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Experian PLC ADR EXPGY

Morningstar Rating
$46.40 +1.56 (3.48%)
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Company Report

Experian: Mostly Steady but a Few Air Pockets in the First Quarter

Wide-moat-rated Experian reported 7% organic revenue growth in its first fiscal quarter, which compares favorably with 8% in the fourth quarter. Experian maintained its full-year outlook for organic revenue growth of 6%-8% and adjusted margin expansion of 30 to 50 basis points. Overall, there was little in its trading update that would alter our long-term view of the firm. We will maintain our fair value estimate of GBX 3,900 per share. We regard the shares as being modestly undervalued and currently prefer Experian's peer TransUnion from a valuation perspective.

Price vs Fair Value

EXPGY is trading at a 173% premium.
Price
$46.40
Fair Value
$66.00
Uncertainty
Medium
1-Star Price
$85.29
5-Star Price
$22.70
Economic Moat
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Capital Allocation
Mfkmqfm

Bulls Say, Bears Say

Bulls

Experian has data on approximately 1.5 billion consumers and about 200 million businesses globally; this depth would be incredibly hard to replicate.

Bears

Experian's business has some exposure to credit conditions, and a slowdown in marketing activity and originations could weigh on the firm's growth.

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News

Trading Information

Previous Close Price
$44.84
Day Range
$45.9046.51
52-Week Range
$28.8048.61
Bid/Ask
$46.00 / $46.53
Market Cap
$42.37 Bil
Volume/Avg
46,908 / 69,250

Key Statistics

Price/Earnings (Normalized)
29.99
Price/Sales
6.02
Dividend Yield (Trailing)
1.26%
Dividend Yield (Forward)
1.26%
Total Yield
1.50%

Company Profile

Experian is one of the leading credit bureaus in North America and the United Kingdom, providing the consumer information that is the basis for granting credit. The company also provides decision analytics, marketing data, and direct-to-consumer credit products and services. About one quarter of the company's revenue is generated outside North America and the United Kingdom, primarily in Latin America and Asia.
Sector
Industrials
Industry
Consulting Services
Stock Style Box
Large Growth
Total Number of Employees
22,500

Competitors

Valuation

Metric
EXPGY
EFX
FICO
Price/Earnings (Normalized)
29.9939.4474.28
Price/Book Value
9.147.15
Price/Sales
6.026.1925.27
Price/Cash Flow
24.0227.8368.25
Price/Earnings
EXPGY
EFX
FICO

Financial Strength

Metric
EXPGY
EFX
FICO
Quick Ratio
0.700.671.92
Current Ratio
0.700.792.04
Interest Coverage
10.764.187.07
Quick Ratio
EXPGY
EFX
FICO

Profitability

Metric
EXPGY
EFX
FICO
Return on Assets (Normalized)
11.80%5.38%34.29%
Return on Equity (Normalized)
31.37%14.61%
Return on Invested Capital (Normalized)
16.92%8.13%49.70%
Return on Assets
EXPGY
EFX
FICO
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Consulting Services Industry Comparables

1-Day Chart
Name
Price
Morningstar Rating for Stocks
Capital Allocation
Economic Moat
Market Cap
Experian PLC
EXPGF
Tcrq$41.2 Bil
Verisk Analytics Inc
VRSK
XsqfbkdldbSbhp$39.9 Bil
Equifax Inc
EFX
HgnpkqktqMtqn$33.6 Bil
SGS AG
SGSOF
Fklk$20.3 Bil
SGS AG ADR
SGSOY
Vngmc$20.3 Bil
Booz Allen Hamilton Holding Corp Class A
BAH
Wjkcw$18.1 Bil
TransUnion
TRU
JdgjhxfpcnBgrv$16.8 Bil
Bureau Veritas SA
BVRDF
Jdrjnpj$12.9 Bil
Bureau Veritas SA ADR
BVVBY
Wfrsdp$12.9 Bil

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