Joseph Carlson on Equifax (EFX): the quotes, dated.
6 dated quotes about Equifax stock (EFX), selected from all 117 Joseph Carlson videos published since 2025-09-10 — a selected record, not the complete history. Each links to the exact second on YouTube, with EFX’s close that day and what the stock did since.
Every quote is reproduced word for word from the video and linked to the second it was said.
- EFX close, 2026-10-23
- $182.36
- Price since the first forecast, Sep 19, 2025
- -29.2%
- S&P 500 (SPY), same period
- +14.5%
- vs the S&P 500
- -43.7 pp
- Latest stance, Feb 2, 2026
- Sold / selling
- Mentions found
- 94 in 23 of 117 videos
The short version
In September 2025 Joseph Carlson called Equifax a buy, citing a great company at an attractive price with more upside than downside. In October 2025 they described an incrementally negative impact on its fundamentals but said they were not out of the stock. After earnings in October 2025, they said fundamentals were moving in the right direction and they would continue to hold. In November 2025 they listed Equifax as undervalued and worthy of new buys. In January 2026 they said they viewed Netflix and Amazon as bigger opportunities. In February 2026 they said they had sold Equifax after about a year, roughly 2 to 3% in the red.
Summary of the quotes on this page. Updated .
What Joseph Carlson said last · Feb 2, 2026
Sold / selling
“The one that I sold off was in the finance category, and it was Equifax. I held it for about a year. It was mostly a flatish position. I think I sold it for around 2 to 3% in the red.”
Bullish call · Price fell
The price fell since the first bullish quote.
EFX from to . Price movement, not the creator’s realized return.
Price up since 0 of 6 quotes · Stock ahead of SPY: 0 of 6
Leaderboard result: Lagged the market (until the sale, → ). Scored from the first close after the video, . How it is scored
Price and the calls
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
EFX · daily close, split-adjusted · 2025-08-20 → 2026-10-23 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-08-29 | $246 |
| 2025-09-30 | $257 |
| 2025-10-31 | $211 |
| 2025-11-28 | $212 |
| 2025-12-31 | $217 |
| 2026-01-30 | $201 |
| 2026-02-27 | $209 |
| 2026-03-31 | $180 |
| 2026-04-30 | $174 |
| 2026-05-29 | $166 |
| 2026-06-30 | $159 |
| 2026-07-31 | $173 |
| 2026-08-31 | $189 |
| 2026-09-30 | $137 |
| 2026-10-23 | $182 |
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
EFX · daily close, split-adjusted · 2025-08-20 → 2026-10-23 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-08-29 | $246 |
| 2025-09-30 | $257 |
| 2025-10-31 | $211 |
| 2025-11-28 | $212 |
| 2025-12-31 | $217 |
| 2026-01-30 | $201 |
| 2026-02-27 | $209 |
| 2026-03-31 | $180 |
| 2026-04-30 | $174 |
| 2026-05-29 | $166 |
| 2026-06-30 | $159 |
| 2026-07-31 | $173 |
| 2026-08-31 | $189 |
| 2026-09-30 | $137 |
| 2026-10-23 | $182 |
What Joseph Carlson said, when
- 1
— Named as a pick
9:17 “I consider Equifax a buy right now. I think that it's a great company. It's at an attractive price and I believe that there's more upside than downside.”
Reviewing their portfolio, Carlson described Equifax as one of their newer positions, up around $4,000.
- 2
— Risk acknowledged
28:17 “So, while this is an incrementally negative impact on Equifax's fundamentals, I'm not out of the stock yet.”
Discussing FICO's move to distribute scores directly to mortgage lenders and how it could affect Equifax's credit bureau and mortgage segment.
- 3
— Hold, bullish
17:54 “So, I'm happy with what I see here. I see the fundamentals moving in the right direction. I'm going to continue to hold for now.”
Commenting on Equifax's earnings report, after which the stock fell on CEO commentary even though the company beat estimates and raised guidance.
- 4
— Named as a pick
11:56 “The next couple of companies that are undervalued today and worthy of new buys are in the finance category. We have Equifax and S&P Global.”
Part of a list of stocks to buy in what the video calls an overvalued market.
- 5
— Not buying more
32:22 “I still think the company will do fine, but right now if I'm looking at opportunities, I currently view Netflix and Amazon as a bigger opportunity than Equifax.”
Carlson described Equifax as a roughly 3% position in the red, saying the stock had been flat during its competitive battle with FICO.
- 6
— Sold / selling
6:30 “The one that I sold off was in the finance category, and it was Equifax. I held it for about a year. It was mostly a flatish position. I think I sold it for around 2 to 3% in the red.”
Carlson explained that they sold Equifax to buy Meta, which they considered superior in valuation, growth potential and moat.
No quote added since · 70 later videos from Joseph Carlson · covers videos through
More from Joseph Carlson
All 17 companies →Joseph Carlson has spoken on camera about their own EFX position; the latest, : Sold. See it in the disclosed holdings →
- Tesla TSLARisk acknowledged-14.5%
- Netflix NFLXDisclosed buy-46.3%
- S&P Global SPGIDisclosed buy-6.1%
- Uber UBERDisclosed buy-2.8%
- Alphabet GOOGLHold, bullish-5.3%
- Amazon AMZNRisk acknowledged+11.6%
How to read this
Quotes are short excerpts from Joseph Carlson's public YouTube videos, attributed to the speaker and linked to the timestamp. “Close that day” is EFX's split-adjusted closing price on the day the video was published (New York time); if markets were closed that day, the last close before it. If the stock has split since a quote, the card shows the price it traded at that day and, beneath it, the split-adjusted close the % change uses. “Since” compares that close with the latest close on 2026-10-23. It is a price observation, not the creator's realized return, and not investment advice. How the price change is calculated. Next to it we show SPY, the ETF tracking the S&P 500, over the same two dates — so a move can be read against the market rather than on its own: why we compare with SPY. Each quote also carries a label — Named as a pick, Risk acknowledged, Reducing — describing what kind of statement it was: see what the labels mean.
Coverage: 117 of 117 videos published since 2025-09-10 covered; 94 Equifax mentions found. Prices as of 2026-10-23.
Independent record — not affiliated with or endorsed by Joseph Carlson. Request a correction or removal