Equifax 過去の業績
過去 基準チェック /26
Equifaxの収益は年間平均-2.5%の割合で減少していますが、 Professional Services業界の収益は年間 増加しています。収益は年間9.8% 5.6%割合で 増加しています。 Equifaxの自己資本利益率は15.4%であり、純利益率は10.7%です。
主要情報
-2.51%
収益成長率
-2.72%
EPS成長率
| Professional Services 業界の成長 | 10.99% |
| 収益成長率 | 5.61% |
| 株主資本利益率 | 15.41% |
| ネット・マージン | 10.73% |
| 前回の決算情報 | 30 Jun 2026 |
最近の業績更新
Recent updates
ナラティブ更新 • 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.ナラティブ更新 • 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 Alphaナラティブ更新 • 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.ナラティブ更新 • 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.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.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収支内訳
収支内訳
Equifax の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 30 Jun 26 | 6,445 | 691 | 1,662 | 0 |
| 31 Mar 26 | 6,281 | 699 | 1,604 | 0 |
| 31 Dec 25 | 6,075 | 660 | 1,568 | 0 |
| 30 Sep 25 | 5,943 | 659 | 1,545 | 0 |
| 30 Jun 25 | 5,840 | 640 | 1,450 | 0 |
| 31 Mar 25 | 5,734 | 612 | 1,418 | 0 |
| 31 Dec 24 | 5,681 | 604 | 1,416 | 0 |
| 30 Sep 24 | 5,588 | 563 | 1,431 | 0 |
| 30 Jun 24 | 5,466 | 583 | 1,410 | 0 |
| 31 Mar 24 | 5,353 | 558 | 1,400 | 0 |
| 31 Dec 23 | 5,265 | 545 | 1,353 | 0 |
| 30 Sep 23 | 5,137 | 521 | 1,376 | 0 |
| 30 Jun 23 | 5,062 | 524 | 1,377 | 0 |
| 31 Mar 23 | 5,061 | 587 | 1,364 | 0 |
| 31 Dec 22 | 5,122 | 696 | 1,337 | 0 |
| 30 Sep 22 | 5,178 | 710 | 1,332 | 0 |
| 30 Jun 22 | 5,156 | 750 | 1,358 | 0 |
| 31 Mar 22 | 5,074 | 764 | 1,356 | 0 |
| 31 Dec 21 | 4,924 | 744 | 1,362 | 0 |
| 30 Sep 21 | 4,789 | 697 | 1,332 | 0 |
| 30 Jun 21 | 4,635 | 720 | 1,318 | 0 |
| 31 Mar 21 | 4,383 | 605 | 1,299 | 0 |
| 31 Dec 20 | 4,128 | 520 | 1,306 | 0 |
| 30 Sep 20 | 3,915 | 470 | 1,217 | 0 |
| 30 Jun 20 | 3,722 | 322 | 1,184 | 0 |
| 31 Mar 20 | 3,619 | 289 | 1,172 | 0 |
| 31 Dec 19 | 3,508 | -384 | 1,167 | 0 |
| 30 Sep 19 | 3,437 | -382 | 1,230 | 0 |
| 30 Jun 19 | 3,396 | -425 | 1,234 | 0 |
| 31 Mar 19 | 3,393 | -347 | 1,241 | 0 |
| 31 Dec 18 | 3,412 | 311 | 1,162 | 0 |
| 30 Sep 18 | 3,415 | 447 | 1,214 | 0 |
| 30 Jun 18 | 3,416 | 504 | 1,228 | 0 |
| 31 Mar 18 | 3,396 | 525 | 1,149 | 0 |
| 31 Dec 17 | 3,362 | 587 | 1,089 | 0 |
| 30 Sep 17 | 3,325 | 538 | 988 | 0 |
| 30 Jun 17 | 3,294 | 575 | 906 | 0 |
| 31 Mar 17 | 3,249 | 540 | 913 | 0 |
| 31 Dec 16 | 3,145 | 489 | 918 | 0 |
| 30 Sep 16 | 3,010 | 478 | 924 | 0 |
| 30 Jun 16 | 2,873 | 463 | 908 | 0 |
| 31 Mar 16 | 2,740 | 443 | 895 | 0 |
| 31 Dec 15 | 2,664 | 429 | 864 | 0 |
| 30 Sep 15 | 2,622 | 415 | 835 | 0 |
質の高い収益: EFXは 高品質の収益 を持っています。
利益率の向上: EFXの現在の純利益率 (10.7%)は、昨年(11%)よりも低くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: EFXの収益は過去 5 年間で年間2.5%減少しました。
成長の加速: EFXの過去 1 年間の収益成長率 ( 8.1% ) は、5 年間の平均 ( 年間-2.5%を上回っています。
収益対業界: EFXの過去 1 年間の収益成長率 ( 8.1% ) Professional Services業界8.2%を上回りませんでした。
株主資本利益率
高いROE: EFXの 自己資本利益率 ( 15.4% ) は 低い とみなされます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
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 | 2026/08/19 20:44 |
| 終値 | 2026/08/19 00:00 |
| 収益 | 2026/06/30 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 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
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 Hellweg | Argus Research Company |
| Jeffrey Meuler | Baird |
| Manav Patnaik | Barclays |