Equifax (EFX) Return on Invested Capital [ROIC] (2009 - 2026)
Equifax's Return on Invested Capital [ROIC] was 9.29% in Q3 2026, up 1.01 percentage points from 8.28% a year earlier and up 0.66 percentage points from the prior quarter.
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Analysis
Equifax (EFX) Return on Invested Capital [ROIC] (2009 - 2026) Analysis & Trends
For FY2025, Return on Invested Capital [ROIC] at Equifax came in at 8.32%, up 0.55 percentage points from FY2024.
- Return on Invested Capital [ROIC] shows a five-year change of +0.68 percentage points (FY2020 to FY2025).
- In earlier years, Return on Invested Capital [ROIC] was 7.77% in FY2024 (+0.61 pp), 7.17% in FY2023 (-1.36 pp), 8.53% in FY2022 (-2.36 pp) and 10.89% in FY2021 (+3.24 pp).
- The Q3 2026 figure marks the highest quarterly Return on Invested Capital [ROIC] since Q2 2022.
- Compared with a year earlier, Return on Invested Capital [ROIC] has increased for ten straight quarters, with an average year-over-year change of +0.76 percentage points over the last eight quarters.
- The best year-over-year quarter for Return on Invested Capital [ROIC] over five years was Q4 2021 (a gain of 3.06 percentage points); the worst was Q2 2023 (a drop of 2.87 percentage points).
- Per Business Quant data, EFX's Return on Invested Capital [ROIC] in the three quarters before Q3 2026 was 8.63% (Q2 2026), 8.72% (Q1 2026) and 8.34% (Q4 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | Msci | 235.55 Bn | 234.03 Bn | 739.80 Mn | 44.06% |
| 2 | S&P Global | 137.22 Bn | 132.42 Bn | 2.64 Bn | 14.90% |
| 3 | Moodys | 88.04 Bn | 81.11 Bn | 1.50 Bn | 27.86% |
| 4 | Verisk Analytics | 26.17 Bn | 22.36 Bn | 567.00 Mn | 31.95% |
| 5 | Equifax | 22.05 Bn | 21.44 Bn | 940.10 Mn | 9.29% |
| 6 | TransUnion | 15.64 Bn | 12.48 Bn | - | 7.66% |
| 7 | Factset Research Systems | 11.49 Bn | 10.35 Bn | 308.40 Mn | 16.92% |
| 8 | Morningstar | 9.15 Bn | 7.04 Bn | 431.40 Mn | 17.75% |
| 9 | Mastercard | 570.55 Bn | 530.63 Bn | - | 56.59% |
| 10 | Cme | 110.48 Bn | 98.81 Bn | 359.20 Mn | 11.69% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 9.29% |
| Jun 30, 2026 | 8.63% |
| Mar 31, 2026 | 8.72% |
| Dec 31, 2025 | 8.34% |
| Sep 30, 2025 | 8.28% |
| Jun 30, 2025 | 8.03% |
| Mar 31, 2025 | 7.89% |
| Dec 31, 2024 | 7.72% |
| Sep 30, 2024 | 7.17% |
| Jun 30, 2024 | 7.54% |
| Mar 31, 2024 | 7.18% |
| Dec 31, 2023 | 6.98% |
| Sep 30, 2023 | 6.66% |
| Jun 30, 2023 | 6.53% |
| Mar 31, 2023 | 7.18% |
| Dec 31, 2022 | 8.19% |
| Sep 30, 2022 | 9.11% |
| Jun 30, 2022 | 9.40% |
| Mar 31, 2022 | 9.79% |
| Dec 31, 2021 | 10.01% |
API Access
Equifax Return on Invested Capital [ROIC] 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-invested-capital-%5Broic%5D&ticker=EFX&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-invested-capital-[roic]", "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-invested-capital-%5Broic%5D&ticker=EFX&period=max&api_key=YOUR_API_KEY");
const data = await res.json();