Equifax Inc vs FTI Consulting Inc

Equifax Inc (EFX) is overvalued and FTI Consulting Inc (FCN) is slightly undervalued.

Against our estimates of intrinsic value, FCN trades at the wider discount: a margin of safety of +13%, against -27% for EFX.

Values as of the 22 Sept 2026 close.

Equifax Inc (EFX)

Discounting its cash flows at 9.7% (average of 3 methods) values the shares at $125.77; the price of $159.78 is 27% above that value, and 74% of that value comes from beyond year five.

Leak Score 50/100 on 10 of 12 signals

FTI Consulting Inc (FCN)

Discounting its cash flows at 9.5% (average of 3 methods) values the shares at $155.62; the price of $134.70 is 13% below that value, and 75% of that value comes from beyond year five.

Leak Score 65/100 on 3 of 12 signals

MetricEFXFCN
VerdictOvervaluedSlightly undervalued
Price$159.78$134.70
Intrinsic value$125.77$155.62
Margin of safety-27%+13%
Leak Score50/100 (10/12)65/100 (3/12)
Market cap$18.8B$3.7B
Revenue growth, 5 years8.0%9.0%
Operating margin18.5%9.7%
Net margin10.7%6.4%
Return on equity14.6%15.6%
Debt to equity1.250.95
P/E28.1x16.3x
Forward P/E15.7x12.3x
P/B4.3x2.8x
Dividend yield1.4%

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