Equifax Inc.

Equifax Inc. is a provider of information solutions and human resources business process outsourcing services for businesses, governments and consumers. The company's services are based on databases of consumer and business information. The company uses statistical techniques, machine learning and proprietary software tools to analyze all available data, creating insights, decision-making solutions and processing services for its clients. The company also provides information, technology and services to support debt collections and recovery management. Additionally, the company provides payroll-related and human resource management business process outsourcing services in the United States of America.
  • TickerEFX
  • ISINUS2944291051
  • ExchangeNew York Stock Exchange
  • SectorSupport Services
  • CountryUnited States

Moody's says Equifax's purchase of Kount is a negative credit development

Announcement: Moody's says Equifax's purchase of Kount is a negative credit development. Global Credit Research- 11 Jan 2021. Baa2 senior unsecured and Prime-2 short term ratings unchanged.

Equifax Inc.: Cash purchase of fast-growing Kount for over 10 times trailing revenue is a credit negative

Equifax's announced $640 million cash acquisition of Kount will reduce its cash liquidity reserves without delivering near term profits or cash flow, a negative credit development.

Valens Research

Valens Equity Insights and Inflections - 2020 12 15

The market is much more pessimistic about COF than any of the company's peers currently. The market looks at a lender to high-risk sub-prime borrowers in the midst of the pandemic and is worried Capital One's equity buffer is going to be severely pressured. Investors appear to forget how well Capital One fared the last time sub-prime borrowers got in trouble, when it was one of the best performers, and took significant share coming out of the Great Recession. While the market is pricing Capital One like its Uniform ROE will only ever reach half of what 2015-2017 trough levels were in the futur...

Valens Research

EFX - Embedded Expectations Analysis - 2020 12 08

Equifax Inc. (EFX:USA) currently trades above recent averages relative to UAFRS-based (Uniform) earnings, with a 30.2x Uniform P/E, implying bullish expectations for the firm. However, management may have concerns about their revenue, product growth, and M&A Specifically, management may be overstating the breadth of the Workforce Solutions business model and their focus on accretive M&A, and they might have concerns about the continued boost in capital spending. Furthermore, they may lack confidence in their ability to sustain total revenue, maintain The Work Number (TWN) inquiries, and conti...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Semiconductors, Transportation improving The S&P 500 continues to move higher on narrow leadership, which is not inspiring a bullish outlook. Currently leading the S&P 500 higher in terms of RS are Technology, Services, Facebook (FB), Amazon (AMZN), and Procter & Gamble (PG). If this were a bull market, (1) PG would likely NOT be listed here as leadership, and (2) we would expect to see participation broaden out to Discretionary (RCD), Transportation (IYT), banks (KBE), Industrials (XLI), and small-caps (IWM). All of these areas are still consolidating below meaningful resistance, and we cont...

Valens Research

Valens Equity Insights and Inflections - 2020 12 15

The market is much more pessimistic about COF than any of the company's peers currently. The market looks at a lender to high-risk sub-prime borrowers in the midst of the pandemic and is worried Capital One's equity buffer is going to be severely pressured. Investors appear to forget how well Capital One fared the last time sub-prime borrowers got in trouble, when it was one of the best performers, and took significant share coming out of the Great Recession. While the market is pricing Capital One like its Uniform ROE will only ever reach half of what 2015-2017 trough levels were in the futur...

Valens Research

EFX - Embedded Expectations Analysis - 2020 12 08

Equifax Inc. (EFX:USA) currently trades above recent averages relative to UAFRS-based (Uniform) earnings, with a 30.2x Uniform P/E, implying bullish expectations for the firm. However, management may have concerns about their revenue, product growth, and M&A Specifically, management may be overstating the breadth of the Workforce Solutions business model and their focus on accretive M&A, and they might have concerns about the continued boost in capital spending. Furthermore, they may lack confidence in their ability to sustain total revenue, maintain The Work Number (TWN) inquiries, and conti...

MarketLine Department

Infogroup Inc - Strategy, SWOT and Corporate Finance Report

Summary Infogroup Inc - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Infogroup Inc (Infogroup) is a provider of business data and customer centric marketing solutions. It offers business and consumer information, database marketing and data processing services. Its major offerings include big data, local data, licensing and application program interfaces; full ...

MarketLine Department

Transunion Llc - Mergers & Acquisitions (M&A), Partnerships & Alliances And Investments

Summary Marketline's Transunion Llc Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Transunion Llc since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage. Key High...

MarketLine Department

TransUnion LLC - Strategy, SWOT and Corporate Finance Report

Summary TransUnion LLC - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights TransUnion LLC (TransUnion) is a risk and information solutions provider to individuals, government, and businesses. The company offers credit risk scores, consumer reports, portfolio management, marketing and audience segmentation, healthcare revenue cycle management, customer acquisition, i...

Moody's says Equifax's purchase of Kount is a negative credit development

Announcement: Moody's says Equifax's purchase of Kount is a negative credit development. Global Credit Research- 11 Jan 2021. Baa2 senior unsecured and Prime-2 short term ratings unchanged.

Equifax Inc.: Cash purchase of fast-growing Kount for over 10 times trailing revenue is a credit negative

Equifax's announced $640 million cash acquisition of Kount will reduce its cash liquidity reserves without delivering near term profits or cash flow, a negative credit development.

Equifax Inc. - September 2020 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Equifax Inc. - June 2020 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Moody's announces completion of a periodic review of ratings of Equifax Inc.

Announcement of Periodic Review: Moody's announces completion of a periodic review of ratings of Equifax Inc.. Global Credit Research- 20 May 2020. New York, May 20, 2020-- Moody's Investors Service has completed a periodic review of the ratings of Equifax Inc. and other ratings that are associated with the same analytical unit.

EQUIFAX sees a downgrade to Slightly Negative on account of less fundamental stars

The independent financial analyst theScreener just lowered the general evaluation of EQUIFAX (US), active in the Computer Services industry. As regards its fundamental valuation, the title now shows 0 out of 4 stars while market behaviour can be considered moderately risky. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Slightly Negative. As of the analysis date September 18, 2020, the closing price was USD 155.92 and its target price was estimated at USD 130.74.

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