Equifax, Inc. (EFX) vs ICF International, Inc. (ICFI)

Equifax, Inc. and ICF International, Inc. are both Consulting Services companies. Equifax, Inc. is the larger, with a market value of $17.5B against $1.5B — 11.7× the size. ICF International, Inc. trades at the lower P/E: 17.2× against 25.8×. Equifax, Inc. grew revenue faster over the last twelve months: 10.4% against −7.89%. Equifax, Inc. has the higher net margin (10.7% vs 4.86%) and the higher return on invested capital (8.68% vs 6.55%). Both pay a dividend; Equifax, Inc. yields more (0.64% vs 0.40%). Across the 23 metrics below, ICF International, Inc. leads on 12 and Equifax, Inc. on 11.

Valuation

Metric EFX ICFI Consulting Services median
P/E 25.85 17.19 17.19
P/S 2.72 0.83 1.14
P/B 3.99 1.43 2.36
Price to free cash flow 15.87 7.58 13.31
EV/EBITDA 11.29 5.70 10.61
EV/Sales 3.32 1.00 1.44
Earnings yield 3.87% 5.82% 4.50%
Free cash flow yield 6.30% 13.19% 0.00%

Profitability

Metric EFX ICFI Consulting Services median
Gross margin 55.54% 37.16% 45.25%
Operating margin 17.85% 7.79% 9.60%
Net margin 10.73% 4.86% 6.29%
Free cash flow margin 17.15% 10.90% 0.00%
Return on equity 14.53% 8.64% 0.00%
Return on assets 5.79% 4.24% 0.00%
Return on invested capital 8.68% 6.55% 0.00%

Growth

Metric EFX ICFI Consulting Services median
Revenue growth (TTM) 10.35% (7.89%) (0.96%)
EPS growth (last fiscal year) 9.92% (14.95%) —
Revenue growth, 5-year CAGR 8.04% 4.44% 7.37%
Net income growth, 5-year CAGR 4.89% 10.75% 4.89%

Health

Metric EFX ICFI Consulting Services median
Debt to equity 0.92 0.39 0.00
Current ratio 0.60 1.39 1.72
Net debt to EBITDA 2.13 1.75 0.23

Dividend

Metric EFX ICFI Consulting Services median
Dividend yield 0.64% 0.40% 1.07%
Payout ratio 0.37 0.16 0.16

Size

Metric EFX ICFI Consulting Services median
Market cap 17.48b 1.49b 151.24m

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