Equifax (EFX) Panoramica del titolo
Equifax Inc. opera come società di dati, analisi e tecnologia. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 3/6 |
| Crescita futura | 3/6 |
| Prestazioni passate | 4/6 |
| Salute finanziaria | 3/6 |
| Dividendi | 4/6 |
Premi
Analisi del rischio
EFX Community Fair Values
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Analyst Price Targets
Concorrenti di Equifax Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$175.83 |
| Massimo di 52 settimane | US$281.03 |
| Minimo di 52 settimane | US$166.02 |
| Beta | 1.35 |
| Variazione di 1 mese | -1.20% |
| Variazione a 3 mesi | -13.26% |
| Variazione di 1 anno | -36.38% |
| Variazione a 3 anni | -14.47% |
| Variazione a 5 anni | -26.03% |
| Variazione dall'IPO | 7,642.97% |
Notizie e aggiornamenti recenti
Seeking Alpha • May 06
Equifax: Downgrading To Hold On Near-Term Uncertainty
Summary Equifax is downgraded to hold after a strong Q1 2026, with concerns about the sustainability of growth and margin leverage. Q1 revenue grew 14% y/y to $1.65B, driven by mortgage activity and robust Workforce Solutions (EWS) performance. Management did not raise 2026 guidance despite the beat, signaling caution on the earnings outlook and macro-driven mortgage recovery. EFX’s valuation is undemanding, but lack of margin expansion and mortgage dependency limit near-term rerating potential. Read the full article on Seeking Alpha
Aggiornamento dell'analisi • 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.Recent updates
Seeking Alpha • May 06
Equifax: Downgrading To Hold On Near-Term Uncertainty
Summary Equifax is downgraded to hold after a strong Q1 2026, with concerns about the sustainability of growth and margin leverage. Q1 revenue grew 14% y/y to $1.65B, driven by mortgage activity and robust Workforce Solutions (EWS) performance. Management did not raise 2026 guidance despite the beat, signaling caution on the earnings outlook and macro-driven mortgage recovery. EFX’s valuation is undemanding, but lack of margin expansion and mortgage dependency limit near-term rerating potential. Read the full article on Seeking AlphaAggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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).Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Articolo di analisi • Jul 19
Returns On Capital Are Showing Encouraging Signs At Equifax (NYSE:EFX)
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Articolo di analisi • Jun 22
Why Equifax Inc. (NYSE:EFX) Could Be Worth Watching
Let's talk about the popular Equifax Inc. ( NYSE:EFX ). The company's shares led the NYSE gainers with a relatively...Articolo di analisi • May 22
Equifax's (NYSE:EFX) Dividend Will Be Increased To $0.50
Equifax Inc. ( NYSE:EFX ) has announced that it will be increasing its dividend from last year's comparable payment on...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 AlphaSeeking Alpha • Feb 11
Equifax: Near-Term Weakness That May Lead To Guidance Revision (Rating Downgrade)
Summary I am downgrading Equifax stock to a hold rating due to weak FY25 guidance, soft mortgage inquiry outlook, and hiring market pressures. Despite solid 4Q24 results and medium-term growth potential, the near-term earnings outlook is poor with decelerating revenue and EPS growth. Elevated mortgage rates and declining hiring volumes are significant headwinds, limiting EFX's ability to sustain recent growth rates. The current 30x forward P/E valuation lacks margin of safety; I prefer waiting for a better entry point or clearer macro recovery signs. Read the full article on Seeking AlphaSeeking Alpha • Jan 07
The 'New Equifax' Will Be More Profitable On New Cloud
Summary Equifax's transition to its own cloud and EFX.AI capabilities will drive revenue growth, margin expansion, and increased free cash flow, enhancing profitability. Lower CapEx and higher margins will boost earnings, with EPS expected to grow significantly, supporting a one-year price target of $306.75 and a Strong Buy rating. The new cloud platform will improve productivity, benefiting shareholders with increased returns. Despite recent stock volatility, the anticipated growth and financial benefits justify a 20.29% price increase, aligning with Wall Street analysts' positive outlook. Read the full article on Seeking AlphaRendimenti per gli azionisti
| EFX | US Professional Services | US Mercato | |
|---|---|---|---|
| 7D | 2.1% | -0.8% | 2.2% |
| 1Y | -36.4% | -22.6% | 31.1% |
Ritorno vs Industria: EFX ha avuto una performance inferiore rispetto al US Professional Services che ha registrato un rendimento -22.6 % nell'ultimo anno.
Rendimento vs Mercato: EFX ha avuto una performance inferiore al mercato US che ha registrato un rendimento 31.1 % nell'ultimo anno.
Volatilità dei prezzi
| EFX volatility | |
|---|---|
| EFX Average Weekly Movement | 5.3% |
| Professional Services Industry Average Movement | 8.2% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: EFX non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 5% ) di EFX è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1899 | 15,000 | Mark Begor | www.equifax.com |
Equifax Inc. opera come società di dati, analisi e tecnologia. L'azienda opera attraverso tre segmenti: Workforce Solutions, U.S. Information Solutions (USIS) e International.
Equifax Inc. Riepilogo dei fondamenti
| EFX statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$20.94b |
| Utili (TTM) | US$698.70m |
| Ricavi(TTM) | US$6.28b |
30.0x
Rapporto P/E3.3x
Rapporto P/SEFX è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| EFX Conto economico (TTM) | |
|---|---|
| Ricavi | US$6.28b |
| Costo del fatturato | US$2.76b |
| Profitto lordo | US$3.53b |
| Altre spese | US$2.83b |
| Utili | US$698.70m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 5.87 |
| Margine lordo | 56.12% |
| Margine di profitto netto | 11.12% |
| Rapporto debito/patrimonio netto | 113.4% |
Come si è comportato EFX nel lungo periodo?
Vedi performance storica e confrontoDividendi
1.3%
Rendimento attuale del dividendo36%
Rapporto di remunerazioneEFX paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di EFX| Equifax date dei dividendi | |
|---|---|
| Data di stacco del dividendo | May 22 2026 |
| Data di pagamento dei dividendi | Jun 15 2026 |
| Giorni fino al dividendo Ex | 10 days |
| Giorni prima della data di pagamento dei dividendi | 34 days |
EFX paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di EFXAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/11 18:04 |
| Prezzo dell'azione a fine giornata | 2026/05/08 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* 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
Equifax Inc. è coperta da 33 analisti. 21 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.
| Analista | Istituzione |
|---|---|
| Jasper Hellweg | Argus Research Company |
| Jeffrey Meuler | Baird |
| Manav Patnaik | Barclays |