Equifax Inc (EFX)

Operating return on assets (Operating ROA)

Dec 31, 2024 Sep 30, 2024 Jun 30, 2024 Mar 31, 2024 Dec 31, 2023 Sep 30, 2023 Jun 30, 2023 Mar 31, 2023 Dec 31, 2022 Sep 30, 2022 Jun 30, 2022 Mar 31, 2022 Dec 31, 2021 Sep 30, 2021 Jun 30, 2021 Mar 31, 2021 Dec 31, 2020 Sep 30, 2020 Jun 30, 2020 Mar 31, 2020
Operating income (ttm) US$ in thousands 1,042,100 999,100 998,400 953,100 933,800 864,700 861,200 928,900 1,055,900 1,132,100 1,162,400 1,163,800 1,138,000 1,055,300 986,500 847,300 676,600 554,100 471,300 418,300
Total assets US$ in thousands 11,759,400 12,344,300 12,152,300 12,251,300 12,289,000 12,348,900 11,537,900 11,583,900 11,547,900 11,308,000 11,221,200 11,391,700 11,040,900 11,083,300 9,340,300 9,669,400 9,611,800 9,249,800 8,832,800 7,622,800
Operating ROA 8.86% 8.09% 8.22% 7.78% 7.60% 7.00% 7.46% 8.02% 9.14% 10.01% 10.36% 10.22% 10.31% 9.52% 10.56% 8.76% 7.04% 5.99% 5.34% 5.49%

December 31, 2024 calculation

Operating ROA = Operating income (ttm) ÷ Total assets
= $1,042,100K ÷ $11,759,400K
= 8.86%

Equifax Inc's operating return on assets (ROA) has shown a generally positive trend over the analyzed period from March 31, 2020, to December 31, 2024. The operating ROA started at 5.49% in March 2020, increased gradually, and reached its peak at 10.56% in June 2021. This indicates that Equifax was able to generate more operating income relative to its total assets during this period.

Subsequently, the operating ROA fluctuated slightly but remained relatively high, staying above 7% consistently. The overall performance remained strong, with the operating ROA ranging between 7.00% and 10.36% until December 31, 2024, where it was recorded at 8.86%. These figures suggest that Equifax effectively utilized its assets to generate operating profits during this period.

It is essential to monitor the operating ROA over time to assess the company's efficiency in generating income from its operational activities in relation to its assets. Despite some fluctuations, Equifax's operating ROA remained at a healthy level throughout the analyzed period, reflecting efficient asset management and operational performance.