Experian Group

Experian is an information services group. Co. has four businesses: Credit Services, which collects data to analyze the credit histories of people and businesses, sorting through information about the credit they applied for and how they repaid the credit; Decision Analytics, which combines Co.'s data with data from its clients and third parties, and uses software and analytics to access, organize and analyze this data to help its clients to minimize the risk of fraud; Marketing Services, which helps Co.'s clients to plan, build and deliver their marketing campaigns; and Consumer Services, which, among others, monitors the information in people's credit reports for suspected fraud patterns.
  • TickerA0KDZM
  • ISINGB00B19NLV48
  • SectorSupport Services
  • CountryGermany

Analysts

EXPERIAN PLC. sees a downgrade to Neutral on account of less fundamental stars

The independent financial analyst theScreener just lowered the general evaluation of EXPERIAN PLC. (GB), active in the Computer Services industry. As regards its fundamental valuation, the title now shows 0 out of 4 stars while market behaviour can be considered defensive. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Neutral. As of the analysis date October 15, 2019, the closing price was GBp 2,435.00 and its target price was estimated at GBp 2,284.78.

Dave Nicoski ...
  • Ross LaDuke

Int'l Insights: Bullish Stocks

EAFE > EM; Add exposure to Japan Continue to favor EAFE over EM. As long as the U.S. dollar remains elevated, we believe developed international (EAFE) will remain in a leadership position relative to EM (MSCI EM). Below we highlight attractive and actionable themes within developed int'l: • Japan, Switzerland, Australia, Canada. Major Japanese indexes have been underperforming for nearly two years but are making bullish price and RS inflections and exhibit early signs of bottoming. Switzerland, Australia, and Canada are all trading at multi-year highs and are among the most attractive coun...

Moody's announces completion of a periodic review of ratings of Experian Finance plc

Announcement of Periodic Review: Moody's announces completion of a periodic review of ratings of Experian Finance plc. Global Credit Research- 12 Aug 2019. London, 12 August 2019-- Moody's Investors Service has completed a periodic review of the ratings of Experian Finance plc and other ratings that are associated with the same analytical unit.

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Not too bullish, not too bearish Despite several indexes recently touching new 52+ week highs, broad global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM) remain near logical resistance, and indicators continue to send mixed signals. As a result we are hesitant to get too bullish or bearish. Instead we want to focus on Sector/Group/industry themes where we bottoming price and RS, or attractive pullback opportunities within established price and RS uptrends. Below we highlight some of these themes along with indicators that support our overall constructive -- yet tempered -- outlook. • Positiv...

Ibrahim Firdaus

Experian

Moody's announces completion of a periodic review of ratings of Experian Finance plc

Announcement of Periodic Review: Moody's announces completion of a periodic review of ratings of Experian Finance plc. Global Credit Research- 12 Aug 2019. London, 12 August 2019-- Moody's Investors Service has completed a periodic review of the ratings of Experian Finance plc and other ratings that are associated with the same analytical unit.

Experian Finance plc: Update following the affirmation of Experian’s Baa1 rating and stable outlook

A detailed rationale for Experian's Baa1 stable rating, highlighting the company's leading position in credit report data and information solutions, clear financial policy, and strong FCF

Moody's affirms Experian's Baa1 long-term ratings and P-2 short-term ratings; outlook stable

Rating Action: Moody's affirms Experian's Baa1 long-term ratings and P-2 short-term ratings; outlook stable. Global Credit Research- 18 Dec 2018. London, 18 December 2018-- Moody's Investors Service has today affirmed Experian Finance plc's Baa1 long term issuer rating, the Baa1 long-term medium term note program rating, the Baa1 senior unsecured ratings and the Prime-2 short-term ratings.

Experian Finance plc: Experian's debt-funded acquisition of ClearScore is credit positive; Baa1 rating is unaffected

The acquisition of ClearScore will contribute positively to Experian's UK and Ireland Consumer Services division with a marginally negative impact on leverage at closing

Experian Finance plc: Key Facts and Statistics - H1 September 2017

A summary company profile, detailing Experian Finance plc’s business operations and financial highlights.

Ibrahim Firdaus

Experian

Ibrahim Firdaus

Experian

Brett Horn

Morningstar | Experian’s Growth Slows a Bit in Fiscal First Quarter

Experian saw its organic growth slow a bit in the fiscal first quarter, with revenue growth excluding currency effects and acquisitions growing 6% year over year. This represents a slowdown from the last fiscal year, but this quarter’s growth rate is more in line with our long-term expectations. We will maintain our GBP 2,090 and $26.50 fair value estimates and wide moat rating. Results in North America remain good, with 8% year-over-year growth excluding acquisitions. The core credit bureau business continues to perform well. Further, the consumer business is maintaining its momentum with 9%...

Brett Horn

Experian’s Growth Slows a Bit in Fiscal First Quarter

Experian saw its organic growth slow a bit in the fiscal first quarter, with revenue growth excluding currency effects and acquisitions growing 6% year over year. This represents a slowdown from the last fiscal year, but this quarter’s growth rate is more in line with our long-term expectations. We will maintain our GBP 2,090 and $26.50 fair value estimates and wide moat rating. Results in North America remain good, with 8% year-over-year growth excluding acquisitions. The core credit bureau bus...

