EFX Equifax, Incorporated

XNYS 175.57 Delayed
Find condors

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

EFX $175.57 —
Key stats
$175.57
52-Week Range
$137.01 – $238.94
YTD
-17.97%
IV Rank (30D)
29.09
Straddle Price
$16.00
P/C Vol Ratio
0.41
Market Cap
$20.7B
Open
$175.78
Day Range
$172.76 – $177.26
Volume
2,535,585
Prev Close
$176.54
Fair Value
MODEL: LONG

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)5.15%
Beta vs SPY1.18
Cost of Equity (CAPM)10.81% (VRP-adj)
WACC10.29%
Volatility Risk Premium-1.1pp (IV − HV30), ERP adj -21bps
Effective Tax Rate26.8%
Rev. Growth (YoY, DCF input)+10.1%
DCF Horizon12 years explicit + fade
Forward Tilt (NTM/TTM)×1.10 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$1.1B
Return on Equity (TTM)16.6%
Book / Price21.3%
Gross Margin (TTM)55.2%
FCF Margin (TTM)16.7%
Debt / Equity1.12
Quality Score4/6 — high quality (12y DCF)
Market-Implied Growth+11.9% (reverse-DCF on current price)
SMA 50$166.89 (Market Anchor value)
SMA 20 / Bollinger Mid$149.96
Bollinger Width / SMA2019.4% (drives anchor stability)
Net Debt$4.9B
Market Cap$21B
Peers used for multiples: ABNB, ICE, MCO, MSCI, SPGI, TRU, V, VRSK
60-Day Conviction
58%
20-Day Fair Value
≈ by Nov 20, 2026
$174.40
α -0.7% rank 13%
conviction
44%
40-Day Fair Value
≈ by Dec 21, 2026
$176.64
α +0.6% rank 13%
conviction
17%
60-Day Fair Value
≈ by Jan 19, 2027
$178.53
α +1.7% rank 26%
conviction
58%
MethodImplied PriceWeightDetail
DCF $153.34 23%
DDM (Gordon) $39.42 0%
Peer P/E $195.79 10% median 28.8× · 8 peers
Peer EV/EBITDA $310.90 10% median 19.2× · 8 peers
Peer P/B $327.06 2% median 8.7× · 6 peers
Peer P/S $481.31 7% median 8.0× · 8 peers
Market Anchor (SMA50) $166.89 24% stability 53% (BB-width)
Options Expected (B-L 30d) $176.45 23% 20 strikes · skew +0.23
As of 2026-10-22 · updated
About
Industry (SIC)
SERVICES-CONSUMER CREDIT REPORTING, COLLECTION AGENCIES (7320) · industry map
Exchange
XNYS
Market Cap
$20.7B
Employees
15,000
List Date
1971-05-11
CIK
0000033185
Headquarters
Atlanta, GA
Homepage
https://www.equifax.com

Along with Experian and TransUnion, Equifax is one of the leading credit bureaus in the United States. Equifax's credit reports provide credit histories on millions of consumers, and the firm's services are critical to lenders' credit decisions. In addition, about 40% of the firm's revenue comes from Workforce Solutions, which provides income verification and employer human resources services. Equifax generates about 25% of its revenue from outside the United States.

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'21'22'23'24'25'26Avg
Jan-5.77%-15.58%12.05%1.86%9.42%-5.90%-0.65%
Feb-10.22%-9.86%-9.83%9.29%-8.34%4.92%-4.01%
Mar8.71%8.25%1.05%-1.28%-0.39%-13.44%0.48%
Apr25.53%-13.07%3.04%-15.55%6.67%-3.18%0.57%
May0.49%-1.42%1.57%4.86%1.37%-4.64%0.37%
Jun2.75%-7.96%12.83%4.90%-0.78%-8.57%0.53%
Jul8.06%11.99%-10.93%18.17%-8.98%6.71%4.17%
Aug5.33%-10.45%2.22%8.87%2.63%8.64%2.87%
Sep-7.41%-9.80%-11.43%-2.90%9.61%-26.29%-8.04%
Oct8.24%-2.19%-5.23%-8.70%-16.84%25.65%*0.15%
Nov0.40%16.79%29.82%-1.07%1.21%--9.43%
Dec5.49%-3.90%11.33%-1.49%3.85%--3.06%
Total44.01%-35.48%33.16%13.47%-4.07%-22.54%4.76%
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $149.96
SMA 50: $166.89
SMA 200: $178.27
Current: $175.57
EMA 12: $159.12
EMA 26: $157.81
MACD: 1.3140 | Signal: 4.6384
BEARISH
ADX (14): 30.03
TREND
+DI: 42.57
−DI: 16.08

