Experian
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
1 Year Returns
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.
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.
Below are the data sources, inputs and calculation used to determine the intrinsic value for Experian.
| 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.
| 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.
| 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 | ||
| 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 |
| 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 |
| 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.
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?
| 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.
| 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?
| 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 .
| 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?
| 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 |
| 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.
Value checks
We assess Experian's value by looking at:- 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. )
- Is the PE ratio less than the market average, and/ or less than the Professional Services industry average (and greater than 0)? (2 checks)
- Is the PEG ratio within a reasonable range (0 to 1)? (1 check)
- Is the PB ratio less than the Professional Services industry average (and greater than 0)? (1 check) 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!
Earnings growth vs Low Risk Savings
- 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
| 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
| 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 |
| 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 |
| 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.
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.
| 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 |
| 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.
Future performance checks
We assess Experian's future performance by looking at:- Is the annual earnings growth rate expected to beat the low risk savings rate, plus a premium to keep pace with inflation?
- 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)
- 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)
- Is the annual earnings growth rate expected to be above 20%? (1 check)
- Is the annual revenue growth rate expected to be above 20%? (1 check)
- Is the Return on Equity in 3 years expected to be over 20%? (1 check)
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
Past Earnings growth analysis
- 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
All data from Experian Company Filings, last reported 6 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.
| 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).
Past performance checks
We assess Experian's performance over the past 5 years by checking for:- Has earnings increased in past 5 years? (1 check)
- Has the earnings growth in the last year exceeded that of the Professional Services industry? (1 check)
- Is the recent earnings growth over the last year higher than the average annual growth over the past 5 years? (1 check)
- Is the Return on Equity (ROE) higher than 20%? (1 check)
- Is the Return on Assets (ROA) above industry average? (1 check)
- Has the Return on Capital Employed (ROCE) increased from 3 years ago? (1 check)
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.
- 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
Assets
Liabilities and shares
- 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.
All data from Experian Company Filings, last reported 6 months ago.
| 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).
Financial health checks
We assess Experian's financial health by checking for:- Are short term assets greater than short term liabilities? (1 check)
- Are short term assets greater than long term liabilities? (1 check)
- Has the debt to equity ratio increased in the past 5 years? (1 check)
- Is the debt to equity ratio over 40%? (1 check)
- Is the debt covered by operating cash flow? (1 check)
- Are earnings greater than 5x the interest on debt (if company pays interest at all)? (1 check) Experian has a total score of 2/6, see the detailed checks below.
- Does cash and short term investments cover stable operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)
- 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
If you bought
£2,000 of
Experian
shares you are expected to receive
£31
in your first year as a dividend.
Dividend Amount
- 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.
| 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.
| 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 |
| 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).
- Dividends after 3 years are expected to be well covered by earnings (2.2x coverage).
Income/ dividend checks
We assess Experian's dividend by checking for:- Firstly is the company paying a notable dividend (greater than 1%) - if not then the rest of the checks are ignored.
- Is current dividend yield above the bottom 25% of dividend payers? (1 check)
- Is current dividend yield above the top 25% of dividend payers? (1 check)
- Have they paid a dividend for 10 years, and during this period has the dividend been volatile (drop of more than 25%)? (1 check)
- If they have paid a dividend for 10 years has it increased in this time? (1 check)
- 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) 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
CEO
| 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:
- The tenure for the Experian management team is about average.
Management Team
Brian Cassin
CEO & Executive Director
$6M
50
4.8 yrs
Lloyd Pitchford
CFO & Executive Director
$4M
46
4.5 yrs
Kerry Williams
COO & Executive Director
$6M
56
4.8 yrs
Rick Gallagher
Chief Investment Officer and Group Corporate Strategy & Development Director
8.9 yrs
Vijay Mehta
Senior Vice President of Advanced Technology Group
Barry Libenson
Chief Information Officer
57
3.8 yrs
Nadia Ridout-Jamieson
Chief Communications Officer
Darryl Gibson
Group General Counsel
Craig Boundy
Chief Executive Officer of North America
43
Ben Elliott
Chief Executive Officer of Asia Pacific
6.8 yrs
Board of Directors Tenure
Average tenure and age of the Experian board of directors in years:
- The tenure for the Experian board of directors is about average.
Board of Directors
Don Robert
Chairman
$631K
58
4.8 yrs
Brian Cassin
CEO & Executive Director
$6M
50
7 yrs
George Rose
Deputy Chairman & Senior Independent Director
$247K
66
4.8 yrs
Lloyd Pitchford
CFO & Executive Director
$4M
46
4.5 yrs
Kerry Williams
COO & Executive Director
$6M
56
4.8 yrs
Deirdre Mahlan
Independent Non-Executive Director
$221K
56
6.6 yrs
Mike Rogers
Independent Non-Executive Director
$117K
54
1.8 yrs
Paul Walker
Independent Non-Executive Director
$159K
61
8.8 yrs
Luiz Fernando Fleury
Independent Non-Executive Director
$240K
61
3.6 yrs
Caroline Donahue
Independent Non-Executive Director
$177K
57
2.3 yrs
Who owns this company?
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 | ||
Management checks
We assess Experian's management by checking for:- Is the CEO's compensation unreasonable compared to market cap? (1 check)
- Has the CEO's compensation increased more than 20% whilst the EPS is down more then 20%? (1 check)
- Is the average tenure of the management team less than 2 years? (1 check)
- Is the average tenure of the board of directors team less than 3 years? (1 check) 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 - – Full articleThe 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 - – Full articleWhy 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 - – Full articleShould 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 - – Full articleWhat 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 - – Full articleNeed 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 - – Full articleIs 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 - – Full articleThese 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 - – Full articleShould 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 - – Full articleIs 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 - – Full articleEXPN 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
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.
