Equifax (EFX) Return on Invested Capital [ROIC] (2010 - 2026)
Equifax's Return on Invested Capital [ROIC] was 8.63% in Q2 2026, up 0.59 percentage points from 8.03% a year earlier but down 0.09 percentage points from the prior quarter.
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Analysis
Equifax (EFX) Return on Invested Capital [ROIC] (2010 - 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).
- Quarterly Return on Invested Capital [ROIC] has moved between 6.53% (Q2 2023) and 10.01% (Q4 2021) over five years.
- Compared with a year earlier, Return on Invested Capital [ROIC] has increased for nine straight quarters, with an average year-over-year change of +0.70 percentage points over the last eight quarters.
- The best year-over-year quarter for Return on Invested Capital [ROIC] over five years was Q3 2021 (a gain of 4.26 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 Q2 2026 was 8.72% (Q1 2026), 8.34% (Q4 2025) and 8.28% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROIC (Qtr) |
|---|---|---|---|---|---|
| 1 | S&P Global | 113.90 Bn | 109.50 Bn | 2.98 Bn | 12.14% |
| 2 | Moodys | 76.48 Bn | 68.91 Bn | 1.67 Bn | 28.14% |
| 3 | Msci | 38.99 Bn | 37.33 Bn | 717.10 Mn | 43.25% |
| 4 | Verisk Analytics | 21.33 Bn | 15.96 Bn | 572.90 Mn | 31.88% |
| 5 | Equifax | 16.47 Bn | 15.87 Bn | 926.40 Mn | 8.63% |
| 6 | TransUnion | 12.16 Bn | 9.14 Bn | - | 7.06% |
| 7 | Factset Research Systems | 9.52 Bn | 8.28 Bn | 310.73 Mn | 16.98% |
| 8 | Morningstar | 6.89 Bn | 4.79 Bn | 423.90 Mn | 43.57% |
| 9 | Mastercard | 480.84 Bn | 440.75 Bn | - | 58.97% |
| 10 | Cme | 94.54 Bn | 94.54 Bn | - | 11.27% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| 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% |
| Sep 30, 2021 | 9.99% |
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();