Momentum Oscillators

RSI (14): 69.00
NEUTRAL
Stoch %K: 90.08
Stoch %D: 89.06
Williams %R: -5.58

Volume & Volatility

BB Upper: $171.76
BB Lower: $128.17
OVERBOUGHT
OBV: -37,519,793
Vol SMA 20: 2,207,013
Vol ROC: 47.67%
ATR: $6.00
True Range: $4.50
HV 20: 53.3%
HV 30: 46.8%
HV 60: 43.8%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis

LLM Stock Analysis Report

Executive Summary

Overall Assessment: NEUTRAL (Confidence Level: 6/10)

Key Drivers and Primary Risks:

  • Technical indicators suggest a neutral trend, with short-term momentum slowing down.
  • Recent news sentiment is positive, driving the stock higher.
  • Risk assessment flags high volatility and potential for downside movement.

Investment Thesis: EFX's recent price increase may be driven by positive earnings expectations and a stable dividend yield. However, the company's beta is low compared to the market, indicating lower risk but also potentially lower returns.

Recent News Sentiment Impact: Positive news headlines have contributed to the stock's upward movement, with the Board of Directors declaring a quarterly dividend and the company processing 25 million security alerts, highlighting its growth potential.

Technical Analysis

Trend Direction:

  • Short-term (1-4 weeks): NEUTRAL
  • Medium-term (1-3 months): BEARISH
  • Long-term (3-12 months): BULLISH

Support/Resistance Levels: The stock is currently trading around the SMA 20 ($167.86) and could potentially find support at this level.

Momentum Signals:

  • RSI interpretation: NEUTRAL (41.81)
  • MACD signal: BEARISH (MACD is below its signal line)
  • Bollinger Bands position: NEUTRAL (price is within the middle band)

Volume Analysis: On-Balance Volume (OBV) is negative, indicating a potential reversal in momentum.

News & Sentiment Analysis

Recent Headlines Summary: The stock has been driven by positive news headlines regarding dividends and security alerts processing.

Sentiment Assessment: Positive sentiment dominates recent news, with 3 out of 6 articles having a positive tone.

Catalyst Identification: No major catalysts are scheduled for the next quarter, but the company's dividend yield could continue to attract investors.

Market Narrative: The stock's price increase is driven by positive earnings expectations and stable dividend yields, which aligns with its technical indicators.

Risk & Volatility Assessment

Beta Interpretation: EFX has a low beta compared to the market (0.78), indicating lower risk but potentially lower returns.

Volatility Regime: The stock's volatility is currently below its historical average, indicating a relatively calm market.

Options Market Signals: IV rank is medium, indicating historically high volatility. Put/call ratios are neutral.

Downside Protection: The stock has found support at the SMA 20 ($167.86) in recent trading activity.

Market Context & Positioning

Sector Performance: EFX's sector (Financials) is performing relatively well, with a slightly higher return than the broader market.

Institutional Activity: Volume patterns suggest institutional interest in the stock, but it is not extreme enough to trigger significant price movements.

Correlation Analysis: The stock has a low correlation with the market (0.27), indicating it may not follow broad market trends.

Relative Valuation: EFX is trading within its historical range and appears reasonably priced compared to its peers.

Key Levels & Action Items

Critical Price Levels: Support at SMA 20 ($167.86) and resistance at SMA 50 ($176.33).

Breakout/Breakdown Levels: A breakout above SMA 50 or a breakdown below SMA 20 could trigger significant price movements.

Time-Sensitive Catalysts: No major catalysts are scheduled for the next quarter, but the company's dividend yield could continue to attract investors.

Risk Management: Consider setting stop-loss levels around $156.38 (lower Bollinger Band) and position sizing based on the stock's volatility.

