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Experian

LSE:EXPN
Snowflake Description

Average dividend payer with moderate growth potential.

The Snowflake is generated from 30 checks in 5 different areas, read more below.
EXPN
LSE
£20B
Market Cap
  1. Home
  2. GB
  3. Commercial Services
Company description

Experian plc, together with its subsidiaries, operates as an information services company. The last earnings update was 158 days ago. More info.


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EXPN Share Price and Events
7 Day Returns
0.4%
LSE:EXPN
2%
GB Professional Services
0.6%
GB Market
1 Year Returns
36.9%
LSE:EXPN
13.6%
GB Professional Services
1.1%
GB Market
EXPN Shareholder Return
  7 Day 30 Day 90 Day 1 Year 3 Year 5 Year
Experian (EXPN) 0.4% 5.1% 13.2% 36.9% 75.2% 95.6%
GB Professional Services 2% 6.3% 5.9% 13.6% 46.5% 77.2%
GB Market 0.6% 2.6% 6.9% 1.1% 15.6% 6.2%
1 Year Return vs Industry and Market
  • EXPN outperformed the Professional Services industry which returned 13.6% over the past year.
  • EXPN outperformed the Market in United Kingdom of Great Britain and Northern Ireland which returned 1.1% over the past year.
Price Volatility
EXPN
Industry
5yr Volatility vs Market

EXPN Value

 Is Experian undervalued based on future cash flows and its price relative to the stock market?

Value is all about what a company is worth versus what price it is available for. If you went into a grocery store and all the bananas were on sale at half price, they could be considered undervalued.
INTRINSIC VALUE BASED ON FUTURE CASH FLOWS
Here we compare the current share price of Experian to its discounted cash flow analysis.value.

The discounted cash flow value is simply looking at what the company is worth today, based on estimates of how much money it is expected to make in the future.
Raw Data

Below are the data sources, inputs and calculation used to determine the intrinsic value for Experian.

LSE:EXPN Discounted Cash Flow Data Sources
Data Point Source Value
Valuation Model 2 Stage Free Cash Flow to Equity
Levered Free Cash Flow Average of 13 Analyst Estimates (S&P Global) See below
Discount Rate (Cost of Equity) See below 8.2%
Perpetual Growth Rate 10-Year GB Government Bond Rate 1.2%

An important part of a discounted cash flow is the discount rate, below we explain how it has been calculated.

Calculation of Discount Rate/ Cost of Equity for LSE:EXPN
Data Point Calculation/ Source Result
Risk-Free Rate 10-Year GB Govt Bond Rate 1.2%
Equity Risk Premium S&P Global 7.1%
Professional Services Unlevered Beta Simply Wall St/ S&P Global 0.87
Re-levered Beta = Unlevered beta (1 + (1- tax rate) (Debt/Equity))
= 0.865 (1 + (1- 12.5%) (14.02%))
0.981
Levered Beta Levered Beta limited to 0.8 to 2.0
(practical range for a stable firm)
0.98
Discount Rate/ Cost of Equity = Cost of Equity = Risk Free Rate + (Levered Beta * Equity Risk Premium)
= 1.23% + (0.981 * 7.14%)
8.23%

Discounted Cash Flow Calculation for LSE:EXPN using 2 Stage Free Cash Flow to Equity Model

The calculations below outline how an intrinsic value for Experian is arrived at by discounting future cash flows to their present value using the 2 stage method. We try to start with analysts estimates of free cash flow, however if these are not available we use the most recent financial results. In the 1st stage we continue to grow the free cash flow over a 10 year period, with the growth rate trending towards the perpetual growth rate used in the 2nd stage. The 2nd stage assumes the company grows at a stable rate into perpetuity.

LSE:EXPN DCF 1st Stage: Next 10 year cash flow forecast
Levered FCF (USD, Millions) Source Present Value
Discounted (@ 8.23%)
2019 903.67 Analyst x6 834.95
2020 1,029.34 Analyst x7 878.75
2021 1,078.25 Analyst x4 850.50
2022 1,293.00 Analyst x1 942.33
2023 1,400.10 Est @ 8.28% 942.79
2024 1,486.42 Est @ 6.17% 924.81
2025 1,556.05 Est @ 4.68% 894.51
2026 1,612.80 Est @ 3.65% 856.63
2027 1,659.92 Est @ 2.92% 814.61
2028 1,699.97 Est @ 2.41% 770.82
Present value of next 10 years cash flows $8,710.70
LSE:EXPN DCF 2nd Stage: Terminal Value
Calculation Result
Terminal Value = FCF2028 × (1 + g) ÷ (Discount Rate – g)
= $1,699.97 × (1 + 1.23%) ÷ (8.23% – 1.23%)
$24,571.95
Present Value of Terminal Value = Terminal Value ÷ (1 + r)10
= $24,571.95 ÷ (1 + 8.23%)10
$11,141.78
LSE:EXPN Total Equity Value
Calculation Result
Total Equity Value = Present value of next 10 years cash flows + Terminal Value
= $8,710.70 + $11,141.78
$19,852.48
Equity Value per Share
(USD)
= Total value / Shares Outstanding
= $19,852.48 / 901.02
$22.03
LSE:EXPN Discount to Share Price
Calculation Result
Exchange Rate USD/GBP
(Reporting currency to currency of LSE:EXPN)
0.769
Value per Share
(GBP)
= Value per Share in USD x Exchange Rate (USD/GBP)
= $22.03 x 0.769
£16.95
Value per share (GBP) From above. £16.95
Current discount Discount to share price of £22.00
= -1 x (£22.00 - £16.95) / £16.95
-29.8%

