Added to YB: 2026-05-07
Pitch date: 2026-05-05
EFX [neutral]
Equifax Inc.
-2.08%
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
$170.67
Price Target
N/A
Dividend
1.40%
EV/EBITDA
12.28
P/E
28.14
EV/Sales
3.87
Sector
Professional Services
Category
growth
Earnings Scorecard - Equifax Inc.
EFX (earnings): Q1 rev $1.65B (+14% YoY), 13% organic CC growth; EBITDA $477M (+13%), 31.2% margin ex-FICO (+80bps). Adj EPS +22% YoY. TWN Indicator driving share gains in mortgage, expanding to auto/card/loans. AI quadrupled innovation funnel, halved dev cycles. VantageScore adoption accelerating (240+ mortgage originators, 50+ non-GSE lenders); price cut to $1 could add $35M annual margin. 90% rev from proprietary data = 'AI moat'. Risks: Iran conflict/rate hikes slowing mortgage/auto transactions, WOTC non-renewal pressuring employer services. FY26 guide unchanged despite strong Q1.
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