EFX vs. TRU, RKT, GPN, APP, IT, SYM, VRSK, VLTO, BR, and KSPI
Should you be buying Equifax stock or one of its competitors? The main competitors of Equifax include TransUnion (TRU), Rocket Companies (RKT), Global Payments (GPN), AppLovin (APP), Gartner (IT), Symbotic (SYM), Verisk Analytics (VRSK), Veralto (VLTO), Broadridge Financial Solutions (BR), and Joint Stock Company Kaspi.kz (KSPI). 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 better business? We will contrast the two companies based on the strength of their institutional ownership, risk, analyst recommendations, profitability, media sentiment, dividends, earnings, valuation and community ranking.
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 has a beta of 1.61, suggesting that its stock price is 61% more volatile than the S&P 500. Comparatively, Equifax has a beta of 1.54, suggesting that its stock price is 54% more volatile than the S&P 500.
Equifax has a net margin of 10.42% compared to Equifax's net margin of -7.02%. TransUnion's return on equity of 19.08% beat Equifax's return on equity.
TransUnion currently has a consensus price target of $83.60, indicating a potential upside of 6.08%. Equifax has a consensus price target of $270.19, indicating a potential upside of 8.10%. Given TransUnion's stronger consensus rating and higher possible upside, analysts clearly believe Equifax is more favorable than TransUnion.
In the previous week, Equifax had 2 more articles in the media than TransUnion. MarketBeat recorded 10 mentions for Equifax and 8 mentions for TransUnion. TransUnion's average media sentiment score of 1.36 beat Equifax's score of 0.50 indicating that Equifax is being referred to more favorably in the news media.
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 large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.
TransUnion pays an annual dividend of $0.42 per share and has a dividend yield of 0.5%. Equifax pays an annual dividend of $1.56 per share and has a dividend yield of 0.6%. TransUnion pays out -29.4% 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.
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.
Summary
Equifax beats TransUnion on 17 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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