Learn more about our DCF calculations in Simply Wall St’s analysis model .

  • The current share price of Experian is above its future cash flow value.
Often investors are willing to pay a premium for a company that has a high dividend or the potential for future growth.
PRICE RELATIVE TO MARKET
We can also value a company based on what the stock market is willing to pay for it. This is similar to the price of fruit (e.g. Mangoes or Avocados) increasing when they are out of season, or how much your home is worth.

The amount the stock market is willing to pay for Experian's earnings, growth and assets is considered below, and whether this is a fair price.
Price based on past earnings
Are Experian's earnings available for a low price, and how does this compare to other companies in the same industry?
Raw Data
LSE:EXPN PE (Price to Earnings) Ratio Data Sources
Data Point Source Value
Earnings Per Share * Company Filings (2018-09-30) in USD $0.88
LSE:EXPN Share Price ** LSE (2019-04-18) in GBP £22
LSE:EXPN Share Price converted to USD reporting currency Exchange rate (GBP/ USD) 1.3 $28.6
United Kingdom of Great Britain and Northern Ireland Professional Services Industry PE Ratio Median Figure of 33 Publicly-Listed Professional Services Companies 18.41x
United Kingdom of Great Britain and Northern Ireland Market PE Ratio Median Figure of 797 Publicly-Listed Companies 16.29x

* Trailing twelve months (TTM) annual GAAP earnings per share excluding extraordinary items.

** Primary Listing of Experian.

LSE:EXPN PE (Price to Earnings) Ratio Calculation
Calculation Outcome
PE Ratio

= LSE:EXPN Share Price ÷ EPS (both in USD)

= 28.6 ÷ 0.88

32.56x

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Experian is overvalued based on earnings compared to the GB Professional Services industry average.
  • Experian is overvalued based on earnings compared to the United Kingdom of Great Britain and Northern Ireland market.
Price based on expected Growth
Does Experian's expected growth come at a high price?
Raw Data
LSE:EXPN PEG (Price to Earnings to Growth) Ratio Data Sources
Data Point Source Value
PE Ratio See PE Ratio Section 32.56x
Net Income Annual Growth Rate See Future Growth Section.
Line of Best Fit* through Consensus Estimate Earnings of 13 Analysts
9.2%per year
United Kingdom of Great Britain and Northern Ireland Professional Services Industry PEG Ratio Median Figure of 19 Publicly-Listed Professional Services Companies 1.62x
United Kingdom of Great Britain and Northern Ireland Market PEG Ratio Median Figure of 564 Publicly-Listed Companies 1.48x

*Line of best fit is calculated by linear regression .

LSE:EXPN PEG (Price to Earnings to Growth) Ratio Calculation
Calculation Outcome
PEG Ratio

= PE Ratio ÷ Net Income Annual Growth Rate

= 32.56x ÷ 9.2%

3.54x

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Experian is poor value based on expected growth next year.
Price based on value of assets
What value do investors place on Experian's assets?
Raw Data
LSE:EXPN PB (Price to Book) Ratio Data Sources
Data Point Source Value
Book Value per Share Company Filings (2018-09-30) in USD $2.51
LSE:EXPN Share Price * LSE (2019-04-18) in GBP £22
LSE:EXPN Share Price converted to USD reporting currency Exchange rate (GBP/ USD) 1.3 $28.6
United Kingdom of Great Britain and Northern Ireland Professional Services Industry PB Ratio Median Figure of 43 Publicly-Listed Professional Services Companies 2.87x
United Kingdom of Great Britain and Northern Ireland Market PB Ratio Median Figure of 1,367 Publicly-Listed Companies 1.51x
LSE:EXPN PB (Price to Book) Ratio Calculation
Calculation Outcome
PB Ratio

= LSE:EXPN Share Price ÷ Book Value per Share (both in USD)

= 28.6 ÷ 2.51

11.37x

* Primary Listing of Experian.

