- Equifax’s first-quarter 2025 adjusted EPS is forecasted to be between $1.33 and $1.43, below the expected $1.83.
- Expected first-quarter revenue ranges from $1.39 billion to $1.42 billion, falling short of the $1.51 billion estimate.
- For the full year, Equifax anticipates adjusted EPS of $7.25 to $7.65, which is below the projected $8.78.
- Full-year revenue is forecasted at $5.89 billion to $6.01 billion, lower than the $6.27 billion estimate.
- In the fourth quarter, adjusted EPS was $2.12, surpassing the previous year’s $1.81 and edging past the $2.10 estimate.
- Fourth-quarter operating revenue reached $1.42 billion, up 7% year-over-year but slightly under the $1.44 billion estimate.
- Workforce Solutions revenue increased by 6.9% year-over-year to $598.1 million, though below the $609.2 million estimate.
- US Information Solutions revenue grew by 10% year-over-year to $472.5 million, aligning with the $472 million estimate.
- International Information Solutions revenue rose by 2.8% year-over-year to $348.8 million, underperforming the $357.9 million estimate.
- Asia Pacific and Europe revenues increased year-over-year but did not meet estimates, with revenue at $84.0 million and $99.8 million, respectively.
- Latin America revenue grew by 1.3% year-over-year to $99.9 million, significantly below the $107 million estimate.
- Canada’s revenues at $65.1 million saw a slight increase, close to the $64.6 million estimate.
- Operating income for the fourth quarter was $288.1 million, up 18% year-over-year but under the $327.5 million estimate.
- The full-year 2025 guidance projects revenue at a midpoint of $5.950 billion, indicating a 4.7% increase, and adjusted EPS at $7.45 per share.
- Fourth-quarter revenue was bolstered by a 29% growth in U.S. Mortgage revenue and strong New Product Innovation with a Vitality Index of 12%.
- Workforce Solutions saw 7% revenue growth, led by a 10% increase in Verification Services revenue.
- US Information Solutions experienced over 10% growth, driven by 47% growth in Mortgage revenue.
- Equifax received 17 buy ratings, 6 holds, and no sell ratings from analysts.
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Equifax Inc on Smartkarma
Equifax Inc. is under the microscope of analysts on Smartkarma, with Baptista Research offering valuable insights into the company’s recent technological advancements. In their report titled “Equifax Inc.: Recent Technological Advancements,” Baptista Research delved into Equifax’s third quarter 2024 earnings conference, emphasizing significant progress and ongoing challenges. The discussion highlighted the company’s strides in cloud transformation, including the migration of data exchanges to Equifax’s cloud platform. This move is expected to yield substantial cost savings, estimated at over $70 million annually post-completion in early 2025.
Furthermore, Baptista Research, in another report titled “Equifax Inc.: A Tale Of Expanding Cloud Infrastructure & Margin Expansion! – Major Drivers,” analyzed Equifax’s Q2 2024 earnings and highlighted the company’s strategic advances within cloud transformation initiatives. This analysis showcased Equifax’s revenue growth exceeding $1.43 billion, a 9% increase that slightly surpassed forecasts. The company’s global non-mortgage businesses also demonstrated a solid performance, with a 13% growth in current constant currency revenue, emphasizing Equifax’s strong position in a competitive technological landscape.
A look at Equifax Inc Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 2 | |
| Growth | 3 | |
| Resilience | 2 | |
| Momentum | 3 | |
| OVERALL SMART SCORE | 2.4 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Equifax Inc. is positioned for a moderate to positive long-term outlook based on the Smartkarma Smart Scores. While the company’s value and dividend scores are average, it scores higher in growth, resilience, and momentum. This indicates that Equifax Inc. shows potential for growth and has demonstrated resilience and positive momentum in its operations.
As a company that facilitates transactions and fosters relationships across various industries including financial services and retail, Equifax Inc. leverages its information management and customer relationship capabilities. With a balanced outlook across key factors, Equifax Inc. appears to be on a stable trajectory for long-term success in the evolving market landscape.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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