Equifax (EFX)
NYSEIndustrialsConsulting ServicesSnapshot 2026-09-04
$177.05-6.37%
Close 2026-09-04 · 1-day change
NYSEIndustrialsConsulting ServicesSnapshot 2026-09-04
Research Workspace
Put EFX beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Industrials is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Maintain revenue near $6.75B in 2026: FY26 revenue guidance $6.71B-$6.78B vs ~$6.75B target.
View ThesisRevenue growth is accelerating — up about 10% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 21%.
View QualityManagement screens strong on earnings delivery, margins.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 42% in its worst 12-month stretch.
View RiskEquifax's (EFX) growth relies on maintaining revenue near $6.75 billion in 2026. Revenue grew 11% year over year, and the last quarter beat expectations. EFX trades at 21.5× P/E versus a 24× peer median, indicating the price reflects less growth than forecasted. The primary risk is the potential for a guidance cut, with a 16% miss probability for the next quarter. Peer multiples imply a price about 3% below where it trades (it looks expensive on this basis).
Trailing returns as of 2026-09-04. EFX is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 24 analysts currently covering EFX (as of Sep 2026).
Based on 11 Wall Street analysts offering 12-month price targets for EFX in the last 4 months.
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Compare EFX with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| EFX Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 14 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Research & Consulting Services — fair value, gap to price, and forward P/E.
Compare the value case
Put EFX next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
FICO's decline may indicate competitive pressures affecting Equifax.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $177.05
The last 12 months of price, then the range of analyst 12-month targets from today’s $177.05.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Drive double-digit revenue growth with new product innovation
Data advantage supports new product innovation and revenue growth.
Settlement may impact financial resources and growth plans.
Settlement may impact reputation and operational focus.
Settlement may impact reputation and operational focus.
Advances: Drive double-digit revenue growth with new product innovation
Upgrade indicates confidence in revenue growth potential.
Legal settlement may impact financial stability and reputation.
Advances: Drive double-digit revenue growth with new product innovation
Essential Datasets support revenue growth through innovation.