Added to YB: 2024-07-16
Pitch date: 2024-07-14
EFX [bullish]
Equifax Inc.
-24.53%
current return
Author Info
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
$254.54
Price Target
N/A
Dividend
1.26%
EV/EBITDA
13.30
P/E
31.18
EV/Sales
4.08
Sector
Professional Services
Category
growth
Professional Investment Theses Compilation #2 - Equifax Inc.
EFX: Critical info provider in credit, hiring & gov benefits. 3 segments: EWS (largest, fastest-growing), USIS (credit bureau), Int'l. EWS has growth potential. Positioned for US mortgage recovery. Cloud migration to reduce costs, improve margins. Trades at 32.5x fwd P/E, 18.4x EV/EBITDA. Mkt cap $29.66B. Competitive advantages: regulated industry, network effects, high barriers to entry.
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