COMP <GO>
EFX vs BRK-A // RETURN ON INVESTED CAPITAL (ROIC)
Equifax Inc. (NYSE) VS. Berkshire Hathaway Inc. (Class A) (NYSE) • 15-METRIC TALLY: EFX 4
— BRK-A 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BRK-A
LAST: $184.60 (+2.90%) • MKT CAP: $20.99B
roic
10.20%
LAST: $815,600.00 (-0.23%) • MKT CAP: $1.20T
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (EFX VS. BRK-A)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | EFX | BRK-A | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 10.20% | 11.47% | -1.27 | BRK-A | /roic <GO> |
| EV/EBITDA & P/E Valuation | 18.7x | 9.7x | +9.02 | BRK-A | /valuation <GO> |
| Free Cash Flow Yield | 6.39% | 2.09% | +4.30 | EFX | /fcf-yield <GO> |
| Operating Margin | 18.00% | 27.80% | -9.80 | BRK-A | /operating-margins <GO> |
| Net Profit Margin | 10.90% | 22.30% | -11.40 | BRK-A | /net-margins <GO> |
| Revenue Growth (YoY) | 6.90% | 3.93% | +2.97 | EFX | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.11% | 0.00% | +1.11 | EFX | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 4/9 | +4.00 | EFX | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 61.1 | 68.1 | -7.00 | BRK-A | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.11 | 1.13 | -0.02 | BRK-A | /macro-sensitivity <GO> |
| Forward P/E Multiple | 29.6x | 24.3x | +5.26 | BRK-A | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $20.99B | $1.20T | -$1.18T | BRK-A | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | EFX REV | BRK-A REV | EFX GROSS % | BRK-A GROSS % | EFX FCF | BRK-A FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.07B | $247.24B | — | — | $1.34B | $25.04B |
| FY 2024 | $5.68B | $249.71B | — | — | $1.07B | $11.62B |
| FY 2023 | $5.27B | $254.91B | — | — | $879.9M | $37.73B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
EFX // BETA 1.11
BRK-A // BETA 1.13