EFX monthly performance report
Monthly EFX research: returns, drawdown, relative strength, seasonality, and key stats.
EFX monthly report
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Key takeaways
- Equifax (EFX) closed September 2026 at $168.04, down 11.73% for the month and −31.57% over the trailing 12 months.
- Year-to-date, EFX is −22.56%, underperforming the S&P 500 which has returned +11.13% YTD.
- The stock is trading −10.61% versus its 200-day moving average ($187.99), a cautious technical signal.
- Over the past three years, EFX has underperformed the S&P 500 by −84.61%, with a relative strength index reading of 50.2.
- Win rate over the trailing 39 months stands at 46.2% — 18 positive months versus 21 negative months.
Equifax ended September 2026 at $168.04, posting a monthly return of −11.73%. The S&P 500 returned −1.20% over the same window, leaving relative performance at −10.52%.
The current quarter stands at +5.87% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −10.61% versus the 200-day moving average ($187.99).
Year-to-date, EFX is −22.56% against SPY +11.13%, a gap of −33.69%. The stock is currently −38.18% below its 52-week high, with maximum 3-year drawdown at −50.53%.
| Period | EFX | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −0.03% | −0.60% | +0.57% |
| 1 Week | −9.75% | −0.52% | −9.23% |
| 1 Month | −11.73% | −1.20% | −10.52% |
| 3 Months | −1.25% | +2.82% | −4.07% |
| 6 Months | −18.60% | +12.71% | −31.31% |
| YTD | −22.56% | +11.13% | −33.69% |
| 12 Months | −31.57% | +16.19% | −47.76% |
| 3 Years | −14.51% | +70.10% | −84.61% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2023 | +28.39% |
| #2 | Jul 2024 | +15.22% |
| #3 | Dec 2023 | +13.59% |
| #4 | Feb 2024 | +11.97% |
| #5 | Aug 2026 | +10.28% |
| Rank | Month | Return |
|---|---|---|
| #1 | Oct 2025 | −17.71% |
| #2 | Apr 2024 | −17.69% |
| #3 | Mar 2026 | −13.83% |
| #4 | Jul 2023 | −13.27% |
| #5 | Sep 2026 | −11.73% |
| Quarter | Return |
|---|---|
| Q2 2025 | +6.49% |
| Q3 2025 | −1.09% |
| Q4 2025 | −15.42% |
| Q1 2026 | −17.01% |
| Q2 2026 | −11.86% |
| Q3 2026 (QTD) | +5.87% |
| Year | Return |
|---|---|
| 2023 | +27.23% |
| 2024 | +3.06% |
| 2025 | −14.86% |
| 2026 | −22.56% |
| Metric | Value |
|---|---|
| 52-Week High | $271.84 (2025-09-17) |
| 52-Week Low | $150.75 (2026-06-22) |
| Current Price | $168.04 |
| 200-Day Moving Average | $187.99 |
| Price vs 200DMA | −10.61% |
| 3-Year Maximum Drawdown | −50.53% (2026-06-25) |
| Current Drawdown from 52W High | −38.18% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 50.2 |
| 3-Year Excess Return vs S&P 500 | −84.61% |
| RS Peak | 124.3 (Sep 2024) |
| RS Trough | 46.7 (Jun 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was EFX's return for this report period?
EFX returned −11.73% in the latest monthly window ending 2026-09-10.
Has EFX outperformed SPY year to date?
YTD EFX: −22.56% vs SPY: +11.13%.
What is EFX's 12-month return?
−31.57% over the trailing 12 months.
Is EFX above or below its 200-day moving average?
Price is −10.61% versus 200DMA ($187.99).
What is the maximum drawdown in the 3-year window?
−50.53% on 2026-06-25.