EFX
| Market cap | $24.85B |
|---|---|
| Enterprise value | $35.06B |
| Revenue | $5.353B |
|---|---|
| EBITDA | $1.578B |
| Income | $557.800M |
| Revenue Q/Q | 6.71% |
| Revenue Y/Y | 5.76% |
| P/E | 53.27 |
|---|---|
| Forward P/E | 26.34 |
| EV/Sales | 6.55 |
| EV/EBITDA | 22.22 |
| EV/EBIT | 36.17 |
| PEG | 1.96 |
| Price/Sales | 4.64 |
| P/FCF | 38.60 |
| Price/Book | 5.48 |
| Book/Share | 44.03 |
| Cash/Share | 2.11 |
| FCF yield | 2.59% |
| Volume | 444.619k / N/A |
|---|---|
| Relative vol. | N/A |
| EPS | 4.53 |
|---|---|
| EPS Q/Q | -6.49% |
| Est. EPS Q/Q | -19.02% |
| Profit margin | 10.36% |
|---|---|
| Oper. margin | 17.80% |
| Gross margin | 55.65% |
| EBIT margin | 18.11% |
| EBITDA margin | 29.48% |
| Ret. on assets | 4.61% |
|---|---|
| Ret. on equity | 12.69% |
| ROIC | 8.06% |
| ROCE | 9.43% |
| Debt/Equity | 1.67 |
|---|---|
| Net debt/EBITDA | 13.95 |
| Current ratio | 0.73 |
| Quick ratio | 0.73 |
| Volatility | 2.32% |
|---|---|
| Beta | 1.52 |
| RSI | 52.78 |
|---|
| Insider ownership | 0.42% |
|---|---|
| Inst. ownership | 97.10% |
| Shares outst. | 123.611M |
|---|---|
| Shares float | 0.000 0.00% |
| Short % of float | 3.91% |
| Short ratio | 3.54 |
| Dividend | $1.56 |
|---|---|
| Dividend yield | 0.64% |
| Payout ratio | 34.44% |
| Payment date | N/A |
| Ex-dividend date | N/A |
| Earnings date | 17 Jul 2024 |
Wednesday, 3 July 2024
|
|
| Equifax Announces Earnings Release Date and Conference Call for Second Quarter 2024 Results | |
Monday, 17 June 2024
|
|
| Weitz Analyst Corner: An Introduction to Equifax | |
Friday, 31 May 2024
|
|
| Insider Sale: EVP, CFO & COO John W. Gamble Jr. Sells Shares of Equifax Inc | |
Sunday, 21 April 2024
|
|
| Last Week's Worst-Performing Stocks: Are These 11 Large-Cap Stocks In Your Portfolio? | |
Friday, 19 April 2024
|
|
| Q1 2024 Equifax Inc Earnings Call | |
Wednesday, 17 April 2024
|
|
| Equifax sees second-quarter revenue below estimates as rates remain high | |
| Equifax Delivers First Quarter 2024 Revenue Growth of 7% to $1.389 Billion Amid Challenging Mortgage Market | |
Sunday, 14 April 2024
|
|
| Is Now An Opportune Moment To Examine Equifax Inc. ? | |
Thursday, 4 April 2024
|
|
| Equifax Announces Earnings Release Date and Conference Call for First Quarter 2024 Results | |
Saturday, 30 March 2024
|
|
| The Returns At Equifax Aren't Growing | |
Monday, 26 February 2024
|
|
| Decoding Equifax Inc : A Strategic SWOT Insight | |
Tuesday, 13 February 2024
|
|
| Is Equifax Inc. Trading At A 45% Discount? | |
Wednesday, 7 February 2024
|
|
| Equifax Delivers Fourth Quarter 2023 Revenue growth of 11% to $1.327 Billion Amid Challenging Mortgage Market | |
Thursday, 1 February 2024
|
|
| Wex Earnings Expected to Grow: What to Know Ahead of Next Week's Release | |
Thursday, 25 January 2024
|
|
| Equifax Announces Earnings Release Date and Conference Call for Fourth Quarter 2023 Results | |
Monday, 22 January 2024
|
|
| FI vs. EFX: Which Stock Is the Better Value Option? | |
Tuesday, 19 December 2023
|
|
| NVEI or EFX: Which Is the Better Value Stock Right Now? | |
Monday, 18 December 2023
|
|
| Investors Appear Satisfied With Equifax Inc.'s Prospects | |
| Equifax Fell on Lowered Expectations | |
Saturday, 2 December 2023
|
|
| Calculating The Intrinsic Value Of Equifax Inc. | |
Monday, 20 November 2023
|
|
| Top 15 CBI Programs for Tax Benefits | |
Wednesday, 15 November 2023
|
|
| WEX or EFX: Which Is the Better Value Stock Right Now? | |
Tuesday, 31 October 2023
|
|
| Top 10 Publicly Traded Consulting Firms by Revenue | |
Tuesday, 24 October 2023
|
|
| Equifax : A Modestly Undervalued Gem in the Business Services Industry | |
| Insider |
Trans.
