Added to YB: 2025-04-22
Pitch date: 2025-04-19
EFX [neutral]
Equifax Inc.
+0.23%
current return
Author Info
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Company Info
Equifax Inc. operates as a data, analytics, and technology company. The company operates through three segments: Workforce Solutions, U.
Market Cap
$25.4B
Pitch Price
$216.53
Price Target
N/A
Dividend
0.97%
EV/EBITDA
15.80
P/E
39.16
EV/Sales
5.07
Sector
Professional Services
Category
N/A
Updates #3 - Equifax Inc.
EFX trimmed position: Equifax's Workforce Solutions (TWN) growth hit by gov't bureaucracy standstill & Musk's payment infrastructure pause. Revenue/earnings likely below guidance. Mortgage normalization in 2025 now uncertain if recession hits. Rudy Ploder (EWS builder) resigned mysteriously. Capital allocation shifting from cloud capex to potential buybacks as data breach issues fade.
Read full article (3 min)