Experian plc

Report azionario LSE:EXPN

Capitalizzazione di mercato: UK£23.0b

Experian Crescita futura

Criteri Future verificati 3/6

Experian prevede che gli utili e i ricavi cresceranno rispettivamente di 10.1% e 7.2% all'anno. Si prevede che l'EPS crescerà di 11.8% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 36% in 3 anni.

Informazioni chiave

10.1%

Tasso di crescita degli utili

11.84%

Tasso di crescita dell'EPS

Professional Services crescita degli utili11.1%
Tasso di crescita dei ricavi7.2%
Rendimento futuro del capitale proprio36.01%
Copertura analitica

Good

Ultimo aggiornamento10 Jun 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione • Jun 08

EXPN: AI And Data Expansion Will Support Future Upside Despite Lower Multiple

Analysts have trimmed their fair value estimate for Experian, reflecting a reduced price target from £4,550 to £4,000 as they factor in a slightly lower assumed P/E multiple, along with modest adjustments to growth and margin assumptions. What's in the News Experian launched the Experian Loans ChatGPT application, allowing consumers to explore personal loan options within ChatGPT using Experian’s lender network, marketplace infrastructure and real lender criteria.
Nuova narrazione • May 23

AI And Data Platforms Will Drive Future Market Leadership And Margin Expansion

Catalysts About Experian Experian supplies data, analytics, decisioning and consumer credit services to businesses and individuals worldwide. What are the underlying business or industry changes driving this perspective?
Aggiornamento della narrazione • May 23

EXPN: Data And AI Investments Will Support Future Upside Despite Reset Expectations

Narrative Update on Experian Experian's updated fair value estimate has moved from £4,550 to £4,000, as analysts factor in slightly lower revenue growth, profit margin, and future P/E assumptions following recent target cuts from £4,700 to £4,100 and from £4,550 to £4,000. Analyst Commentary Recent target changes suggest analysts are recalibrating expectations for Experian while still seeing room for longer term value creation, reflected in the updated fair value estimate and revised price targets between £4,000 and £4,100.
Aggiornamento della narrazione • Apr 22

EXPN: Data And AI Expansion Will Support Future Upside As Market Rerates Shares

Analysts have trimmed their average Experian price target by about £1.74 to reflect slightly lower fair value and revenue growth assumptions, along with a modestly lower future P/E multiple, as seen in recent target cuts from £4,700 to £4,100 and by £0.83 at major banks. Analyst Commentary Recent target reductions around Experian highlight a more measured stance on valuation, even as some analysts maintain a constructive view on the shares.
Aggiornamento della narrazione • Apr 08

EXPN: Data And AI Expansion Will Support Future Upside Despite Higher Required Returns

Experian's updated analyst price target edges lower to £4,100 from £4,700 as analysts adjust their views in line with slightly softer growth assumptions, a modestly higher discount rate and a small reduction in expected future P/E multiples. Analyst Commentary Bullish Takeaways Bullish analysts are comfortable maintaining positive ratings even with the lower £4,100 target, which suggests they still see upside potential relative to current fundamentals and execution.
Aggiornamento della narrazione • Mar 25

EXPN: Data And AI Capabilities Will Support Future Upside Despite Higher Required Returns

Narrative Update The analyst price target for Experian has been trimmed to £4,100. This modest fair value adjustment reflects analysts' updated assumptions on the discount rate and P/E, alongside recent target cuts from major firms.
Aggiornamento della narrazione • Mar 10

EXPN: Data Partnerships And AI Integration Will Support Future Upside

Analysts have trimmed their average fair value estimate for Experian by a small amount to align with recent cuts in published price targets, including moves to around £4,100 and similar reductions from major banks. Analyst Commentary Recent price target cuts around £4,100 suggest analysts are recalibrating their expectations for Experian while still seeing room for execution to support the current valuation.
Nuova narrazione • Mar 07

The New Oil: Experian will Weaponize Proprietary Data to Lead the AI Lending Revolution

Gemini said The bullish thesis for Experian (LSE: EXPN) is built on its evolution from a traditional credit bureau into a high-margin data-and-AI powerhouse. As of early 2026, the company is demonstrating that its massive data "moat" is becoming even more valuable in an economy hungry for automated, real-time decision-making.
Aggiornamento della narrazione • Feb 24

EXPN: AI Mortgage And Data Partnerships Will Support Future Upside

Analysts have trimmed their price targets on Experian, with one major firm cutting its target by £0.83. The change reflects slightly adjusted assumptions on fair value, discount rate and forward P/E, rather than a change in the core growth or margin outlook.
Articolo di analisi • Feb 10

