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 August 2026 at $177.37, up 2.75% for the month and −26.14% over the trailing 12 months.
- Year-to-date, EFX is −18.26%, underperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading −7.49% versus its 200-day moving average ($191.72), a cautious technical signal.
- Over the past three years, EFX has underperformed the S&P 500 by −82.57%, with a relative strength index reading of 52.4.
- Win rate over the trailing 39 months stands at 51.3% — 20 positive months versus 19 negative months.
Equifax ended August 2026 at $177.37, posting a monthly return of +2.75%. The S&P 500 returned +3.05% over the same window, leaving relative performance at −0.30%.
The current quarter stands at +12.57% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −7.49% versus the 200-day moving average ($191.72).
Year-to-date, EFX is −18.26% against SPY +12.89%, a gap of −31.14%. The stock is currently −34.75% below its 52-week high, with maximum 3-year drawdown at −50.53%.
| Period | EFX | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +0.14% | −0.20% | +0.34% |
| 1 Week | −5.16% | +3.90% | −9.06% |
| 1 Month | +2.75% | +3.05% | −0.30% |
| 3 Months | +1.97% | +7.11% | −5.14% |
| 6 Months |