Experian plc

OTCPK:EXPG.F Stock Report

Market Cap: US$39.8b

Experian Valuation

Is EXPG.F undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

3/6

Valuation Score 3/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of EXPG.F when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: EXPG.F ($44.79) is trading below our estimate of fair value ($52.04)

Significantly Below Fair Value: EXPG.F is trading below fair value, but not by a significant amount.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for EXPG.F?

Key metric: As EXPG.F is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for EXPG.F. This is calculated by dividing EXPG.F's market cap by their current earnings.
What is EXPG.F's PE Ratio?
PE Ratio33.7x
EarningsUS$1.18b
Market CapUS$39.78b

Price to Earnings Ratio vs Peers

How does EXPG.F's PE Ratio compare to its peers?

The above table shows the PE ratio for EXPG.F vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average49.8x
VRSK Verisk Analytics
42.3x7.9%US$39.3b
EFX Equifax
57.6x24.6%US$32.4b
LDOS Leidos Holdings
16.2x5.4%US$19.4b
TRU TransUnion
83x33.2%US$18.6b
EXPG.F Experian
33.7x12.7%US$31.7b

Price-To-Earnings vs Peers: EXPG.F is good value based on its Price-To-Earnings Ratio (33.7x) compared to the peer average (49.8x).

Price to Earnings Ratio vs Industry

How does EXPG.F's PE Ratio compare vs other companies in the US Professional Services Industry?

9 CompaniesPrice / EarningsEstimated GrowthMarket Cap
CNDT Conduent
1.5x-104.3%US$663.54m
ALJJ ALJ Regional Holdings
0.7xn/aUS$70.26m
VCIG VCI Global
2xn/aUS$18.87m
LICN Lichen China
1.1xn/aUS$8.17m
EXPG.F 33.7xIndustry Avg. 23.8xNo. of Companies9PE01224364860+
9 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: EXPG.F is expensive based on its Price-To-Earnings Ratio (33.7x) compared to the US Professional Services industry average (23.8x).

Price to Earnings Ratio vs Fair Ratio

What is EXPG.F's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

EXPG.F PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio33.7x
Fair PE Ration/a

Price-To-Earnings vs Fair Ratio: Insufficient data to calculate EXPG.F's Price-To-Earnings Fair Ratio for valuation analysis.

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst EXPG.F forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$44.79
US$55.67
+24.3%
8.0%US$65.72US$47.84n/a15
Dec ’25US$47.81
US$55.21
+15.5%
8.1%US$65.72US$47.84n/a15
Nov ’25US$50.34
US$56.83
+12.9%
9.4%US$69.68US$48.17n/a15
Oct ’25US$52.29
US$54.55
+4.3%
9.7%US$69.68US$45.34n/a15
Sep ’25US$48.80
US$51.25
+5.0%
12.2%US$61.78US$31.79n/a15
Aug ’25US$46.09
US$51.31
+11.3%
11.9%US$61.78US$31.79n/a16
Jul ’25US$45.48
US$49.54
+8.9%
11.9%US$56.03US$31.79n/a16
Jun ’25US$47.01
US$48.53
+3.2%
14.1%US$55.58US$31.79n/a17
May ’25US$40.73
US$45.31
+11.2%
13.6%US$53.97US$31.67n/a17
Apr ’25US$43.26
US$44.51
+2.9%
14.0%US$53.84US$31.67n/a16
Mar ’25US$43.07
US$42.77
-0.7%
14.7%US$53.84US$31.67n/a14
Feb ’25US$42.50
US$41.72
-1.8%
14.1%US$53.84US$31.67n/a15
Jan ’25US$39.82
US$39.61
-0.5%
13.6%US$49.80US$30.44n/a15
Dec ’24US$36.77
US$39.24
+6.7%
13.2%US$49.80US$30.44US$47.8115
Nov ’24US$29.89
US$40.27
+34.7%
13.6%US$51.74US$32.09US$50.3414
Oct ’24US$32.56
US$40.66
+24.9%
13.6%US$51.74US$32.09US$52.2914
Sep ’24US$34.40
US$41.02
+19.2%
12.9%US$51.74US$32.09US$48.8015
Aug ’24US$39.33
US$41.24
+4.8%
12.3%US$51.74US$32.09US$46.0916
Jul ’24US$38.25
US$39.46
+3.2%
12.1%US$47.41US$31.15US$45.4816
Jun ’24US$35.15
US$39.56
+12.6%
11.9%US$47.41US$31.15US$47.0117
May ’24US$35.43
US$39.47
+11.4%
12.6%US$48.49US$30.69US$40.7316
Apr ’24US$32.12
US$39.79
+23.9%
11.8%US$48.49US$30.69US$43.2616
Mar ’24n/a
US$39.90
0%
11.6%US$48.49US$30.69US$43.0716
Feb ’24US$36.51
US$40.08
+9.8%
11.9%US$48.49US$30.69US$42.5016
Jan ’24US$33.76
US$37.46
+11.0%
18.2%US$47.36US$17.26US$39.8216
Dec ’23US$36.29
US$37.32
+2.8%
18.0%US$46.10US$17.26US$36.7716

Analyst Forecast: Target price is more than 20% higher than the current share price and analysts are within a statistically confident range of agreement.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/26 08:00
End of Day Share Price 2024/12/24 00:00
Earnings2024/09/30
Annual Earnings2024/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

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.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Experian plc is covered by 43 analysts. 16 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Daniel LebenBaird
Paul Daniel SullivanBarclays
James RosenthalBarclays