Equifax (EFX)
NYSEIndustrialsConsulting ServicesSnapshot 2026-07-08
$167.10-4.28%
Close 2026-07-08 · 1-day change
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Track EFX free→Equifax grows revenue about 11-14% yearly, with $6.75B revenue guided for 2026. Profit per share is expected near $8.54 in 2026, showing solid earnings. The company has a strong credit position and stable management. Its valuation is cheaper than peers, offering upside potential.
Revenue growth could slow below 11%, hurting earnings. Profit margins may compress if costs rise. Credit agreement changes could limit financial flexibility. The sector faces headwinds, and analyst revisions have been mostly down recently.
The market prices in about 12% revenue growth and values shares roughly 11% below our fair value near $197. Our fair value is about 10% below the Street median, reflecting a cautious view versus peers.
Breaks if: Credit agreement imposes significant financial constraints
Equifax has amended its revolving credit agreement to optimize capital allocation and financial flexibility.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Breaks if: EPS falls below $7.5 in FY26
Breaks if: Revenue falls below $6.0B in FY26
Equifax aims to maintain its 2026 revenue growth guidance, reflecting a focus on consistent financial performance.
Stated in 2 of last 2 quarters. Revenue grew from $1.21B in 2025-Q4 to $1.65B in 2026-Q1, indicating progress towards the 2026 revenue growth guidance. The trajectory is delivering on maintaining the guidance.
“We are maintaining our full-year 2026 Guidance midpoint expectation for local currency revenue growth of about 10%.”
“Issuing full-year 2026 guidance midpoint expectation for revenue of $6.72 billion, up about 10.5%”
Equifax plans to increase its full-year 2026 reported revenue, aiming for higher financial performance.
Stated in 2 of last 2 quarters. Revenue grew from $1.21B in 2025-Q4 to $1.65B in 2026-Q1, supporting the goal to increase full-year 2026 reported revenue. The trajectory shows progress towards this priority.
“We are increasing our full year reported revenue by $25 million and Adjusted EPS by $0.04 per share for the impact of foreign exchange.”
“Issuing full-year 2026 guidance midpoint expectation for revenue of $6.72 billion, up about 10.5%”