Equifax Inc.

NYSE:EFX 株式レポート

時価総額：US$20.9b

Equifax 将来の成長

Future 基準チェック /36

Equifax利益と収益がそれぞれ年間17.3%と8.4%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27% 19.1%なると予測されています。

主要情報

17.3%

収益成長率

19.14%

EPS成長率

Professional Services 収益成長15.4%
収益成長率8.4%
将来の株主資本利益率27.00%
アナリストカバレッジ

Good

最終更新日11 May 2026

今後の成長に関する最新情報

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 Alpha
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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).
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
分析記事 • 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...
分析記事 • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

業績と収益の成長予測

NYSE:EFX - 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
12/31/20288,1181,2221,5722,12214
12/31/20277,3901,0211,2751,76722
12/31/20266,7668441,0741,54122
3/31/20266,2816991,1391,634N/A
12/31/20256,0756601,1341,616N/A
9/30/20255,9436599991,470N/A
6/30/20255,8406409171,389N/A
3/31/20255,7346128091,296N/A
12/31/20245,6816048131,325N/A
9/30/20245,5885637841,322N/A
6/30/20245,4665836751,224N/A
3/31/20245,3535586441,219N/A
12/31/20235,2655455161,117N/A
9/30/20235,1375215081,120N/A
6/30/20235,0625244631,093N/A
3/31/20235,0615874801,107N/A
12/31/20225,122696133757N/A
9/30/20225,178710213817N/A
6/30/20225,156750312861N/A
3/31/20225,074764480993N/A
12/31/20214,9247448661,335N/A
9/30/20214,7896978021,247N/A
6/30/20214,6357207511,215N/A
3/31/20214,3836056131,059N/A
12/31/20204,128520525946N/A
9/30/20203,915470476880N/A
6/30/20203,722322-36348N/A
3/31/20203,619289-59314N/A
12/31/20193,508-384N/A314N/A
9/30/20193,437-382N/A248N/A
6/30/20193,396-425N/A565N/A
3/31/20193,393-347N/A584N/A
12/31/20183,412311N/A672N/A
9/30/20183,415447N/A715N/A
6/30/20183,416504N/A842N/A
3/31/20183,396525N/A832N/A
12/31/20173,362587N/A816N/A
9/30/20173,325538N/A888N/A
6/30/20173,294575N/A854N/A
3/31/20173,249540N/A819N/A
12/31/20163,145489N/A823N/A
9/30/20163,010478N/A750N/A
6/30/20162,873463N/A751N/A
3/31/20162,740443N/A747N/A
12/31/20152,664429N/A769N/A
9/30/20152,622415N/A740N/A
6/30/20152,568390N/A681N/A

アナリストによる今後の成長予測

収入対貯蓄率: EFXの予測収益成長率 (年間17.3% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: EFXの収益 ( 17.3% ) はUS市場 ( 16.7% ) よりも速いペースで成長すると予測されています。

高成長収益: EFX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: EFXの収益 ( 8.4% ) US市場 ( 11.6% ) よりも低い成長が予測されています。

高い収益成長: EFXの収益 ( 8.4% ) 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: EFX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 ( 27 %)

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2026/05/11 05:11
終値2026/05/11 00:00
収益2026/03/31
年間収益2025/12/31

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

本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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

Equifax Inc. 22 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。33

アナリスト機関
Jasper HellwegArgus Research Company
Jeffrey MeulerBaird
Manav PatnaikBarclays