Generated
News
All EFX news →
Showing 1–10 of 21
Page 1 of 3
Earnings History
21 of 24 under expected move
Avg Expected Move
7.74%
Avg Actual Move
3.18%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2021-02-09 Pre-Market 6.16% 2.12% 0.34x Within
2021-04-21 Pre-Market 7.89% 0.22% 0.03x Within
2021-07-21 Pre-Market 6.33% 0.60% 0.09x Within
2021-10-20 Pre-Market 7.69% 1.26% 0.16x Within
2022-02-09 Pre-Market 7.75% 1.83% 0.24x Within
2022-04-20 Pre-Market 7.05% 1.36% 0.19x Within
2022-07-20 Pre-Market 8.50% 2.07% 0.24x Within
2022-10-19 Pre-Market 6.43% 3.51% 0.55x Within
2023-02-08 Pre-Market 4.08% 1.22% 0.30x Within
2023-04-19 Pre-Market 6.65% 0.06% 0.01x Within
2023-07-19 Pre-Market 4.63% 0.13% 0.03x Within
2023-10-18 Pre-Market 5.45% 3.15% 0.58x Within
2024-02-07 Pre-Market 6.31% 0.58% 0.09x Within
2024-04-17 Pre-Market 6.83% 0.37% 0.05x Within
2024-07-17 After-Close 8.31% 1.91% 0.23x Within
2024-10-16 After-Close 6.98% 3.33% 0.48x Within
2025-02-06 Pre-Market 7.96% 8.42% 1.06x Exceeded
2025-04-22 Pre-Market 11.31% 13.84% 1.22x Exceeded
2025-07-22 Pre-Market 7.84% 8.18% 1.04x Exceeded
2025-10-21 Pre-Market 8.87% 0.51% 0.06x Within
2026-02-04 Pre-Market 9.43% 3.42% 0.36x Within
2026-04-21 Pre-Market 9.60% 3.04% 0.32x Within
2026-07-21 Pre-Market 11.94% 3.93% 0.33x Within
2026-10-20 Pre-Market 11.73% 11.33% 0.97x Within

Earnings calendar: this week’s reports with expected vs actual moves →

EFX Options Activity & IV Rank

EFX IV rank history, 52-week IV rank and IV percentile →

Volatility Metrics

Current IV: 39.8%
7-DTE IV: —
Expected Move: $16.00
7-DTE Move: $16.00
Days to Exp: 30 (2026-11-20)

Options Flow

Call Volume: 444
Put Volume: 184
P/C Volume: 0.414
BULLISH
Call OI: 1,649
Put OI: 2,312
P/C OI: 1.402
Total OI: 3,961

ATM Options Pricing

ATM Call: $8.15
ATM Put: $7.85
Call %: 4.6%
Put %: 4.5%

Chain Summary

Chain Volume: 1,408
Chain OI: 8,055
Last Updated: 10/21/2026
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Dealer Positioning
TYPICAL γ

Estimated net dealer gamma is at the 68th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.

Gamma percentile
68%
vs own history
GEX tilt
+0.22
OI-weighted, today
Vanna tilt
+0.59
δ-sensitivity to IV
Charm tilt
-0.62
δ-decay vs time
Vanna tilt +0.59: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.62: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.

Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.

Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.

Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.

This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.

· 49 ATM contracts, 3k total OI
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
as of Oct 21 · No data
30 DTE / 10d 89%
+13.5 pts EXTREME
as of Oct 21 · ATM 39.9% / Wing 53.4%

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)29.1MediumOct 21
Straddle Price (30 DTE)$16.00Oct 21
Beta Analysis

Risk Metrics

Beta: 0.5758
Alpha: -27.44%
Correlation: 0.1801
R-Squared: 3.2%
Stock Volatility: 40.6%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Beta & Alpha Over Time

EFX Institutional Ownership (13F)

Latest filings — 2026-09-30
Diluted shares outstanding: 120,075,000 (as of 2026-09-30)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

