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EFX vs. SYM: A Head-to-Head Stock Comparison

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Here’s a clear look at EFX and SYM, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.

Company Profile

SymbolEFXSYM
Company NameEquifax Inc.Symbotic Inc.
CountryUnited StatesUnited States
GICS SectorIndustrialsIndustrials
GICS IndustryProfessional ServicesMachinery
Market Capitalization31.21 billion USD31.70 billion USD
ExchangeNYSENasdaqGM
Listing DateMarch 17, 1980March 9, 2021
Security TypeCommon StockCommon Stock

Historical Performance

This chart compares the performance of EFX and SYM by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.

EFX vs. SYM: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

SymbolEFXSYM
5-Day Price Return4.70%-0.98%
13-Week Price Return-8.35%106.46%
26-Week Price Return2.35%106.54%
52-Week Price Return-10.68%152.85%
Month-to-Date Return5.44%-0.50%
Year-to-Date Return-0.61%126.40%
10-Day Avg. Volume1.19M3.22M
3-Month Avg. Volume1.06M2.02M
3-Month Volatility31.28%89.10%
Beta1.682.06

Profitability

Return on Equity (TTM)

EFX

12.93%

Professional Services Industry

Max
52.17%
Q3
30.06%
Median
22.21%
Q1
11.67%
Min
-13.44%

EFX’s Return on Equity of 12.93% is on par with the norm for the Professional Services industry, indicating its profitability relative to shareholder equity is typical for the sector.

SYM

-7.69%

Machinery Industry

Max
34.68%
Q3
19.06%
Median
13.13%
Q1
8.53%
Min
-4.87%

SYM has a negative Return on Equity of -7.69%. This indicates the company is generating a loss for its shareholders, which can be a result of unprofitability or negative shareholder equity and is often a sign of financial distress.

EFX vs. SYM: A comparison of their Return on Equity (TTM) against their respective Professional Services and Machinery industry benchmarks.

Net Profit Margin (TTM)

EFX

10.95%

Professional Services Industry

Max
26.06%
Q3
13.34%
Median
7.88%
Q1
3.50%
Min
-2.93%

EFX’s Net Profit Margin of 10.95% is aligned with the median group of its peers in the Professional Services industry. This indicates its ability to convert revenue into profit is typical for the sector.

SYM

-0.71%

Machinery Industry

Max
19.74%
Q3
11.24%
Median
8.13%
Q1
5.38%
Min
-1.11%

SYM has a negative Net Profit Margin of -0.71%, indicating the company is operating at a net loss as its expenses exceeded its revenues.

EFX vs. SYM: A comparison of their Net Profit Margin (TTM) against their respective Professional Services and Machinery industry benchmarks.

Operating Profit Margin (TTM)

EFX

18.52%

Professional Services Industry

Max
35.84%
Q3
19.38%
Median
12.54%
Q1
7.36%
Min
-5.21%

EFX’s Operating Profit Margin of 18.52% is around the midpoint for the Professional Services industry, indicating that its efficiency in managing core business operations is typical for the sector.

SYM

-5.20%

Machinery Industry

Max
26.63%
Q3
16.15%
Median
11.27%
Q1
7.72%
Min
-4.91%

SYM has a negative Operating Profit Margin of -5.20%. This signifies the company is unprofitable at the operational level, as its core business expenses exceed its revenue.

EFX vs. SYM: A comparison of their Operating Profit Margin (TTM) against their respective Professional Services and Machinery industry benchmarks.

Profitability at a Glance

SymbolEFXSYM
Return on Equity (TTM)12.93%-7.69%
Return on Assets (TTM)5.34%-0.88%
Net Profit Margin (TTM)10.95%-0.71%
Operating Profit Margin (TTM)18.52%-5.20%
Gross Profit Margin (TTM)55.80%16.30%

Financial Strength

Current Ratio (MRQ)

EFX

0.77

Professional Services Industry

Max
2.45
Q3
1.65
Median
1.26
Q1
1.10
Min
0.47

EFX’s Current Ratio of 0.77 falls into the lower quartile for the Professional Services industry. This indicates a tighter liquidity situation and a more constrained capacity to handle short-term debt than many of its competitors.

SYM

1.08

Machinery Industry

Max
3.83
Q3
2.32
Median
1.72
Q1
1.28
Min
0.78

SYM’s Current Ratio of 1.08 falls into the lower quartile for the Machinery industry. This indicates a tighter liquidity situation and a more constrained capacity to handle short-term debt than many of its competitors.

EFX vs. SYM: A comparison of their Current Ratio (MRQ) against their respective Professional Services and Machinery industry benchmarks.

Debt-to-Equity Ratio (MRQ)

EFX

0.96

Professional Services Industry

Max
2.63
Q3
1.44
Median
0.91
Q1
0.49
Min
0.00

EFX’s Debt-to-Equity Ratio of 0.96 is typical for the Professional Services industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.

SYM

0.00

Machinery Industry

Max
1.49
Q3
0.75
Median
0.44
Q1
0.26
Min
0.00

Falling into the lower quartile for the Machinery industry, SYM’s Debt-to-Equity Ratio of 0.00 points to a conservative financing strategy. This results in lower financial risk but potentially limits strategic investments compared to more leveraged competitors.

EFX vs. SYM: A comparison of their Debt-to-Equity Ratio (MRQ) against their respective Professional Services and Machinery industry benchmarks.

