EFX vs PEGA: Correlation
How closely do Equifax (EFX) and Pegasystems Inc. (PEGA) trade together? Their weekly returns over three years give a correlation of 0.53, which is moderate.
Data as of 2026-08-27 · refreshed every trading day · weekly returns · methodology
How correlated are EFX and PEGA?
On 3 years of weekly data the EFX/PEGA correlation comes out at 0.53, moderate. Recent behaviour matches the longer record: 0.57 over 1 year against 0.53 over 3. The 5-year figure is 0.56, and annualized covariance runs at 891.8 %².
Within EFX's tracked universe of 53 assets, PEGA comes in at #20 by 3-year correlation. On 12-month performance EFX holds a 10.0-point edge, -21.8% against -31.8%. One caveat on sizing: PEGA is 1.5 times as volatile as the other leg, so an equal-dollar split is far from equal-risk.
How is this computed?
Pearson correlation on weekly returns: ρ(A,B) = cov(rA, rB) / (σA · σB), over windows of 52, 156 and 260 weeks. Covariance is annualized (×52) and expressed in %². Full definitions on the methodology page.
EFX vs PEGA: side by side
| EFX (Equifax) | PEGA (Pegasystems Inc.) | |
|---|---|---|
| 1-year return | -21.8% | -31.8% |
| 5-year return | -26.0% | -47.4% |
| Volatility (ann.) | 33.3% | 50.2% |
| Beta vs S&P 500 | 1.25 | 1.28 |
| Max drawdown (3Y) | -49.7% | -60.9% |
| Market cap | $22.4B | $5.9B |
| P/E (trailing) | 33.5 | 20.4 |
| Dividend yield | 1.11% | 0.35% |
| Sector / category | Industrials | US Listed |
Year-by-year returns
| Year | EFX | PEGA |
|---|---|---|
| 2022 | -33.1% | -69.3% |
| 2023 | +28.2% | +43.1% |
| 2024 | +3.7% | +91.0% |
| 2025 | -14.2% | +28.4% |
| 2026 | -11.7% | -39.6% |
Calendar-year price returns; the current year is year-to-date as of the data date above.
Are EFX and PEGA good diversifiers for each other?
Only partially. A correlation of 0.53 means EFX and PEGA share most of their swings. Pairing them dampens volatility somewhat, but it will not protect against a common drawdown.
FAQ
What is the correlation between EFX and PEGA?
As of 2026-08-27, the correlation of weekly returns between EFX and PEGA is 0.53 over 3 years, 0.57 over 1 year and 0.56 over 5 years.
Is PEGA a good diversifier for EFX?
Only partially. A correlation of 0.53 means EFX and PEGA share most of their swings. Pairing them dampens volatility somewhat, but it will not protect against a common drawdown.
What does a correlation of 0.53 mean?
Correlation ranges from −1 to +1. Values near +1 mean two assets move together, near 0 that they move independently, and negative values that they tend to move in opposite directions. It measures co-movement, not performance.
Use this data
$ curl https://www.pairbook.io/api/v1/pairs/efx-vs-pega.json
Markdown for the live badge, attribution link included:
[](https://www.pairbook.io/pair/efx-vs-pega/)
No key needed, free to use. Full endpoint list in the API documentation.
Related comparisons
Hubs: EFX correlations · PEGA correlations