862 filers135,084,616 shares$22.29B value112.50% of float
# Filer Shares Value % of Total % of Float Period
1 Vanguard Group Inc Custodian 14,965,462 $3.25B 14.57% 12.46% 2025-12-31
2 BlackRock, Inc. Custodian 9,396,150 $1.49B 6.69% 7.83% 2026-06-30
3 Vanguard Capital Management LLC 7,780,433 $1.23B 5.54% 6.48% 2026-06-30
4 HARRIS ASSOCIATES L P 7,447,263 $1.18B 5.30% 6.20% 2026-06-30
5 Vanguard Portfolio Management LLC 5,242,614 $832.11M 3.73% 4.37% 2026-06-30
6 State Street Corp 5,199,595 $825.28M 3.70% 4.33% 2026-06-30
7 Capital International Investors 5,187,147 $823.30M 3.69% 4.32% 2026-06-30
8 Soroban Capital Partners LP 4,410,883 $700.10M 3.14% 3.67% 2026-06-30
9 Massachusetts Financial Services Co 3,869,490 $620.40M 2.78% 3.22% 2026-06-30
10 Morgan Stanley Custodian 3,310,957 $525.52M 2.36% 2.76% 2026-06-30
11 BROWN ADVISORY INC 3,287,984 $521.87M 2.34% 2.74% 2026-06-30
12 Geode Capital Management, LLC Custodian 3,155,753 $498.85M 2.24% 2.63% 2026-06-30
13 AQR Capital Management, LLC Custodian 2,669,074 $415.92M 1.87% 2.22% 2026-06-30
14 Invesco Ltd. Custodian 2,000,228 $317.48M 1.42% 1.67% 2026-06-30
15 T. Rowe Price Associates, Inc. 1,958,098 $310.79M 1.39% 1.63% 2026-06-30
16 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1,888,519 $299.75M 1.34% 1.57% 2026-06-30
17 GENERATION INVESTMENT MANAGEMENT LLP 1,832,583 $290.87M 1.30% 1.53% 2026-06-30
18 LAZARD ASSET MANAGEMENT LLC 1,552,857 $246.47M 1.11% 1.29% 2026-06-30
19 Norges Bank 1,535,111 $243.65M 1.09% 1.28% 2026-06-30
20 Darsana Capital Partners LP 1,500,000 $238.08M 1.07% 1.25% 2026-06-30
21 Egerton Capital (UK) LLP 1,481,188 $235.09M 1.05% 1.23% 2026-06-30
22 FMR LLC Custodian 1,349,817 $214.24M 0.96% 1.12% 2026-06-30
23 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Custodian 1,192,831 $189.33M 0.85% 0.99% 2026-06-30
24 Jane Street Group, LLC Custodian 1,188,265 $188.60M 0.85% 0.99% 2026-06-30
25 Bank of America Corp Custodian 1,179,532 $187.22M 0.84% 0.98% 2026-06-30
15 filers$59.84M notional
# Filer Notional Value % of Total Period
1 Arvin Capital Management LP $19.05M 31.83% 2026-06-30
2 Jane Street Group, LLC Custodian $16.48M 27.53% 2026-06-30
3 Susquehanna International Group, LLP Custodian $7.22M 12.07% 2026-06-30
4 Wolverine Trading, LLC Custodian $3.91M 6.54% 2025-09-30
5 Squarepoint Ops LLC $3.11M 5.20% 2026-06-30
6 Cubist Systematic Strategies, LLC $2.44M 4.07% 2025-09-30
7 Two Sigma Investments, LP Custodian $2.03M 3.40% 2026-06-30
8 Oribel Capital Management, LP $1.57M 2.63% 2026-06-30
9 Citadel Advisors LLC Custodian $1.32M 2.20% 2026-06-30
10 Walleye Capital LLC $952.32K 1.59% 2026-06-30
11 Millennium Management LLC Custodian $492.03K 0.82% 2026-06-30
12 UBS Group AG Custodian $476.80K 0.80% 2026-06-30
13 Twin Tree Management, LP $428.54K 0.72% 2026-06-30
14 TUDOR INVESTMENT CORP ET AL $301.57K 0.50% 2026-06-30
15 Walleye Trading LLC $63.49K 0.11% 2026-06-30
12 filers$40.47M notional
# Filer Notional Value % of Total Period
1 Susquehanna International Group, LLP Custodian $14.89M 36.79% 2026-06-30
2 Citadel Advisors LLC Custodian $9.97M 24.63% 2026-06-30
3 Jane Street Group, LLC Custodian $4.90M 12.12% 2026-06-30
4 Interval Partners, LP $3.44M 8.51% 2026-06-30
5 D. E. Shaw & Co., Inc. Custodian $1.48M 3.65% 2026-06-30
6 Millennium Management LLC Custodian $1.32M 3.26% 2026-06-30
7 Two Sigma Investments, LP Custodian $1.21M 2.98% 2026-06-30
8 Wolverine Trading, LLC Custodian $1.07M 2.65% 2025-09-30
9 Walleye Trading LLC $777.73K 1.92% 2026-06-30
10 Cubist Systematic Strategies, LLC $590.02K 1.46% 2025-09-30
11 Walleye Capital LLC $492.03K 1.22% 2026-06-30
12 Squarepoint Ops LLC $333.31K 0.82% 2026-06-30