Transaction
|
Total value |
|---|---|---|
| Carla Chaney EVP and Chief HR Officer | Option 31 May 2024 | $720,170 |
| James M Griggs SVP and Corp Controller | Sale 31 May 2024 | $91,484 |
| Julia A Houston EVP, Strategy, and Mktg Officer | Option 31 May 2024 | $719,987 |
| John W Jr Gamble EVP, CFO, and COO | Sale 30 May 2024 | $836,726 |
| Carla Chaney EVP and Chief HR Officer | Option 24 May 2024 | $991,276 |
| Julia A Houston EVP, Strategy, and Mktg Officer | Option 24 May 2024 | $639,988 |
| James M Griggs SVP and Corp Controller | Option 24 May 2024 | $234,324 |
| Karen L Fichuk Director | Buy 9 May 2024 | $99,090 |
| Mark W Begor CEO | Option 26 Apr 2024 | $8,012,752 |
| Rodolfo O Ploder EVP and Pres Workforce Solutions | Sale 26 Apr 2024 | $3,178,169 |
| Mark W Begor CEO | Option 28 Feb 2024 | $7,425,671 |
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Robintrack.
Price target
Current $242.24
Average $189.28
Low $160
High $228
Dividends
| Ex-dividend date | N/A | Frequency | Quarterly | Annual dividend | +0.00% |
|---|---|---|---|---|---|
| Next dividend | N/A | Dividend yield | 0.64% | Growth period | 15 years |
| Last dividend date | Yield 3 years | 0.69% | Growth 3 years | +0.00% | |
| Last dividend | Yield 5 years | 0.68% | Growth 5 years | +0.00% |
| Insider | Age | Since | Compensation |
|---|---|---|---|
| Mark Begor (62) Chief Executive Officer and Director since 2018 | 62 | 2018 | $14,281,600 |
| Sid Singh (42) President - U.S. Information Solutions since 2019 | 42 | 2019 | $6,779,210 |
| Bryson Koehler (44) Chief Technology Officer since 2018 | 44 | 2018 | $6,381,260 |
| Mark W. Begor (63) CEO and Director | 63 | $5,601,131 | |
| John Gamble (57) Chief Financial Officer and Corporate Vice President since 2014 | 57 | 2014 | $4,853,350 |
| Rodolfo Ploder (59) President - Workforce Solutions since 2015 | 59 | 2015 | $4,330,980 |
| Jamil Farshchi (42) Chief Information Security Officer since 2018 | 42 | 2018 | $3,893,560 |
| Beverly Anderson (56) President of Global Consumer Solutions since 2019 | 56 | 2019 | $3,313,040 |
| John Kelley (59) Corporate Vice President and Chief Legal Officer since 2013 | 59 | 2013 | $3,244,270 |
| John W. Gamble Jr. (58) Corp. VP and CFO | 58 | $1,942,851 | |
| Bryson R. Koehler (45) Chief Technology Officer | 45 | $1,884,367 | |
| Sid Singh (43) Pres of United States Information Solutions | 43 | $1,700,076 | |
| Rodolfo O. Ploder (60) Pres of Workforce Solutions | 60 | $1,594,572 | |
| Heather Wilson (48) Independent Director since 2019 | 48 | 2019 | $434,865 |
| Mark Feidler (63) Non-Executive Independent Chairman of the Board since 2019 | 63 | 2019 | $385,031 |
| John McKinley (62) Independent Director since 2008 | 62 | 2008 | $302,770 |
| Robert Marcus (54) Independent Director since 2013 | 54 | 2013 | $300,270 |
| Robert Selander (69) Independent Director since 2018 | 69 | 2018 | $297,531 |
| Scott McGregor (63) Independent Director since 2017 | 63 | 2017 | $295,031 |
| Siri Marshall (71) Independent Director since 2006 | 71 | 2006 | $292,734 |
