EFX vs. FCN

Last updated Apr 2, 2026

Compare and contrast key facts about Equifax Inc. (EFX) and FTI Consulting, Inc. (FCN).

Performance

EFX vs. FCN - Performance Comparison

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

EFX vs. FCN - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
EFX Equifax Inc.	-16.98%	-14.19%	3.67%	28.18%	-33.09%	52.84%	39.00%	52.31%	-19.96%	0.95%
FCN FTI Consulting, Inc.	4.62%	-10.62%	-4.03%	25.41%	3.51%	37.33%	0.96%	66.06%	55.12%	-4.70%

Fundamentals

EPS EFX : $6.25 FCN : $12.42
PE Ratio EFX : 28.74 FCN : 14.39
PEG Ratio EFX : 1.68 FCN : 3.13
PS Ratio EFX : 3.66 FCN : 1.03
Total Revenue (TTM) EFX : $6.07B FCN : $3.79B
Gross Profit (TTM) EFX : $2.54B FCN : $1.22B
EBITDA (TTM) EFX : $1.40B FCN : $389.08M

Returns By Period

In the year-to-date period, EFX achieves a -16.98% return, which is significantly lower than FCN's 4.62% return. Over the past 10 years, EFX has underperformed FCN with an annualized return of 5.41%, while FCN has yielded a comparatively higher 17.50% annualized return.

EFX

• 1D: -0.23%
• 1M: -13.40%
• YTD: -16.98%
• 6M: -28.87%
• 1Y: -25.66%
• 3Y*: -3.25%
• 5Y*: 0.40%
• 10Y*: 5.41%

FCN

• 1D: 1.10%
• 1M: 8.99%
• YTD: 4.62%
• 6M: 10.97%
• 1Y: 8.90%
• 3Y*: -3.25%
• 5Y*: 4.68%
• 10Y*: 17.50%

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

Return for Risk

EFX vs. FCN — Risk / Return Rank

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

EFX

EFX Risk / Return Rank: 15
EFX Sharpe Ratio Rank: 13
EFX Sortino Ratio Rank: 15
EFX Omega Ratio Rank: 14
EFX Calmar Ratio Rank: 18
EFX Martin Ratio Rank: 14

FCN

FCN Risk / Return Rank: 51
FCN Sharpe Ratio Rank: 53
FCN Sortino Ratio Rank: 45
FCN Omega Ratio Rank: 45
FCN Calmar Ratio Rank: 55
FCN Martin Ratio Rank: 56

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. FCN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Equifax Inc. (EFX) and FTI Consulting, Inc. (FCN). 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	FCN	Difference
Sharpe ratio Return per unit of total volatility	-0.65	0.35	-1.01
Sortino ratio Return per unit of downside risk	-0.74	0.66	-1.40
Omega ratio Gain probability vs. loss probability	0.90	1.09	-0.19
Calmar ratio Return relative to maximum drawdown	-0.66	0.60	-1.26
Martin ratio Return relative to average drawdown	-1.32	1.54	-2.86
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. FCN - Sharpe Ratio Comparison

The current EFX Sharpe Ratio is -0.65, which is lower than the FCN Sharpe Ratio of 0.35. The chart below compares the historical Sharpe Ratios of EFX and FCN, 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	FCN	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.65	0.35	-1.01
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.01	0.17	-0.15
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.17	0.57	-0.40
Sharpe Ratio (All Time) Calculated using the full available price history	0.38	0.30	+0.08

Correlation

The correlation between EFX and FCN is 0.26, 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. FCN - Dividend Comparison

EFX's dividend yield for the trailing twelve months is around 1.15%, while FCN has not paid dividends to shareholders.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EFX Equifax Inc.	1.15%	0.87%	0.61%	0.63%	0.80%	0.53%	0.81%	1.11%	1.68%	1.32%	1.12%	1.04%
FCN FTI Consulting, Inc.	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. FCN - Drawdown Comparison

The maximum EFX drawdown since its inception was -56.83%, smaller than the maximum FCN drawdown of -88.02%. Use the drawdown chart below to compare losses from any high point for EFX and FCN.

Drawdown Indicators

	EFX	FCN	Difference
Max Drawdown Largest peak-to-trough decline	-56.83%	-88.02%	+31.19%
Max Drawdown (1Y) Largest decline over 1 year	-39.04%	-14.82%	-24.22%
Max Drawdown (5Y) Largest decline over 5 years	-49.12%	-34.34%	-14.78%
Max Drawdown (10Y) Largest decline over 10 years	-49.12%	-34.34%	-14.78%
Current Drawdown Current decline from peak	-40.72%	-22.63%	-18.09%
Average Drawdown Average peak-to-trough decline	-15.16%	-30.31%	+15.15%
Ulcer Index Depth and duration of drawdowns from previous peaks	19.32%	5.79%	+13.53%

Volatility

EFX vs. FCN - Volatility Comparison

Equifax Inc. (EFX) has a higher volatility of 10.55% compared to FTI Consulting, Inc. (FCN) at 6.77%. This indicates that EFX's price experiences larger fluctuations and is considered to be riskier than FCN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	EFX	FCN	Difference
Volatility (1M) Calculated over the trailing 1-month period	10.55%	6.77%	+3.78%
Volatility (6M) Calculated over the trailing 6-month period	27.23%	20.38%	+6.85%
Volatility (1Y) Calculated over the trailing 1-year period	39.51%	25.25%	+14.26%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	33.55%	28.48%	+5.07%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	31.12%	30.63%	+0.49%

Financials

EFX vs. FCN - Profitability Comparison

The chart below illustrates the profitability comparison between Equifax Inc. and FTI Consulting, Inc. 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%.

FCN - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, FTI Consulting, Inc. reported a gross profit of 307.67M and revenue of 990.75M. Therefore, the gross margin over that period was 31.1%.

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%.

FCN - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, FTI Consulting, Inc. reported an operating income of 93.44M and revenue of 990.75M, resulting in an operating margin of 9.4%.

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%.

FCN - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, FTI Consulting, Inc. reported a net income of 54.53M and revenue of 990.75M, resulting in a net margin of 5.5%.