EFX vs FLS
Equifax vs Flowserve — AI-powered side-by-side comparison
| Metric | EFX | FLS |
|---|
| AI Score |
55
|
62
|
| Price |
$190.57
|
$82.82
|
| P/E Ratio |
33.49×
|
27.97×
|
| ROE |
14.3%
|
15.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
44.4%
|
35.1%
|
| Debt / Equity |
1.25×
|
1.03×
|
| Dividend Yield |
1.1%
|
1.1%
|
| RSI (14) |
63.8
|
64.0
|
| Beta |
1.296
|
1.262
|
| Expected Upside |
+2.2%
|
+2.3%
|
AI Committee View
Current Innellis committee reasoning for EFX versus FLS.
FLS leads by 7 points.
FLS scores 62/100 (Buy) versus EFX at 55/100 (Watch).
EFX Committee View
50% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — 5 consecutive earnings beats -- consistent execution. Value Analyst remains cautious — p/e of 30.7 is moderate-to-rich. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- P/E of 30.7 is moderate-to-rich — Value
- Price-to-book of 5.8x prices in significant intangible value — Value
- Current ratio of 0.60 is tight -- limited short-term liquidity cushion — Risk
FLS Committee View
80% agreement
5 analysts
The primary driver is news sentiment is positive (+0.36 across 11 articles, 14d). The main limiting factor is p/e of 27.5 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 16.6% shows genuine earnings power backing the valuation — Value
- EPS growing 29.3% YoY — Growth
- 5 consecutive earnings beats -- consistent execution — Growth
Bear Case
- P/E of 27.5 is moderate-to-rich — Value
- Price-to-book of 4.0x prices in significant intangible value — Value
- Revenue declining -0.3% YoY -- this is not a growth story right now — Growth