Equifax has been an incredible growth story, operating in high-margin business. However, high-interest-sensitive business segments are slowing down. With a forward P/E of 31, EFX is not cheap. Premium is due to AI and cloud investments, but these investments are capital intensive, putting pressure on the bottom line. Stock price performance is frustrating. Equifax has been underperforming S&P500 on a 1-year basis, making no progress while having low volatility. Uncertainty could drag down a broader market together with EFX.
Examine Equifax's (EFX) international revenue patterns and their implications on Wall Street's forecasts and the prospective trajectory of the stock.
I maintain my Hold rating on Equifax due to limited near-term visibility despite strong 2Q25 results and compelling long-term cloud and data strategies. 2Q25 saw impressive broad-based growth, especially in US mortgage activity and product innovation, highlighting the benefits of Equifax's cloud transformation. Management's cautious tone, unchanged FY25 guidance, and a guide-down in EWS signal ongoing macro uncertainty and potential headwinds for the second half.
![]() EFX In 6 days Estimated | Quarterly | $0.5 Per Share |
![]() EFX 2 months ago Paid | Quarterly | $0.5 Per Share |
![]() EFX 5 months ago Paid | Quarterly | $0.39 Per Share |
![]() EFX 8 months ago Paid | Quarterly | $0.39 Per Share |
![]() EFX 11 months ago Paid | Quarterly | $0.39 Per Share |
![]() EFX 23 May 2024 Paid | Quarterly | $0.39 Per Share |
15 Oct 2025 (In 1 month) Date | | 1.99 Cons. EPS | - EPS |
15 Oct 2025 (In 1 month) Date | | 1.95 Cons. EPS | - EPS |
15 Jul 2025 Date | | 1.9 Cons. EPS | 2 EPS |
15 Apr 2025 Date | | - Cons. EPS | - EPS |
5 Feb 2025 Date | | 2.12 Cons. EPS | 2.12 EPS |
![]() EFX In 6 days Estimated | Quarterly | $0.5 Per Share |
![]() EFX 2 months ago Paid | Quarterly | $0.5 Per Share |
![]() EFX 5 months ago Paid | Quarterly | $0.39 Per Share |
![]() EFX 8 months ago Paid | Quarterly | $0.39 Per Share |
![]() EFX 11 months ago Paid | Quarterly | $0.39 Per Share |
![]() EFX 23 May 2024 Paid | Quarterly | $0.39 Per Share |
15 Oct 2025 (In 1 month) Date | | 1.99 Cons. EPS | - EPS |
15 Oct 2025 (In 1 month) Date | | 1.95 Cons. EPS | - EPS |
15 Jul 2025 Date | | 1.9 Cons. EPS | 2 EPS |
15 Apr 2025 Date | | - Cons. EPS | - EPS |
5 Feb 2025 Date | | 2.12 Cons. EPS | 2.12 EPS |
Consulting Services Industry | Industrials Sector | Mark W. Begor CEO | XWBO Exchange | US2944291051 ISIN |
US Country | 15,000 Employees | 21 Feb 2025 Last Dividend | 18 Dec 1995 Last Split | 11 May 1971 IPO Date |
Equifax Inc. stands as a pivotal entity within the domain of data, analytics, and technology services, operating across a global stage. The company carves its niche through three primary segments: Workforce Solutions, U.S. Information Solutions (USIS), and International. Each segment caters to a diverse range of customer needs, spanning from income and employment verification to credit information services and beyond. With its roots dating back to 1899 and headquartered in Atlanta, Georgia, Equifax has expanded its reach to numerous countries across continents, including but not limited to Argentina, Australia, Canada, India, and the United Kingdom. This expansive operation network supports a variety of industries such as financial services, retail, healthcare, and government agencies, showcasing the company's integral role in providing critical information and analytical services to facilitate business operations and compliance worldwide.
Equifax Inc. offers an extensive range of products and services across its operational segments, meticulously designed to meet the diverse requirements of its global clientele.