Stocks / EFX
EFX stock forecast
EQUIFAX INC · Industrials · Consulting Services
The model's rating
Greatly Underperform
EFX is rated Greatly Underperform as of September 29, 2026: its medium-term return forecast is in the bottom fifth of the stocks the model scores.
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EFX is not among the 20 largest holdings published for 2026 Q4. See the portfolio
EFX against the S&P 500
| Period | EFX | S&P 500 (SPY) |
|---|---|---|
| 1 month | -27.4% | -0.3% |
| 3 months | -15.1% | +2.5% |
| Year to date | -36.2% | +12.7% |
| 1 year | -45.9% | +15.7% |
Total return, dividends included.
Key numbers
| Price | $137.24 |
| Market cap | 16.12 Billion |
| P/E (trailing 12 months) | 23.9 |
| P/S (trailing 12 months) | 2.5 |
| P/B (latest quarter) | 4.6 |
| Gross margin | 55.5% |
| Net profit margin | 10.7% |
| Return on equity | 15.0% |
| Beta | 0.6 |
As of July 21, 2026.
EFX and its closest peers
| Stock | Company | Market cap | Model rating | |
|---|---|---|---|---|
| FDXF | FEDEX FREIGHT HOLDING COMPANY INC | 16.35 Billion | Greatly Outperform | FDXF vs EFX |
| J | JACOBS SOLUTIONS INC | 15.83 Billion | Underperform | EFX vs J |
| IEX | IDEX CORP | 16.81 Billion | Greatly Underperform | IEX vs EFX |
| CHRW | C H ROBINSON WORLDWIDE INC | 17.29 Billion | Underperform | |
| NDSN | NORDSON CORP | 18.26 Billion | Greatly Underperform | |
| SNA | SNAP-ON INC | 18.8 Billion | Outperform |
Questions
What does the Upfront Investment model say about EFX?
The model rates EQUIFAX INC (EFX) "Greatly Underperform" as of September 29, 2026, which means its medium-term return forecast is in the bottom fifth of the stocks the model scores. The rating is a statistical forecast, not a recommendation to buy or sell.
How is the EFX rating produced?
A machine-learning model forecasts each stock's return over the coming months and ranks the forecasts against each other. The label says where this stock's forecast falls in that ranking. It is refreshed whenever the model's data updates, normally every trading day.
Is EFX in the Upfront Investment model portfolio?
EFX is not among the 20 largest holdings published for 2026 Q4.
The rating is the output of a statistical model and can be wrong. It is not investment advice and takes no account of your circumstances. Past performance does not guarantee future results.