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 continue product growth. Additionally, they may lack confidence in their ability to capitalize on the accelerated value of broader data assets, increase their system availability, and improve their utilization rates. Moreover, they may be concerned about the continued increase in customer portfolio activity, the continued rise in corporate expenses, and the expected decline in their adjusted EPS
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.
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