EFX vs. TRU, GPN, VRSK, APP, SYM, IT, BR, RKT, VLTO, and FLT
Should you be buying Equifax stock or one of its competitors? The main competitors of Equifax include TransUnion (TRU), Global Payments (GPN), Verisk Analytics (VRSK), AppLovin (APP), Symbotic (SYM), Gartner (IT), Broadridge Financial Solutions (BR), Rocket Companies (RKT), Veralto (VLTO), and FLEETCOR Technologies (FLT). These companies are all part of the "business services" sector.
TransUnion (NYSE:TRU) and Equifax (NYSE:EFX) are both large-cap business services companies, but which is the superior investment? We will contrast the two companies based on the strength of their dividends, media sentiment, community ranking, risk, valuation, profitability, earnings, analyst recommendations and institutional ownership.
TransUnion presently has a consensus price target of $81.47, suggesting a potential upside of 17.56%. Equifax has a consensus price target of $270.19, suggesting a potential upside of 21.97%. Given TransUnion's stronger consensus rating and higher probable upside, analysts clearly believe Equifax is more favorable than TransUnion.
Equifax has a net margin of 10.42% compared to Equifax's net margin of -7.50%. TransUnion's return on equity of 19.08% beat Equifax'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.
TransUnion pays an annual dividend of $0.42 per share and has a dividend yield of 0.6%. Equifax pays an annual dividend of $1.56 per share and has a dividend yield of 0.7%. TransUnion pays out -28.2% of its earnings in the form of a dividend. Equifax pays out 34.7% 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.
In the previous week, Equifax had 47 more articles in the media than TransUnion. MarketBeat recorded 60 mentions for Equifax and 13 mentions for TransUnion. Equifax's average media sentiment score of 0.84 beat TransUnion's score of 0.26 indicating that TransUnion is being referred to more favorably in the media.
TransUnion has a beta of 1.61, meaning that its stock price is 61% more volatile than the S&P 500. Comparatively, Equifax has a beta of 1.51, meaning that its stock price is 51% more volatile than the S&P 500.
96.2% of Equifax shares are held by institutional investors. 0.3% of TransUnion shares are held by insiders. Comparatively, 1.7% of Equifax shares are held 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.
Equifax received 103 more outperform votes than TransUnion when rated by MarketBeat users. However, 67.07% of users gave TransUnion an outperform vote while only 62.76% of users gave Equifax an outperform vote.
Summary
Equifax beats TransUnion on 16 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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