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 6.2 times as much as Equifax ($137B against $22.0B).
On earnings, S&P Global is cheaper: it trades at 28.2× trailing earnings, against 30.4× for Equifax.
S&P Global grew revenue faster over the last twelve months (18.2% versus 10.9% for Equifax).
S&P Global keeps more of each dollar of sales as profit, with a net margin of 29.0% compared with 11.3% at Equifax.
Both pay dividends: Equifax yields 1.2% and S&P Global 0.82%.
S&P Global 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 | SPGI |
|---|---|---|
| Size and price | ||
| Market cap | $22.0B | $137B |
| Share price | $188.41 | $473.38 |
| Change, 1 year | −9.8% | −4.6% |
| Change, 5 years | −34.8% | 2.6% |
| Beta (5Y) | 1.24 | 0.97 |
| Employees | 15K | 45K |
| StockData Score | ||
| Total score | 18 | 21 (better) |
| Valuation score | 3 (better) | 2 |
| Growth score | 2 | 6 (better) |
| Performance score | 4 | 6 (better) |
| Health score | 5 (better) | 4 |
| Dividend score | 4 (better) | 3 |
| Valuation | ||
| P/E | 30.4× | 28.2× (better) |
| P/S | 3.3× (better) | 8.0× |
| P/B | 4.9× (better) | 7.0× |
| EV/EBITDA | 13.6× (better) | 19.0× |
| P/FCF | 20.0× (better) | 23.5× |
| PEG | – | 2.19 |
| FCF yield | 5.0% (better) | 4.3% |
| Fair value | $232.50 | $465.01 |
| Margin of safety | 19.0% (better) | −1.8% |
| Growth | ||
| Revenue growth (TTM) | 10.9% | 18.2% (better) |
| Revenue growth, 5Y average | 8.0% | 15.6% (better) |
| Net income growth (TTM) | 12.8% | 18.2% (better) |
| EPS growth (TTM) | 17.5% | 22.3% (better) |
| EPS growth, 5Y average | 4.6% | 8.7% (better) |
| Profitability | ||
| Gross margin | 55.2% | 70.9% (better) |
| Operating margin | 18.8% | 45.1% (better) |
| Net margin | 11.3% | 29.0% (better) |
| FCF margin | 16.7% | 33.9% (better) |
| Return on equity | 15.8% | 18.9% (better) |
| Return on invested capital | 9.5% | 16.2% (better) |
| Financial health | ||
| Debt / equity | 1.16 | 0.66 (better) |
| Net debt / EBITDA | 2.51 | 1.37 (better) |
| Interest coverage | 5.4× | 24.0× (better) |
| Current ratio | 1.09 (better) | 0.74 |
| Altman Z-score | 3.51 | 4.92 (better) |
| Piotroski F-score | 8 (better) | 7 |
| Dividends and buybacks | ||
| Dividend yield | 1.2% (better) | 0.82% |
| Payout ratio | 35.0% | 23.0% |
| Years of dividend growth | 1 | 5 (better) |
| Dividend growth, 5Y average | 3.9% | 41.8% (better) |
| Buyback yield | 5.2% (better) | 4.8% |
| Shareholder yield | 6.4% (better) | 5.6% |
| Ownership | ||
| Held by institutions | 102% | 89.5% |
| Held by insiders | 0.69% | 0.11% |
| Insider net buying, 12 months | −$32.5M | $3.6M (better) |
| Superinvestors holding | 5 | 14 (better) |
| Short interest, % of float | 4.9% | 1.5% |
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.