Seek Returns

EFX vs. SSNC: Equifax vs. SS&C Stock Comparison

How do Equifax (EFX) and SS&C (SSNC) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Equifax (EFX) and SS&C (SSNC) both belong to the Professional Services industry, though EFX is classified under Research & Consulting Services while SSNC falls under Data Processing & Outsourced Services.

Company profile comparison for Equifax (EFX) and SS&C (SSNC)
Profile ItemEFXSSNC
NameEquifax Inc.SS&C Technologies Holdings, Inc.
Country/RegionUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS Industry GroupCommercial & Professional ServicesCommercial & Professional Services
GICS IndustryProfessional ServicesProfessional Services
GICS Sub-IndustryResearch & Consulting ServicesData Processing & Outsourced Services
Market Capitalization22.27 billion USD18.24 billion USD
CurrencyUSDUSD
ExchangeNYSENasdaq
Listing DateMarch 17, 1980March 31, 2010
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

EFX
SSNC
GSPC
Loading price history…
Equifax (EFX) vs. SS&C (SSNC), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

Loading price history…
Trailing total returns for Equifax (EFX) and SS&C (SSNC). Returns over one year are annualized.

Calendar-Year Returns

Loading price history…
Calendar-year total returns for Equifax (EFX) and SS&C (SSNC). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Equifax (EFX) and SS&C (SSNC)
MetricEFXSSNC
Total Return (1Y)-7.77%-5.72%
Total Return (3Y, Annualized)1.72%16.20%
Total Return (5Y, Annualized)-7.34%1.16%

Risk Profile

Drawdown History

EFX
SSNC
GSPC
Loading price history…
Equifax (EFX) vs. SS&C (SSNC), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

Loading price history…
Distribution of monthly total returns for Equifax (EFX) and SS&C (SSNC). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Equifax (EFX) and SS&C (SSNC)
MetricEFXSSNC
Volatility (1Y, Annualized)41.48%29.18%
Beta (5Y)1.251.03
Max Drawdown (5Y)-54.43%-44.33%
Avg. Volume (3M)1.67M1.67M

Risk-Adjusted Performance

Risk-Return Positioning

Loading chart…
EFX and SSNC are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Equifax (EFX) and SS&C (SSNC)
MetricEFXSSNC
Sharpe Ratio (1Y)-0.29-0.34
Sortino Ratio (1Y)-0.41-0.47

Profitability

ROE (TTM)

Both Equifax (EFX) at 15.44% and SS&C (SSNC) at 12.42% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

EFX

Commercial & Professional Services industry group

15.44%

Max
47.06%
Q3
25.43%
EFX
15.44%
Median
14.11%
Q1
3.92%
Min
-20.15%

SSNC

Commercial & Professional Services industry group

12.42%

Max
47.06%
Q3
25.43%
Median
14.11%
SSNC
12.42%
Q1
3.92%
Min
-20.15%
Loading chart…
Equifax (EFX) vs. SS&C (SSNC): A comparison of their ROE against the Commercial & Professional Services industry group benchmark.

Net Margin (TTM)

SS&C (SSNC) at 12.76% retains a top-quartile share of revenue as profit, ahead of Equifax (EFX) at 11.27%, which keeps about the industry-typical share.

EFX

Commercial & Professional Services industry group

11.27%

Max
23.28%
Q3
11.35%
EFX
11.27%
Median
5.65%
Q1
0.87%
Min
-8.60%

SSNC

Commercial & Professional Services industry group

12.76%

Max
23.28%
SSNC
12.76%
Q3
11.35%
Median
5.65%
Q1
0.87%
Min
-8.60%
Loading chart…
Equifax (EFX) vs. SS&C (SSNC): A comparison of their net margin against the Commercial & Professional Services industry group benchmark.

Operating Margin (TTM)

Both Equifax (EFX) at 20.99% and SS&C (SSNC) at 24.22% convert sales into operating profit at a top-quartile rate, pointing to tighter cost discipline before financing and tax.

EFX

Commercial & Professional Services industry group

20.99%

Max
38.50%
EFX
20.99%
Q3
18.84%
Median
10.40%
Q1
5.59%
Min
-12.00%

SSNC

Commercial & Professional Services industry group

24.22%

Max
38.50%
SSNC
24.22%
Q3
18.84%
Median
10.40%
Q1
5.59%
Min
-12.00%
Loading chart…
Equifax (EFX) vs. SS&C (SSNC): A comparison of their operating margin against the Commercial & Professional Services industry group benchmark.

Profitability Metrics

Profitability metrics for Equifax (EFX) and SS&C (SSNC)
MetricEFXSSNC
ROE (TTM)15.44%12.42%
ROA (TTM)6.67%4.99%
Net Margin (TTM)11.27%12.76%
Operating Margin (TTM)20.99%24.22%
Gross Margin (TTM)55.18%48.21%

Growth

Revenue Growth

Both Equifax (EFX) at 6.92% and SS&C (SSNC) at 6.63% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

Loading chart…
Equifax (EFX) vs. SS&C (SSNC): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Equifax (EFX) at 9.92% and SS&C (SSNC) at 5.00% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

Loading chart…
Equifax (EFX) vs. SS&C (SSNC): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Equifax (EFX) and SS&C (SSNC)
MetricEFXSSNC
Revenue Growth (YoY)6.92%6.63%
Revenue Growth (3Y CAGR)5.85%5.89%
EPS Growth (YoY)9.92%5.00%
EPS Growth (3Y CAGR)-1.99%8.30%

Financial Strength

Current Ratio (MRQ)

Both Equifax (EFX) at 1.09 and SS&C (SSNC) at 0.78 run current ratio in the tighter-liquidity quartile of industry peers, leaving thinner cushions against current liabilities than typical competitors.

