COMP <GO>
EFX vs BRK-B // 10Y YIELD & FRED MACRO BETA
Equifax Inc. (NYSE) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: EFX 7
— BRK-B 7
▲ 10Y YIELD & FRED MACRO BETA LEADER: EFX
LAST: $184.60 (+2.90%) • MKT CAP: $20.99B
macro-sensitivity
1.11
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
macro-sensitivity
0.61
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (EFX VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | EFX | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 10.20% | 11.47% | -1.27 | BRK-B | /roic <GO> |
| EV/EBITDA & P/E Valuation | 18.7x | 9.7x | +9.02 | BRK-B | /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-B | /operating-margins <GO> |
| Net Profit Margin | 10.90% | 22.30% | -11.40 | BRK-B | /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 | 3.25 | 2.85 | +0.40 | EFX | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 4/9 | +4.00 | EFX | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.30% | 3.55% | +3.75 | BRK-B | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 67.5 | 66.8 | +0.64 | EFX | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.11 | 0.61 | +0.50 | EFX | /macro-sensitivity <GO> |
| Forward P/E Multiple | 29.6x | 24.3x | +5.26 | BRK-B | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $20.99B | $1.16T | -$1.14T | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | EFX REV | BRK-B REV | EFX GROSS % | BRK-B GROSS % | EFX FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.07B | $371.44B | 44.0% | — | $1.34B | $25.04B |
| FY 2024 | $5.68B | $371.43B | 44.0% | — | $1.07B | $11.62B |
| FY 2023 | $5.27B | $364.48B | 44.0% | — | $879.9M | $29.79B |
| FY 2022 | — | $302.02B | — | — | — | $21.89B |
| FY 2021 | — | $276.19B | — | — | — | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
EFX // BETA 1.11
BRK-B // BETA 0.61