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Experian is overvalued based on assets compared to the GB Professional Services industry average.
X
Value checks
We assess Experian's value by looking at:
  1. Is the discounted cash flow value less than 20%, or 40% of the share price? (2 checks) ( Click here or on bar chart for details of DCF calculation. )
  2. Is the PE ratio less than the market average, and/ or less than the Professional Services industry average (and greater than 0)? (2 checks)
  3. Is the PEG ratio within a reasonable range (0 to 1)? (1 check)
  4. Is the PB ratio less than the Professional Services industry average (and greater than 0)? (1 check)
  5. Experian has a total score of 0/6, see the detailed checks below.

    Note: We use GAAP Earnings per Share in all our calculations including PE and PEG Ratio.

    Full details on the Value part of the Simply Wall St company analysis model.

EXPN Future Performance

 How is Experian expected to perform in the next 1 to 3 years based on estimates from 13 analysts?

The future performance of a company is measured in the same way as past performance, by looking at estimated growth and how much profit it is expected to make.

Future estimates come from professional analysts. Just like forecasting the weather, they don’t always get it right!
Annual Growth Rate
9.2%
Expected annual growth in earnings.
Earnings growth vs Low Risk Savings
Is Experian expected to grow at an attractive rate?
  • Experian's earnings growth is expected to exceed the low risk savings rate of 1.2%.
Growth vs Market Checks
  • Experian's earnings growth is positive but not above the United Kingdom of Great Britain and Northern Ireland market average.
  • Experian's revenue growth is expected to exceed the United Kingdom of Great Britain and Northern Ireland market average.
Annual Growth Rates Comparison
Raw Data
LSE:EXPN Future Growth Rates Data Sources
Data Point Source Value (per year)
LSE:EXPN Future Earnings Growth Rate Line of Best Fit* through Consensus Estimate Earnings of 13 Analysts 9.2%
LSE:EXPN Future Revenue Growth Rate Line of Best Fit* through Consensus Estimate Revenue of 13 Analysts 6.8%
United Kingdom of Great Britain and Northern Ireland Professional Services Industry Earnings Growth Rate Market Cap Weighted Average 9.1%
United Kingdom of Great Britain and Northern Ireland Professional Services Industry Revenue Growth Rate Market Cap Weighted Average 5.3%
United Kingdom of Great Britain and Northern Ireland Market Earnings Growth Rate Market Cap Weighted Average 11%
United Kingdom of Great Britain and Northern Ireland Market Revenue Growth Rate Market Cap Weighted Average 4.8%

*Line of best fit is calculated by linear regression .

Industry and Market average data is calculated daily.

Learn more about our growth rate calculations in Simply Wall St’s analysis model.

Analysts growth expectations
Raw Data
LSE:EXPN Analysts Growth Expectations Data Sources
Data Point Source Value
Past Financials Company Filings (6 months ago) See Below
Future Estimates Average of up to 13 Analyst Estimates (S&P Global) See Below
All numbers in USD Millions and using Trailing twelve months (TTM) annual period rather than quarterly.
LSE:EXPN Future Estimates Data
Date (Data in USD Millions) Revenue Cash Flow Net Income * Avg. No. Analysts
2023-03-31 6,418 1,857 1,185 2
2022-03-31 6,028 1,954 1,080 3
2021-03-31 5,605 1,708 967 11
2020-03-31 5,238 1,572 904 13
2019-03-31 4,871 1,411 804 14
LSE:EXPN Past Financials Data
Date (Data in USD Millions) Revenue Cash Flow Net Income *
2018-09-30 4,819 1,268 798
2018-06-30 4,741 1,230 822
2018-03-31 4,662 1,192 845
2017-12-31 4,568 1,172 832
2017-09-30 4,456 1,152 797
2017-06-30 4,396 1,254 805
2017-03-31 4,335 1,355 813
2016-09-30 4,144 1,397 788
2016-06-30 4,191 1,384 756
2016-03-31 4,237 1,371 723

*GAAP earnings excluding extraordinary items.

Super high growth metrics
High Growth Checks
  • Experian's earnings are expected to grow by 9.2% yearly, however this is not considered high growth (20% yearly).
  • Experian's revenue is expected to grow by 6.8% yearly, however this is not considered high growth (20% yearly).
Past and Future Earnings per Share
The accuracy of the analysts who estimate the future performance data can be gauged below. We look back 3 years and see if they were any good at predicting what actually occurred. We also show the highest and lowest estimates looking forward to see if there is a wide range.
Raw Data
LSE:EXPN Past and Future Earnings per Share
Data Point Source Value
Past Financials Company Filings (6 months ago) See Below
Future Estimates Average of up to 13 Analyst Estimates (S&P Global) See Below

All data from Experian Company Filings, last reported 6 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

LSE:EXPN Future Estimates Data
Date (Data in USD Millions) EPS * EPS High Estimate EPS Low Estimate Avg. No. Analysts
2023-03-31 1.45 1.45 1.45 1.00
2022-03-31 1.28 1.28 1.28 1.00
2021-03-31 1.08 1.12 1.04 3.00
2020-03-31 1.01 1.03 0.99 5.00
2019-03-31 0.90 0.91 0.88 6.00
LSE:EXPN Past Financials Data
Date (Data in USD Millions) EPS *
2018-09-30 0.88
2018-06-30 0.90
2018-03-31 0.92
2017-12-31 0.90
2017-09-30 0.86
2017-06-30 0.86
2017-03-31 0.86
2016-09-30 0.83
2016-06-30 0.79
2016-03-31 0.75

*GAAP earnings excluding extraordinary items.

