Professional
Added to YB: 2024-06-20
Pitch date: 2024-03-31
EFX [bullish]
Equifax Inc.
-38.22%
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
$19.0B
Pitch Price
$263.08
Price Target
N/A
Dividend
1.40%
EV/EBITDA
12.28
P/E
28.14
EV/Sales
3.87
Sector
Professional Services
Category
growth
Mar Vista Strategic Growth Fund New Position: Equifax Inc.
EFX: Credit reporting & income verification leader w/ high barriers to entry. Leverages fixed costs for rising ROIC. Expands addressable market via new products, global growth & M&A. Workforce Solutions segment boasts unique 125M payroll record dataset. Targets mortgage, credit card, auto loan, gov & employee check markets. 20% annual intrinsic value growth projected on market recovery & leadership position.
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