EFX vs WM
Equifax vs Waste Management — AI-powered side-by-side comparison
VS
WM
Waste Management
54
Watch
| Metric | EFX | WM |
|---|
| AI Score |
55
|
54
|
| Price |
$190.57
|
$221.28
|
| P/E Ratio |
33.49×
|
31.33×
|
| ROE |
14.3%
|
27.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
44.4%
|
35.0%
|
| Debt / Equity |
1.25×
|
2.35×
|
| Dividend Yield |
1.1%
|
1.6%
|
| RSI (14) |
63.8
|
34.8
|
| Beta |
1.296
|
0.437
|
| Expected Upside |
+2.2%
|
+3.7%
|
AI Committee View
Current Innellis committee reasoning for EFX versus WM.
EFX leads by 1 points.
EFX scores 55/100 (Watch) versus WM at 54/100 (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
WM Committee View
50% agreement
6 analysts
The committee is genuinely divided. News Analyst sees a compelling case — news sentiment is positive (+0.40 across 10 articles, 14d). Risk Analyst remains cautious — high leverage (debt-to-equity 2.29) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- ROE of 28.9% shows genuine earnings power backing the valuation — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- News sentiment is positive (+0.40 across 10 articles, 14d) — News
Bear Case
- P/E of 31.7 is moderate-to-rich — Value
- Price-to-book of 8.9x prices in significant intangible value — Value
- Debt-to-equity of 2.29 adds balance-sheet risk to the value case — Value