Opinions

Chris Blumas Equifax Inc. EFX-N WATCH Oct 16, 2024

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.

Chris Blumas

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$285.200

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TOP PICK

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.

TOP PICK

Credit bureau. #1 or #2 in all markets they are in. 2% dividend yield. Trades at about 8X cash flow. 17% ROE. Benefits from a credit contraction as banks do a more thorough research. Expecting more dividend increases.

DON'T BUY

He wouldn’t go anywhere near this company following their problems with the cyber attack. You just don’t know what is going to happen. In these situations, especially in the US, a very litigious environment, there is going to be a significant amount of piling on here.

DON'T BUY

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.

DON'T BUY

It is an effective generator of cash. Free cash flow is more important over operating cash flow. It does credit reports and volumes are falling off. Needs interest rates to stabilize. When rates rise people worry the business will do poorly. Maybe it is positioned to do better.

TOP PICK

People want more than a credit rating, but things like a criminal record (for employers). Lower interest rates will encourage more financings in the US and drive EFX's business to do credit checks.

(Analysts’ price target is $318.36)

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Chris Blumas Equifax Inc. EFX-N WATCH Oct 16, 2024

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