Performance in 3 years
In the same way as past performance we look at the future estimated return (profit) compared to the available funds. We do this looking forward 3 years.
  • Experian is expected to efficiently use shareholders’ funds in the future (Return on Equity greater than 20%).
X
Future performance checks
We assess Experian's future performance by looking at:
  1. Is the annual earnings growth rate expected to beat the low risk savings rate, plus a premium to keep pace with inflation?
  2. Is the annual earnings growth rate expected to beat the average growth rate in earnings of the United Kingdom of Great Britain and Northern Ireland market? (1 check)
  3. Is the annual revenue growth rate expected to beat the average growth rate in revenue of the United Kingdom of Great Britain and Northern Ireland market? (1 check)
  4. Is the annual earnings growth rate expected to be above 20%? (1 check)
  5. Is the annual revenue growth rate expected to be above 20%? (1 check)
  6. Is the Return on Equity in 3 years expected to be over 20%? (1 check)
Some of the above checks will fail if the company is expected to be loss making in the relevant year.
Experian has a total score of 3/6, see the detailed checks below.

Note 1: We use GAAP Net Income Excluding Exceptional Items for our Earnings in all our calculations.

Full details on the Future part of the Simply Wall St company analysis model.

EXPN Past Performance

  How has Experian performed over the past 5 years?

The past performance of a company can be measured by how much growth it has experienced and how much profit it makes relative to the funds and assets it has available.
Past earnings growth
Below we compare Experian's growth in the last year to its industry (Professional Services).
Past Earnings growth analysis
We also check if the company has grown in the past 5 years, and whether it has maintained that growth in the year.
  • Experian's year on year earnings growth rate has been positive over the past 5 years.
  • Experian's 1-year earnings growth is less than its 5-year average (0.1% vs 3.1%)
  • Experian's earnings growth has not exceeded the GB Professional Services industry average in the past year (0.1% vs 14.5%).
Earnings and Revenue History
Experian's revenue and profit over the past 5 years is shown below, any years where they have experienced a loss will show up in red.
Raw Data

All data from Experian Company Filings, last reported 6 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

LSE:EXPN Past Revenue, Cash Flow and Net Income Data
Date (Data in USD Millions) Revenue Net Income * G+A Expenses R&D Expenses
2018-09-30 4,819.00 798.00
2018-06-30 4,740.50 821.50
2018-03-31 4,662.00 845.00
2017-12-31 4,567.50 831.50
2017-09-30 4,456.00 797.00
2017-06-30 4,395.50 805.00
2017-03-31 4,335.00 813.00
2016-09-30 4,144.00 788.00
2016-06-30 4,190.50 755.50
2016-03-31 4,237.00 723.00
2015-09-30 4,629.00 668.00 1.00
2015-06-30 4,719.50 709.50 0.50
2015-03-31 4,810.00 751.00
2014-09-30 4,857.00 811.00 0.00
2014-06-30 4,848.50 778.50 0.00
2014-03-31 4,840.00 746.00
2013-09-30 4,784.00 655.00 1.00
2013-06-30 4,757.00 449.50 0.50
2013-03-31 4,730.00 244.00
2012-12-31 4,675.50 285.00 1.50
2012-09-30 4,621.00 326.00 3.00
2012-06-30 4,554.00 493.50 1.50

*GAAP earnings excluding extraordinary items.

Performance last year
We want to ensure a company is making the most of what it has available. This is done by comparing the return (profit) to a company's available funds, assets and capital.
  • Whilst Experian has efficiently used shareholders’ funds last year (Return on Equity greater than 20%), this is metric is skewed due to its high level of debt.
  • Experian used its assets more efficiently than the GB Professional Services industry average last year based on Return on Assets.
  • Experian has improved its use of capital last year versus 3 years ago (Return on Capital Employed).
X
Past performance checks
We assess Experian's performance over the past 5 years by checking for:
  1. Has earnings increased in past 5 years? (1 check)
  2. Has the earnings growth in the last year exceeded that of the Professional Services industry? (1 check)
  3. Is the recent earnings growth over the last year higher than the average annual growth over the past 5 years? (1 check)
  4. Is the Return on Equity (ROE) higher than 20%? (1 check)
  5. Is the Return on Assets (ROA) above industry average? (1 check)
  6. Has the Return on Capital Employed (ROCE) increased from 3 years ago? (1 check)
The above checks will fail if the company has reported a loss in the most recent earnings report. Some checks require at least 3 or 5 years worth of data.
Experian has a total score of 3/6, see the detailed checks below.

