Added to YB: 2025-05-05
Pitch date: 2025-04-30
EFX [neutral]
Equifax Inc.
-14.11%
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
$257.11
Price Target
N/A
Dividend
0.97%
EV/EBITDA
15.80
P/E
39.16
EV/Sales
5.07
Sector
Professional Services
Category
dividend
Updates: Equifax (held)
EFX (holding update): $3B share repurchase over 4 years and 28% dividend hike signal return to pre-breach capital allocation. Post-cloud migration, CapEx target 6-7% of rev. Solid EWS record growth (191M active) with Workday integration. 4% YoY rev growth, margins flat. Mortgage recovery timing uncertain. USIS outgrew EWS at 7% vs 3%. New combined credit+verification product enhances moat.
Read full article (5 min)