EFX vs PTC: Correlation
Equifax (EFX) and PTC Inc. (PTC) show a moderate relationship: their 3-year correlation of weekly returns is 0.53.
Data as of 2026-08-27 · refreshed every trading day · weekly returns · methodology
How correlated are EFX and PTC?
Across a 3-year window, the weekly returns of EFX and PTC correlate at 0.53, moderate. Recent behaviour matches the longer record: 0.44 over 1 year against 0.53 over 3. Stretching to 5 years gives 0.49, with an annualized covariance of 505.6 %².
Within EFX's tracked universe of 53 assets, PTC comes in at #21 by 3-year correlation. Twelve-month performance is nearly a tie, at -21.8% for EFX and -26.6% for PTC. On a rolling one-year basis the correlation drifted between 0.33 and 0.70, a moderate band.
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 PTC: side by side
| EFX (Equifax) | PTC (PTC Inc.) | |
|---|---|---|
| 1-year return | -21.8% | -26.6% |
| 5-year return | -26.0% | +20.0% |
| Volatility (ann.) | 33.3% | 28.8% |
| Beta vs S&P 500 | 1.25 | 1.02 |
| Max drawdown (3Y) | -49.7% | -48.1% |
| Market cap | $22.4B | $17.2B |
| P/E (trailing) | 33.5 | 14.7 |
| Dividend yield | 1.11% | 0.00% |
| Sector / category | Industrials | Information Technology |
Year-by-year returns
| Year | EFX | PTC |
|---|---|---|
| 2022 | -33.1% | -0.9% |
| 2023 | +28.2% | +45.8% |
| 2024 | +3.7% | +5.1% |
| 2025 | -14.2% | -5.3% |
| 2026 | -11.7% | -8.8% |
Calendar-year price returns; the current year is year-to-date as of the data date above.
Are EFX and PTC good diversifiers for each other?
Somewhat, no more. With 0.53 correlation, most large moves hit both names, and the diversification benefit stays modest.
FAQ
What is the correlation between EFX and PTC?
As of 2026-08-27, the correlation of weekly returns between EFX and PTC is 0.53 over 3 years, 0.44 over 1 year and 0.49 over 5 years.
Is PTC a good diversifier for EFX?
Somewhat, no more. With 0.53 correlation, most large moves hit both names, and the diversification benefit stays modest.
What does a correlation of 0.53 mean?
A reading of 0.53 sits on a scale from −1 (opposite moves) through 0 (unrelated) to +1 (identical moves). Correlation captures direction, not magnitude or performance.
Use this data
$ curl https://www.pairbook.io/api/v1/pairs/efx-vs-ptc.json
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The core API is free. Terms and every endpoint in the API documentation.
Related comparisons
Hubs: EFX correlations · PTC correlations
