EFX vs. AXP

In the year-to-date period, EFX achieves a -0.37% return, which is significantly lower than AXP's 54.24% return. Over the past 10 years, EFX has underperformed AXP with an annualized return of 13.19%, while AXP has yielded a comparatively higher 13.89% 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 0.83, which is lower than the AXP Sharpe Ratio of 3.42. 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 0.64%, less than AXP's 0.95% 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.

The current volatility for Equifax Inc. (EFX) is 7.10%, while American Express Company (AXP) has a volatility of 9.10%. This indicates that EFX experiences smaller price fluctuations and is considered to be less risky than AXP based on this measure. 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.