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

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...

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 ...

Brett Horn

Experian's Consumer Business Has Started to Rebound

Experian finished its fiscal year on a good note, with full-year revenue, excluding currency impacts and acquisitions, up 9% year over year, a bit ahead of our long-term expectation of 6%-7% growth. Still, results were roughly in line with our expectations, and we will maintain our GBP 1,940 fair value estimate and wide moat rating. North American results were impressive, with this region producing 10% year-over-year growth for the year, excluding currency impacts and acquisitions. Experian appe...

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...

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...

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 ...

Brett Horn

Experian's Consumer Business Has Started to Rebound

Experian finished its fiscal year on a good note, with full-year revenue, excluding currency impacts and acquisitions, up 9% year over year, a bit ahead of our long-term expectation of 6%-7% growth. Still, results were roughly in line with our expectations, and we will maintain our GBP 1,940 fair value estimate and wide moat rating. North American results were impressive, with this region producing 10% year-over-year growth for the year, excluding currency impacts and acquisitions. Experian appe...

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...

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...

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...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Int'l Compass: Global Equity Strategy

The U.S. has continued to separate itself from broad emerging market and developed international indexes. Thankfully, one positive is that MSCI EM and MSCI EAFE have been able to stabilize from a price perspective despite relative strength weakness vs. MSCI ACWI... see charts below. In today's report we scour the globe for attractive investments in an environment where selectivity is key. • Emerging markets. There is still not much to like about broad EM as the MSCI Emerging Markets index has remained weak following price and relative strength breakdowns. Remain underweight broad EM and be...

ResearchPool Subscriptions

Get the most out of your insights

Get in touch