| G. Thomas Hough (65) Independent Director since 2016 | 65 | 2016 | $287,531 |
| Elane Stock | 2017 | $282,770 | |
| Sunil Bindal | 2020 | ||
| Andrea Lawson | 2020 | ||
| Dorian Hare | 2020 | ||
| Mark Luber | 2020 | ||
| Lindsay Parker | 2020 | ||
| Joy Leeber | |||
| Prasanna Dhore (58) Chief Data and Analytics Officer since 2012 | 58 | 2012 | |
| Carla Chaney (49) Chief Human Resource Officer and Vice President since 2019 | 49 | 2019 | |
| Amanda Rosseter | 2019 | ||
| Julia Houston (49) Chief Transformation Officer since 2017 | 49 | 2017 | |
| John Hartman (60) President - International since 2015 | 60 | 2015 | |
| Trevor Burns | |||
| Julia A. Houston (50) Chief Strategy and Marketing Officer | 50 | ||
| Kent Lindner | |||
| John J. Kelley III (60) Corp. VP, Chief Legal Officer, and Corp. Sec. | 60 | ||
| James M. Griggs |
equifax is a global leader in consumer, commercial and workforce information solutions that provide businesses of all sizes and consumers with insight and information they can trust. equifax organizes and assimilates data on more than 600 million consumers and 81 million businesses worldwide. the company's significant investments in differentiated data, its expertise in advanced analytics to explore and develop new multi-source data solutions, and its leading-edge proprietary technology enable it to create and deliver unparalleled customized insights that enrich both the performance of businesses and the lives of consumers. headquartered in atlanta, equifax operates or has investments in 19 countries and is a member of standard & poor's (s&p) 500® index. its common stock is traded on the new york stock exchange (nyse) under the symbol efx. in 2013, equifax was named a bloomberg businessweek top 50 company, was #3 in fortune's most admired list in its category, and was named to infowee
- Industrials > Business Services
- Equifax, Inc., 1550 Peachtree Street, NW, Atlanta 30309, United States
- 404 885 8000
- Investor relations
Dividends
| Ex-dividend date | N/A | Frequency | Quarterly | Annual dividend | +0.00% |
|---|---|---|---|---|---|
| Next dividend | N/A | Dividend yield | 0.64% | Growth period | 15 years |
| Last dividend date | Yield 3 years | 0.69% | Growth 3 years | +0.00% | |
| Last dividend | Yield 5 years | 0.68% | Growth 5 years | +0.00% |
Quarterly EPS estimates
Profit margin
Debt to assets
Cash flow
Balance sheet
XSLX
| (in millions USD) | 31 Mar 2024 | 31 Dec 2023 | |||
|---|---|---|---|---|---|
| Current assets | |||||
| Cash | $201 | $216.8 | |||
| Short term investments | |||||
| Net receivables | $1,006.1 | $908.2 | |||
| Inventory | |||||
| Total current assets | $1,449.5 | $1,356.3 | |||
| Long term investments | |||||
| Property, plant & equipment | $1,850.2 | $1,834 | |||
| Goodwill & intangible assets | $8,629.6 | $8,783.5 | |||
| Total noncurrent assets | $10,801.8 | $10,923.7 | |||
| Total investments | |||||
| Total assets | $12,251.3 | $12,280 | |||
| Current liabilities | |||||
| Accounts payable | $198.1 | $197.6 | |||
| Deferred revenue | $113.2 | $109.5 | |||
| Short long term debt | $880 | $963.4 | |||