Note: We use GAAP Net Income excluding extraordinary items in all our calculations.

Full details on the Past part of the Simply Wall St company analysis model.

EXPN Health

 How is Experian's financial health and their level of debt?

A company's financial position is much like your own financial position, it includes everything you own (assets) and owe (liabilities).

The boxes below represent the relative size of what makes up Experian's finances.

The net worth of a company is the difference between its assets and liabilities.
Net Worth
  • Experian's short term (1 year) commitments are greater than its holdings of cash and other short term assets.
  • Experian's long term commitments exceed its cash and other short term assets.
Balance sheet
This treemap shows a more detailed breakdown of Experian's finances. If any of them are yellow this indicates they may be out of proportion and red means they relate to one of the checks below.
Assets
Liabilities and shares
The 'shares' portion represents any funds contributed by the owners (shareholders) and any profits.
  • Low level of unsold assets.
  • Debt is not covered by short term assets, assets are 0.3x debt.
Historical Debt
Nearly all companies have debt. Debt in itself isn’t bad, however if the debt is too high, or the company can’t afford to pay the interest on its debts this may have impacts in the future.

The graphic below shows equity (available funds) and debt, we ideally want to see the red area (debt) decreasing.

If there is any debt we look at the companies capability to repay it, and whether the level has increased over the past 5 years.
Raw Data

All data from Experian Company Filings, last reported 6 months ago.

LSE:EXPN Past Debt and Equity Data
Date (Data in USD Millions) Total Equity Total Debt Cash & Short Term Investments
2018-09-30 2,288.00 3,612.00 182.00
2018-06-30 2,288.00 3,612.00 182.00
2018-03-31 2,624.00 3,634.00 159.00
2017-12-31 2,624.00 3,634.00 159.00
2017-09-30 2,378.00 3,587.00 122.00
2017-06-30 2,378.00 3,587.00 122.00
2017-03-31 2,651.00 3,294.00 84.00
2016-09-30 2,490.00 3,497.00 166.00
2016-06-30 2,490.00 3,497.00 166.00
2016-03-31 2,438.00 3,239.00 156.00
2015-09-30 2,262.00 3,505.00 163.00
2015-06-30 2,262.00 3,505.00 163.00
2015-03-31 2,801.00 3,421.00 147.00
2014-09-30 3,001.00 4,075.00 259.00
2014-06-30 3,001.00 4,075.00 259.00
2014-03-31 3,104.00 4,183.00 212.00
2013-09-30 2,790.00 3,837.00 551.00
2013-06-30 2,790.00 3,837.00 551.00
2013-03-31 3,224.00 3,303.00 256.00
2012-12-31 3,224.00 3,303.00 256.00
2012-09-30 2,417.00 2,740.00 627.00
2012-06-30 2,417.00 2,740.00 627.00
  • Experian's level of debt (157.9%) compared to net worth is high (greater than 40%).
  • The level of debt compared to net worth has increased over the past 5 years (137.5% vs 157.9% today).
  • Debt is well covered by operating cash flow (35.1%, greater than 20% of total debt).
  • Interest payments on debt are well covered by earnings (EBIT is 13x coverage).
X
Financial health checks
We assess Experian's financial health by checking for:
  1. Are short term assets greater than short term liabilities? (1 check)
  2. Are short term assets greater than long term liabilities? (1 check)
  3. Has the debt to equity ratio increased in the past 5 years? (1 check)
  4. Is the debt to equity ratio over 40%? (1 check)
  5. Is the debt covered by operating cash flow? (1 check)
  6. Are earnings greater than 5x the interest on debt (if company pays interest at all)? (1 check)
  7. Experian has a total score of 2/6, see the detailed checks below.
For companies that are loss making and have been so on average in the past we replace the last 2 checks with:
  1. Does cash and short term investments cover stable operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)
  2. Does cash and short term investments cover growing operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)


Full details on the Health part of the Simply Wall St company analysis model.

EXPN Dividends

 What is Experian's current dividend yield, its reliability and sustainability?

Dividends are regular cash payments to you from the company, similar to a bank paying you interest on a savings account.
Annual Dividend Income
Dividend payments
1.56%
Current annual income from Experian dividends. Estimated to be 1.86% next year.
If you bought £2,000 of Experian shares you are expected to receive £31 in your first year as a dividend.
Dividend Amount
Here we look how much dividend is being paid, if any. Is it above what you can get in a savings account? It is up there with the best dividend paying companies?
  • Experian's pays a lower dividend yield than the bottom 25% of dividend payers in United Kingdom of Great Britain and Northern Ireland (2.02%).
  • Experian's dividend is below the markets top 25% of dividend payers in United Kingdom of Great Britain and Northern Ireland (5.19%).
Annualized Historical and Future Dividends
It is important to see if the dividend for a company is stable, and not wildly increasing/decreasing each year. This graph shows you the historical rate to count toward your assessment of the stock.