EFX Insider Trading (Form 4)

Latest: 2026-10-02
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-10-02 Robert D Marcus Director Grant (A) +255 RSU — EDGAR
2026-10-02 Barbara A Larson Director Grant (A) +209 RSU — EDGAR
2026-09-08 John W Gamble Jr EVP, CFO & COO Sell (S) −4,500 $187.96 -$845.8K EDGAR
2026-08-12 Barbara A Larson Director Grant (A) +341 RSU — EDGAR
2026-07-28 Mark W Begor CEO Mixed — $142.31 -$2.26M EDGAR
2026-07-01 Robert D Marcus Director Grant (A) +221 RSU — EDGAR
2026-05-11 Mark L Feidler Director Award (A) +1,253 $175.62 $220.1K EDGAR
2026-05-11 Karen L Fichuk Director Award (A) +1,253 $175.62 $220.1K EDGAR
2026-05-11 G. Thomas Hough Director Award (A) +1,253 $175.62 $220.1K EDGAR
2026-05-11 Barbara A Larson Director Award (A) +1,253 $175.62 $220.1K EDGAR
2026-05-11 Robert D Marcus Director Award (A) +1,253 $175.62 $220.1K EDGAR
2026-05-11 Scott A McGregor Director Award (A) +1,253 $175.62 $220.1K EDGAR
2026-05-11 John A McKinley Director Award (A) +1,253 $175.62 $220.1K EDGAR
2026-05-11 Melissa D Smith Director Award (A) +1,253 $175.62 $220.1K EDGAR
2026-05-11 Audrey B Tillman Director Award (A) +1,253 $175.62 $220.1K EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

EFX Insider Holdings

25 insiders · @ $175.57
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Mark W Begor CEO 325,243 $57.10M -$123.15M 35 2026-07-28
2 John W Gamble Jr EVP, CFO & COO 69,055 $12.12M -$16.26M 42 2026-09-08
3 Jamil Farshchi EVP, Chief Technology Officer 54,090 $9.50M -$11.15M 20 2026-02-27
4 John A McKinley Director 34,717 $6.10M $0 32 2026-05-11
5 Chad M Borton EVP, Pres Workforce Solutions 31,973 $5.61M -$912.4K 6 2026-05-08
6 Julia A Houston EVP, Chief Legal Officer 28,598 $5.02M -$11.32M 30 2026-02-27
7 Mark L Feidler Director 25,077 $4.40M $0 21 2026-05-11
8 Carla Chaney EVP, Chief HR Officer 22,718 $3.99M -$7.01M 19 2026-02-27
9 Robert D Marcus Director 18,349 $3.22M $0 32 2026-10-02
10 G. Thomas Hough Director 16,309 $2.86M $483.9K 14 2026-05-11
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.

