Is Analyst Optimism on International Growth Altering the Investment Case for Equifax (EFX)?

• Equifax is set to report its second-quarter 2025 results on July 22, with analysts expecting year-over-year increases in both earnings per share and revenue, driven by strong segmental performance and international market growth.
• Investor confidence has risen, partly due to Equifax's consistent track record of surpassing consensus EPS estimates in recent quarters, pointing to ongoing strength in its business operations.
• We'll explore how increased analyst optimism regarding Equifax's international growth influences its broader investment narrative going forward.

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Equifax Investment Narrative Recap

Owning Equifax means believing in the company's ability to drive growth through innovation, cloud transformation, and expanding demand for data solutions globally. The latest news, analysts expecting higher second-quarter earnings and revenue driven by international performance, does not materially alter the key short-term catalyst (continued strong EPS trends) or the chief risk, which remains economic uncertainty and its impact on revenue growth visibility.

One recent announcement that stands out is Equifax’s June launch of Complete Income, a new cloud-powered solution to help government agencies process social service benefits applications. As Equifax pursues further international and government sector expansion, initiatives like this support the anticipated revenue boost but do not eliminate the ongoing risk from changes in federal funding practices.

In contrast, investors should be aware that a sudden policy change in US government funding for Equifax’s data solutions could...

Read the full narrative on Equifax (it's free!)

Equifax's narrative projects $7.6 billion revenue and $1.3 billion earnings by 2028. This requires 10.0% yearly revenue growth and an earnings increase of $687.7 million from $612.3 million today.

Uncover how Equifax's forecasts yield a $280.80 fair value, a 7% upside to its current price.

Exploring Other Perspectives

Community fair value estimates for Equifax range widely from US$256.57 to US$457.90, reflecting five distinct viewpoints within the Simply Wall St Community. Many highlight ongoing product innovation as a key growth catalyst, but it is clear there is no consensus among participants, explore how your outlook compares.

Explore 5 other fair value estimates on Equifax - why the stock might be worth as much as 74% more than the current price!

Build Your Own Equifax Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Equifax research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Equifax research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Equifax's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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