We also check to see if the dividend has increased in the past 10 years.
Raw Data
LSE:EXPN Annualized Past and Future Dividends
Data Point Source Value
Past Annualized Dividend Yield S&P Global Market Data See Below
Past Dividends per Share Company Filings/ Annualized Dividend Payments See Below
Future Dividends per Share Estimates Average of up to 13 Analyst Estimates (S&P Global) See Below
United Kingdom of Great Britain and Northern Ireland Professional Services Industry Average Dividend Yield Market Cap Weighted Average of 30 Stocks 2.3%
United Kingdom of Great Britain and Northern Ireland Market Average Dividend Yield Market Cap Weighted Average of 705 Stocks 4.2%
United Kingdom of Great Britain and Northern Ireland Minimum Threshold Dividend Yield 10th Percentile 1%
United Kingdom of Great Britain and Northern Ireland Bottom 25% Dividend Yield 25th Percentile 2%
United Kingdom of Great Britain and Northern Ireland Top 25% Dividend Yield 75th Percentile 5.2%

Industry and Market average data is calculated daily.

Note all dividend per share amounts are annualized and not quarterly or other period.

LSE:EXPN Future Dividends Estimate Data
Date (Data in $) Dividend per Share (annual) Avg. No. Analysts
2023-03-31 0.67 1.00
2022-03-31 0.62 2.00
2021-03-31 0.55 13.00
2020-03-31 0.50 15.00
2019-03-31 0.46 15.00
LSE:EXPN Past Annualized Dividends Data
Date (Data in $) Dividend per share (annual) Avg. Yield (%)
2018-05-17 0.448 1.797
2017-11-15 0.420 1.913
2017-05-18 0.415 2.042
2017-01-06 0.405 2.013
2016-06-10 0.400 2.087
2016-05-11 0.400 2.148
2015-06-12 0.393 2.260
2015-05-12 0.393 2.060
2014-11-06 0.382 2.234
2014-06-06 0.375 2.259
2013-11-06 0.355 1.966
2013-05-09 0.348 1.863
2013-01-11 0.325 1.883
2012-06-11 0.320 2.010
2012-05-10 0.320 2.251
2011-05-18 0.280 2.141
2010-05-19 0.230 2.076
2009-11-18 0.203 2.120
2009-05-20 0.200 2.436
2009-04-21 0.188 2.730

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Dividends per share have been stable in the past 10 years.
  • Dividends per share have increased over the past 10 years.
Current Payout to shareholders
What portion of Experian's earnings are paid to the shareholders as a dividend.
  • Dividends paid are covered by earnings (1.9x coverage).
Future Payout to shareholders
  • Dividends after 3 years are expected to be well covered by earnings (2.2x coverage).
X
Income/ dividend checks
We assess Experian's dividend by checking for:
  1. Firstly is the company paying a notable dividend (greater than 1%) - if not then the rest of the checks are ignored.
  2. Is current dividend yield above the bottom 25% of dividend payers? (1 check)
  3. Is current dividend yield above the top 25% of dividend payers? (1 check)
  4. Have they paid a dividend for 10 years, and during this period has the dividend been volatile (drop of more than 25%)? (1 check)
  5. If they have paid a dividend for 10 years has it increased in this time? (1 check)
  6. How sustainable is the dividend, can Experian afford to pay it from its earnings today and in 3 years (Payout ratio less than 90%)? (2 checks)
  7. Experian has a total score of 4/6, see the detailed checks below.


Full details on the Dividends part of the Simply Wall St company analysis model.

EXPN Management

 What is the CEO of Experian's salary, the management and board of directors tenure and is there insider trading?

Management is one of the most important areas of a company. We look at unreasonable CEO compensation, how long the team and board of directors have been around for and insider trading.
CEO
Brian Cassin
COMPENSATION $5,852,000
AGE 50
TENURE AS CEO 4.8 years
CEO Bio

Mr. Brian J. Cassin serves as Chief Executive Officer of Experian plc since July 16, 2014 and also serves as its Executive Director since April 30, 2012. He served as Chief Financial Officer of Experian plc since 30 April 2012. He is a Non Executive Director of J Sainsbury plc since April 01, 2016. He also has strong financial and commercial acumen, and a broad range of operational competencies. Brian has experience of running a FTSE40 group and of big data and analytics – topics of key importance to Sainsbury’s. He was previously the Chief Financial Officer of Experian and, before that, Managing Director at Greenhill & Co. He has also held various senior roles at Baring Brothers International and at the London Stock Exchange.

