Added to YB: 2026-08-07
Pitch date: 2026-08-05
EFX [neutral]
Equifax Inc.
-0.75%
current return
Author Info
No bio for this author
Company Info
Equifax Inc. operates as a data, analytics, and technology company. The company operates through three segments: Workforce Solutions, U.
Market Cap
$20.8B
Pitch Price
$177.11
Price Target
N/A
Dividend
1.26%
EV/EBITDA
13.30
P/E
31.18
EV/Sales
4.08
Sector
Professional Services
Category
growth
Feather Fund | Portfolio Earnings Breakdown - Equifax Inc.
EFX (earnings): Q2 rev +11% (10% cc), beat guidance by $5M. Adj EPS $2.25 (+13% YoY), beat by $0.05. EBITDA margin ex-FICO 35% (+120bps). Returned $366M ($300M buybacks, $66M divs). Doubled AI productivity savings to $150M for '26-'28. Acquiring Círculo de Crédito (Mexico) $750M, accretive yr1. ~$300M new govt contracts (of $5B TAM). VantageScore mortgage volumes ~3x QoQ. 16% Vitality Index, 54 new AI products.
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