EFX Board & Officers

As of SEC filings through Oct 2, 2026

Directors 10

Officers 13

Changes in the last 10 years (56)
Mar 2, 2026David John Smith became EVP, Pres USIS
Oct 28, 2025Jamil Farshchi listed as EVP, Chief Technology Officer (previously EVP, CISO & CTO) in SEC filings
May 30, 2025The company announced the departure of Todd M Horvath as EVP, President USIS in an SEC filing
May 5, 2025Julia A Houston listed as EVP, Chief Legal Officer (previously EVP, Strategy & Mktg Officer) in SEC filings
Mar 31, 2025Kathryn Q Walker became EVP, Chief Mkt & Comms Officer
Mar 3, 2025Patricio Remon became EVP, President International
Feb 12, 2025Jamil Farshchi listed as EVP, CISO & CTO (previously EVP, CISO & Acting CTO) in SEC filings
May 6, 2024Chad M Borton became EVP, Pres Workforce Solutions
May 1, 2024Barbara A Larson became a director
Feb 21, 2024Jamil Farshchi listed as EVP, CISO & Acting CTO (previously EVP, CISO) in SEC filings
Feb 20, 2024Harald Schneider became EVP, Chief D&A Officer
Feb 20, 2024Cecilia Mao became EVP, Chief Product Officer
Feb 13, 2024The company announced the departure of Bryson R Koehler as EVP, CTO, Prod & D&A Officer in an SEC filing
Oct 17, 2023The company announced the departure of Heather H Wilson from the board in an SEC filing
Mar 31, 2023Todd M Horvath became EVP, President USIS
Feb 14, 2023Sunil Bindal listed as EVP, Chief Corp Dev Officer (previously SVP, Corp Development) in SEC filings
Feb 14, 2023Rodolfo O Ploder listed as EVP, Pres Workforce Solutions (previously Pres-Workforce Solutions) in SEC filings
Feb 14, 2023Jamil Farshchi listed as EVP, CISO (previously CISO) in SEC filings
Feb 14, 2023Bryson R Koehler listed as EVP, CTO, Prod & D&A Officer (previously Chief Technology Officer) in SEC filings
Feb 2, 2023Karen L Fichuk became a director
Not reported recently (21)
  • John J Kelley III · Last reported as EVP, Chief Legal Officer in an SEC filing dated Feb 13, 2025
  • Lisa M Nelson · Last reported as EVP, President International in an SEC filing dated Feb 13, 2025
  • Rodolfo O Ploder · Last reported as EVP, Pres Workforce Solutions in an SEC filing dated Apr 30, 2024
  • Robert W Selander · Last reported as a director in an SEC filing dated May 9, 2022
  • Prasanna Dhore · Last reported as Chief D&A & Innovation Officer in an SEC filing dated Aug 6, 2021
  • Siri S Marshall · Last reported as a director in an SEC filing dated Apr 2, 2021
  • Beverly J Anderson · Last reported as Pres-Global Consumer Solutions in an SEC filing dated Feb 17, 2021
  • Elane B Stock · Last reported as a director in an SEC filing dated Oct 2, 2020
  • Lindsay B Parker · Last reported as Chief Marketing Officer in an SEC filing dated Apr 23, 2020
  • John T. Hartman · Last reported as Pres-International in an SEC filing dated Feb 25, 2020
  • J Dann Adams · Last reported as Pres-Gbl Cons Sols in an SEC filing dated Nov 1, 2019
  • Coretha M Rushing · Last reported as Chief HR Officer in an SEC filing dated Feb 26, 2019
  • Laura Louise Wilbanks · Last reported as CVP and CMO in an SEC filing dated Feb 26, 2019
  • Paulino R Barros · Last reported as President-USIS in an SEC filing dated Jul 31, 2018
  • Mark B Templeton · Last reported as a director in an SEC filing dated May 7, 2018
  • L Phillip Humann · Last reported as a director in an SEC filing dated Apr 3, 2018
  • Robert D Daleo · Last reported as a director in an SEC filing dated Apr 3, 2018
  • Walter W Driver Jr · Last reported as a director in an SEC filing dated Mar 7, 2018
  • Nuala M King · Last reported as SVP and Controller in an SEC filing dated Dec 5, 2017
  • Richard F Smith · Last reported as a director in an SEC filing dated Mar 2, 2017
  • David Webb · Last reported as CIO in an SEC filing dated Mar 2, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.

