Experian plc

LSE:EXPN 株式レポート

時価総額：UK£25.6b

Experian 将来の成長

Future 基準チェック /36

Experian利益と収益がそれぞれ年間10%と7.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に37.7% 11.5%なると予測されています。

主要情報

10.0%

収益成長率

11.54%

EPS成長率

Professional Services 収益成長11.3%
収益成長率7.1%
将来の株主資本利益率37.70%
アナリストカバレッジ

Good

最終更新日10 Aug 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • Aug 03

EXPN: Trimmed Expectations Will Shape Future Returns And AI Execution

Experian’s analyst price target has been trimmed slightly, with recent Street research pointing to modest downward revisions, such as cuts from £40.00 to £35.00 and from £38.24 to £38.12, as analysts factor in updated assumptions on growth, profitability and future P/E levels. Analyst Commentary Recent research around Experian points to a more cautious tone on the stock, even as analysts continue to publish formal ratings and price targets.
ナラティブ更新 • Jul 20

EXPN: AI And Dividend Support Will Underpin Future Upside Despite Lower Multiple

Experian's fair value estimate has moved lower as analysts trim their price target from £4,550 to £3,500, citing slightly adjusted assumptions for the discount rate, revenue growth, profit margins and future P/E in their updated models. Analyst Commentary Recent research on Experian highlights a reset in expectations, with price targets revised to £3,500 from earlier levels.
ナラティブ更新 • Jul 06

EXPN: Lower Market Assumptions Will Shape Future Returns And AI Execution

Experian's analyst price target has been revised lower to about £3,500 from around £4,550, as analysts factor in more moderate revenue growth assumptions, a higher discount rate, and a lower future P/E multiple, partly offset by updated profit margin expectations. Analyst Commentary Recent research commentary on Experian points to a more cautious tone, with price targets stepping down in stages even as ratings remain supportive.
ナラティブ更新 • Jun 22

EXPN: AI Data Initiatives Will Support Future Upside Despite Lower Multiple

Experian's updated fair value estimate edges down to £38.98 from £39.11, reflecting analysts' slightly lower long term P/E assumptions and a modestly higher discount rate, following recent Street price target cuts from £45.50 to £40.00 and then to £35.00. Analyst Commentary Recent Street research on Experian points to a more cautious stance on valuation, with price targets moving from 4,550 GBp to 4,000 GBp and then to 3,500 GBp, even as positive ratings are maintained.
ナラティブ更新 • 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.
新しいナラティブ • 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?
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
新しいナラティブ • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
新しいナラティブ • 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?
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
分析記事 • 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...
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
分析記事 • 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...
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新しいナラティブ • 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.

業績と収益の成長予測

LSE:EXPN - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
3/31/202910,6402,0552,1483,32113
3/31/20289,8851,8251,9533,06516
3/31/20279,1911,6041,8282,82017
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

アナリストによる今後の成長予測

収入対貯蓄率: EXPNの予測収益成長率 (年間10% ) は 貯蓄率 ( 3.6% ) を上回っています。

収益対市場: EXPNの収益 ( 10% ) UK市場 ( 11.6% ) よりも低い成長が予測されています。

高成長収益: EXPNの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: EXPNの収益 ( 7.1% ) UK市場 ( 4% ) よりも速いペースで成長すると予測されています。

高い収益成長: EXPNの収益 ( 7.1% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: EXPNの 自己資本利益率 は、3年後には高くなると予測されています ( 37.7 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/08/16 04:08
終値2026/08/14 00:00
収益2026/03/31
年間収益2026/03/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Experian plc 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。36

アナリスト機関
Daniel LebenBaird
Paul Daniel SullivanBarclays
James RosenthalBarclays