EFX vs. TRU, SPOT, IT, GPN, NU, VRSK, APTV, FIS, OMC, and RTO
Should you be buying Equifax stock or one of its competitors? The main competitors of Equifax include TransUnion (TRU), Spotify Technology (SPOT), Gartner (IT), Global Payments (GPN), NU (NU), Verisk Analytics (VRSK), Aptiv (APTV), Fidelity National Information Services (FIS), Omnicom Group (OMC), and Rentokil Initial (RTO). These companies are all part of the "business services" sector.
Equifax vs.
TransUnion (NYSE:TRU) and Equifax (NYSE:EFX) 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 risk, institutional ownership, valuation, media sentiment, dividends, analyst recommendations, profitability, earnings and community ranking.
Equifax received 99 more outperform votes than TransUnion when rated by MarketBeat users. However, 68.48% of users gave TransUnion an outperform vote while only 63.48% of users gave Equifax an outperform vote.
In the previous week, Equifax had 1 more articles in the media than TransUnion. MarketBeat recorded 9 mentions for Equifax and 8 mentions for TransUnion. Equifax's average media sentiment score of 0.55 beat TransUnion's score of 0.19 indicating that Equifax is being referred to more favorably in the news media.
95.0% of TransUnion shares are owned by institutional investors. Comparatively, 93.8% of Equifax shares are owned by institutional investors. 0.2% of TransUnion shares are owned by insiders. Comparatively, 1.6% of Equifax shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.
TransUnion has a beta of 1.37, indicating that its stock price is 37% more volatile than the S&P 500. Comparatively, Equifax has a beta of 1.45, indicating that its stock price is 45% more volatile than the S&P 500.
Equifax has a net margin of 13.59% compared to TransUnion's net margin of 7.26%. Equifax's return on equity of 24.19% beat TransUnion's return on equity.
Equifax has higher revenue and earnings than TransUnion. Equifax is trading at a lower price-to-earnings ratio than TransUnion, indicating that it is currently the more affordable of the two stocks.
TransUnion pays an annual dividend of $0.42 per share and has a dividend yield of 0.7%. Equifax pays an annual dividend of $1.56 per share and has a dividend yield of 0.8%. TransUnion pays out 30.2% of its earnings in the form of a dividend. Equifax pays out 27.6% 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. TransUnion has increased its dividend for 2 consecutive years. Equifax is clearly the better dividend stock, given its higher yield and lower payout ratio.
TransUnion presently has a consensus target price of $77.00, indicating a potential upside of 23.91%. Equifax has a consensus target price of $212.07, indicating a potential upside of 5.18%. Given TransUnion's stronger consensus rating and higher probable upside, equities analysts plainly believe TransUnion is more favorable than Equifax.
Summary
Equifax beats TransUnion on 14 of the 21 factors compared between the two stocks.
New MarketBeat Followers Over Time
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.
Media Sentiment Over Time
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.
