Experian plc

LSE:EXPN 주식 리포트

시가총액: UK£23.6b

Experian 향후 성장

Future 기준 점검 3/6

Experian (는) 각각 연간 10.1% 및 7.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 11.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 36% 로 예상됩니다.

핵심 정보

10.1%

이익 성장률

11.84%

EPS 성장률

Professional Services 이익 성장10.9%
매출 성장률7.2%
향후 자기자본이익률36.01%
애널리스트 커버리지

Good

마지막 업데이트17 Jun 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
새로운 내러티브 • 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?
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
새로운 내러티브 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
새로운 내러티브 • 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?
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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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새로운 내러티브 • 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.

이익 및 매출 성장 예측

LSE:EXPN - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
3/31/202910,6532,0392,1963,19110
3/31/20289,9541,8771,9912,92814
3/31/20279,1941,5941,8582,69416
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

애널리스트 향후 성장 전망

수입 대 저축률: EXPN 의 연간 예상 수익 증가율(10.1%)이 saving rate(3.4%)보다 높습니다.

수익 vs 시장: EXPN 의 연간 수익(10.1%)이 UK 시장(11.4%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: EXPN 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: EXPN 의 수익(연간 7.2%)이 UK 시장(연간 4.6%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: EXPN 의 수익(연간 7.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: EXPN의 자본 수익률은 3년 후 36%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/03 08:38
종가2026/07/03 00:00
수익2026/03/31
연간 수익2026/03/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Experian plc는 34명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Daniel LebenBaird
Paul Daniel SullivanBarclays
James RosenthalBarclays