Equifax (EFX) Resumen de Acciones
Equifax Inc. opera como empresa de datos, análisis y tecnología. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 2/6 |
| Crecimiento futuro | 3/6 |
| Rendimiento pasado | 2/6 |
| Salud financiera | 2/6 |
| Dividendos | 4/6 |
EFX Community Fair Values
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Analyst Price Targets
Competidores de Equifax Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$182.56 |
| Máximo en las últimas 52 semanas | US$271.84 |
| Mínimo de 52 semanas | US$150.75 |
| Beta | 1.3 |
| Cambio en 1 mes | 9.69% |
| Variación en 3 meses | 9.47% |
| Cambio de 1 año | -23.82% |
| Variación en 3 años | -7.20% |
| Variación en 5 años | -29.98% |
| Variación desde la OPV | 7,939.34% |
Noticias y actualizaciones recientes
Actualización de narrativa • Aug 05
EFX: Data Assets And AI Efficiencies Will Support Post Guidance Earnings Power
Analysts have trimmed their average price target on Equifax to about $211 from roughly $218, reflecting slightly softer revenue growth assumptions and a modestly lower future P/E, partly offset by stable profit margin expectations and ongoing confidence in core demand. Analyst Commentary Recent analyst commentary on Equifax points to a mixed but generally constructive view.Actualización de narrativa • Jul 21
EFX: Data Assets And AI Cost Cuts Will Support Long Term Earnings Power
Analysts have trimmed their average price target on Equifax to about $218 from roughly $223, reflecting slightly lower revenue growth assumptions and P/E expectations, partly offset by modestly stronger modeled profit margins and supported by recent target resets across firms that still highlight the value of Equifax's data assets. Analyst Commentary Recent research on Equifax points to a mix of optimism and caution, with most firms trimming price targets but still highlighting the company’s data assets, earnings power, and sector positioning.Recent updates
Actualización de narrativa • Aug 05
EFX: Data Assets And AI Efficiencies Will Support Post Guidance Earnings Power
Analysts have trimmed their average price target on Equifax to about $211 from roughly $218, reflecting slightly softer revenue growth assumptions and a modestly lower future P/E, partly offset by stable profit margin expectations and ongoing confidence in core demand. Analyst Commentary Recent analyst commentary on Equifax points to a mixed but generally constructive view.Actualización de narrativa • Jul 21
EFX: Data Assets And AI Cost Cuts Will Support Long Term Earnings Power
Analysts have trimmed their average price target on Equifax to about $218 from roughly $223, reflecting slightly lower revenue growth assumptions and P/E expectations, partly offset by modestly stronger modeled profit margins and supported by recent target resets across firms that still highlight the value of Equifax's data assets. Analyst Commentary Recent research on Equifax points to a mix of optimism and caution, with most firms trimming price targets but still highlighting the company’s data assets, earnings power, and sector positioning.Seeking Alpha • Jul 21
Equifax Q2 Review: Not Much Excitement Going Forward
Summary Equifax delivered Q2 revenue in line with estimates but missed EPS, with guidance for Q3 and full-year 2026 below consensus expectations. EFX's margins were pressured by a $100M legal settlement accrual, while free cash flow remained solid at $326M for the last six months. Management aims to double AI-driven cost reductions to $150M over two years, targeting operational efficiency and margin improvement. I maintain a hold stance, citing weak guidance, persistent negative sentiment, and a still-rich 21x forward P/E despite a 35% share price decline. Read the full article on Seeking AlphaActualización de narrativa • Jun 17
EFX: Identity Protection Expansion And Q1 Execution Will Support Long Term Earnings Power
Equifax's updated analyst price target now stands slightly lower at about $223. This reflects a modest recalibration of fair value after mixed target changes from several firms, with analysts citing their latest Q1 readthroughs and refreshed views across the business and information services group.Actualización de narrativa • Jun 02
EFX: Global Identity Partnerships And Marketing Reset Will Support Long Term Earnings Power
Analysts have trimmed their average price target on Equifax to about $224 from roughly $229, reflecting modest tweaks to revenue growth, profit margin, discount rate and future P/E assumptions after recent sector wide target resets and fresh coverage. Analyst Commentary Recent research on Equifax shows a mix of cautious recalibration and continued confidence in the company, with most price target moves coming as part of broader sector updates after first quarter results.Actualización de narrativa • Apr 25
EFX: AI And Marketing Reset Will Support Long Term Earnings Power
Analysts trimmed the Equifax fair value estimate by about $7 to $229.19. Lower price targets from several firms, slightly higher discount rate assumptions, and a reduced revenue growth outlook were only partly balanced by a higher projected profit margin and a lower future P/E multiple.Actualización de narrativa • Apr 11
