EQUIFAX INC vs Moody’s Corporation, two Credit Services stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where EFX and MCO diverge most: on p/b, EFX reads 4.41 and MCO reads 27.49; on return on equity, EFX reads 15.3% and MCO reads 79.4%. The rest of the comparable metrics sit closer together. On valuation, today's EFX price has a different growth bar priced in than MCO (+21.2% implied for EFX vs +27.0% for MCO); the higher figure is the steeper assumption to clear, not a better or worse stock. What EFX's price implies is a somewhat stretched bet versus history (whole-company basis). What MCO's price implies is a demanding bet versus history and the cohort (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | EFX | MCO |
|---|---|---|
| Price | $166.53 | $487.26 |
| Market cap | $20.1B | $86.4B |
| Sector | Financial Services | Financial Services |
| Stage | Mature | Mature |
| Implied growth (priced in) | +21.2% | +27.0% |
| P/E | 29.3 | 35.0 |
| P/B | 4.41 | 27.49 |
| P/S | 3.20 | 10.97 |
| EV/EBITDA | 13.4 | 23.6 |
| Revenue growth | +9.6% | +9.1% |
| Operating margin | 17.4% | 44.4% |
| Net margin | 11.1% | 31.7% |
| Return on equity | 15.3% | 79.4% |
| Return on assets | 5.8% | 16.9% |
| Dividend yield | 1.1% | 0.8% |
| Debt / equity | 1.16 | 2.40 |
| Current ratio | 0.61 | 1.16 |
| Altman Z (solvency) | 2.94 | 7.00 |
| Piotroski F (quality) | 8 / 9 | 7 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.