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EFX vs. CSX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between EFX and CSX is 0.49, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.5

Performance

EFX vs. CSX - Performance Comparison

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

10,000.00%15,000.00%20,000.00%25,000.00%30,000.00%December2025FebruaryMarchAprilMay
29,384.66%
9,221.21%
EFX
CSX

Key characteristics

Sharpe Ratio

EFX:

0.61

CSX:

-0.49

Sortino Ratio

EFX:

1.09

CSX:

-0.56

Omega Ratio

EFX:

1.15

CSX:

0.93

Calmar Ratio

EFX:

0.63

CSX:

-0.42

Martin Ratio

EFX:

1.55

CSX:

-1.15

Ulcer Index

EFX:

13.42%

CSX:

10.69%

Daily Std Dev

EFX:

34.15%

CSX:

25.10%

Max Drawdown

EFX:

-56.83%

CSX:

-69.19%

Current Drawdown

EFX:

-13.56%

CSX:

-24.13%

Fundamentals

Market Cap

EFX:

$32.37B

CSX:

$52.73B

EPS

EFX:

$4.89

CSX:

$1.68

PE Ratio

EFX:

53.29

CSX:

16.71

PEG Ratio

EFX:

1.34

CSX:

1.89

PS Ratio

EFX:

5.65

CSX:

3.69

PB Ratio

EFX:

6.49

CSX:

4.33

Total Revenue (TTM)

EFX:

$5.73B

CSX:

$14.28B

Gross Profit (TTM)

EFX:

$3.19B

CSX:

$5.04B

EBITDA (TTM)

EFX:

$1.74B

CSX:

$6.73B

Returns By Period

In the year-to-date period, EFX achieves a 3.89% return, which is significantly higher than CSX's -10.70% return. Both investments have delivered pretty close results over the past 10 years, with EFX having a 11.47% annualized return and CSX not far behind at 11.03%.


EFX

YTD

3.89%

1M

6.77%

6M

0.29%

1Y

18.46%

5Y*

14.78%

10Y*

11.47%

CSX

YTD

-10.70%

1M

-3.50%

6M

-13.41%

1Y

-13.26%

5Y*

7.19%

10Y*

11.03%

*Annualized

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Risk-Adjusted Performance

EFX vs. CSX — 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 7171
Overall Rank
The Sharpe Ratio Rank of EFX is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of EFX is 6767
Sortino Ratio Rank
The Omega Ratio Rank of EFX is 6868
Omega Ratio Rank
The Calmar Ratio Rank of EFX is 7676
Calmar Ratio Rank
The Martin Ratio Rank of EFX is 6969
Martin Ratio Rank

CSX
The Risk-Adjusted Performance Rank of CSX is 2424
Overall Rank
The Sharpe Ratio Rank of CSX is 2525
Sharpe Ratio Rank
The Sortino Ratio Rank of CSX is 2222
Sortino Ratio Rank
The Omega Ratio Rank of CSX is 2323
Omega Ratio Rank
The Calmar Ratio Rank of CSX is 2525
Calmar Ratio Rank
The Martin Ratio Rank of CSX is 2222
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. CSX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Equifax Inc. (EFX) and CSX Corporation (CSX). 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 chart of Sharpe ratio for EFX, currently valued at 0.61, compared to the broader market-2.00-1.000.001.002.003.00
EFX: 0.61
CSX: -0.49
The chart of Sortino ratio for EFX, currently valued at 1.09, compared to the broader market-6.00-4.00-2.000.002.004.00
EFX: 1.09
CSX: -0.56
The chart of Omega ratio for EFX, currently valued at 1.15, compared to the broader market0.501.001.502.00
EFX: 1.15
CSX: 0.93
The chart of Calmar ratio for EFX, currently valued at 0.63, compared to the broader market0.001.002.003.004.005.00
EFX: 0.63
CSX: -0.42
The chart of Martin ratio for EFX, currently valued at 1.55, compared to the broader market-10.000.0010.0020.00
EFX: 1.55
CSX: -1.15

The current EFX Sharpe Ratio is 0.61, which is higher than the CSX Sharpe Ratio of -0.49. The chart below compares the historical Sharpe Ratios of EFX and CSX, 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-1.000.001.002.00December2025FebruaryMarchAprilMay
0.61
-0.49
EFX
CSX

Dividends

EFX vs. CSX - Dividend Comparison

EFX's dividend yield for the trailing twelve months is around 0.59%, less than CSX's 1.71% yield.


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%
CSX
CSX Corporation
1.71%1.49%1.27%1.29%0.99%1.15%1.33%1.42%1.42%2.00%2.70%1.74%

Drawdowns

EFX vs. CSX - Drawdown Comparison

The maximum EFX drawdown since its inception was -56.83%, smaller than the maximum CSX drawdown of -69.19%. Use the drawdown chart below to compare losses from any high point for EFX and CSX. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-13.56%
-24.13%
EFX
CSX

Volatility

EFX vs. CSX - Volatility Comparison

Equifax Inc. (EFX) has a higher volatility of 21.32% compared to CSX Corporation (CSX) at 11.54%. This indicates that EFX's price experiences larger fluctuations and is considered to be riskier than CSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%December2025FebruaryMarchAprilMay
21.32%
11.54%
EFX
CSX

Financials

EFX vs. CSX - Financials Comparison

This section allows you to compare key financial metrics between Equifax Inc. and CSX Corporation. 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


500.00M1.00B1.50B2.00B2.50B3.00B3.50B4.00B20212022202320242025
1.44B
3.42B
(EFX) Total Revenue
(CSX) Total Revenue
Values in USD except per share items

EFX vs. CSX - Profitability Comparison

The chart below illustrates the profitability comparison between Equifax Inc. and CSX Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%35.0%40.0%45.0%50.0%55.0%60.0%65.0%20212022202320242025
54.5%
30.4%
(EFX) Gross Margin
(CSX) Gross Margin
EFX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Equifax Inc. reported a gross profit of 785.30M and revenue of 1.44B. Therefore, the gross margin over that period was 54.5%.
CSX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, CSX Corporation reported a gross profit of 1.04B and revenue of 3.42B. Therefore, the gross margin over that period was 30.4%.
EFX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Equifax Inc. reported an operating income of 235.80M and revenue of 1.44B, resulting in an operating margin of 16.4%.
CSX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, CSX Corporation reported an operating income of 1.04B and revenue of 3.42B, resulting in an operating margin of 30.4%.
EFX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Equifax Inc. reported a net income of 133.10M and revenue of 1.44B, resulting in a net margin of 9.2%.
CSX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, CSX Corporation reported a net income of 646.00M and revenue of 3.42B, resulting in a net margin of 18.9%.