EFX Proposed Insider Sales (Form 144)

Latest: 2026-09-03
Last 30d: 0 filings  ·  Last 90d: 2 filings · $7.4M notice value · 2 unique filers · 100% under 10b5-1 plans

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Top 90-day filers: Begor Mark W (1, $6.5M) · GAMBLE JOHN W JR (1, $846K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-09-03 GAMBLE JOHN W JR Officer 4,500 $845.8K 2026-09-03 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-07-24 Begor Mark W Officer, Director 37,791 $6.51M 2026-07-24 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-05-07 Borton Chad M Officer 2,455 $426.9K 2026-05-07 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-05-01 GAMBLE JOHN W JR Officer 3,500 $617.9K 2026-05-01 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-04-24 Begor Mark W Officer, Director 37,791 $6.52M 2026-04-24 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-02-23 GAMBLE JOHN W JR Officer 4,500 $880.7K 2026-02-23 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-02-12 Borton Chad M Officer 2,535 $485.5K 2026-02-12 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-02-11 Farshchi Jamil Officer 1,167 $233.2K 2026-02-11 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-02-10 Farshchi Jamil Officer 6,213 $1.22M 2026-02-10 Fidelity Brokerage Services LLC 10b5-1 EDGAR
2026-02-10 Begor Mark W Officer, Director 37,791 $7.40M 2026-02-10 Fidelity Brokerage Services LLC 10b5-1 EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-05-13
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-05-13 0001193125-26-220328 EDGAR
2026-04-24 0001193125-26-177620 EDGAR
2026-04-21 0000033185-26-000016 EDGAR
2026-02-04 0000033185-26-000004 EDGAR
2025-10-21 0000033185-25-000061 EDGAR
2025-07-22 0000033185-25-000049 EDGAR
2025-05-30 0001193125-25-132263 EDGAR
2025-05-09 0001193125-25-116440 EDGAR
2025-04-22 0000033185-25-000035 EDGAR
2025-02-06 0000033185-25-000009 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-19 0000033185-26-000010 EDGAR
2025-02-20 0000033185-25-000025 EDGAR
2024-02-22 0000033185-24-000017 EDGAR
2023-02-23 0000033185-23-000012 EDGAR
2022-02-24 0000033185-22-000014 EDGAR
2021-02-25 0000033185-21-000025 EDGAR
2020-02-20 0000033185-20-000011 EDGAR
2019-02-21 0000033185-19-000007 EDGAR
2018-03-01 0000033185-18-000011 EDGAR
2017-02-22 0000033185-17-000008 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-04-21 0000033185-26-000018 EDGAR
2025-10-21 0000033185-25-000064 EDGAR
2025-07-22 0000033185-25-000054 EDGAR
2025-04-22 0000033185-25-000042 EDGAR
2024-10-21 0000033185-24-000063 EDGAR
2024-07-22 0000033185-24-000049 EDGAR
2024-04-22 0000033185-24-000032 EDGAR
2023-10-23 0000033185-23-000045 EDGAR
2023-07-25 0000033185-23-000034 EDGAR
2023-04-20 0000033185-23-000023 EDGAR
ETF Holders
263 ETFs hold EFX
25 shown · $3.00B total exposure · 0.04% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.02% $511.7M — 2026-09-30
2 VOO Vanguard S&P 500 ETF Vanguard 0.02% $423.5M — 2026-09-30
3 VO Vanguard Morningstar Mid-Cap ETF Vanguard 0.16% $345.3M — 2026-09-30
4 IVV iShares Core S&P 500 ETF iShares (BlackRock) 0.03% $275.7M $890.4B 2026-10-20
5 SPY State Street® SPDR® S&P 500® ETF Trust SPDR (State Street) 0.03% $255.2M $818.4B 2026-10-20
6 RSP Invesco S&P 500 Equal Weight ETF Invesco 0.21% $206.2M — 2026-10-20
7 VTV Vanguard Morningstar Value ETF Vanguard 0.06% $153.6M — 2026-09-30
8 VOT Vanguard Morningstar Mid-Cap Growth ETF Vanguard 0.38% $126.6M — 2026-09-30
9 XLI State Street® Industrial Select Sector SPDR® ETF SPDR (State Street) 0.39% $118.2M $30.3B 2026-10-20
10 IWR iShares Russell Mid-Cap ETF iShares (BlackRock) 0.15% $86.5M $57.3B 2026-10-20
11 SPYM State Street® SPDR® Portfolio S&P 500® ETF SPDR (State Street) 0.03% $57.2M $183.5B 2026-10-20
12 DFAC Dimensional US Core Equity 2 ETF Dimensional 0.06% $51.1M — 2026-10-20
13 IWD iShares Russell 1000 Value ETF iShares (BlackRock) 0.06% $46.6M $84.5B 2026-10-20
14 SCHG Schwab U.S. Large-Cap Growth ETF Nport 0.07% $42.4M — 2026-05-31
15 VXUS Vanguard Total International Stock ETF Vanguard 0.01% $40.9M — 2026-09-30
16 IVE iShares S&P 500 Value ETF iShares (BlackRock) 0.07% $34.8M $50.4B 2026-10-20
17 IWS iShares Russell Mid-Cap Value ETF iShares (BlackRock) 0.20% $31.4M $15.6B 2026-10-20
18 AIQ Global X Artificial Intelligence & Technology ETF Global X 0.29% $29.5M — 2026-10-21
19 ITOT iShares Core S&P Total U.S. Stock Market ETF iShares (BlackRock) 0.03% $27.2M $97.4B 2026-10-20
20 VEA Vanguard FTSE Developed Markets ETF Vanguard 0.01% $27.1M — 2026-09-30
21 SPYV State Street® SPDR® Portfolio S&P 500® Value ETF SPDR (State Street) 0.07% $26.3M $38.3B 2026-10-20
22 SCHX Schwab U.S. Large-Cap ETF Nport 0.03% $21.1M — 2026-05-31
23 OAKM Oakmark U.S. Large Cap ETF Nport 2.01% $21.1M — 2026-06-30
24 VIS Vanguard Industrials ETF Vanguard 0.25% $21.0M — 2026-09-30
25 VV Vanguard Morningstar Large-Cap ETF Vanguard 0.03% $19.0M — 2026-09-30
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

