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 4.0 times as much as Equifax ($87.6B against $22.0B).
On earnings, Equifax is cheaper: it trades at 30.4× trailing earnings, against 31.0× for Moodys.
Equifax grew revenue faster over the last twelve months (10.9% versus 9.0% for Moodys).
Moodys keeps more of each dollar of sales as profit, with a net margin of 35.3% compared with 11.3% at Equifax.
Both pay dividends: Equifax yields 1.2% and Moodys 0.79%.
Moodys scores higher on the StockData Score (21 against 18 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 | $22.0B | $87.6B |
| Share price | $188.12 | $508.20 |
| Change, 1 year | −9.7% | 3.5% |
| Change, 5 years | −34.9% | 31.2% |
| Beta (5Y) | 1.24 | 1.19 |
| Employees | 15K | 5,300 |
| StockData Score | ||
| Total score | 18 | 21 (better) |
| Valuation score | 3 | 3 |
| Growth score | 2 | 4 (better) |
| Performance score | 4 | 6 (better) |
| Health score | 5 (better) | 4 |
| Dividend score | 4 | 4 |
| Valuation | ||
| P/E | 30.4× (better) | 31.0× |
| P/S | 3.3× (better) | 10.7× |
| P/B | 4.9× (better) | 26.8× |
| EV/EBITDA | 13.5× (better) | 22.5× |
| P/FCF | 19.9× (better) | 29.4× |
| PEG | – | 1.38 |
| FCF yield | 5.0% (better) | 3.4% |
| Fair value | $230.64 | $520.91 |
| Margin of safety | 18.4% (better) | 2.4% |
| Growth | ||
| Revenue growth (TTM) | 10.9% (better) | 9.0% |
| Revenue growth, 5Y average | 8.0% (better) | 7.5% |
| Net income growth (TTM) | 12.8% | 28.5% (better) |
| EPS growth (TTM) | 17.5% | 31.9% (better) |
| EPS growth, 5Y average | 4.6% | 7.8% (better) |
| Profitability | ||
| Gross margin | 55.2% | 74.6% (better) |
| Operating margin | 18.8% | 44.6% (better) |
| Net margin | 11.3% | 35.3% (better) |
| FCF margin | 16.7% | 36.4% (better) |
| Return on equity | 15.8% | 79.8% (better) |
| Return on invested capital | 9.5% | 33.0% (better) |
| Financial health | ||
| Debt / equity | 1.16 (better) | 2.11 |
| Net debt / EBITDA | 2.51 | 1.28 (better) |
| Interest coverage | 5.4× | – |
| Current ratio | 1.09 | 1.29 (better) |
| Altman Z-score | 3.51 | 7.89 (better) |
| Piotroski F-score | 8 | 8 |
| Dividends and buybacks | ||
| Dividend yield | 1.2% (better) | 0.79% |
| Payout ratio | 35.0% | 24.6% |
| Years of dividend growth | 1 | 16 (better) |
| Dividend growth, 5Y average | 3.9% | 10.9% (better) |
| Buyback yield | 5.2% (better) | 3.4% |
| Shareholder yield | 6.4% (better) | 4.2% |
| Ownership | ||
| Held by institutions | 102% | 91.9% |
| Held by insiders | 0.68% | 0.12% |
| Insider net buying, 12 months | −$35.4M | −$19.0M (better) |
| Superinvestors holding | 5 | 12 (better) |
| Short interest, % of float | 4.9% | 1.8% |
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.