EFX: AI Credit Tools And Marketing Reset Will Support Future Upside
Analysts have slightly reduced the average Equifax price target, with a modeled fair value moving from about $237.35 to $236.05. This change reflects updated views on discount rates, growth assumptions and recent target cuts across the Street.Actualización de narrativa • Mar 26
EFX: AI Credit Tools And Marketing Shift Will Support Future Upside
Analysts have made only a small trim to the Equifax fair value estimate to $237.35, as recent price target cuts sit alongside views that the $1 VantageScore pricing move is mainly marketing and that sector wide expectations for revenue, EPS and free cash flow growth remain intact. Analyst Commentary Recent commentary around Equifax reflects a split between analysts who see the latest headlines as more noise than substance and those who are recalibrating their assumptions and price targets more cautiously.Actualización de narrativa • Mar 11
EFX: AI Credit Tools And Buy Rating Will Shape Future Upside
Analysts have trimmed their average price target for Equifax by about $1 to $237.60, reflecting slightly higher discount rate assumptions, even as they factor in modestly stronger revenue growth, somewhat lower profit margins, and a higher future P/E after a recent wave of target reductions, alongside a fresh $250 Buy-level target from BofA. Analyst Commentary Recent Street research around Equifax reflects a mix of optimism on the long term earnings profile and caution around execution risks and valuation, especially after a cluster of price target cuts.Actualización de narrativa • Feb 23
EFX: Credit Score Shift And AI Tools Will Shape Future Upside
Analysts have modestly trimmed their aggregate fair value estimate for Equifax to about $238.55 from $243.15, reflecting slightly higher discount rate and lower profit margin assumptions, while they continue to reference supportive long term growth expectations and a recent $250 price target from renewed coverage. Analyst Commentary Recent Street research on Equifax reflects a mix of cautious recalibration and ongoing confidence in the company’s long term earnings power.Actualización de narrativa • Feb 08
EFX: Credit Score Shift And AI Risk Tools Will Support Future Upside
Analysts have trimmed their price targets on Equifax, reflected in a lower fair value estimate from $262.75 to $243.15, as they recalibrate P/E expectations and discount rates following a series of target cuts across the Street, while still modeling steady revenue growth and profit margins. Analyst Commentary Recent Street research on Equifax shows a clear reset in expectations, with a cluster of firms cutting price targets by amounts ranging from the mid teens to the low $40s.Actualización de narrativa • Jan 24
EFX: Credit Score Competition And AI Fraud Tools Will Support Future Upside
Analysts have trimmed their price target on Equifax by about US$2 to US$262.75, citing updated assumptions around revenue growth, profit margins and future P/E that slightly adjust their overall valuation view. What's in the News The Federal Housing Finance Agency opened the door for VantageScore to compete with FICO in the home loan market, with Equifax, Experian and TransUnion owning VantageScore and potentially reshaping how mortgage credit scores are priced and sourced (Bloomberg).Actualización de narrativa • Jan 08
EFX: High Entry Barriers Will Support Future Upside From Credit Score Competition
Analysts have trimmed their price targets on Equifax slightly, with one moving to a Hold at US$242 and another adjusting to US$271. These changes reflect updated views on growth, margins and future P/E assumptions following expected headwinds from FICO's Mortgage Direct License Program.Actualización de narrativa • Dec 25
EFX: High Entry Barriers Will Support Future Outperformance Amid Mortgage Licensing Shift
Analysts have nudged their average price target for Equifax slightly lower, trimming fair value by approximately $0.50 to around $266.75 as they factor in modestly higher long term revenue growth and durable high quality assets, but also incremental earnings pressure and potential headwinds from FICO's new Mortgage Direct License Program. Analyst Commentary Analysts remain divided on Equifax, with views shaped by the competitive implications of FICO's Mortgage Direct License Program and the durability of Equifax's core data assets.Actualización de narrativa • Dec 11
EFX: High Entry Barriers Will Sustain Resilience Amid FICO Mortgage License Headwinds
Analysts have nudged their average price target for Equifax slightly lower, trimming fair value by about $0.55 to roughly $267.25, as they factor in modestly higher long term headwinds from FICO's Mortgage Direct License Program and related credit bureau competition, despite still solid growth and margin assumptions. Analyst Commentary Street research reflects a mixed but generally constructive stance on Equifax, with views diverging around how disruptive FICO's Mortgage Direct License Program will ultimately be to the company's growth, margins, and valuation.Actualización de narrativa • Nov 26
EFX: High Entry Barriers Will Sustain Core Resilience Amid Mortgage Score Disruption
