Opinions
Gordon Reid
Equifax Inc.
EFX-N
DON'T BUY
Nov 10, 2017
$108.740
Stock price when the opinion was issued
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A growth company. There's a lot of consumer debt in the US and companies have to very sophisticated about the way they measure the amount of risk. A cash flow story. Have been taking their excess cash and buying back shares. Pays a dividend and have increased their dividend along the way.
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Main business is credit searches; a good business, but competition and only so much growth. Business economics are very strong. Recovered well from data breach. Diversifying, but into businesses that are less good than core business. Good balance sheet, reasonably well run. Comes down to growth and valuation.
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This was the big cyber breach in personal information on hundreds of millions of consumers. It’s a broken story. It’s early days in terms of class action lawsuits. Too risky.