Does Experian (LON:EXPN) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Aggiornamento della narrazione • Feb 09

EXPN: AI Mortgage Opportunities Will Support Future Upside In Credit Score Competition

Narrative update on Experian The analyst price target for Experian has been reduced by £0.18 per share. Analysts attribute this to slightly lower fair value estimates and updated assumptions for revenue growth, discount rate, margin profile, and future P/E following recent price target cuts and a recalibration of expectations around the company's artificial intelligence driven mortgage opportunities.
Articolo di analisi • Jan 26

Experian's (LON:EXPN) Returns Have Hit A Wall

There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Aggiornamento della narrazione • Jan 26

EXPN: AI Mortgage Scoring Opportunities Will Support Upside In Credit Score Competition

Narrative Update on Experian Analysts have modestly reduced their fair value estimate for Experian to £42.35 from £42.57, as they factor in slightly higher discount rates, a small adjustment to profit margins, and ongoing interest in the company's artificial intelligence driven mortgage opportunities highlighted in recent Street research. Analyst Commentary Recent Street research reflects a mix of optimism around Experian's AI related mortgage initiatives and some caution around valuation and execution risks.
Nuova narrazione • Jan 22

AI And Data Adoption Will Shape Credit Services Margins Over The Coming Years

Catalysts About Experian Experian provides credit data, analytics and decisioning tools to businesses and offers credit and financial management services to consumers. What are the underlying business or industry changes driving this perspective?
Articolo di analisi • Jan 14

Earnings Not Telling The Story For Experian plc (LON:EXPN)

Experian plc's ( LON:EXPN ) price-to-earnings (or "P/E") ratio of 30x might make it look like a strong sell right now...
Aggiornamento della narrazione • Jan 09

EXPN: AI Mortgage Scoring Advances Will Support Upside In Ongoing Credit Score Battle

Analysts have trimmed their average price target for Experian by about £0.25 per share while maintaining a constructive view. They point to recent share price weakness and the potential for artificial intelligence driven mortgage opportunities to support the long term story.
Aggiornamento della narrazione • Dec 26

EXPN: AI Mortgage Opportunity Will Drive Upside As Credit Score Battle Intensifies

Analysts have nudged their price target on Experian slightly higher, to approximately £42.82 from about £42.79, citing the recent share pullback and emerging artificial intelligence driven mortgage opportunities as support for a modestly higher valuation multiple and margin profile. Analyst Commentary Recent commentary reflects a predominantly constructive stance on Experian, with analysts pointing to both cyclical and structural drivers behind the upgraded outlook.
Aggiornamento della narrazione • Dec 11

EXPN: AI Mortgage Shift Will Drive Upside As Credit Score War Escalates

Analysts have slightly reduced their fair value estimate for Experian to approximately $42.79 from about $43.92. This reflects marginally lower long term revenue growth and valuation multiples, even as they highlight emerging artificial intelligence driven mortgage opportunities as a key support for the updated price target.
Articolo di analisi • Dec 08

Calculating The Intrinsic Value Of Experian plc (LON:EXPN)

Key Insights Experian's estimated fair value is UK£35.99 based on 2 Stage Free Cash Flow to Equity Current share price...
Articolo di analisi • Nov 25

Is Now The Time To Put Experian (LON:EXPN) On Your Watchlist?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Aggiornamento della narrazione • Nov 22

EXPN: Share Pullback Will Unlock AI Mortgage Opportunities in 2025

Narrative Update on Experian Analysts have slightly lowered their price target for Experian from £41.02 to £39.07. This adjustment reflects recent share price movements and optimism about new AI-driven mortgage opportunities.
Articolo di analisi • Nov 13

Should You Investigate Experian plc (LON:EXPN) At UK£33.23?

Let's talk about the popular Experian plc ( LON:EXPN ). The company's shares received a lot of attention from a...
Aggiornamento della narrazione • Nov 02

EXPN: Recent Partnerships And Product Expansion Will Support Further Upside

Analysts have raised their price target for Experian by approximately $0.76 to $44.64, citing incremental adjustments to discount rates and profitability assumptions in their valuation models. What's in the News AdRoll reported strong early adoption of Experian's syndicated audiences, with over 200 brands running more than 250 multi-channel campaigns.
Aggiornamento della narrazione • Oct 18