Interest Coverage Ratio (TTM)

EFX

4.54

Professional Services Industry

Max
39.67
Q3
20.05
Median
11.07
Q1
5.36
Min
-2.22

In the lower quartile for the Professional Services industry, EFX’s Interest Coverage Ratio of 4.54 indicates a tighter cushion for servicing debt, suggesting less financial flexibility than many of its competitors.

SYM

--

Machinery Industry

Max
67.55
Q3
33.79
Median
13.87
Q1
7.97
Min
-1.43

Interest Coverage Ratio data for SYM is currently unavailable.

EFX vs. SYM: A comparison of their Interest Coverage Ratio (TTM) against their respective Professional Services and Machinery industry benchmarks.

Financial Strength at a Glance

SymbolEFXSYM
Current Ratio (MRQ)0.771.08
Quick Ratio (MRQ)0.690.90
Debt-to-Equity Ratio (MRQ)0.960.00
Interest Coverage Ratio (TTM)4.54--

Growth

Revenue Growth

EFX vs. SYM: A side-by-side comparison of their Revenue Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

EPS Growth

EFX vs. SYM: A side-by-side comparison of their EPS Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

Dividend

Dividend Yield (TTM)

EFX

0.67%

Professional Services Industry

Max
5.28%
Q3
2.51%
Median
1.63%
Q1
0.62%
Min
0.00%

EFX’s Dividend Yield of 0.67% is consistent with its peers in the Professional Services industry, providing a dividend return that is standard for its sector.

SYM

0.00%

Machinery Industry

Max
5.32%
Q3
2.84%
Median
1.87%
Q1
1.09%
Min
0.00%

SYM currently does not pay a dividend, resulting in a yield of 0%. This is a common strategy for growth-focused companies that prioritize reinvesting earnings, though it may be less typical in mature, income-oriented sectors.

EFX vs. SYM: A comparison of their Dividend Yield (TTM) against their respective Professional Services and Machinery industry benchmarks.

Dividend Payout Ratio (TTM)

EFX

32.41%

Professional Services Industry

Max
109.23%
Q3
64.39%
Median
47.00%
Q1
20.35%
Min
0.00%

EFX’s Dividend Payout Ratio of 32.41% is within the typical range for the Professional Services industry, suggesting a balanced approach between shareholder payouts and company reinvestment.

SYM

0.00%

Machinery Industry

Max
202.17%
Q3
98.65%
Median
55.54%
Q1
29.03%
Min
0.00%

SYM has a Dividend Payout Ratio of 0%, indicating it does not currently pay a dividend. This is a common strategy for growth-oriented companies that reinvest all profits back into the business.

EFX vs. SYM: A comparison of their Dividend Payout Ratio (TTM) against their respective Professional Services and Machinery industry benchmarks.

Dividend at a Glance

SymbolEFXSYM
Dividend Yield (TTM)0.67%0.00%
Dividend Payout Ratio (TTM)32.41%0.00%

Valuation

Price-to-Earnings Ratio (TTM)

EFX

48.21

Professional Services Industry

Max
49.59
Q3
36.59
Median
28.13
Q1
18.55
Min
10.07

A P/E Ratio of 48.21 places EFX in the upper quartile for the Professional Services industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.

SYM

--

Machinery Industry

Max
53.66
Q3
31.29
Median
22.00
Q1
16.18
Min
7.00

P/E Ratio data for SYM is currently unavailable.

EFX vs. SYM: A comparison of their Price-to-Earnings Ratio (TTM) against their respective Professional Services and Machinery industry benchmarks.

Price-to-Sales Ratio (TTM)

EFX

5.28

Professional Services Industry

Max
9.54
Q3
5.11
Median
2.10
Q1
0.75
Min
0.11

EFX’s P/S Ratio of 5.28 is in the upper echelon for the Professional Services industry. This means the company is valued richly on its revenue stream compared to its peers, suggesting the stock is priced for a high level of future performance.

SYM

14.35

Machinery Industry

Max
5.04
Q3
2.72
Median
1.67
Q1
1.04
Min
0.24

With a P/S Ratio of 14.35, SYM trades at a valuation that eclipses even the highest in the Machinery industry. This implies the market has priced in exceptionally optimistic scenarios for future revenue growth, posing considerable valuation risk.

EFX vs. SYM: A comparison of their Price-to-Sales Ratio (TTM) against their respective Professional Services and Machinery industry benchmarks.

Price-to-Book Ratio (MRQ)

EFX

6.31

Professional Services Industry

Max
13.75
Q3
8.87
Median
4.35
Q1
2.43
Min
0.54

EFX’s P/B Ratio of 6.31 is within the conventional range for the Professional Services industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.

SYM

108.69

Machinery Industry

Max
7.23
Q3
3.90
Median
2.52
Q1
1.47
Min
0.49

At 108.69, SYM’s P/B Ratio is at an extreme premium to the Machinery industry. This signifies that the market’s valuation is heavily reliant on future potential rather than its current net asset value, which can be a high-risk proposition.

EFX vs. SYM: A comparison of their Price-to-Book Ratio (MRQ) against their respective Professional Services and Machinery industry benchmarks.

Valuation at a Glance

SymbolEFXSYM
Price-to-Earnings Ratio (TTM)48.21--
Price-to-Sales Ratio (TTM)5.2814.35
Price-to-Book Ratio (MRQ)6.31108.69
Price-to-Free Cash Flow Ratio (TTM)33.6365.91