Equifax (EFX) Return on Assets [ROA] (2010 - 2026)
Equifax's Return on Assets [ROA] was 5.82% in Q2 2026, up 0.42 percentage points from 5.41% a year earlier but down 0.09 percentage points from the prior quarter.
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Analysis
Equifax (EFX) Return on Assets [ROA] (2010 - 2026) Analysis & Trends
For FY2025, Return on Assets [ROA] at Equifax came in at 5.62%, up 0.57 percentage points from FY2024.
- Return on Assets [ROA] shows a five-year change of -0.38 percentage points (FY2020 to FY2025).
- In earlier years, Return on Assets [ROA] was 5.05% in FY2024 (+0.42 pp), 4.63% in FY2023 (-1.57 pp), 6.20% in FY2022 (-1.05 pp) and 7.25% in FY2021 (+1.24 pp).
- Quarterly Return on Assets [ROA] has moved between 4.41% (Q3 2023) and 6.89% (Q3 2021) over five years.
- Compared with a year earlier, Return on Assets [ROA] has increased for nine straight quarters, with an average year-over-year change of +0.57 percentage points over the last eight quarters.
- The best year-over-year quarter for Return on Assets [ROA] over five years was Q3 2021 (a gain of 1.73 percentage points); the worst was Q2 2023 (a drop of 2.09 percentage points).
- Per Business Quant data, EFX's Return on Assets [ROA] in the three quarters before Q2 2026 was 5.91% (Q1 2026), 5.61% (Q4 2025) and 5.57% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 116.38 Bn | 111.98 Bn | 2.98 Bn | 8.60% |
| 2 | Moodys | 78.67 Bn | 71.10 Bn | 1.67 Bn | 19.03% |
| 3 | Msci | 39.16 Bn | 37.50 Bn | 717.10 Mn | 24.36% |
| 4 | Verisk Analytics | 21.84 Bn | 16.48 Bn | 572.90 Mn | 19.47% |
| 5 | Equifax | 16.14 Bn | 15.54 Bn | 926.40 Mn | 5.82% |
| 6 | TransUnion | 11.72 Bn | 8.70 Bn | - | 6.20% |
| 7 | Factset Research Systems | 9.66 Bn | 8.43 Bn | 310.73 Mn | 13.46% |
| 8 | Morningstar | 7.13 Bn | 5.03 Bn | 423.90 Mn | 10.63% |
| 9 | Mastercard | 480.27 Bn | 440.19 Bn | - | 29.52% |
| 10 | Cme | 94.12 Bn | 94.12 Bn | - | 2.16% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 5.82% |
| Mar 31, 2026 | 5.91% |
| Dec 31, 2025 | 5.61% |
| Sep 30, 2025 | 5.57% |
| Jun 30, 2025 | 5.41% |
| Mar 31, 2025 | 5.21% |
| Dec 31, 2024 | 5.04% |
| Sep 30, 2024 | 4.64% |
| Jun 30, 2024 | 4.84% |
| Mar 31, 2024 | 4.60% |
| Dec 31, 2023 | 4.48% |
| Sep 30, 2023 | 4.41% |
| Jun 30, 2023 | 4.57% |
| Mar 31, 2023 | 5.11% |
| Dec 31, 2022 | 6.13% |
| Sep 30, 2022 | 6.34% |
| Jun 30, 2022 | 6.67% |
| Mar 31, 2022 | 6.85% |
| Dec 31, 2021 | 6.77% |
| Sep 30, 2021 | 6.89% |
API Access
Equifax Return on Assets [ROA] 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=return-on-assets-%5Broa%5D&ticker=EFX&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "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=return-on-assets-%5Broa%5D&ticker=EFX&period=max&api_key=YOUR_API_KEY");
const data = await res.json();