BAH vs. EFX
BAH (Booz Allen Hamilton Holding Corporation) and EFX (Equifax Inc.) are both stocks. Both operate in the Consulting Services industry within the Industrials sector. Over the past 10 years, BAH returned 10.63%/yr vs 3.79%/yr for EFX. Their 0.36 correlation means their historical movements had little consistent relationship.
Performance
BAH vs. EFX - Performance Comparison
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Returns By Period
In the year-to-date period, BAH achieves a -16.10% return, which is significantly higher than EFX's -19.95% return. Over the past 10 years, BAH has outperformed EFX with an annualized return of 10.63%, while EFX has yielded a comparatively lower 3.79% annualized return.
BAH
- 1D
- 2.06%
- 1M
- 11.64%
- 6M
- -19.95%
- YTD
- -16.10%
- 1Y
- -34.73%
- 3Y*
- -15.70%
- 5Y*
- -2.21%
- 10Y*
- 10.63%
- ALL TIME*
- 15.28%
EFX
- 1D
- -1.99%
- 1M
- 0.32%
- 6M
- -13.76%
- YTD
- -19.95%
- 1Y
- -27.31%
- 3Y*
- -4.38%
- 5Y*
- -7.20%
- 10Y*
- 3.79%
- ALL TIME*
- 11.55%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $197.35M | $164.53M | $161.00M | |
EFX Equifax Inc. | $425.05M | $327.53M | $302.38M |
BAH vs. EFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BAH Booz Allen Hamilton Holding Corporation | -16.10% | -33.02% | 2.00% | 24.47% | 25.71% | -1.04% | 24.46% | 60.16% | 20.21% | 7.77% |
EFX Equifax Inc. | -19.95% | -14.19% | 3.67% | 28.18% | -33.09% | 52.84% | 39.00% | 52.31% | -19.96% | 0.95% |
Correlation
The correlation between BAH and EFX is 0.38, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.38 |
Correlation (3Y) Balances recent behavior with more history. | 0.33 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.34 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.35 |
Correlation (All Time) Calculated using the full available price history since Nov 18, 2010 | 0.36 |
Fundamentals
BAH:
$8.39B
EFX:
$20.28B
BAH:
$8.47
EFX:
$5.69
BAH:
8.23
EFX:
30.36
BAH:
0.58
EFX:
3.26
BAH:
$11.09B
EFX:
$6.44B
BAH:
$4.96B
EFX:
$2.86B
BAH:
$1.24B
EFX:
$1.90B
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Return for Risk
BAH vs. EFX — Risk / Return Rank
BAH
EFX
BAH vs. EFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Booz Allen Hamilton Holding Corporation (BAH) and Equifax Inc. (EFX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BAH | EFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.11 | ||
| Sortino ratioReturn per unit of downside risk | -0.22 | ||
| Omega ratioGain probability vs. loss probability | 0.87 | 0.89 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | -0.74 | -0.66 | -0.08 |
| Martin ratioReturn relative to average drawdown | -1.33 | -1.10 | -0.23 |
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Drawdowns
BAH vs. EFX - Drawdown Comparison
The maximum BAH drawdown since its inception was -66.59%, which is greater than EFX's maximum drawdown of -56.83%. Use the drawdown chart below to compare losses from any high point for BAH and EFX.
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Drawdown Indicators
| BAH | EFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -66.59% | -56.83% | -9.76% |
Max Drawdown (1Y)Largest decline over 1 year | -45.19% | -41.59% | -3.60% |
Max Drawdown (3Y)Largest decline over 3 years | -66.59% | -49.69% | -16.90% |
Max Drawdown (5Y)Largest decline over 5 years | -66.59% | -49.69% | -16.90% |
Max Drawdown (10Y)Largest decline over 10 years | -66.59% | -49.69% | -16.90% |
Current DrawdownCurrent decline from peak | -60.98% | -42.84% | -18.14% |
Average DrawdownAverage peak-to-trough decline | -11.20% | -15.39% | +4.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 25.06% | 24.87% | +0.19% |
Volatility
BAH vs. EFX - Volatility Comparison
The current volatility for Booz Allen Hamilton Holding Corporation (BAH) is 13.40%, while Equifax Inc. (EFX) has a volatility of 15.33%. This indicates that BAH experiences smaller price fluctuations and is considered to be less risky than EFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BAH | EFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.40% | 15.33% | -1.93% |
Volatility (6M)Calculated over the trailing 6-month period | 31.52% | 32.23% | -0.71% |
Volatility (1Y)Calculated over the trailing 1-year period | 40.61% | 38.36% | +2.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 31.93% | 34.17% | -2.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.16% | 31.90% | -2.74% |
Dividends
BAH vs. EFX - Dividend Comparison
BAH's dividend yield for the trailing twelve months is around 3.27%, more than EFX's 1.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BAH Booz Allen Hamilton Holding Corporation | 3.27% | 2.61% | 1.59% | 1.47% | 1.65% | 1.75% | 1.42% | 1.35% | 1.69% | 1.78% | 1.66% | 1.69% |
EFX Equifax Inc. | 1.23% | 0.87% | 0.61% | 0.63% | 0.80% | 0.53% | 0.81% | 1.11% | 1.68% | 1.32% | 1.12% | 1.04% |
Financials
BAH vs. EFX - Financials Comparison
This section allows you to compare key financial metrics between Booz Allen Hamilton Holding Corporation and Equifax Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
BAH vs. EFX - Profitability Comparison
BAH - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Booz Allen Hamilton Holding Corporation reported a gross profit of 1.46B and revenue of 2.80B. Therefore, the gross margin over that period was 52.3%.
EFX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Equifax Inc. reported a gross profit of 926.40M and revenue of 1.70B. Therefore, the gross margin over that period was 54.5%.
BAH - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Booz Allen Hamilton Holding Corporation reported an operating income of 279.00M and revenue of 2.80B, resulting in an operating margin of 10.0%.
EFX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Equifax Inc. reported an operating income of 314.20M and revenue of 1.70B, resulting in an operating margin of 18.5%.
BAH - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Booz Allen Hamilton Holding Corporation reported a net income of 198.00M and revenue of 2.80B, resulting in a net margin of 7.1%.
EFX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Equifax Inc. reported a net income of 183.90M and revenue of 1.70B, resulting in a net margin of 10.8%.
Frequently Asked Questions
BAH and EFX have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EFX has higher volatility (15.33%) compared to BAH (13.40%). In terms of maximum drawdown, BAH dropped -66.59% vs EFX's -56.83%.
EFX currently has the higher Sharpe Ratio (-0.72 vs -0.82), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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