Brett Horn

Morningstar | Experian's Consumer Business Has Started to Rebound

Experian's core is its credit bureau business, and it is an established leader in the United States and the United Kingdom. But it has not been content to simply operate its existing businesses and has been expanding through acquisitions into new businesses and new countries. Already the most internationally diversified among its peers, Experian has been expanding even further geographically. The company now generates about one fourth of its revenue outside North America and the U.K., which we think positions it well to increase long-term revenue and shareholder value. Experian has a dominant ...

1 director sold

A director at Experian sold 550,000 shares at 2,423p and the significance rating of the trade was 82/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board members...

EXPERIAN PLC. sees a downgrade to Neutral on account of less fundamental stars

The independent financial analyst theScreener just lowered the general evaluation of EXPERIAN PLC. (GB), active in the Computer Services industry. As regards its fundamental valuation, the title now shows 0 out of 4 stars while market behaviour can be considered defensive. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Neutral. As of the analysis date October 15, 2019, the closing price was GBp 2,435.00 and its target price was estimated at GBp 2,284.78.

Ibrahim Firdaus

Experian

Ibrahim Firdaus

Experian

Ibrahim Firdaus

Experian

Ibrahim Firdaus

Experian

MarketLine Department

Equifax Inc. - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Equifax Inc. Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Equifax Inc. since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage. Key Highlight...

MarketLine Department

Keywords Studios Plc - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Keywords Studios Plc Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Keywords Studios Plc since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantag...

Expert Corporate Governance Service (ECGS)

Experian, 24 July 2019

Item 2: Approve the Remuneration ReportThe remuneration structure is unsatisfactory. The main concern at the Company is that the potential maximum incentive pay including the bonus, matching shares on the deferred portion of the bonus and the LTI amounts to 1000% of base salary, which is considered grossly excessive. Actual incentive pay during the year was1.6 times the ECGS limit. Furthermore, variable remuneration is overly reliant on a single performance metric, benchmark profit before tax. A second performance criteria will be used in the coming year. We note that the Company has adjusted ...

Experian PLC – Proxinvest Corporate Governance Rating ® : B

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

Expert Corporate Governance Service (ECGS)

Experian Group - Proxy report 18/07/2018

Item 2: Approve the Remuneration Report The main concern at the Company is that the potential maximum incentive pay including the bonus, matching shares on the deferred portion of the bonus and the LTI amounts to 1000% of base salary, which is considered grossly excessive. Actualy incentive pay during the year was more than double the ECGS limit. Furthermore, variable remuneration is overly reliant on a single performance metric, benchmark profit before tax. Item 9: Re-elect the Chairman Mr. Robert was not considered independent upon appointment as he formerly served as CEO of the Company. ...

Expert Corporate Governance Service (ECGS)

Etude l' AG du 20/07/2017

The Company has paid a dividend in respect of the financial year, however no resolution to approve the distribution has been proposed at the general meeting.  Item 3: Approve the Remuneration Policy. There are no major changes proposd to the Remuneration Policy.  However, there are concerns over the structure as the maximum bonus exceeds guidelines and total variable remuneration is excessive (up to 1000%. of base salary). This is espeically the case as the bonus relies on only one performance metric, which also determines the award of the majority of performance shares and matching shares.  I...

Dave Nicoski ...
  • Ross LaDuke

Int'l Insights: Bullish Stocks

EAFE > EM; Add exposure to Japan Continue to favor EAFE over EM. As long as the U.S. dollar remains elevated, we believe developed international (EAFE) will remain in a leadership position relative to EM (MSCI EM). Below we highlight attractive and actionable themes within developed int'l: • Japan, Switzerland, Australia, Canada. Major Japanese indexes have been underperforming for nearly two years but are making bullish price and RS inflections and exhibit early signs of bottoming. Switzerland, Australia, and Canada are all trading at multi-year highs and are among the most attractive coun...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Not too bullish, not too bearish Despite several indexes recently touching new 52+ week highs, broad global indexes (MSCI ACWI, ACWI ex-US, EAFE, and EM) remain near logical resistance, and indicators continue to send mixed signals. As a result we are hesitant to get too bullish or bearish. Instead we want to focus on Sector/Group/industry themes where we bottoming price and RS, or attractive pullback opportunities within established price and RS uptrends. Below we highlight some of these themes along with indicators that support our overall constructive -- yet tempered -- outlook. • Positiv...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

Opportunities in Europe, Japan As markets pull back amid the tariff saga we continue to believe this is an attractive time to add exposure. This view is supported by the technicals with all major global indexes (MSCI ACWI, ACWI ex-U.S., EAFE, and EM) pulling back to their respective 200-day moving averages... see charts below. • Actionable Sectors: Services and Consumer Staples in Europe and Japan. We often view the Services Sector as a defensive way to invest in Technology. We also highlight several Consumer Staples stocks within Europe (the STOXX 600 Food & Beverage index remains leadersh...

Valérie GASTALDY

Short term view - EXPERIAN GROUP LTD. : Falling prices.

The trend is uncertain. Prices are falling, but the trend is lacking power for the time being. The next support is at 1,658.40 p.

Valérie GASTALDY

Analyse court terme - EXPERIAN GROUP LTD. : Les cours baissent.

La tendance est incertaine. Les cours baissent, mais la tendance manque de puissance pour le moment. Le prochain support est à 1 658,40 p.

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