Equifax Stock Buy Hold or Sell Recommendation
| EFX Stock | USD 242.62 1.00 0.41% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Equifax is 'Hold'. A buy or sell recommendation is an automated directive regarding whether to purchase or sell Equifax given historical horizon and risk tolerance. When we issue a 'buy' or 'sell' recommendation for Equifax, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Equifax Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For more information on how to buy Equifax Stock please use our How to Invest in Equifax guide. In addition, we conduct extensive research on individual companies such as Equifax and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards Equifax. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in census.
Equifax |
Execute Equifax Buy or Sell Advice
The Equifax recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Equifax. Macroaxis does not own or have any residual interests in Equifax or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Equifax's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Equifax Trading Alerts and Improvement Suggestions
| Equifax generated a negative expected return over the last 90 days | |
| Equifax has 5.01 B in debt with debt to equity (D/E) ratio of 1.56, which is OK given its current industry classification. Equifax has a current ratio of 0.63, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for Equifax to invest in growth at high rates of return. | |
| Over 97.0% of Equifax shares are held by institutions such as insurance companies | |
| Latest headline from benzinga.com: Acquisition by James Griggs of 1970 shares of Equifax at 252.9 subject to Rule 16b-3 |
Equifax Returns Distribution Density
The distribution of Equifax's historical returns is an attempt to chart the uncertainty of Equifax's future price movements. The chart of the probability distribution of Equifax daily returns describes the distribution of returns around its average expected value. We use Equifax price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Equifax returns is essential to provide solid investment advice for Equifax.
| Mean Return | 0.02 | Value At Risk | -1.88 | Potential Upside | 2.89 | Standard Deviation | 2.00 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Equifax historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Equifax Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument, such as Equifax, soars without any apparent reason? This usually happens because many institutional investors are aggressively trading Equifax back and forth among themselves.
| Shares | T. Rowe Price Investment Management,inc. | 2024-12-31 | 2.6 M | Amvescap Plc. | 2024-12-31 | 2 M | Parnassus Investments Llc | 2024-12-31 | 1.9 M | Cantillon Capital Management Llc | 2024-12-31 | 1.8 M | Generation Investment Management Llp | 2024-12-31 | 1.7 M | Van Eck Associates Corporation | 2024-12-31 | 1.6 M | Goldman Sachs Group Inc | 2024-12-31 | 1.6 M | Jpmorgan Chase & Co | 2024-09-30 | 1.3 M | Norges Bank | 2024-12-31 | 1.3 M | Vanguard Group Inc | 2024-12-31 | 14.4 M | Capital Research & Mgmt Co - Division 3 | 2024-12-31 | 8.9 M |
Equifax Cash Flow Accounts
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 (projected) | ||
| Change In Cash | 1.3B | (1.5B) | 60.5M | (68.4M) | (46.9M) | (44.6M) | |
| Free Cash Flow | 524.9M | 865.8M | 132.6M | 515.5M | 813M | 853.7M | |
| Depreciation | 399.3M | 489.6M | 568.6M | 619.8M | 680.6M | 714.6M | |
| Other Non Cash Items | (149.5M) | 58.8M | (36.8M) | (7.4M) | 21.9M | 40.4M | |
| Dividends Paid | 189.5M | 190M | 191.1M | (191.8M) | (193.2M) | (183.5M) | |
| Capital Expenditures | 421.3M | 469M | 624.5M | 601.3M | 511.5M | 537.1M | |
| Net Income | 526.2M | 748.5M | 700.2M | 545.3M | 607.3M | 637.7M | |
| End Period Cash Flow | 1.7B | 224.7M | 285.2M | 216.8M | 169.9M | 180.5M | |
| Change Receivables | (61.3M) | (93.7M) | (66.2M) | (138.6M) | (124.7M) | (118.5M) | |
