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Experian PLC ADR EXPGY

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Stock PINX Rating as of
$37.13 +0.36 (0.98%)
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Company Report

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Experian Earnings: Steady Results Spur Relief Rally

Rajiv Bhatia

Experian was steady in its second quarter of fiscal 2024. Experian saw 5% organic growth in its fiscal quarter and still expects 4%-6% organic growth and modest margin improvement for the full year. We believe the market is reacting positively to the maintained guidance considering recent revenue headwinds at peer TransUnion. Overall, we will maintain our wide moat rating and fair value estimate of GBX 3,300 on Experian. While we see upside to Experian, we believe Experian’s peer TransUnion offers more upside from a valuation perspective.

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Price vs Fair Value

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EXPGY is trading at a 12% discount.
Price
$37.13
Fair Value
$21.00
Uncertainty
Medium
1-Star Price
$71.30
5-Star Price
$63.30
Economic Moat
Ylv
Capital Allocation
Nxxzxkhs

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

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Trading Information

Previous Close Price
$36.77
Day Range
$36.81–37.28
52-Week Range
$28.80–39.78
Bid/Ask
$35.42 / $37.13
Market Cap
$34.11 Bil
Volume/Avg
88,045 / 112,442

Key Statistics

Price/Earnings (Normalized)
19.44
Price/Sales
5.03
Dividend Yield
1.47%
Dividend Yield (Forward)
1.47%
Total Yield
1.80%

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. 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
22,000
Website
https://www.experianplc.com

Competitors

Valuation

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Metric
EXPGY
FICO
EFX
Price/Earnings (Normalized)
 19.4454.5533.74
Price/Book Value
 8.25—6.21
Price/Sales
 5.0318.025.21
Price/Cash Flow
 20.2151.2323.32
Price/Earnings
EXPGY
FICO
EFX

Financial Strength

Metric
EXPGY
FICO
EFX
Quick Ratio
 0.651.430.87
Current Ratio
 0.651.511.01
Interest Coverage
 10.596.793.87
Quick Ratio
EXPGY
FICO
EFX

Profitability

Metric
EXPGY
FICO
EFX
Return on Assets (Normalized)
 12.48%33.06%5.00%
Return on Equity (Normalized)
 34.79%—14.38%
Return on Invested Capital (Normalized)
 18.04%48.15%7.72%
Return on Assets
EXPGY
FICO
EFX

Consulting Services Industry Comparables

Screen in Investor
Ticker
Name
Morningstar Rating for Stocks
Economic Moat
Market Cap
VRSK
Verisk Analytics IncMfyq$34.5 Bil
EXPGF
Experian PLCSgqhv$33.7 Bil
EFX
Equifax IncDftkb$26.7 Bil
BAH
Booz Allen Hamilton Holding Corp Class ARxqmy$16.2 Bil
SGSOF
SGS AGVvnmkb$15.6 Bil
SGSOY
SGS AG ADRYrwmtz$15.6 Bil
TRU
TransUnionKrz$11.4 Bil
BVRDF
Bureau Veritas SASsjsth$11.2 Bil
BVVBY
Bureau Veritas SA ADRQvhrfk$11.2 Bil