Equifax (EFX) Return on Capital Employed [ROCE] (2010 - 2026)
Equifax (EFX) reported Return on Capital Employed [ROCE] of 11.82% for Q3 2026, up 0.71 percentage points from 11.11% a year earlier but down 0.50 percentage points from the prior quarter.
Powered by 
Analysis
Equifax (EFX) Return on Capital Employed [ROCE] (2010 - 2026) Analysis & Trends
For FY2025, Equifax posted Return on Capital Employed [ROCE] of 11.56%, up 1.35 percentage points from FY2024.
- Return on Capital Employed [ROCE] has a five-year change of +0.78 percentage points (FY2020 to FY2025).
- By year, Return on Capital Employed [ROCE] came in at 10.21% in FY2024 (+0.77 pp), 9.44% in FY2023 (-1.95 pp), 11.38% in FY2022 (-2.78 pp) and 14.16% in FY2021 (+3.38 pp).
- Five-year quarterly Return on Capital Employed [ROCE] spans a low of 8.23% in Q2 2023 and a high of 13.40% in Q2 2022.
- Year over year, Return on Capital Employed [ROCE] has now increased in each of the last ten quarters, with an average year-over-year change of +1.28 percentage points over the last eight quarters.
- The high point for year-over-year Return on Capital Employed [ROCE] in five years was Q4 2021 (a gain of 3.24 percentage points); the low point was Q2 2023 (a drop of 5.18 percentage points).
- Per Business Quant data, the three quarters before Q3 2026 came in at 12.32% (Q2 2026), 12.13% (Q1 2026) and 11.51% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROCE (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 132.72 Bn | 128.33 Bn | 2.98 Bn | 13.59% |
| 2 | Moodys | 83.35 Bn | 76.42 Bn | 1.50 Bn | 31.77% |
| 3 | Msci | 44.14 Bn | 42.62 Bn | 739.80 Mn | 47.47% |
| 4 | Verisk Analytics | 25.49 Bn | 20.13 Bn | 572.90 Mn | 40.09% |
| 5 | Equifax | 21.35 Bn | 20.74 Bn | 940.10 Mn | 11.82% |
| 6 | TransUnion | 15.61 Bn | 12.59 Bn | - | 8.33% |
| 7 | Factset Research Systems | 11.68 Bn | 10.53 Bn | 308.40 Mn | 22.75% |
| 8 | Morningstar | 8.44 Bn | 6.34 Bn | 423.90 Mn | 20.23% |
| 9 | Mastercard | 542.86 Bn | 502.77 Bn | - | 68.07% |
| 10 | Cme | 109.27 Bn | 97.61 Bn | - | 12.28% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 11.82% |
| Jun 30, 2026 | 12.32% |
| Mar 31, 2026 | 12.13% |
| Dec 31, 2025 | 11.51% |
| Sep 30, 2025 | 11.11% |
| Jun 30, 2025 | 10.88% |
| Mar 31, 2025 | 10.45% |
| Dec 31, 2024 | 10.18% |
| Sep 30, 2024 | 9.63% |
| Jun 30, 2024 | 9.59% |
| Mar 31, 2024 | 9.26% |
| Dec 31, 2023 | 9.07% |
| Sep 30, 2023 | 8.35% |
| Jun 30, 2023 | 8.23% |
| Mar 31, 2023 | 9.50% |
| Dec 31, 2022 | 11.22% |
| Sep 30, 2022 | 12.24% |
| Jun 30, 2022 | 13.40% |
| Mar 31, 2022 | 13.12% |
| Dec 31, 2021 | 12.97% |
API Access
Equifax Return on Capital Employed [ROCE] 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-capital-employed-%5Broce%5D&ticker=EFX&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-capital-employed-[roce]", "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-capital-employed-%5Broce%5D&ticker=EFX&period=max&api_key=YOUR_API_KEY");
const data = await res.json();