Equifax Inc (EFX)
Profitability ratios
Return on sales
| 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 | Dec 31, 2019 | Sep 30, 2019 | Jun 30, 2019 | Mar 31, 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross profit margin | 12.97% | 12.80% | 13.21% | 14.95% | 17.64% | 19.22% | 20.11% | 20.58% | 20.73% | 40.52% | 40.36% | 39.45% | 37.81% | 34.34% | 34.05% | 33.70% | 24.19% | 21.22% | 31.15% | 44.13% |
| Operating profit margin | 18.60% | 17.65% | 17.79% | 19.12% | 21.39% | 22.61% | 23.25% | 23.64% | 23.83% | 22.54% | 21.80% | 19.84% | 16.82% | 14.54% | 12.99% | 11.84% | -9.79% | -10.03% | -11.88% | -9.48% |
| Pretax margin | 14.17% | 13.70% | 14.49% | 15.93% | 18.75% | 18.42% | 19.37% | 19.92% | 19.79% | 19.20% | 20.77% | 18.54% | 16.88% | 16.31% | 11.41% | 10.64% | -12.26% | -12.70% | -14.67% | -12.33% |
| Net profit margin | 10.86% | 10.64% | 10.84% | 12.08% | 14.10% | 14.18% | 15.00% | 15.53% | 15.58% | 14.88% | 15.90% | 14.16% | 12.93% | 12.11% | 8.73% | 8.09% | -11.21% | -11.16% | -12.66% | -10.40% |
Equifax, Inc.'s profitability ratios have displayed a declining trend over the past quarters. Starting with the gross profit margin, it decreased from 57.49% in Q4 2022 to 55.65% in Q4 2023. This indicates a reduction in the company's ability to generate revenue after accounting for the cost of goods sold.
Moving on to the operating profit margin, a similar downward trend is observed, declining from 20.62% in Q4 2022 to 17.73% in Q4 2023. This suggests a decrease in profitability after considering both cost of goods sold and operating expenses.
The pretax margin also decreased from 18.15% in Q4 2022 to 13.63% in Q4 2023, indicating a diminishing ability of Equifax, Inc. to generate profits before accounting for taxes.
Finally, the net profit margin, which reflects the company's bottom line profitability, showed a decline from 13.59% in Q4 2022 to 10.36% in Q4 2023. This suggests that the company's net income relative to its revenue has decreased, indicating potential challenges in cost management or revenue generation.
Overall, the declining trend in Equifax, Inc.'s profitability ratios raises concerns about its operational efficiency and ability to maintain or increase its bottom line profitability in the future. Further analysis and strategic adjustments may be necessary to address these challenges and improve overall financial performance.
Return on investment
| 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 | Dec 31, 2019 | Sep 30, 2019 | Jun 30, 2019 | Mar 31, 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating return on assets (Operating ROA) | 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% | -4.24% | -4.53% | -5.27% | -4.28% |
| Return on assets (ROA) | 4.44% | 4.22% | 4.55% | 5.07% | 6.03% | 6.28% | 6.68% | 6.71% | 6.74% | 6.29% | 7.71% | 6.25% | 5.41% | 4.99% | 3.59% | 3.75% | -4.86% | -5.04% | -5.62% | -4.69% |
| Return on total capital | 10.27% | 9.26% | 9.50% | 10.77% | 12.63% | 12.70% | 14.26% | 13.59% | 13.54% | 12.26% | 16.12% | 14.25% | 12.73% | 12.18% | 8.20% | 8.34% | -5.17% | -5.93% | -7.05% | -5.79% |
| Return on equity (ROE) | 12.03% | 12.14% | 12.52% | 14.44% | 17.60% | 18.89% | 19.71% | 19.94% | 20.76% | 19.68% | 20.80% | 18.23% | 16.42% | 15.75% | 11.76% | 11.98% | -14.90% | -14.88% | -16.50% | -13.44% |
Equifax, Inc. has shown a consistent performance in terms of profitability ratios over the past eight quarters.
The Operating return on assets (Operating ROA) has fluctuated slightly, ranging from 7.00% to 8.02%, with a median value of 7.53%. This indicates that Equifax is generating profits from its core operations to the tune of approximately 7.53% of its total assets.
The Return on assets (ROA) also demonstrates a similar trend, ranging from 4.22% to 5.07%, with a median value of 4.69%. This ratio signifies that Equifax is able to generate profits of around 4.69% from its total assets.
Return on total capital and Return on equity (ROE) both show a consistent performance with fluctuations within a narrow range. The Return on total capital ranges from 8.40% to 12.06%, with a median value of 9.77%, indicating how efficiently the company is generating profits from its total invested capital. Similarly, ROE fluctuates between 12.03% and 19.94%, with a median value of 15.02%, reflecting the returns generated for its shareholders' equity.
Overall, Equifax, Inc. has demonstrated a stable performance in terms of profitability ratios, indicating its ability to efficiently utilize its assets and capital to generate profits.