Equifax's analyst price target has edged down by $0.50 to $267.80, as analysts cite near-term pressures on growth and profitability due to mortgage industry headwinds and changing competitive dynamics. Analyst Commentary Recent Street research highlights a mix of optimistic and cautious perspectives regarding Equifax's prospects, especially as the company navigates industry changes and competitive pressures.Actualización de narrativa • Nov 09
EFX: Durable Competitive Advantages Will Offset Revenue Headwinds From Mortgage License Shift
Analysts have lowered their fair value estimate for Equifax to $268.30 from $272. They cite potential headwinds from industry changes and cautious revenue growth assumptions.Actualización de narrativa • Oct 26
New Competitive Pressures And Regulatory Shifts Will Shape Market Leadership
Equifax's fair value estimate has been revised down from $277.70 to $272.00. Analysts cite ongoing revenue growth and margin pressures resulting from new industry headwinds and increased competition in the credit services market.Actualización de narrativa • Oct 12
Government Verification And Cloud Migration Will Secure Future Advantage
Equifax's analyst price target has decreased from $280.50 to $277.70, as analysts note heightened industry headwinds and ongoing uncertainty following recent market and regulatory developments. Analyst Commentary Recent research reports highlight both opportunities and challenges for Equifax, as analysts adjust price targets and revisit expectations in light of evolving industry conditions and company-specific developments.Seeking Alpha • Apr 24
Equifax: Fundamentals Are Better Than Expected, But Macro Risks Haven't Cleared
Summary I maintain a hold rating on Equifax despite a strong 1Q25 performance, as macro risks like high mortgage rates and poor hiring trends persist. Equifax's 1Q25 results exceeded expectations with $1.442 billion revenue and a 29.3% adj. EBITDA margin, driven by growth in all segments. New growth drivers, including the SSA deal and The Work Number platform, are showing strong potential, enhancing Equifax's long-term outlook. Despite positive fundamentals, near-term caution is warranted due to volatile mortgage volumes and hiring trends, along with macroeconomic uncertainties. Read the full article on Seeking AlphaSeeking Alpha • Apr 14
Equifax Q1 Preview: Management's Thoughts On Outlook Should Be Interesting
Summary Analysts expect Equifax Inc.'s Q1 '25 results to show minimal growth, with EPS estimates at $1.41 adjusted and $1.00 GAAP on $1.42B revenue. Key concerns include weak U.S. mortgage and hiring markets, with 16 downward EPS revisions adding uncertainty to the upcoming results. Focus areas include U.S. mortgage inquiry declines, Workforce Solutions headwinds, and international performance, particularly in Brazil and Europe. Given the lackluster top-line growth and macroeconomic uncertainties, I don't recommend buying EFX stock before the earnings announcement. Read the full article on Seeking AlphaRentabilidad de los accionistas
| EFX | US Professional Services | Mercado US | |
|---|---|---|---|
| 7D | 4.9% | 3.8% | 2.7% |
| 1Y | -23.8% | -11.7% | 20.9% |
Rentabilidad vs. Industria: Los resultados de EFX fueron inferiores a los de la industria US Professional Services, que obtuvo un rendimiento del -11.7% el año pasado.
Rentabilidad vs. Mercado: EFX obtuvo unos resultados inferiores a los del mercado US, que fueron del 20.9% el año pasado.
Volatilidad de los precios
| EFX volatility | |
|---|---|
| EFX Average Weekly Movement | 6.3% |
| Professional Services Industry Average Movement | 8.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: EFX no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de EFX (6%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1899 | 15,000 | Mark Begor | www.equifax.com |
Equifax Inc. es una empresa de datos, análisis y tecnología. La empresa opera a través de tres segmentos: Workforce Solutions, U.S. Information Solutions (USIS) e Internacional.
Resumen de fundamentos de Equifax Inc.
| Estadísticas fundamentales de EFX | |
|---|---|
| Capitalización bursátil | US$21.45b |
| Beneficios(TTM) | US$691.40m |
| Ingresos (TTM) | US$6.44b |
31.0x
Ratio precio-beneficio (PE)3.3x
Ratio precio-ventas (PS)¿Está EFX sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de EFX | |
|---|---|
| Ingresos | US$6.44b |
| Coste de los ingresos | US$2.87b |
| Beneficio bruto | US$3.58b |
| Otros gastos | US$2.89b |
| Beneficios | US$691.40m |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 5.89 |
| Margen bruto | 55.54% |
| Margen de beneficio neto | 10.73% |
| Ratio deuda/patrimonio | 121.0% |
¿Cómo se ha desempeñado EFX a largo plazo?
Ver rendimiento histórico y comparativaDividendos
1.2%
Rentabilidad actual por dividendo37%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/08/10 11:10 |
| Precio de las acciones al final del día | 2026/08/07 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
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| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Equifax Inc. está cubierta por 33 analistas. 22 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Jasper Hellweg | Argus Research Company |
| Jeffrey Meuler | Baird |
| Manav Patnaik | Barclays |