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Experian plc Stock Price

LSE:EXPN Community·UK£24.4b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 59 Fair Values set on narratives written by author

EXPN Share Price Performance

UK£0
-40.48 (-100.00%)
UK£37.39
Fair Value
UK£0
-40.48 (-100.00%)
Price UK£0

EXPN Community Narratives

·
Fair Value UK£37.39 27.8% undervalued intrinsic discount

EXPN: Recent Partnerships And Product Expansion Will Support Further Upside

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Fair Value
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Fair Value UK£53.57 49.6% undervalued intrinsic discount

The New Oil: Experian will Weaponize Proprietary Data to Lead the AI Lending Revolution

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·
Fair Value UK£27.12 0.4% undervalued intrinsic discount

AI And Data Adoption Will Shape Credit Services Margins Over The Coming Years

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UK£53.57
49.6% undervalued intrinsic discount
Fair Value
Revenue
10% p.a.
Profit Margin
20%
Future PE
39x
Price in 2029
UK£67.46
UK£37.39
27.8% undervalued intrinsic discount
Revenue
8.01% p.a.
Profit Margin
19.31%
Future PE
26.44x
Price in 2029
UK£47.14

Trending Discussion

No trending discussion available.

Updated Narratives

EXPN logo

The New Oil: Experian will Weaponize Proprietary Data to Lead the AI Lending Revolution

Fair Value: UK£53.57 49.6% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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EXPN: AI And Dividend Support Will Underpin Future Upside Despite Lower Multiple

Fair Value: UK£37.39 27.8% undervalued intrinsic discount
28 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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EXPN: Lower Market Assumptions Will Shape Future Returns And AI Execution

Fair Value: UK£27.12 0.4% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Outstanding track record, good value and pays a dividend.

1 Risk
4 Rewards

Experian plc Key Details

US$8.4b

Revenue

US$4.9b

Cost of Revenue

US$3.5b

Gross Profit

US$2.0b

Other Expenses

US$1.5b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Nov 18, 2026
1.70
42.01%
17.79%
97.9%
View Full Analysis

About EXPN

Founded
1826
Employees
25200
CEO
Brian Cassin
WebsiteView website
www.experianplc.com

Experian plc, together with its subsidiaries, operates as a data and technology company in North America, Latin America, the United Kingdom, Ireland, Europe, the Middle East, Africa, and the Asia Pacific. It operates through two segments: Business-to-Business and Consumer Services. The company provides data, software, and AI-enabled analytics integrate directly into client workflows to support decisioning, risk management, fraud prevention and customer engagement at scale; credit information, affordability insights, identity protection and personalized offers. It serves its customers in financial service, health, automotive, and marketing services. The company was formerly known as Experian Group Limited and changed its name to Experian plc in July 2008. Experian plc was founded in 1826 and is headquartered in Dublin, Ireland.

Recent EXPN News & Updates

Narrative Update 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.
Narrative Update 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.
Narrative Update 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.

Recent updates

No updates