PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
EFX vs. BWMN
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between EFX and BWMN is 0.21, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.00.2

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.

-40.00%-30.00%-20.00%-10.00%0.00%10.00%20.00%AugustSeptemberOctoberNovemberDecember2025
1.93%
-26.89%
EFX
BWMN

Key characteristics

Sharpe Ratio

EFX:

0.31

BWMN:

-0.38

Sortino Ratio

EFX:

0.61

BWMN:

-0.22

Omega Ratio

EFX:

1.08

BWMN:

0.97

Calmar Ratio

EFX:

0.34

BWMN:

-0.39

Martin Ratio

EFX:

0.84

BWMN:

-0.64

Ulcer Index

EFX:

10.40%

BWMN:

31.82%

Daily Std Dev

EFX:

28.52%

BWMN:

52.84%

Max Drawdown

EFX:

-56.83%

BWMN:

-52.38%

Current Drawdown

EFX:

-13.96%

BWMN:

-39.86%

Fundamentals

Market Cap

EFX:

$32.67B

BWMN:

$442.80M

EPS

EFX:

$4.51

BWMN:

-$0.79

Total Revenue (TTM)

EFX:

$4.26B

BWMN:

$313.34M

Gross Profit (TTM)

EFX:

$2.03B

BWMN:

$149.36M

EBITDA (TTM)

EFX:

$1.26B

BWMN:

$16.77M

Returns By Period

In the year-to-date period, EFX achieves a 3.41% return, which is significantly higher than BWMN's 1.24% return.


EFX

YTD

3.41%

1M

-3.65%

6M

1.94%

1Y

7.57%

5Y*

12.38%

10Y*

13.34%

BWMN

YTD

1.24%

1M

-9.10%

6M

-26.89%

1Y

-18.01%

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Risk-Adjusted Performance

EFX vs. BWMN — Risk-Adjusted Performance Rank

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

EFX
The Risk-Adjusted Performance Rank of EFX is 5757
Overall Rank
The Sharpe Ratio Rank of EFX is 6060
Sharpe Ratio Rank
The Sortino Ratio Rank of EFX is 5151
Sortino Ratio Rank
The Omega Ratio Rank of EFX is 5151
Omega Ratio Rank
The Calmar Ratio Rank of EFX is 6565
Calmar Ratio Rank
The Martin Ratio Rank of EFX is 5959
Martin Ratio Rank

BWMN
The Risk-Adjusted Performance Rank of BWMN is 2929
Overall Rank
The Sharpe Ratio Rank of BWMN is 2828
Sharpe Ratio Rank
The Sortino Ratio Rank of BWMN is 2828
Sortino Ratio Rank
The Omega Ratio Rank of BWMN is 2828
Omega Ratio Rank
The Calmar Ratio Rank of BWMN is 2525
Calmar Ratio Rank
The Martin Ratio Rank of BWMN is 3636
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

EFX vs. BWMN - Risk-Adjusted Performance 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.


Sharpe ratio
The chart of Sharpe ratio for EFX, currently valued at 0.31, compared to the broader market-2.000.002.000.31-0.38
The chart of Sortino ratio for EFX, currently valued at 0.61, compared to the broader market-4.00-2.000.002.004.000.61-0.22
The chart of Omega ratio for EFX, currently valued at 1.08, compared to the broader market0.501.001.502.001.080.97
The chart of Calmar ratio for EFX, currently valued at 0.34, compared to the broader market0.002.004.006.000.34-0.39
The chart of Martin ratio for EFX, currently valued at 0.84, compared to the broader market-30.00-20.00-10.000.0010.0020.000.84-0.64
EFX
BWMN

The current EFX Sharpe Ratio is 0.31, which is higher than the BWMN Sharpe Ratio of -0.38. The chart below compares the historical Sharpe Ratios of EFX and BWMN, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.00-0.500.000.501.001.502.002.50AugustSeptemberOctoberNovemberDecember2025
0.31
-0.38
EFX
BWMN

Dividends

EFX vs. BWMN - Dividend Comparison

EFX's dividend yield for the trailing twelve months is around 0.59%, while BWMN has not paid dividends to shareholders.


TTM20242023202220212020201920182017201620152014
EFX
Equifax Inc.
0.59%0.61%0.63%0.80%0.53%0.81%1.11%1.68%1.32%1.12%1.04%1.24%
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%

Drawdowns

EFX vs. BWMN - Drawdown Comparison

The maximum EFX drawdown since its inception was -56.83%, which is greater than BWMN's maximum drawdown of -52.38%. Use the drawdown chart below to compare losses from any high point for EFX and BWMN. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%AugustSeptemberOctoberNovemberDecember2025
-13.96%
-39.86%
EFX
BWMN

Volatility

EFX vs. BWMN - Volatility Comparison

The current volatility for Equifax Inc. (EFX) is 9.86%, while Bowman Consulting Group Ltd. (BWMN) has a volatility of 12.96%. 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.


5.00%10.00%15.00%20.00%25.00%30.00%AugustSeptemberOctoberNovemberDecember2025
9.86%
12.96%
EFX
BWMN

Financials

EFX vs. BWMN - Financials Comparison

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


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2025 PortfoliosLab