EFX vs. BWMN

Last updated Jun 4, 2026

EFX (Equifax Inc.) and BWMN (Bowman Consulting Group Ltd.) are both stocks. Both operate in the Consulting Services industry within the Industrials sector. Over the past 5 years, EFX returned -5.41%/yr vs 18.13%/yr for BWMN. At a 0.23 correlation, their price movements are largely independent.

Performance

EFX vs. BWMN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Equifax Inc. (EFX) and Bowman Consulting Group Ltd. (BWMN). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, EFX achieves a -21.10% return, which is significantly lower than BWMN's -3.88% return.

EFX

• 1D: -3.38%
• 1M: -0.87%
• YTD: -21.10%
• 6M: -18.38%
• 1Y: -34.73%
• 3Y*: -6.57%
• 5Y*: -5.41%
• 10Y*: 4.10%

BWMN

• 1D: -2.40%
• 1M: -2.25%
• YTD: -3.88%
• 6M: -9.70%
• 1Y: 24.28%
• 3Y*: 4.16%
• 5Y*: 18.13%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

EFX vs. BWMN - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
EFX Equifax Inc.	-21.10%	-14.19%	3.67%	28.18%	-33.09%	22.76%
BWMN Bowman Consulting Group Ltd.	-3.88%	32.34%	-29.76%	62.56%	2.85%	51.75%

Correlation

The correlation between EFX and BWMN is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.30
Correlation (3Y) Calculated over the trailing 3-year period	0.32
Correlation (5Y) Calculated over the trailing 5-year period	0.23
Correlation (All Time) Calculated using the full available price history since May 10, 2021	0.23

Fundamentals

Market Cap EFX : $20.56B BWMN : $522.23M
EPS EFX : $5.68 BWMN : $0.64
PE Ratio EFX : 29.97 BWMN : 49.97
PS Ratio EFX : 3.33 BWMN : 1.40
PB Ratio EFX : 4.53 BWMN : 2.08
Total Revenue (TTM) EFX : $6.28B BWMN : $377.09M
Gross Profit (TTM) EFX : $2.81B BWMN : $175.89M
EBITDA (TTM) EFX : $1.88B BWMN : $42.71M

Return for Risk

EFX vs. BWMN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EFX

EFX Risk / Return Rank: 7
EFX Sharpe Ratio Rank: 5
EFX Sortino Ratio Rank: 7
EFX Omega Ratio Rank: 7
EFX Calmar Ratio Rank: 8
EFX Martin Ratio Rank: 5

BWMN

BWMN Risk / Return Rank: 55
BWMN Sharpe Ratio Rank: 59
BWMN Sortino Ratio Rank: 52
BWMN Omega Ratio Rank: 55
BWMN Calmar Ratio Rank: 54
BWMN Martin Ratio Rank: 54

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EFX vs. BWMN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Equifax Inc. (EFX) and Bowman Consulting Group Ltd. (BWMN). 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.

	EFX	BWMN	Difference
Sharpe ratio Return per unit of total volatility	-0.98	0.53	-1.52
Sortino ratio Return per unit of downside risk	-1.29	0.95	-2.23
Omega ratio Gain probability vs. loss probability	0.83	1.14	-0.31
Calmar ratio Return relative to maximum drawdown	-0.84	0.61	-1.45
Martin ratio Return relative to average drawdown	-1.53	1.21	-2.74
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

EFX vs. BWMN - Sharpe Ratio Comparison

The current EFX Sharpe Ratio is -0.98, which is lower than the BWMN Sharpe Ratio of 0.53. The chart below compares the historical Sharpe Ratios of EFX and BWMN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	EFX	BWMN	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.98	0.53	-1.52
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.16	0.38	-0.55
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.13	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.37	0.37	0.00

Drawdowns

EFX vs. BWMN - Drawdown Comparison

The maximum EFX drawdown since its inception was -56.83%, roughly equal to the maximum BWMN drawdown of -56.21%. Use the drawdown chart below to compare losses from any high point for EFX and BWMN.

Drawdown Indicators

	EFX	BWMN	Difference
Max Drawdown Largest peak-to-trough decline	-56.83%	-56.21%	-0.62%
Max Drawdown (1Y) Largest decline over 1 year	-41.59%	-39.93%	-1.66%
Max Drawdown (3Y) Largest decline over 3 years	-47.96%	-56.21%	+8.25%
Max Drawdown (5Y) Largest decline over 5 years	-49.12%	-56.21%	+7.09%
Max Drawdown (10Y) Largest decline over 10 years	-49.12%	—	—
Current Drawdown Current decline from peak	-43.66%	-28.56%	-15.10%
Average Drawdown Average peak-to-trough decline	-15.27%	-20.65%	+5.38%
Ulcer Index Depth and duration of drawdowns from previous peaks	22.71%	20.11%	+2.60%

Volatility

EFX vs. BWMN - Volatility Comparison

The current volatility for Equifax Inc. (EFX) is 10.83%, while Bowman Consulting Group Ltd. (BWMN) has a volatility of 12.47%. This indicates that EFX experiences smaller price fluctuations and is considered to be less risky than BWMN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	EFX	BWMN	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.83%	12.47%	-1.64%
Volatility (6M) Calculated over the trailing 6-month period	28.39%	31.36%	-2.97%
Volatility (1Y) Calculated over the trailing 1-year period	35.44%	45.86%	-10.42%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	33.29%	47.34%	-14.05%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	31.43%	47.03%	-15.60%

Dividends

EFX vs. BWMN - Dividend Comparison

EFX's dividend yield for the trailing twelve months is around 1.25%, while BWMN has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BWMN Bowman Consulting Group Ltd.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
EFX Equifax Inc.	1.25%	0.87%	0.61%	0.63%	0.80%	0.53%	0.81%	1.11%	1.68%	1.32%	1.12%	1.04%

Financials

Frequently Asked Questions

Can I hold both EFX and BWMN in my portfolio?

EFX and BWMN have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, EFX or BWMN?

BWMN has higher volatility (12.47%) compared to EFX (10.83%). In terms of maximum drawdown, EFX dropped -56.83% vs BWMN's -56.21%.

Which has better risk-adjusted returns?

BWMN currently has the higher Sharpe Ratio (0.53 vs -0.98), 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.