EFX vs. AXP

In the year-to-date period, EFX achieves a 0.74% return, which is significantly higher than AXP's -10.22% return. Over the past 10 years, EFX has underperformed AXP with an annualized return of 11.17%, while AXP has yielded a comparatively higher 14.77% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Equifax Inc. (EFX) and American Express Company (AXP). 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.

The current EFX Sharpe Ratio is 0.42, which is comparable to the AXP Sharpe Ratio of 0.38. The chart below compares the historical Sharpe Ratios of EFX and AXP, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

EFX's dividend yield for the trailing twelve months is around 0.61%, less than AXP's 1.10% yield.

The maximum EFX drawdown since its inception was -56.83%, smaller than the maximum AXP drawdown of -83.91%. Use the drawdown chart below to compare losses from any high point for EFX and AXP. For additional features, visit the drawdowns tool.

Equifax Inc. (EFX) and American Express Company (AXP) have volatilities of 21.42% and 20.62%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

This section allows you to compare key financial metrics between Equifax Inc. and American Express Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.