Acquisitions Of Illion And ClearSale Will Strengthen Future Market Presence

Analysts have slightly lowered their price target for Experian to $43.89 from $43.94, citing modest adjustments in expected growth, profitability, and valuation metrics. What's in the News Experian introduced the Score Choice Bundle for the US mortgage market, offering lenders both VantageScore 4.0 and FICO 2 with a single fee.
Articolo di analisi • Oct 11

Experian plc's (LON:EXPN) Popularity With Investors Is Clear

With a price-to-earnings (or "P/E") ratio of 36.9x Experian plc ( LON:EXPN ) may be sending very bearish signals at the...
Aggiornamento della narrazione • Oct 04

Acquisitions Of Illion And ClearSale Will Strengthen Future Market Presence

Analysts have slightly increased their price target for Experian, raising it by £11 to £4,102. This adjustment reflects modest improvements in fair value, revenue growth, and profit margin expectations.
Articolo di analisi • Aug 24

Calculating The Fair Value Of Experian plc (LON:EXPN)

Key Insights The projected fair value for Experian is UK£43.45 based on 2 Stage Free Cash Flow to Equity Current share...
Articolo di analisi • Aug 08

Return Trends At Experian (LON:EXPN) Aren't Appealing

LSE:EXPN 1 Year Share Price vs Fair Value Explore Experian's Fair Values from the Community and select yours If we want...
Articolo di analisi • Jul 09

Is Experian (LON:EXPN) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
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Nuova narrazione • Mar 10

Acquisitions Of Illion And ClearSale Will Strengthen Future Market Presence

Strategic acquisitions and innovation in platforms like Ascend enhance Experian's market position, drive revenue growth, and improve net margins with new capabilities.

Previsioni di crescita degli utili e dei ricavi

LSE:EXPN - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
3/31/202910,6532,0392,1963,19110
3/31/20289,9511,8751,9902,92814
3/31/20279,1931,5931,8582,69416
3/31/20268,4451,5021,5132,239N/A
12/31/20258,2051,4331,4772,185N/A
9/30/20257,9651,3641,4402,131N/A
6/30/20257,7441,2651,3972,068N/A
3/31/20257,5231,1661,3542,005N/A
12/31/20247,4121,1731,2651,905N/A
9/30/20247,3011,1801,1761,804N/A
6/30/20247,1991,1901,1421,776N/A
3/31/20247,0971,1991,1071,747N/A
12/31/20236,9471,1161,0381,686N/A
9/30/20236,7961,0339691,625N/A
6/30/20236,7089021,0301,671N/A
3/31/20236,6197701,0901,717N/A
12/31/20226,5478641,1871,780N/A
9/30/20226,4749581,2831,843N/A
6/30/20226,3811,0541,2861,820N/A
3/31/20226,2881,1491,2891,797N/A
12/31/20216,1171,0581,2121,698N/A
9/30/20215,9469671,1341,598N/A
6/30/20215,6598851,1001,543N/A
3/31/20215,3728031,0661,488N/A
9/30/20205,1716581,0481,496N/A
6/30/20205,1756689091,376N/A
3/31/20205,1796777691,256N/A
9/30/20194,992727N/A1,106N/A
6/30/20194,927711N/A1,174N/A
3/31/20194,861695N/A1,241N/A
12/31/20184,801731N/A1,255N/A
9/30/20184,741767N/A1,268N/A
6/30/20184,663791N/A1,230N/A
3/31/20184,584814N/A1,192N/A
12/31/20174,520806N/A1,172N/A
9/30/20174,456797N/A1,152N/A
6/30/20174,396805N/A1,254N/A
3/31/20174,335813N/A1,355N/A
9/30/20164,144788N/A1,397N/A
6/30/20164,191756N/A1,384N/A
3/31/20164,237723N/A1,371N/A
9/30/20154,629668N/A1,443N/A
6/30/20154,720710N/A1,490N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di EXPN ( 10.1% all'anno) è superiore al tasso di risparmio ( 3.4% ).

Guadagni vs Mercato: Si prevede che gli utili di EXPN ( 10.1% all'anno) cresceranno più lentamente rispetto al mercato UK ( 11.5% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di EXPN cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di EXPN ( 7.2% all'anno) crescerà più rapidamente del mercato UK ( 4.5% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di EXPN ( 7.2% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di EXPN sarà elevato tra 3 anni ( 36 %)

Scoprire le aziende in crescita

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/12 05:44
Prezzo dell'azione a fine giornata2026/06/12 00:00
Utili2026/03/31
Utili annuali2026/03/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Experian plc è coperta da 34 analisti. 16 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Daniel LebenBaird
Paul Daniel SullivanBarclays
James RosenthalBarclays