CEO Compensation
  • Brian's compensation has increased by more than 20% in the past year.
  • Brian's remuneration is higher than average for companies of similar size in United Kingdom of Great Britain and Northern Ireland.
Management Team Tenure

Average tenure and age of the Experian management team in years:

4.8
Average Tenure
50
Average Age
  • The tenure for the Experian management team is about average.
Management Team

Brian Cassin

TITLE
CEO & Executive Director
COMPENSATION
$6M
AGE
50
TENURE
4.8 yrs

Lloyd Pitchford

TITLE
CFO & Executive Director
COMPENSATION
$4M
AGE
46
TENURE
4.5 yrs

Kerry Williams

TITLE
COO & Executive Director
COMPENSATION
$6M
AGE
56
TENURE
4.8 yrs

Rick Gallagher

TITLE
Chief Investment Officer and Group Corporate Strategy & Development Director
TENURE
8.9 yrs

Vijay Mehta

TITLE
Senior Vice President of Advanced Technology Group

Barry Libenson

TITLE
Chief Information Officer
AGE
57
TENURE
3.8 yrs

Nadia Ridout-Jamieson

TITLE
Chief Communications Officer

Darryl Gibson

TITLE
Group General Counsel

Craig Boundy

TITLE
Chief Executive Officer of North America
AGE
43

Ben Elliott

TITLE
Chief Executive Officer of Asia Pacific
TENURE
6.8 yrs
Board of Directors Tenure

Average tenure and age of the Experian board of directors in years:

4.8
Average Tenure
56.5
Average Age
  • The tenure for the Experian board of directors is about average.
Board of Directors

Don Robert

TITLE
Chairman
COMPENSATION
$631K
AGE
58
TENURE
4.8 yrs

Brian Cassin

TITLE
CEO & Executive Director
COMPENSATION
$6M
AGE
50
TENURE
7 yrs

George Rose

TITLE
Deputy Chairman & Senior Independent Director
COMPENSATION
$247K
AGE
66
TENURE
4.8 yrs

Lloyd Pitchford

TITLE
CFO & Executive Director
COMPENSATION
$4M
AGE
46
TENURE
4.5 yrs

Kerry Williams

TITLE
COO & Executive Director
COMPENSATION
$6M
AGE
56
TENURE
4.8 yrs

Deirdre Mahlan

TITLE
Independent Non-Executive Director
COMPENSATION
$221K
AGE
56
TENURE
6.6 yrs

Mike Rogers

TITLE
Independent Non-Executive Director
COMPENSATION
$117K
AGE
54
TENURE
1.8 yrs

Paul Walker

TITLE
Independent Non-Executive Director
COMPENSATION
$159K
AGE
61
TENURE
8.8 yrs

Luiz Fernando Fleury

TITLE
Independent Non-Executive Director
COMPENSATION
$240K
AGE
61
TENURE
3.6 yrs

Caroline Donahue

TITLE
Independent Non-Executive Director
COMPENSATION
$177K
AGE
57
TENURE
2.3 yrs
Who owns this company?
Recent Insider Trading
  • No 3 month insider trading information.
Recent Insider Transactions
Announced Type Name Entity Role Start End Shares Max Price (£) Value (£)
17. Aug 18 Sell Lloyd Pitchford Individual 16. Aug 18 16. Aug 18 -10,000 £19.04 £-190,386
X
Management checks
We assess Experian's management by checking for:
  1. Is the CEO's compensation unreasonable compared to market cap? (1 check)
  2. Has the CEO's compensation increased more than 20% whilst the EPS is down more then 20%? (1 check)
  3. Is the average tenure of the management team less than 2 years? (1 check)
  4. Is the average tenure of the board of directors team less than 3 years? (1 check)
  5. Experian has a total score of 0/6, this is not included on the snowflake, see the detailed checks below.


Note: We use the top 6 management executives and board members in our calculations.

Note 2: Insider trading include any internal stakeholders and these transactions .

Full details on the Management part of the Simply Wall St company analysis model.

EXPN News

Simply Wall St News

What Kind Of Shareholder Appears On The Experian plc's (LON:EXPN) Shareholder Register?

Institutions will often hold stock in bigger companies, and we expect to see insiders owning a noticeable percentage of the smaller ones. … Normally institutions would own a significant portion of a company this size. … Our analysis of the ownership of the company, below, shows that.

Simply Wall St -

The Experian (LON:EXPN) Share Price Is Up 97% And Shareholders Are Holding On

For example, the Experian plc (LON:EXPN) share price is up 97% in the last 5 years, clearly besting than the market return of around 3.3% (ignoring dividends). … One way to examine how market sentiment has changed over time is to look at the interaction between a company's share price and its earnings per share (EPS). … This EPS growth is slower than the share price growth of 15% per year, over the same period.

Simply Wall St -

Why Experian plc (LON:EXPN) Looks Like A Quality Company

With that in mind, this article will work through how we can use Return On Equity (ROE) to better understand a business. … Another way to think of that is that for every £1 worth of equity in the company, it was able to earn £0.35. … Return on Equity = Net Profit ÷ Shareholders' Equity

Simply Wall St -

Should You Buy Experian plc (LON:EXPN) For Its Dividend?

