ATLANTA, April 22, 2025 /PRNewswire/ -- Equifax® (NYSE: EFX) today announced financial results for the quarter ended March 31, 2025. First quarter 2025 revenue of $1.442 billion up 4% with 5% local currency revenue growth and $37 million above the mid-point of our guidance, despite headwinds from U.S. Hiring and Mortgage markets. First quarter U.S. Mortgage revenue up strong 7% despite decline in underlying Mortgage market. Workforce Solutions first quarter revenue grew 3%. Verification Services revenue gr ...

Equifax (EFX) is scheduled to report first-quarter 2025 results on April 22, before market open.EFX has a decent earnings surprise history. It has outperformed the Zacks Consensus Estimate in four preceding quarters, with an average of 2.9%.Equifax, Inc. Price, Consensus and EPS Surprise EFX’s Q1 ExpectationsThe Zacks Consensus Estimate for Equifax’s top line is pegged at $1.4 billion, suggesting a 1.9% rise from the year-ago quarter’s actual. The consensus estimate for earnings per share is pegged at $1.41 ...

Core Viewpoint - The market anticipates a year-over-year decline in Equifax's earnings despite an increase in revenues for the quarter ending March 2025, with actual results being crucial for stock price movement [1][2]. Earnings Expectations - Equifax is expected to report quarterly earnings of $1.45 per share, reflecting a year-over-year decrease of 3.3%, while revenues are projected to be $1.42 billion, an increase of 1.9% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised down by 0.2% over the last 30 days, indicating a collective reassessment by analysts [4]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that the Most Accurate Estimate for Equifax is lower than the consensus estimate, resulting in an Earnings ESP of -3.59%, indicating bearish sentiment among analysts [10][11]. Historical Performance - In the last reported quarter, Equifax exceeded earnings expectations with a surprise of +0.95%, having beaten consensus EPS estimates in all of the last four quarters [12][13]. Investment Considerations - Despite the potential for an earnings miss, the stock's movement may be influenced by other factors, and the combination of a negative Earnings ESP and a Zacks Rank of 4 complicates predictions for an earnings beat [14][16].

Group 1 - Equifax Inc. (NYSE: EFX) is scheduled to report its Q1 '25 results on April 22nd [1] - The investor has a long-term investment horizon, typically focusing on a 5-10 year timeframe [1] - The investment strategy emphasizes a portfolio mix of growth, value, and dividend-paying stocks, with a particular focus on value [1] Group 2 - The investor occasionally engages in selling options as part of their investment strategy [1]

Third Annual Report Provides Unique Equifax Cloud™-based Insights to Help Lenders Around the World Make More Informed Decisions and Innovate FasterATLANTA, April 11, 2025 /PRNewswire/ -- Equifax® (NYSE: EFX) has released its 2024 Global Consumer Credit Trends, a report that features global consumer credit data and trends information from 10 different countries including Australia, Brazil, Canada, India, Spain and the United States. The third annual report, made possible by the Equifax Cloud™ and the company ...

Core Insights - Equifax's revenue is benefiting from a diverse clientele and investments in Equifax cloud, with anticipated revenue growth of 5.4% in 2025 and 11.9% in 2026 [1] - The company has shown resilience in operational efficiency despite challenges in the mortgage and hiring sectors, indicating potential for exponential growth as macroeconomic conditions improve [6] Revenue Growth - Equifax has experienced a compounded annual growth rate (CAGR) of 6.6% over the last five years (2020-2024) and is expected to see a revenue increase of 5.8% year over year in 2025 [2] - The anticipated growth is driven by acquisitions, consumer credit activity, product innovation, and efficient business execution [2] Client Base and Services - Equifax operates with a diverse client base across various industries, including finance, mortgage, telecommunications, and government, which helps mitigate sector-specific issues [4] - The company's primary goal is to expand its customer base through organic growth, mergers and acquisitions, or partnerships [4] Cloud Investment - The company is nearing the point where 85% of its revenue will be generated from the new Equifax cloud, which is expected to provide a competitive edge starting in 2025 [5] - This investment allows Equifax to focus on growth, product development, innovation, and rapid AI integration [5] Financial Performance - In Q4 2024, Equifax reported an adjusted EBITDA of $502 million, reflecting a $30 million increase from the previous quarter, with an adjusted EBITDA margin of 35.4% [6] - This performance indicates strong operational efficiency despite external challenges [6] Liquidity Concerns - Equifax's current ratio at the end of Q4 2024 was 0.75, below the industry average of 1.19, indicating potential issues in meeting short-term obligations [8] - The current ratio declined from 0.88 in the previous quarter due to a significant drop in total current assets [8]

