Equifax
Equifax returns on capital
Annual and trailing 12-month returns on invested capital, equity and assets.
ROIC
% · Annual / TTM
ROCE
% · Annual / TTM
ROIIC
% · Annual / TTM
ROE
% · Annual / TTM
ROA
% · Annual / TTM
ROIC − WACC
Percentage points · Scenario
Quarterly data
| Fiscal period | Ended | ROIC% | ROCE% | ROIIC% | ROE% | ROA% | ROIC − WACCPercentage points |
|---|---|---|---|---|---|---|---|
| FY 2026 Q2 | Jun 30, 2026 | 8.72% | 11.9% | — | 14.58% | 5.79% | 1 pp |
| FY 2026 Q1 | Mar 31, 2026 | 8.78% | 11.7% | — | 14.68% | 5.87% | 1.1 pp |
| FY 2025 Q4 | Dec 31, 2025 | 8.47% | 11.25% | — | 14.05% | 5.59% | 0.8 pp |
| FY 2025 Q3 | Sep 30, 2025 | 8.39% | 10.82% | — | 13.38% | 5.45% | 0.7 pp |
| FY 2025 Q2 | Jun 30, 2025 | 8.08% | 10.64% | — | 13.06% | 5.32% | 0.4 pp |
| FY 2025 Q1 | Mar 31, 2025 | 7.9% | 10.32% | — | 12.83% | 5.08% | 0.2 pp |
| FY 2024 Q4 | Dec 31, 2024 | 7.93% | 10.31% | — | 12.95% | 5.03% | 0.2 pp |
| FY 2024 Q3 | Sep 30, 2024 | 7.46% | 9.41% | 211.86% | 12.23% | 4.56% | -0.2 pp |
| FY 2024 Q2 | Jun 30, 2024 | 7.8% | 9.59% | 38.15% | 13.13% | 4.93% | 0.1 pp |
| FY 2024 Q1 | Mar 31, 2024 | 7.47% | 9.5% | 8.27% | 12.93% | 4.68% | -0.2 pp |
| FY 2023 Q4 | Dec 31, 2023 | 7.35% | 9.43% | -13.63% | 12.84% | 4.58% | -0.3 pp |
| FY 2023 Q3 | Sep 30, 2023 | 6.97% | 8.62% | -41.45% | 12.94% | 4.41% | -0.7 pp |
| FY 2023 Q2 | Jun 30, 2023 | 6.8% | 9.05% | -58.92% | 13.12% | 4.61% | -0.9 pp |
| FY 2023 Q1 | Mar 31, 2023 | 7.38% | 9.86% | -107.59% | 14.86% | 5.11% | -0.3 pp |
| FY 2022 Q4 | Dec 31, 2022 | 8.77% | 11.55% | -12.69% | 18.46% | 6.16% | 1.1 pp |
| FY 2022 Q3 | Sep 30, 2022 | 10.63% | 12.25% | 2.22% | 19.46% | 6.34% | 2.9 pp |
| FY 2022 Q2 | Jun 30, 2022 | 11.12% | 14.48% | 6.13% | 20.64% | 7.29% | 3.4 pp |
| FY 2022 Q1 | Mar 31, 2022 | 11.05% | 14.21% | 10.42% | 21.38% | 7.26% | 3.4 pp |
| FY 2021 Q4 | Dec 31, 2021 | 12.31% | 14.33% | 13.65% | 22.04% | 7.21% | 4.6 pp |
| FY 2021 Q3 | Sep 30, 2021 | 12.79% | 13.15% | 34.01% | 21.54% | 6.85% | 5.1 pp |
| FY 2021 Q2 | Jun 30, 2021 | 11.93% | 13.48% | 33.87% | 23.25% | 7.87% | 4.2 pp |
| FY 2021 Q1 | Mar 31, 2021 | 10.34% | 12.27% | 23.34% | 20.9% | 6.9% | 2.6 pp |
| FY 2020 Q4 | Dec 31, 2020 | 9.03% | 9.89% | — | 18.1% | 5.94% | 1.3 pp |
| FY 2020 Q3 | Sep 30, 2020 | 7.26% | 8.66% | — | 16.23% | 5.3% | -0.4 pp |
| FY 2020 Q2 | Jun 30, 2020 | 6.57% | 7.17% | — | 11.41% | 3.66% | -1.1 pp |
| FY 2020 Q1 | Mar 31, 2020 | 5.96% | 6.81% | — | 10.9% | 3.61% | -1.7 pp |
| FY 2019 Q4 | Dec 31, 2019 | — | -5.21% | — | -14.03% | -5.3% | — |
| FY 2019 Q3 | Sep 30, 2019 | — | -5.46% | — | -13.42% | -5.25% | — |
| FY 2019 Q2 | Jun 30, 2019 | — | -6.35% | — | -14.75% | -5.83% | — |
| FY 2019 Q1 | Mar 31, 2019 | — | — | — | — | — | — |
| FY 2018 Q4 | Dec 31, 2018 | — | — | — | — | — | — |
| FY 2018 Q3 | Sep 30, 2018 | — | — | — | — | — | — |
| FY 2018 Q2 | Jun 30, 2018 | — | — | — | — | — | — |
Sources and calculations
Financial inputs from company filings. Last checked Oct 18, 2026. A dash means missing inputs or an undefined calculation.
Period changes use the preceding fiscal quarter or year. Percentage changes divide by the absolute prior value; a zero or missing baseline has no percentage change. Percentage metrics show changes in percentage points.
Quarterly returns use trailing 12-month earnings and period-end balances averaged with the same fiscal quarter one year earlier. NOPAT uses the reported effective tax rate only when pretax profit is positive and the rate is between 0 and 100%. WACC starts at 7.7%, rounded from the US nonfinancial market · generic proxy benchmark in NYU Stern · January 2026. It is an editable US sector proxy applied across history, not a company estimate; foreign reporting currencies also need a currency-specific assessment.
Market prices: Yahoo Finance · EFX, USD. Latest completed close Sep 25, 2026. Price data retrieved Sep 28, 2026.
- ROIC
- NOPAT / average invested capital × 100. NOPAT = operating income × (1 − effective tax rate). Invested capital = equity including noncontrolling interests + debt − cash and equivalents. Average uses period end and one year earlier.
- ROCE
- Operating income / average (assets − current liabilities) × 100, using period end and one year earlier.
- ROIIC
- Year-over-year change in annual/TTM NOPAT / positive year-over-year change in invested capital × 100. Capital reductions and missing inputs yield unavailable values.
- ROE
- Earnings attributable to owners / average equity attributable to owners × 100, using period end and one year earlier.
- ROA
- Net income / average total assets × 100, using period end and one year earlier.
- ROIC − WACC
- ROIC less your WACC assumption, in percentage points. The same scenario rate is applied across history; it is not a reported or historical company WACC.