.0× | 4.3× (better) |
| EV/EBITDA | 14.3× (better) | 20.5× |
| P/FCF | 19.6× (better) | 24.4× |
| PEG | – | 2.18 |
| FCF yield | 5.1% (better) | 4.1% |
| Fair value | $193.59 | $453.82 |
| Margin of safety | 4.6% (better) | −1.5% |
| Growth | ||
| Revenue growth (TTM) | 10.3% (better) | 9.7% |
| Revenue growth, 5Y average | 8.0% | 15.6% (better) |
| Net income growth (TTM) | 8.1% | 22.7% (better) |
| EPS growth (TTM) | 11.4% | 26.3% (better) |
| EPS growth, 5Y average | 4.6% | 8.7% (better) |
| Profitability | ||
| Gross margin | 55.5% | 70.9% (better) |
| Operating margin | 17.9% | 44.4% (better) |
| Net margin | 10.7% | 30.5% (better) |
| FCF margin | 17.1% | 34.6% (better) |
| Return on equity | 14.6% | 15.2% (better) |
| Return on invested capital | 8.7% | 13.0% (better) |
| Financial health | ||
| Debt / equity | 1.25 | 0.48 (better) |
| Net debt / EBITDA | 2.80 | 1.54 (better) |
| Interest coverage | 5.2× | 22.7× (better) |
| Current ratio | 0.60 | 0.95 (better) |
| Altman Z-score | 3.27 | 4.30 (better) |
| Piotroski F-score | 8 (better) | 7 |
| Dividends and buybacks | ||
| Dividend yield | 1.2% (better) | 0.84% |
| Payout ratio | 37.0% | 23.5% |
| Years of dividend growth | 1 | 5 (better) |
| Dividend growth, 5Y average | 3.9% | 41.8% (better) |
| Buyback yield | 6.3% (better) | 3.8% |
| Shareholder yield | 7.5% (better) | 4.7% |
| Ownership | ||
| Held by institutions | 102% | 88.0% |
| Held by insiders | 0.72% | 0.11% |
| Insider net buying, 12 months | −$25.4M | $3.6M (better) |
| Superinvestors holding | 5 | 14 (better) |
| Short interest, % of float | 4.5% | 2.2% |
Go deeper
- EFX stock overview
- EFX income statement
- EFX valuation and score
- SPGI stock overview
- SPGI income statement
- SPGI valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.