Atlanta, Georgia-based Equifax Inc. (EFX) operates as a data, analytics, and technology company. Valued at a market cap of $22.6 billion, the company operates through three segments: Workforce Solutions, U.S. Information Solutions (USIS), and International, and offers services that enable customers to verify income, employment, educational history, criminal justice data, healthcare professional licensure, and more.
EFX stock has lagged behind the broader market over the past year, declining 23.7% compared to the S&P 500 Index’s ($SPX) 18.3% surge. Moreover, in 2026, the stock has fallen nearly 10.3%, underperforming the SPX’s 11.8% rise.
More Top Stocks Daily: Go behind Wall Street’s hottest headlines with Barchart’s Active Investor newsletter.
Focusing on its industry benchmark, the State Street Industrials Select Sector SPDR ETF (XLI) has risen 16.9% over the past year, outpacing the stock. In 2026, XLI has grown 15.4% and has also rallied the stock.
www.barchart.com EFX stock has exhibited signs of declining profitability over the past couple of years, leading to a loss of investor and analyst confidence. The stock’s adjusted operating margin has declined by 3.6% over the last five years due to faster-rising costs compared to its revenue growth. Additionally, its EPS growth over the last five years has also been only 1.1% annually, falling short of its industry peers. All these signs point towards operational inefficiency, falling demand, and lesser profitability as a result.
For the current year, which ends in December, analysts expect EFX’s EPS to increase 12.2% to $8.58 on a diluted basis. The company surpassed the consensus estimate in each of the last four quarters.
Among the 25 analysts covering EFX stock, the consensus is a “Moderate Buy.” That’s based on 13 “Strong Buy” ratings, three “Moderate Buys,” and nine “Holds.”
www.barchart.com The configuration has remained more or less the same over the past months.
On July 24, J.P. Morgan analyst Andrew Steinerman maintained a “Buy” rating on Equifax and set a price target of $210.
EFX’s mean price target of $208.77 offers a 7.3% upside compared to the current market price. Its Street-high target of $245 implies a 25.9% upside from current levels.
On the date of publication, Aritra Gangopadhyay did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
More news from Barchart
CrowdStrike Stock Faces a High Bar Ahead of Q2 Earnings. Here’s What Investors Should Watch. This Nvidia Earnings Trade Offers a High Probability of Success Stock Index Futures Climb as Chipmakers Rebound and Bond Yields Fall, U.S. Economic Data in Focus Treasuries Have Reclaimed the Yield Crown From Dividend Stocks. Here’s How Income Investors Can Adapt.