Core Insights - Information Services Group (III) is currently viewed as a better value opportunity compared to Equifax (EFX) based on various financial metrics and analyst outlooks [1] Valuation Metrics - III has a forward P/E ratio of 13.47, significantly lower than EFX's forward P/E of 27.15, indicating that III may be undervalued [5] - The PEG ratio for III is 0.84, while EFX has a PEG ratio of 2.38, suggesting that III offers better value relative to its expected earnings growth [5] - III's P/B ratio stands at 1.87, compared to EFX's P/B of 5.37, further supporting the notion that III is undervalued [6] Analyst Outlook - III holds a Zacks Rank of 2 (Buy), indicating a more favorable earnings estimate revision activity compared to EFX, which has a Zacks Rank of 3 (Hold) [3][7] - The improving earnings outlook for III enhances its attractiveness as a value investment [7] Value Grades - Based on the aforementioned metrics, III has earned a Value grade of A, while EFX has received a Value grade of D, highlighting the relative strength of III in terms of value investing [6]

Group 1 - Akero Therapeutics (NASDAQ: AKRO) experienced a significant stock increase, more than doubling in January due to positive Phase 2b study results for efruxifermin (EFX) targeting metabolic dysfunction-associated steatohepatitis (MASH) [1] - The study revealed that 39% of patients treated with EFX showed a reversal of their condition [1] Group 2 - Total Pharma Tracker offers tools for DIY investors, including a software that provides extensive curated research material for any ticker [2] - For investors seeking hands-on support, in-house experts analyze tools to identify the best investable stocks, along with buy/sell strategies and alerts [2]

Core Viewpoint - Equifax will announce its financial results for Q1 2025 on April 22, 2025, at 6:30 a.m. ET, followed by a conference call at 8:30 a.m. ET to discuss the results [1]. Group 1 - The financial results release will be available on investor.equifax.com at the same time as the announcement [1]. - The conference call will include discussions by senior management regarding financial and business results for the quarter [1]. - Participants are required to register 5-10 minutes prior to the call, providing their name and affiliation [2]. Group 2 - An audio replay of the conference call will be accessible on investor.equifax.com starting April 23 [3]. - Equifax operates globally, with nearly 15,000 employees and investments in 24 countries across various regions [4]. - The company focuses on providing data, analytics, and technology to help institutions make informed decisions [4].

Core Insights - Equifax has released its 2024 Security Annual Report, emphasizing its commitment to cybersecurity leadership and innovation, showcasing measures taken to combat modern cyber threats, including a passwordless authentication transformation [1][3] Company Commitment and Strategy - Since 2018, Equifax has focused on establishing itself as a security leader, transforming its organization to integrate security into its culture and operations [2] - The company is leveraging the Equifax Cloud™ and EFX.AI capabilities to drive innovation and future growth, with cybersecurity being a core aspect of its business actions [2] Cybersecurity Landscape and Response - The cybersecurity landscape has become increasingly concerning due to AI-driven threats and geopolitical tensions, prompting Equifax to modernize its defenses and accelerate cloud adoption [4] - Equifax has outperformed major industry benchmarks in security maturity and maintained a security posture score above industry averages in Technology and Financial Services [4] Product Innovation and Security Integration - In 2024, Equifax launched over 100 new product innovations while maintaining a best-in-class security program, highlighting the synergy between security and technology [5] Future Outlook - Security remains a critical strategic priority for Equifax as it continues to evolve its security posture and programs to address emerging cybersecurity threats [6] Performance Metrics - Equifax defends against 15 million cybersecurity threats daily, equating to 175 hostile attempts per second, marking a 25% increase from 2023 [9] - The company has transitioned nearly 22,000 global employees to passwordless authentication, addressing the primary threat of stolen credentials [9] - Equifax completed over 210,000 simulations to test its workforce against cyber tactics, achieving a 2.9% click rate in phishing simulations and a mean detection time of under one minute for potential intrusions [9]