Equifax Stock Alpha and Beta Analysis
| EFX Stock | USD 224.46 5.53 2.53% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Equifax. It also helps investors analyze the systematic and unsystematic risks associated with investing in Equifax over a specified time horizon. Remember, high Equifax's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Equifax's market risk premium analysis include:
Beta 2.11 | Alpha (0.33) | Risk 2.09 | Sharpe Ratio (0.08) | Expected Return (0.17) |
Equifax Quarterly Cash And Equivalents |
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Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
Equifax |
Equifax Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Equifax market risk premium is the additional return an investor will receive from holding Equifax long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Equifax. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Equifax's performance over market.| α | -0.33 | β | 2.11 |
Equifax expected buy-and-hold returns
Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of Equifax's Buy-and-hold return. Our buy-and-hold chart shows how Equifax performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.Equifax Market Price Analysis
Market price analysis indicators help investors to evaluate how Equifax stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Equifax shares will generate the highest return on investment. By understating and applying Equifax stock market price indicators, traders can identify Equifax position entry and exit signals to maximize returns.
Equifax Return and Market Media
The median price of Equifax for the period between Wed, Jan 24, 2024 and Tue, Apr 23, 2024 is 255.89 with a coefficient of variation of 4.74. The daily time series for the period is distributed with a sample standard deviation of 12.06, arithmetic mean of 254.2, and mean deviation of 9.37. The Stock received a lot of media exposure during the period. Price Growth (%) |
| Timeline |
| Equifax dividend paid on 15th of March 2024 | 03/15/2024 |
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3 | South Carolinas top officer not releasing details on 2012 hack that stole millions of tax returns | 04/10/2024 |
4 | A Look At The Intrinsic Value Of Equifax Inc. | 04/12/2024 |
5 | Citi sets positive watch on Equifax stock before Q1 report | 04/15/2024 |
6 | Equifax Q1 2024 Earnings Preview | 04/16/2024 |
7 | Equifax sees second-quarter revenue below estimates as rates remain high | 04/17/2024 |
8 | US STOCKS-Stocks end near flat as investors asses earnings, data | 04/18/2024 |
9 | Equifax Inc. Q1 2024 Earnings Call Transcript | 04/19/2024 |
10 | Equifax International Revenue Performance Explored | 04/22/2024 |
About Equifax Beta and Alpha
For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Equifax or other stocks. Alpha measures the amount that position in Equifax has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
| 2021 | 2022 | 2023 | 2024 (projected) | Dividend Yield | 0.005323 | 0.008033 | 0.006311 | 0.005995 | Price To Sales Ratio | 7.25 | 4.64 | 5.77 | 6.06 |
Equifax Upcoming Company Events
As portrayed in its financial statements, the presentation of Equifax's financial position is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Equifax's leadership is honest, while the outside auditors are strict and uncompromising. Whatever the case, investors should always follow all of Equifax's public filing events to personally review all filings and be reasonable and skeptical to interpret all of the financial statements of Equifax. Please utilize our Beneish M Score to check the likelihood of Equifax's management manipulating its earnings.
| 7th of February 2024 Upcoming Quarterly Report | View | |
| 17th of April 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 7th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Build Portfolio with Equifax
Your optimized portfolios are the building block of your wealth. We provide an intuitive interface to determine which securities in a portfolio should be removed or rebalanced to achieve better diversification, find the right mix of securities that minimizes portfolio risk for a given return, or maximize portfolio expected return for a given risk level.Build Diversified Portfolios
Align your risk with return expectations
Check out Equifax Backtesting, Equifax Valuation, Equifax Correlation, Equifax Hype Analysis, Equifax Volatility, Equifax History and analyze Equifax Performance. For more information on how to buy Equifax Stock please use our How to Invest in Equifax guide.Note that the Equifax information on this page should be used as a complementary analysis to other Equifax's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.
Complementary Tools for Equifax Stock analysis
When running Equifax's price analysis, check to measure Equifax's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Equifax is operating at the current time. Most of Equifax's value examination focuses on studying past and present price action to predict the probability of Equifax's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Equifax's price. Additionally, you may evaluate how the addition of Equifax to your portfolios can decrease your overall portfolio volatility.
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Equifax technical stock analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, stock market cycles, or different charting patterns.