Trailing P/E
28.36
TTM Diluted EPS
$6.19
TTM Revenue
$6.59B
TTM Net Income
$742.90M
TTM Op. Cash Flow
$1.61B
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q3 '262026-09-30$1.69B$211.70M$1.79$560.40M
Q2 '262026-06-30$1.70B$183.90M$1.54$339.80M
Q3 '252025-09-30$1.54B$160.20M$1.29$559.90M
Q2 '252025-06-30$1.54B$191.30M$1.53$361.10M
Q1 '252025-03-31$1.44B$133.10M$1.06$223.90M
Q4 '242024-12-31$1.42B$174.00M$1.40$324.80M
Q3 '242024-09-30$1.44B$141.30M$1.13$479.50M
Q2 '242024-06-30$1.43B$163.90M$1.31$267.50M
Q1 '242024-03-31$1.39B$124.90M$1.00$252.70M
Q4 '232023-12-31$1.33B$132.40M$1.06$322.10M
Q3 '232023-09-30$1.32B$162.20M$1.31$381.70M
Q2 '232023-06-30$1.32B$138.30M$1.12$262.10M
Q3 2026 • period ending 2026-09-30 • filed 2026-10-20
Valuation

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples
  • P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
  • P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
  • P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
  • EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
  • EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
  • ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
  • ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
  • Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
  • FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
  • Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
  • Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
  • Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
  • Multiples expanding while earnings are flat = sentiment-driven rally.
  • Multiples compressing while earnings grow = value coming from fundamentals.
P/E
30.91
P/B
4.87
P/S
3.33
EV/EBITDA
13.34
EV/Sales
3.93
ROE
15.7%
ROA
5.8%
Div Yield
1.25%
FCF Yield
7.52%
Debt/Equity
0.92
Current Ratio
—
Market Cap
$21.43B
as of 2026-10-21
Short Interest & Float

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions
  • Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
  • SI % of Float — short interest / free float. The key crowding metric.
  • Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
  • Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
  • Free Float — shares available for public trading (total shares minus insider / restricted).
  • Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
  • SI % of Float < 5% — typical, no particular signal.
  • 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
  • 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
  • >30% — extreme; borrow is likely expensive and squeeze risk is material.
  • Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
  • Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
  • A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Short Interest
5.22M
SI % of Float
4.46%
Days to Cover
2.58
Short Vol Ratio
42.8%
Free Float
117.18M
Float %
99.7%
Short interest 2026-09-30 • Short volume 2026-10-21 • Float 2026-08-24