Equifax (EFX) Invested Capital (2009 - 2026)
Equifax's Invested Capital came in at $9.87 billion for Q2 2026, down 1.5% from $10.02 billion a year earlier and down 0.1% from the prior quarter.
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Analysis
Equifax (EFX) Invested Capital (2009 - 2026) Analysis & Trends
For FY2025, Equifax's Invested Capital was $9.72 billion, down 1.1% from FY2024.
- Invested Capital carries a five-year compound annual growth rate of 5.1% (FY2020 to FY2025).
- Going back by year, Invested Capital was $9.82 billion in FY2024 (-4.3%), $10.26 billion in FY2023 (+5.2%), $9.76 billion in FY2022 (+9.7%) and $8.9 billion in FY2021 (+17.2%).
- The five-year range for quarterly Invested Capital is $8.9 billion (Q4 2021) to $10.4 billion (Q3 2024).
- Year-over-year, Invested Capital has declined for seven consecutive quarters, with an average decline of 2.2% over the last eight quarters.
- The fastest year-over-year change in Invested Capital over five years came in Q2 2022 (growth of 28.8%), and the weakest in Q3 2025 (a decline of 6.0%).
- Business Quant data shows EFX's Invested Capital at $9.87 billion (Q1 2026), $9.72 billion (Q4 2025) and $9.77 billion (Q3 2025) in the three quarters before Q2 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 116.38 Bn | 111.98 Bn | 2.98 Bn | 46.79 Bn |
| 2 | Moodys | 78.67 Bn | 71.10 Bn | 1.67 Bn | 10.11 Bn |
| 3 | Msci | 39.16 Bn | 37.50 Bn | 717.10 Mn | 3.69 Bn |
| 4 | Verisk Analytics | 21.84 Bn | 16.48 Bn | 572.90 Mn | 3.28 Bn |
| 5 | Equifax | 16.14 Bn | 15.54 Bn | 926.40 Mn | 9.87 Bn |
| 6 | TransUnion | 11.72 Bn | 8.70 Bn | - | 10.58 Bn |
| 7 | Factset Research Systems | 9.66 Bn | 8.43 Bn | 310.73 Mn | 3.42 Bn |
| 8 | Morningstar | 7.13 Bn | 5.03 Bn | 423.90 Mn | 1.04 Bn |
| 9 | Mastercard | 480.27 Bn | 440.19 Bn | - | 30.25 Bn |
| 10 | Cme | 94.12 Bn | 94.12 Bn | - | 29.94 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 9.87 Bn |
| Mar 31, 2026 | 9.87 Bn |
| Dec 31, 2025 | 9.72 Bn |
| Sep 30, 2025 | 9.77 Bn |
| Jun 30, 2025 | 10.02 Bn |
| Mar 31, 2025 | 9.96 Bn |
| Dec 31, 2024 | 9.82 Bn |
| Sep 30, 2024 | 10.40 Bn |
| Jun 30, 2024 | 10.23 Bn |
| Mar 31, 2024 | 10.21 Bn |
| Dec 31, 2023 | 10.26 Bn |
| Sep 30, 2023 | 10.31 Bn |
| Jun 30, 2023 | 9.88 Bn |
| Mar 31, 2023 | 9.89 Bn |
| Dec 31, 2022 | 9.76 Bn |
| Sep 30, 2022 | 9.66 Bn |
| Jun 30, 2022 | 9.51 Bn |
| Mar 31, 2022 | 9.67 Bn |
| Dec 31, 2021 | 8.90 Bn |
| Sep 30, 2021 | 9.03 Bn |
API Access
Equifax Invested Capital API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=invested-capital&ticker=EFX&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "ticker": "EFX", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=invested-capital&ticker=EFX&period=max&api_key=YOUR_API_KEY");
const data = await res.json();