EFX vs STRL
Equifax vs Sterling Infrastructure — AI-powered side-by-side comparison
VS
STRL
Sterling Infrastructure
66
Buy
| Metric | EFX | STRL |
|---|
| AI Score |
55
|
66
|
| Price |
$190.57
|
$497.61
|
| P/E Ratio |
33.49×
|
34.67×
|
| ROE |
14.3%
|
26.2%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
44.4%
|
23.6%
|
| Debt / Equity |
1.25×
|
0.25×
|
| Dividend Yield |
1.1%
|
0.0%
|
| RSI (14) |
63.8
|
29.0
|
| Beta |
1.296
|
1.889
|
| Expected Upside |
+2.2%
|
+106.8%
|
AI Committee View
Current Innellis committee reasoning for EFX versus STRL.
STRL leads by 11 points.
STRL scores 66/100 (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
STRL Committee View
67% agreement
6 analysts
The primary driver is revenue growing 60.8% yoy -- genuine top-line momentum. The main limiting factor is p/e of 38.9 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 36.7% shows genuine earnings power backing the valuation — Value
- Revenue growing 60.8% YoY -- genuine top-line momentum — Growth
- EPS growing 50.8% YoY — Growth
Bear Case
- P/E of 38.9 is moderate-to-rich — Value
- Price-to-book of 8.5x prices in significant intangible value — Value
- RSI at 29 is in oversold territory (could mean either capitulation or a bounce setup) — Technical