| Total current liabilities | $1,973.8 | $2,019 | |||
| Long term debt | $4,745.3 | $4,747.8 | |||
| Total noncurrent liabilities | $5,565.3 | $5,573.5 | |||
| Total debt | $5,625.3 | $5,711.2 | |||
| Total liabilities | $7,539.1 | $7,592.5 | |||
| Stockholders' equity | |||||
| Retained earnings | $5,685 | $5,608.6 | |||
| Other stockholder equity | -$526.5 | -$431.2 | |||
| Total stockholder equity | $4,561.5 | $4,534.1 | |||
| (in millions USD) | 2023 | 2022 | ||
|---|---|---|---|---|
| Current assets | ||||
| Cash | $216.8 | $285.2 | ||
| Short term investments | ||||
| Net receivables | $908.2 | $857.7 | ||
| Inventory | ||||
| Total current assets | $1,356.3 | $1,370.5 | ||
| Long term investments | ||||
| Property, plant & equipment | $1,834 | $1,587 | ||
| Goodwill & intangible assets | $8,783.5 | $8,297.2 | ||
| Total noncurrent assets | $10,923.7 | $10,177.4 | ||
| Total investments | ||||
| Total assets | $12,280 | $11,547.9 | ||
| Current liabilities | ||||
| Accounts payable | $197.6 | $250.8 | ||
| Deferred revenue | $109.5 | $132.9 | ||
| Short long term debt | $963.4 | $967.2 | ||
| Total current liabilities | $2,019 | $2,015.2 | ||
| Long term debt | $4,747.8 | $4,820.1 | ||
| Total noncurrent liabilities | $5,573.5 | $5,559.4 | ||
| Total debt | $5,711.2 | $5,787.3 | ||
| Total liabilities | $7,592.5 | $7,574.6 | ||
| Stockholders' equity | ||||
| Retained earnings | $5,608.6 | $5,256 | ||
| Other stockholder equity | -$431.2 | -$473.7 | ||
| Total stockholder equity | $4,534.1 | $3,956.5 | ||
Income statement
| (in millions USD) | 31 Mar 2024 | 31 Dec 2023 | |||
|---|---|---|---|---|---|
| Revenue | |||||
| Total revenue | $1,389.4 | $1,326.5 | |||
| Cost of revenue | $627.7 | $581.5 | |||
| Gross profit | $761.7 | $745 | |||
| Operating activities | |||||
| Research & development | |||||
| Selling, general & administrative | $372.6 | $343.4 | |||
| Total operating expenses | $537 | $500.1 | |||
| Operating income | $224.7 | $244.9 | |||
| Income from continuing operations | |||||
| EBIT | $225.1 | $241.1 | |||
| Income tax expense | $40.5 | $48.4 | |||
| Interest expense | $59.7 | $60.3 | |||
| Net income | |||||
| Net income | $124.9 | $132.4 | |||
| Income (for common shares) | $124.9 | $132.4 | |||
| (in millions USD) | 2023 | 2022 | ||
|---|---|---|---|---|
| Revenue | ||||
| Total revenue | $5,265.2 | $5,122.2 | ||
| Cost of revenue | $2,335.1 | $2,177.2 | ||
| Gross profit | $2,930.1 | $2,945 | ||
| Operating activities | ||||
| Research & development | ||||
| Selling, general & administrative | $1,385.7 | $1,328.9 | ||
| Total operating expenses | $1,996.5 | $1,889 | ||
| Operating income | $933.6 | $1,056 | ||
| Income from continuing operations | ||||
| EBIT | $952.9 | $1,108.7 | ||
| Income tax expense | $166.2 | $229.5 | ||
| Interest expense | $241.4 | $183 | ||
| Net income | ||||
| Net income | $545.3 | $696.2 | ||
| Income (for common shares) | $545.3 | $696.2 | ||
Cash flows
| (in millions USD) | 31 Mar 2024 | 31 Dec 2023 | |||
|---|---|---|---|---|---|
| Net income | $124.9 | $132.4 | |||
| Operating activities | |||||