Historically, Experian plc (LON:EXPN) has been paying a dividend to shareholders. … Does Experian tick all the boxes of a great dividend stock? … 5 questions to ask before buying a dividend stock

Simply Wall St -

What Should We Expect From Experian plc's (LON:EXPN) Earnings In The Year Ahead?

Help shape the future of investing tools and receive a $20 prize! … Since Experian plc (LON:EXPN) released its earnings in September 2018, … it seems that analyst forecasts are fairly optimistic,

Simply Wall St -

Need To Know: Experian plc (LON:EXPN) Insiders Have Been Selling Shares

We often see insiders buying up shares in companies that perform well over the long term. … So shareholders might well want to know whether insiders have been buying or selling shares in Experian plc (LON:EXPN). … Lloyd Pitchford was the only individual insider to sell over the last year.

Simply Wall St -

Is Experian plc's (LON:EXPN) CEO Being Overpaid?

Brian Cassin has been the CEO of Experian plc (LON:EXPN) since 2014. … This analysis aims first to contrast CEO compensation with other large companies. … How Does Brian Cassin's Compensation Compare With Similar Sized Companies?

Simply Wall St -

These Factors Make Experian plc (LON:EXPN) An Interesting Investment

Experian plc (LON:EXPN) is a stock with outstanding fundamental characteristics. … When we build an investment case, we need to look at the stock with a holistic perspective. … In the case of EXPN, it

Simply Wall St -

Should You Like Experian plc’s (LON:EXPN) High Return On Capital Employed?

Specifically, we're going to calculate its Return On Capital Employed (ROCE), in the hopes of getting some insight into the business. … Return On Capital Employed (ROCE): What is it? … ROCE measures the amount of pre-tax profits a company can generate from the capital employed in its business.

Simply Wall St -

Is It Too Late To Buy Experian plc (LON:EXPN) At Its December Price?

Experian plc (LON:EXPN) is considered a high growth stock. … However its last closing price of £19.48 left investors wondering whether this growth has already been factored into the share price. … Investors in Experian have been patiently waiting for the uptick in earnings.

Simply Wall St -

EXPN Company Info

Description

Experian plc, together with its subsidiaries, operates as an information services company. The company offers credit services, such as holding, protecting, and managing data that help businesses and organizations to lend, as well as prevent frauds. Its credit services also holds information of people and businesses that have repaid credit in the past; and provides credit reports used by various businesses, such as banks, automotive dealers, healthcare providers, and retailers. The company also provides software and analytics solutions that help clients in lending, as well as detecting and minimizing frauds, and complying with legal requirements. In addition, it offers marketing services, which include data management and analytics that enable businesses to plan, build, and deliver their marketing campaigns. Further, the company provides online financial education and debt resolution services that help people to understand and manage their financial position, while protecting themselves from fraud and identity theft. Additionally, it engages in the development of intellectual property; and provision of administrative services. Experian plc serves customers in financial service, direct-to-consumer, healthcare, retail, automotive, software and professional services, telecommunications and utility, insurance, media and technology, government and public, and other sectors in North America, Latin America, the United Kingdom, and Ireland, as well as rest of the Europe, the Middle East, Africa, and the Asia Pacific. The company was formerly known as Experian Group Limited and changed its name to Experian plc in July 2008. Experian plc was founded in 1803 and is headquartered in Dublin, Ireland.

Details
Name: Experian plc
EXPN
Exchange: LSE
Founded: 1803
£19,822,421,674
901,019,167
Website: http://www.experianplc.com
Address: Experian plc
Newenham House,
Northern Cross,
Dublin,
Co. Dublin, 17,
Ireland
Listings
Exchange Symbol Ticker Symbol Security Exchange Country Currency Listed on
LSE EXPN Ordinary Shares London Stock Exchange GB GBP 02. Jan 1980
OTCPK EXPG.F Ordinary Shares Pink Sheets LLC US USD 02. Jan 1980
DB J2B Ordinary Shares Deutsche Boerse AG DE EUR 02. Jan 1980
BATS-CHIXE EXPNL Ordinary Shares BATS 'Chi-X Europe' GB GBP 02. Jan 1980
OTCPK EXPG.Y SPONSORED ADR Pink Sheets LLC US USD 02. Oct 1996
Number of employees
Current staff
Staff numbers
16,500
Experian employees.
Industry
Research and Consulting Services
Commercial Services
Company Analysis and Financial Data Status
Area Date (UTC time)
Company Analysis updated: 2019/04/20 20:54
End of day share price update: 2019/04/18 00:00
Last estimates confirmation: 2019/04/18
Last earnings filing: 2018/11/13
Last earnings reported: 2018/09/30
Last annual earnings reported: 2018/03/31


All dates and times in UTC. All financial data provided by Standard & Poor’s Capital IQ.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.