Check historical price trends and seasonality for Equifax (EFX).
Equifax (EFX) average YTD return over the past 10 years is +10.66%.
Over the past 10 years, the return for the specified period (Jan 16 for 60 days) is -0.21%.
3 wins 2 losses with a win rate of 60.00%.
1) Overview:
Equifax (EFX) exhibits a strong bullish tendency throughout the year, with a few notable periods of weakness. The stock tends to decline around March 23, showing an average drop of -1.6%. However, the strongest period of the year is from early in the year through September 2, where it peaks with an impressive gain of +16.5%. The stock also shows strength towards the end of the year, culminating in a +10.6% gain by December 31.
2) Buy-the-dip points:
The most prominent dip opportunity appears around March 23, where the stock tends to decline by -1.6%. This pullback could be a strategic entry point, as the stock typically rebounds strongly in the following months. Another potential dip occurs in early April, although the magnitude is smaller. These pullbacks may be due to profit-taking or broader market corrections, presenting opportunities to establish or increase positions before the subsequent rallies.
3) Summary:
Based on historical seasonality, a strategic approach to investing in Equifax (EFX) would involve capitalizing on the weakness around March 23. Given the strong bullish trend leading to September 2, initiating or adding to positions during these dips could prove beneficial. Furthermore, holding through the end of the year could capture the additional gains typically seen by December 31.
| Year | Start Date | Start Price | End Date | End Price | Return | Rate (%) |
|---|---|---|---|---|---|---|
| 2025 | 2025-01-16 | 264.2400 | 2025-03-16 | 235.9200 | -28.3200 | -10.72 |
| 2024 | 2024-01-16 | 246.4500 | 2024-03-15 | 252.9400 | 6.4900 | 2.63 |
| 2020 | 2020-01-16 | 151.0200 | 2020-03-15 | 140.7100 | -10.3100 | -6.83 |
| 2019 | 2019-01-16 | 98.4100 | 2019-03-16 | 111.0200 | 12.6100 | 12.81 |
| 2018 | 2018-01-16 | 122.1600 | 2018-03-16 | 123.4600 | 1.3000 | 1.06 |
| Avg | 176.4560 | 172.8100 | -3.65 | -0.21 |
| Day \ Month | Jan Total +1.44% | Feb Total -2.78% | Mar Total +3.07% | Apr Total +2.55% | May Total +2.43% | Jun Total +4.38% | Jul Total +2.36% | Aug Total +2.18% | Sep Total -6.52% | Oct Total -7.20% | Nov Total +6.46% | Dec Total +3.00% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Avg +0.09% | 0.00% | +0.76% | +0.50% | -0.50% | -0.23% | -0.10% | +0.35% | +0.02% | +0.18% | -0.20% | +0.40% | -0.11% |
| 2 Avg +0.10% | -0.16% | -0.06% | +1.44% | -0.59% | +0.19% | +1.15% | -0.01% | -0.33% | -0.08% | -0.90% | +0.20% | +0.30% |
| 3 Avg +0.01% | -0.34% | -0.74% | +0.32% | -0.48% | +0.26% | +0.10% | -0.05% | +0.25% | -0.34% | +0.60% | +0.75% | -0.22% |
| 4 Avg +0.23% | +0.49% | +0.35% | +0.63% | -1.08% | +0.63% | +1.15% | 0.00% | +0.04% | +0.08% | +0.07% | +0.30% | +0.08% |
| 5 Avg +0.06% | -0.10% | -0.78% | +0.16% | +0.21% | +0.53% | +0.70% | +0.41% | -0.43% | +0.03% | +0.25% | 0.00% | -0.32% |
| 6 Avg -0.10% | -0.20% | -1.12% | -0.28% | -0.06% | -0.14% | +0.87% | +0.02% | +0.23% | +0.03% | -0.56% | -0.46% | +0.47% |