| Net Borrowings | 741.4M | 987.8M | 920.3M | 485.3M | 558.1M | 399.6M | |
| Change To Netincome | (37.5M) | 121.2M | 127.3M | 150.7M | 173.3M | 182.0M | |
| Investments | (10M) | (3.4B) | (959.5M) | (877.1M) | (511.5M) | (537.1M) |
Equifax Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Equifax or Professional Services sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Equifax's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Equifax stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.01 | |
β | Beta against Dow Jones | 0.86 | |
σ | Overall volatility | 1.98 | |
Ir | Information ratio | 0.01 |
Equifax Volatility Alert
Equifax currently demonstrates below-average downside deviation. It has Information Ratio of 0.01 and Jensen Alpha of 0.01. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Equifax's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Equifax's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Equifax Fundamentals Vs Peers
Comparing Equifax's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Equifax's direct or indirect competition across all of the common fundamentals between Equifax and the related equities. This way, we can detect undervalued stocks with similar characteristics as Equifax or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Equifax's fundamental indicators could also be used in its relative valuation, which is a method of valuing Equifax by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Equifax to competition |
| Fundamentals | Equifax | Peer Average |
| Return On Equity | 0.13 | -0.31 |
| Return On Asset | 0.056 | -0.14 |
| Profit Margin | 0.11 % | (1.27) % |
| Operating Margin | 0.23 % | (5.51) % |
| Current Valuation | 35.06 B | 16.62 B |
| Shares Outstanding | 124.02 M | 571.82 M |
| Shares Owned By Insiders | 0.83 % | 10.09 % |
| Shares Owned By Institutions | 96.60 % | 39.21 % |
| Number Of Shares Shorted | 2.16 M | 4.71 M |
| Price To Earning | 32.86 X | 28.72 X |
| Price To Book | 6.30 X | 9.51 X |
| Price To Sales | 5.36 X | 11.42 X |
| Revenue | 5.68 B | 9.43 B |
| Gross Profit | 3.21 B | 27.38 B |
| EBITDA | 1.72 B | 3.9 B |
| Net Income | 607.3 M | 570.98 M |
| Cash And Equivalents | 285.2 M | 2.7 B |
| Cash Per Share | 1.97 X | 5.01 X |
| Total Debt | 5.01 B | 5.32 B |
| Debt To Equity | 1.56 % | 48.70 % |
| Current Ratio | 0.64 X | 2.16 X |
| Book Value Per Share | 38.69 X | 1.93 K |
| Cash Flow From Operations | 1.32 B | 971.22 M |
| Short Ratio | 2.56 X | 4.00 X |
| Earnings Per Share | 4.80 X | 3.12 X |
| Price To Earnings To Growth | 0.94 X | 4.89 X |
| Target Price | 292.53 | |
| Number Of Employees | 14.7 K | 18.84 K |
| Beta | 1.58 | -0.15 |
| Market Capitalization | 30.43 B | 19.03 B |
| Total Asset | 11.76 B | 29.47 B |
| Retained Earnings | 6.02 B | 9.33 B |
| Working Capital | (450.9 M) | 1.48 B |
Note: Acquisition by Robert Marcus of 106 shares of Equifax subject to Rule 16b-3 [view details]
Equifax Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Equifax . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 14060.73 | |||
| Daily Balance Of Power | (0.21) | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 243.9 | |||
| Day Typical Price | 243.47 | |||
| Price Action Indicator | (1.77) | |||
| Period Momentum Indicator | (1.00) | |||
| Relative Strength Index | 36.8 |
About Equifax Buy or Sell Advice
When is the right time to buy or sell Equifax? Buying financial instruments such as Equifax Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Additional Tools for Equifax Stock Analysis
When running Equifax's price analysis, check to measure Equifax's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Equifax is operating at the current time. Most of Equifax's value examination focuses on studying past and present price action to predict the probability of Equifax's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Equifax's price. Additionally, you may evaluate how the addition of Equifax to your portfolios can decrease your overall portfolio volatility.