EFX vs. TRU, APP, VRSK, RKT, GPN, KSPI, SYM, VLTO, BR, and CPAY
Should you be buying Equifax stock or one of its competitors? The main competitors of Equifax include TransUnion (TRU), AppLovin (APP), Verisk Analytics (VRSK), Rocket Companies (RKT), Global Payments (GPN), Joint Stock Company Kaspi.kz (KSPI), Symbotic (SYM), Veralto (VLTO), Broadridge Financial Solutions (BR), and Corpay (CPAY). These companies are all part of the "business services" sector.
Equifax (NYSE:EFX) and TransUnion (NYSE:TRU) are both large-cap business services companies, but which is the better business? We will compare the two companies based on the strength of their institutional ownership, media sentiment, profitability, risk, community ranking, earnings, analyst recommendations, dividends and valuation.
Equifax pays an annual dividend of $1.56 per share and has a dividend yield of 0.7%. TransUnion pays an annual dividend of $0.42 per share and has a dividend yield of 0.6%. Equifax pays out 34.7% of its earnings in the form of a dividend. TransUnion pays out -29.4% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years.
Equifax presently has a consensus price target of $270.19, suggesting a potential upside of 23.06%. TransUnion has a consensus price target of $83.60, suggesting a potential upside of 14.80%. Given Equifax's stronger consensus rating and higher possible upside, research analysts plainly believe Equifax is more favorable than TransUnion.
Equifax received 99 more outperform votes than TransUnion when rated by MarketBeat users. However, 67.25% of users gave TransUnion an outperform vote while only 62.76% of users gave Equifax an outperform vote.
96.2% of Equifax shares are held by institutional investors. 1.7% of Equifax shares are held by insiders. Comparatively, 0.3% of TransUnion shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.
Equifax has a beta of 1.51, meaning that its share price is 51% more volatile than the S&P 500. Comparatively, TransUnion has a beta of 1.61, meaning that its share price is 61% more volatile than the S&P 500.
In the previous week, TransUnion had 20 more articles in the media than Equifax. MarketBeat recorded 39 mentions for TransUnion and 19 mentions for Equifax. TransUnion's average media sentiment score of 0.71 beat Equifax's score of 0.26 indicating that TransUnion is being referred to more favorably in the news media.
Equifax has a net margin of 10.42% compared to TransUnion's net margin of -7.02%. Equifax's return on equity of 19.08% beat TransUnion's return on equity.
Equifax has higher revenue and earnings than TransUnion. TransUnion is trading at a lower price-to-earnings ratio than Equifax, indicating that it is currently the more affordable of the two stocks.
Summary
Equifax beats TransUnion on 15 of the 20 factors compared between the two stocks.
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This chart shows the number of new MarketBeat users adding EFX and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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