EQUIFAX INC vs S&P Global Inc., two Credit Services stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Equifax and S&P Global are both data-and-analytics toll booths on the financial system, one on consumer credit, one on debt ratings and market indices, and the pair is a rare same-business comparison in a heterogeneous sector. S&P earns the far better economics, a 30.4% net margin and 7.9% on assets against Equifax's 11.1% and 5.9%, its ratings-and-index franchise deeper than Equifax's bureau. The multiples sit close, 25.8 and 27.9 times, Equifax slightly dearer despite weaker margins, its consumer-credit data priced for the same recurring-revenue durability. Both carry moderate leverage; both pay near-1% dividends. The pair prices two information monopolies-adjacent; S&P earns more per dollar, Equifax trades for more per dollar, an inversion the recurring-revenue thesis papers over.
Comparison updated 2026-07-11.
| Metric | EFX | SPGI |
|---|---|---|
| Price | $158.41 | $408.17 |
| Market cap | $19.1B | $121.5B |
| Sector | Financial Services | Financial Services |
| Stage | Mature | Mature |
| Implied growth (priced in) | +18.1% | +14.6% |
| P/E | 27.9 | 25.8 |
| P/B | 4.19 | 3.88 |
| P/S | 3.05 | 7.72 |
| EV/EBITDA | 12.9 | 16.8 |
| Revenue growth | +9.6% | +8.5% |
| Operating margin | 17.4% | 48.0% |
| Net margin | 11.1% | 30.4% |
| Return on equity | 15.3% | 15.3% |
| Return on assets | 5.8% | 7.9% |
| Dividend yield | 1.2% | 0.9% |
| Debt / equity | 1.16 | 0.51 |
| Current ratio | 0.61 | 0.68 |
| Altman Z (solvency) | 2.86 | 3.84 |
| Piotroski F (quality) | 8 / 9 | 6 / 9 |
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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.