EFX

Commercial & Professional Services industry group

1.09

Max
3.63
Q3
2.14
Median
1.55
Q1
1.09
EFX
1.09
Min
0.45

SSNC

Commercial & Professional Services industry group

0.78

Max
3.63
Q3
2.14
Median
1.55
Q1
1.09
SSNC
0.78
Min
0.45
Loading chart…
Equifax (EFX) vs. SS&C (SSNC): A comparison of their current ratio against the Commercial & Professional Services industry group benchmark.

Debt / Equity (MRQ)

Both Equifax (EFX) at 1.13 and SS&C (SSNC) at 1.13 fund their balance sheets with roughly industry-typical debt-to-equity mixes.

EFX

Commercial & Professional Services industry group

1.13

Max
2.37
Q3
1.25
EFX
1.13
Median
0.88
Q1
0.35
Min
0.00

SSNC

Commercial & Professional Services industry group

1.13

Max
2.37
Q3
1.25
SSNC
1.13
Median
0.88
Q1
0.35
Min
0.00
Loading chart…
Equifax (EFX) vs. SS&C (SSNC): A comparison of their debt-to-equity ratio against the Commercial & Professional Services industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Equifax (EFX) and SS&C (SSNC)
MetricEFXSSNC
Current Ratio (MRQ)1.090.78
Debt / Equity (MRQ)1.131.13
Net Debt / EBITDA2.473.28

Dividends

Dividend Yield (TTM)

Both Equifax (EFX) at 1.12% and SS&C (SSNC) at 1.42% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

EFX

Commercial & Professional Services industry group

1.12%

Max
4.33%
Q3
1.80%
EFX
1.12%
Median
0.60%
Q1
0.00%
Min
0.00%

SSNC

Commercial & Professional Services industry group

1.42%

Max
4.33%
Q3
1.80%
SSNC
1.42%
Median
0.60%
Q1
0.00%
Min
0.00%
Loading chart…
Equifax (EFX) vs. SS&C (SSNC): A comparison of their dividend yield against the Commercial & Professional Services industry group benchmark.

Dividend Payout Ratio (TTM)

Both Equifax (EFX) at 35.28% and SS&C (SSNC) at 31.12% keep payout ratio within their industries’ typical mid-ranges — dividend policies that share earnings without consuming too much of them.

EFX

Commercial & Professional Services industry group

35.28%

Max
99.58%
Q3
41.99%
EFX
35.28%
Median
17.27%
Q1
0.00%
Min
-17.94%

SSNC

Commercial & Professional Services industry group

31.12%

Max
99.58%
Q3
41.99%
SSNC
31.12%
Median
17.27%
Q1
0.00%
Min
-17.94%
Loading chart…
Equifax (EFX) vs. SS&C (SSNC): A comparison of their payout ratio against the Commercial & Professional Services industry group benchmark.

Dividend Metrics

Dividend metrics for Equifax (EFX) and SS&C (SSNC)
MetricEFXSSNC
Dividend Yield (TTM)1.12%1.42%
Dividend Payout Ratio (TTM)35.28%31.12%

Valuation

P/E Ratio (TTM)

Both Equifax (EFX) at 30.68 and SS&C (SSNC) at 22.39 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

EFX

Commercial & Professional Services industry group

30.68

Max
49.47
Q3
33.76
EFX
30.68
Median
24.16
Q1
16.01
Min
1.89

SSNC

Commercial & Professional Services industry group

22.39

Max
49.47
Q3
33.76
Median
24.16
SSNC
22.39
Q1
16.01
Min
1.89
Loading chart…
Equifax (EFX) vs. SS&C (SSNC): A comparison of their P/E ratio against the Commercial & Professional Services industry group benchmark.

P/S Ratio (TTM)

SS&C (SSNC) at 2.73 is priced about in line with its industry on P/S ratio, while Equifax (EFX) at 3.38 sits in the pricier quartile — EFX costs more per dollar of sales.

EFX

Commercial & Professional Services industry group

3.38

Max
7.17
EFX
3.38
Q3
3.35
Median
1.33
Q1
0.69
Min
0.11

SSNC

Commercial & Professional Services industry group

2.73

Max
7.17
Q3
3.35
SSNC
2.73
Median
1.33
Q1
0.69
Min
0.11
Loading chart…
Equifax (EFX) vs. SS&C (SSNC): A comparison of their P/S ratio against the Commercial & Professional Services industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both Equifax (EFX) at 4.96 and SS&C (SSNC) at 2.72 are valued close to their industries’ norm against book — neither stands out from peers.

EFX

Commercial & Professional Services industry group

4.96

Max
11.25
Q3
6.08
EFX
4.96
Median
2.92
Q1
1.55
Min
-2.78

SSNC

Commercial & Professional Services industry group

2.72

Max
11.25
Q3
6.08
Median
2.92
SSNC
2.72
Q1
1.55
Min
-2.78
Loading chart…
Equifax (EFX) vs. SS&C (SSNC): A comparison of their P/B ratio against the Commercial & Professional Services industry group benchmark.

Valuation Metrics

Valuation metrics for Equifax (EFX) and SS&C (SSNC)
MetricEFXSSNC
P/E Ratio (TTM)30.6822.39
P/S Ratio (TTM)3.382.73
P/B Ratio (MRQ)4.962.72
Free Cash Flow Yield (TTM)4.24%7.85%