| 7 Avg +0.08% | -1.05% | -0.06% | -0.37% | -0.11% | +0.46% | -0.10% | +0.27% | +0.34% | +0.16% | -0.18% | +0.77% | +0.80% |
| 8 Avg +0.09% | +0.70% | -0.40% | +0.13% | +0.64% | -0.18% | +0.09% | -0.17% | +0.11% | -1.47% | -0.02% | +0.18% | +1.42% |
| 9 Avg -0.01% | +0.09% | -0.06% | -0.03% | +1.18% | -0.03% | -0.50% | -0.09% | -0.17% | +0.01% | +0.31% | -0.18% | -0.60% |
| 10 Avg -0.02% | -0.41% | +0.04% | +0.37% | -0.67% | +0.74% | -0.49% | +0.11% | +0.41% | -1.13% | -0.13% | +0.72% | +0.26% |
| 11 Avg -0.18% | +0.38% | -0.76% | -1.07% | +0.02% | -0.80% | -0.78% | +0.47% | -0.07% | +0.02% | -0.90% | +0.64% | +0.67% |
| 12 Avg +0.25% | +0.27% | +1.15% | -0.42% | -0.35% | -0.06% | +0.96% | +0.25% | +0.34% | +0.41% | +0.03% | -0.11% | +0.53% |
| 13 Avg -0.01% | -0.24% | +0.42% | +0.10% | -0.14% | +0.06% | +0.23% | -0.30% | +1.08% | -1.66% | -0.37% | +0.05% | +0.62% |
| 14 Avg +0.09% | -0.17% | -0.07% | +0.11% | +0.76% | +0.35% | -0.85% | +0.62% | -0.26% | -0.15% | +0.24% | +0.75% | -0.22% |
| 15 Avg +0.25% | +0.65% | +0.94% | +0.39% | -0.28% | +0.51% | +0.53% | +0.30% | -0.37% | -0.59% | +0.14% | +0.72% | +0.06% |
| 16 Avg -0.04% | +0.27% | -0.29% | -0.67% | -0.43% | +0.14% | -0.29% | +0.45% | -0.07% | -0.42% | +0.09% | +0.79% | -0.05% |
| 17 Avg +0.10% | +0.33% | -0.12% | +0.98% | +0.89% | -0.12% | -0.12% | 0.00% | -0.06% | -0.28% | +0.04% | +0.29% | -0.60% |
| 18 Avg -0.21% | +0.01% | -0.30% | -0.47% | -1.06% | -0.25% | +0.05% | +0.46% | -0.35% | -0.06% | +0.07% | -0.07% | -0.50% |
| 19 Avg -0.03% | -0.11% | -0.04% | -0.18% | +0.07% | +0.31% | -0.04% | +0.06% | +0.09% | -0.21% | -0.26% | +0.35% | -0.36% |
| 20 Avg -0.19% | -0.25% | -0.39% | -0.66% | +0.64% | +0.43% | +0.13% | -0.15% | -0.15% | -0.61% | -0.73% | -0.01% | -0.53% |
| 21 Avg -0.17% | +0.42% | -0.65% | +0.03% | -0.84% | -0.96% | +0.32% | -0.69% | 0.00% | -0.37% | -0.44% | +0.26% | +0.91% |
| 22 Avg +0.34% | +0.35% | +0.33% | -0.53% | +3.14% | +0.71% | +0.35% | -0.44% | +0.45% | +0.62% | -0.47% | -0.51% | +0.11% |
| 23 Avg +0.05% | -0.05% | -0.07% | -0.60% | +0.80% | -0.67% | +0.01% | +1.03% | +0.13% | -0.09% | -0.39% | +0.32% | +0.25% |
| 24 Avg -0.05% | +0.34% | +0.06% | +0.94% | +0.41% | -0.09% | -0.16% | -0.78% | -0.25% | -0.10% | -0.46% | -0.55% | +0.08% |
| 25 Avg -0.08% | -0.44% | -0.13% | +0.04% | +0.39% | +0.16% | -0.49% | -0.02% | +0.30% | -0.14% | -1.50% | +0.85% | 0.00% |
| 26 Avg +0.01% | +0.18% | -0.12% | +1.01% | -0.79% | +0.68% | -0.13% | -0.16% | -0.45% | -0.26% | -0.05% | -0.19% | +0.41% |
| 27 Avg -0.04% | -0.12% | -0.65% | -0.03% | +0.70% | +0.23% | -0.03% | -0.02% | +0.50% | -0.36% | -1.05% | +0.18% | +0.21% |
| 28 Avg +0.20% | +0.43% | -0.02% | +0.58% | +0.39% | +0.32% | +0.76% | +0.11% | +0.18% | +0.37% | -0.29% | -0.09% | -0.31% |
| 29 Avg +0.05% | 0.00% | - | +0.50% | +0.35% | -0.43% | +0.26% | +0.62% | +0.35% | -0.42% | -0.63% | -0.03% | -0.02% |
| 30 Avg +0.04% | -0.07% | - | +0.25% | -0.66% | +0.13% | +0.80% | -0.11% | +0.15% | +0.28% | -0.08% | +0.15% | -0.42% |
| 31 Avg +0.05% | +0.25% | - | -0.10% | - | -0.47% | - | -0.17% | +0.19% | - | +0.57% | - | +0.06% |
| Rank | Stock | Avg Return (%) | Wins | Losses |
|---|
