Equifax (Germany) Performance
| EFX Stock | EUR 240.00 6.39 2.74% |
The firm shows a Beta (market volatility) of 0.75, which means possible diversification benefits within a given portfolio. As returns on the market increase, Equifax's returns are expected to increase less than the market. However, during the bear market, the loss of holding Equifax is expected to be smaller as well. At this point, Equifax has a negative expected return of -0.18%. Please make sure to confirm Equifax's potential upside, rate of daily change, period momentum indicator, as well as the relationship between the kurtosis and day typical price , to decide if Equifax performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days Equifax has generated negative risk-adjusted returns adding no value to investors with long positions. Despite latest fragile performance, the Stock's basic indicators remain stable and the current disturbance on Wall Street may also be a sign of long-run gains for the company stockholders. ...more
| Begin Period Cash Flow | 224.7 M |
Equifax |
Equifax Relative Risk vs. Return Landscape
If you would invest 27,116 in Equifax on August 28, 2024 and sell it today you would lose (3,116) from holding Equifax or give up 11.49% of portfolio value over 90 days. Equifax is currently producing negative expected returns and takes up 1.6271% volatility of returns over 90 trading days. Put another way, 14% of traded stocks are less volatile than Equifax, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Equifax Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Equifax's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Equifax, and traders can use it to determine the average amount a Equifax's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1091
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| Negative Returns | EFX |
Estimated Market Risk
| 1.63 actual daily | 14 86% of assets are more volatile |
Expected Return
| -0.18 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Equifax is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Equifax by adding Equifax to a well-diversified portfolio.
Equifax Fundamentals Growth
Equifax Stock prices reflect investors' perceptions of the future prospects and financial health of Equifax, and Equifax fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Equifax Stock performance.
| Return On Equity | 0.18 | |||
| Return On Asset | 0.06 | |||
| Profit Margin | 0.14 % | |||
| Operating Margin | 0.21 % | |||
| Current Valuation | 28.24 B | |||
| Shares Outstanding | 122.49 M | |||
| Price To Earning | 44.81 X | |||
| Price To Book | 6.44 X | |||
| Price To Sales | 4.49 X | |||
| Revenue | 5.12 B | |||
| EBITDA | 1.68 B | |||
| Cash And Equivalents | 135.8 M | |||
| Cash Per Share | 1.12 X | |||
| Total Debt | 4.82 B | |||
| Debt To Equity | 116.40 % | |||
| Book Value Per Share | 32.30 X | |||
| Cash Flow From Operations | 757.1 M | |||
| Earnings Per Share | 5.33 X | |||
| Total Asset | 11.55 B | |||
About Equifax Performance
By analyzing Equifax's fundamental ratios, stakeholders can gain valuable insights into Equifax's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Equifax has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Equifax has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Equifax Inc. provides information solutions and human resources business process outsourcing services for businesses, governments, and consumers. Equifax Inc. was founded in 1899 and is headquartered in Atlanta, Georgia. EQUIFAX INC operates under Business Services classification in Germany and is traded on Frankfurt Stock Exchange. It employs 11000 people.Things to note about Equifax performance evaluation
Checking the ongoing alerts about Equifax for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Equifax help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Equifax generated a negative expected return over the last 90 days | |
| Equifax has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial obligations | |
| Equifax has accumulated 4.82 B in total debt with debt to equity ratio (D/E) of 116.4, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. Equifax has a current ratio of 0.53, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist Equifax until it has trouble settling it off, either with new capital or with free cash flow. So, Equifax's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Equifax sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Equifax to invest in growth at high rates of return. When we think about Equifax's use of debt, we should always consider it together with cash and equity. | |
| Over 100.0% of Equifax shares are held by institutions such as insurance companies |
- Analyzing Equifax's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Equifax's stock is overvalued or undervalued compared to its peers.
- Examining Equifax's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Equifax's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Equifax's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Equifax's stock. These opinions can provide insight into Equifax's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary 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.
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