| Depreciation | $166.6 | $158.8 | |||
| Business acquisitions & disposals | -$7.8 | ||||
| Stock-based compensation | $41.2 | $10.5 | |||
| Total cash flows from operations | $252.7 | $322.1 | |||
| Investing activities | |||||
| Capital expenditures | -$131.9 | -$145.7 | |||
| Investments | |||||
| Total cash flows from investing | -$131.9 | -$153.5 | |||
| Financing activities | |||||
| Dividends paid | -$48.2 | -$48.1 | |||
| Sale and purchase of stock | $19.9 | $13.7 | |||
| Net borrowings | -$87.8 | -$292.1 | |||
| Total cash flows from financing | -$131.9 | -$369.7 | |||
| Effect of exchange rate | -$4.7 | $5.3 | |||
| Change in cash and equivalents | -$15.8 | -$195.8 | |||
| (in millions USD) | 2023 | 2022 | ||
|---|---|---|---|---|
| Net income | $545.3 | $696.2 | ||
| Operating activities | ||||
| Depreciation | $619.8 | $568.6 | ||
| Business acquisitions & disposals | -$276.9 | -$335 | ||
| Stock-based compensation | $71.8 | $62.6 | ||
| Total cash flows from operations | $1,116.8 | $757.1 | ||
| Investing activities | ||||
| Capital expenditures | -$601.3 | -$624.5 | ||
| Investments | ||||
| Total cash flows from investing | -$878.2 | -$959.5 | ||
| Financing activities | ||||
| Dividends paid | -$191.8 | -$191.1 | ||
| Sale and purchase of stock | $32.3 | $16.9 | ||
| Net borrowings | -$83.8 | $485.3 | ||
| Total cash flows from financing | -$306.2 | $273.7 | ||
| Effect of exchange rate | -$0.8 | -$10.8 | ||
| Change in cash and equivalents | -$68.4 | $60.5 | ||
Recent institutional transactions
| Quarter | Shareholder | Change |
Shares owned
Shares
|
Value (in thousands USD) |
|---|---|---|---|---|
| 2024 Q2 | Dnb Asset Management As |
+6.79%
|
23,850 | $5,782,671 |
| 2024 Q2 | Gamma Investing |
+91.31%
|
1,871 | $453,643 |
| 2024 Q2 | Thompson Investment Management, Inc |
-1.50%
|
15,464 | $3,749,462 |
| 2024 Q2 | Massmutual Trust Co Fsb/adv |
+16.02%
|
507 | $122,927 |
| 2024 Q2 | Quent Capital |
+100.00%
|
16 | $3,879 |
| 2024 Q1 | Fmr |
-47.68%
|
2,512,134 | $672,045,932 |
| 2024 Q1 | Parnassus Investments |
+1,722.39%
|
2,065,043 | $552,440,304 |
| 2024 Q1 | Massachusetts Financial Services Co MA/ |
-24.42%
|
4,076,133 | $1,090,447,101 |
| 2024 Q1 | Marshall Wace, LL.P. |
+342.49%
|
1,117,227 | $298,880,565 |
| 2024 Q1 | Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main |
Opened
|
863,489 | $231,000,577 |
Institutional shareholders
| Shareholder | Stake |
Shares owned
Shares
|
Value (in thousands USD) |
|---|---|---|---|
| Metatron Capital Sicav PLC | 98.70% | 122,001,519 | |
| Vanguard Group Inc | 11.08% | 13,691,006 | |
| Capital International Investors | 11.05% | 13,662,586 | |
| Blackrock | 8.62% | 10,654,766 | |
| Morgan Stanley | 4.09% | 5,055,548 | |
| State Street Corp | 3.82% | 4,723,849 | |
| Massachusetts Financial Services Co MA/ | 3.30% | 4,076,133 | |
| T. Rowe Price Investment Management | 3.27% | 4,046,598 | |
| Generation Investment Management LL.P. | 2.68% | 3,313,221 | |
| Geode Capital Management | 2.19% | 2,706,902 |
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