EFX vs. CSX

Last updated Apr 1, 2026

Compare and contrast key facts about Equifax Inc. (EFX) and CSX Corporation (CSX).

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.

EFX vs. CSX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
EFX Equifax Inc.	-16.79%	-14.19%	3.67%	28.18%	-33.09%	52.84%	39.00%	52.31%	-19.96%	0.95%
CSX CSX Corporation	13.61%	14.13%	-5.65%	13.51%	-16.58%	25.70%	27.09%	18.06%	14.47%	55.48%

Fundamentals

Market Cap EFX : $22.02B CSX : $76.52B
EPS EFX : $6.25 CSX : $1.54
PE Ratio EFX : 28.80 CSX : 26.72
PS Ratio EFX : 3.67 CSX : 5.12
PB Ratio EFX : 4.78 CSX : 5.81
Total Revenue (TTM) EFX : $6.07B CSX : $14.97B
Gross Profit (TTM) EFX : $2.54B CSX : $4.28B
EBITDA (TTM) EFX : $1.40B CSX : $5.45B

Returns By Period

In the year-to-date period, EFX achieves a -16.79% return, which is significantly lower than CSX's 13.61% return. Over the past 10 years, EFX has underperformed CSX with an annualized return of 5.43%, while CSX has yielded a comparatively higher 18.70% annualized return.

EFX

• 1D: 1.51%
• 1M: -13.59%
• YTD: -16.79%
• 6M: -29.45%
• 1Y: -25.40%
• 3Y*: -3.18%
• 5Y*: 0.45%
• 10Y*: 5.43%

CSX

• 1D: 3.22%
• 1M: -3.84%
• YTD: 13.61%
• 6M: 16.41%
• 1Y: 41.61%
• 3Y*: 12.71%
• 5Y*: 6.26%
• 10Y*: 18.70%

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

Return for Risk

EFX vs. CSX — Risk / Return Rank

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

EFX

EFX Risk / Return Rank: 17
EFX Sharpe Ratio Rank: 14
EFX Sortino Ratio Rank: 16
EFX Omega Ratio Rank: 15
EFX Calmar Ratio Rank: 21
EFX Martin Ratio Rank: 17

CSX

CSX Risk / Return Rank: 87
CSX Sharpe Ratio Rank: 88
CSX Sortino Ratio Rank: 86
CSX Omega Ratio Rank: 84
CSX Calmar Ratio Rank: 89
CSX Martin Ratio Rank: 88

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. CSX - Risk-Adjusted Trends 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.

	EFX	CSX	Difference
Sharpe ratio Return per unit of total volatility	-0.65	1.75	-2.40
Sortino ratio Return per unit of downside risk	-0.73	2.43	-3.16
Omega ratio Gain probability vs. loss probability	0.90	1.32	-0.42
Calmar ratio Return relative to maximum drawdown	-0.63	3.63	-4.26
Martin ratio Return relative to average drawdown	-1.27	9.03	-10.31
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. CSX - Sharpe Ratio Comparison

The current EFX Sharpe Ratio is -0.65, which is lower than the CSX Sharpe Ratio of 1.75. 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.

Sharpe Ratios by Period

	EFX	CSX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.65	1.75	-2.40
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.01	0.27	-0.26
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.18	0.68	-0.50
Sharpe Ratio (All Time) Calculated using the full available price history	0.38	0.42	-0.04

Correlation

The correlation between EFX and CSX is 0.33, 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.

Dividends

EFX vs. CSX - Dividend Comparison

EFX's dividend yield for the trailing twelve months is around 1.14%, less than CSX's 1.29% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EFX Equifax Inc.	1.14%	0.87%	0.61%	0.63%	0.80%	0.53%	0.81%	1.11%	1.68%	1.32%	1.12%	1.04%
CSX CSX Corporation	1.29%	1.43%	1.49%	1.27%	1.29%	0.99%	1.15%	1.33%	1.42%	1.42%	2.00%	2.70%

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.

Drawdown Indicators

	EFX	CSX	Difference
Max Drawdown Largest peak-to-trough decline	-56.83%	-69.19%	+12.36%
Max Drawdown (1Y) Largest decline over 1 year	-39.04%	-11.89%	-27.15%
Max Drawdown (5Y) Largest decline over 5 years	-49.12%	-29.44%	-19.68%
Max Drawdown (10Y) Largest decline over 10 years	-49.12%	-40.55%	-8.57%
Current Drawdown Current decline from peak	-40.58%	-4.91%	-35.67%
Average Drawdown Average peak-to-trough decline	-15.16%	-15.98%	+0.82%
Ulcer Index Depth and duration of drawdowns from previous peaks	19.19%	4.78%	+14.41%

Volatility

EFX vs. CSX - Volatility Comparison

Equifax Inc. (EFX) has a higher volatility of 10.54% compared to CSX Corporation (CSX) at 8.57%. 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.

Volatility by Period

	EFX	CSX	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.54%	8.57%	+1.97%
Volatility (6M) Calculated over the trailing 6-month period	27.24%	14.56%	+12.68%
Volatility (1Y) Calculated over the trailing 1-year period	39.53%	23.90%	+15.63%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	33.55%	23.21%	+10.34%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	31.12%	27.77%	+3.35%

Financials

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.

EFX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Equifax Inc. reported a gross profit of 0.00 and revenue of 1.55B. Therefore, the gross margin over that period was 0.0%.

CSX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, CSX Corporation reported a gross profit of 0.00 and revenue of 3.51B. Therefore, the gross margin over that period was 0.0%.

EFX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Equifax Inc. reported an operating income of 284.20M and revenue of 1.55B, resulting in an operating margin of 18.3%.

CSX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, CSX Corporation reported an operating income of 1.11B and revenue of 3.51B, resulting in an operating margin of 31.6%.

EFX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Equifax Inc. reported a net income of 289.40M and revenue of 1.55B, resulting in a net margin of 18.7%.

CSX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, CSX Corporation reported a net income of 720.00M and revenue of 3.51B, resulting in a net margin of 20.5%.