Last 7 days
-1.3%
Last 30 days
-11.7%
Last 90 days
-22.1%
Trailing 12 Months
9.8%
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
2023-08-28 | Koehler Bryson R | sold | -2,000,000 | 200 | -10,000 | evp, cto, prod & d&a officer |
2023-08-02 | GAMBLE JOHN W JR | sold | -503,319 | 201 | -2,500 | evp, cfo & coo |
2023-08-02 | Begor Mark W | sold | -1,409,660 | 201 | -7,000 | ceo |
2023-05-31 | Griggs James M | sold | -52,500 | 210 | -250 | svp & corp controller |
2023-05-26 | Griggs James M | sold | -52,388 | 209 | -250 | svp & corp controller |
2023-05-25 | GAMBLE JOHN W JR | sold | -1,345,680 | 207 | -6,500 | evp, cfo & coo |
2023-05-24 | Chaney Carla | sold | -3,150,500 | 207 | -15,180 | evp, chief hr officer |
2023-05-24 | Chaney Carla | acquired | 1,974,920 | 149 | 13,180 | evp, chief hr officer |
2023-05-18 | Begor Mark W | sold | -1,458,570 | 208 | -7,000 | ceo |
2023-05-04 | Wilson Heather H | acquired | - | - | 1,014 | - |
Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
2023-09-26 | BROOKFIELD Corp /ON/ | new | - | 2,490,420 | 2,490,420 | 0.01% |
2023-09-20 | BARCLAYS PLC | reduced | -10.71 | 2,504,000 | 72,479,000 | 0.05% |
2023-09-12 | Farther Finance Advisors, LLC | added | 38.33 | 14,719 | 39,060 | 0.01% |
2023-09-05 | Delos Wealth Advisors, LLC | unchanged | - | 65.00 | 471 | -% |
2023-08-28 | DT Investment Partners, LLC | unchanged | - | -1,129 | 71,785 | 0.01% |
2023-08-25 | Brown Shipley& Co Ltd | sold off | -100 | -49,696 | - | -% |
2023-08-24 | Alberta Investment Management Corp | unchanged | - | 87,642 | 635,310 | 0.01% |
2023-08-23 | Rappaport Reiches Capital Management, LLC | unchanged | - | 58,428 | 423,540 | 0.18% |
2023-08-22 | Asset Dedication, LLC | unchanged | - | - | - | -% |
2023-08-21 | VitalStone Financial, LLC | sold off | -100 | -19,000 | - | -% |
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Sep 11, 2023 | capital international investors | 10.6% | 12,965,553 | SC 13G/A | |
Feb 14, 2023 | t. rowe price investment management, inc. | 7.3% | 8,935,666 | SC 13G | |
Feb 13, 2023 | capital international investors | 6.1% | 7,524,775 | SC 13G | |
Feb 09, 2023 | vanguard group inc | 11.05% | 13,532,743 | SC 13G/A | |
Feb 08, 2023 | massachusetts financial services co /ma/ | 9.4% | 11,567,998 | SC 13G/A | |
Feb 07, 2023 | blackrock inc. | 6.9% | 8,452,346 | SC 13G/A | |
May 02, 2022 | massachusetts financial services co /ma/ | 10.4% | 12,740,177 | SC 13G/A | |
Feb 14, 2022 | generation investment management llp | 1.80% | 2,200,635 | SC 13G/A | |
Feb 14, 2022 | price t rowe associates inc /md/ | 3.5% | 4,275,173 | SC 13G/A | |
Feb 11, 2022 | capital international investors | 4.4% | 5,392,909 | SC 13G/A |
Date Filed | Form Type | Document | |
---|---|---|---|
Sep 11, 2023 | SC 13G/A | Major Ownership Report | |
Aug 29, 2023 | 4 | Insider Trading | |
Aug 28, 2023 | 144 | Notice of Insider Sale Intent | |
Aug 08, 2023 | 425 | Prospectus Filed | |
Aug 08, 2023 | 425 | Prospectus Filed | |
Aug 08, 2023 | 425 | Prospectus Filed | |
Aug 04, 2023 | 4 | Insider Trading | |
Aug 04, 2023 | 4 | Insider Trading | |
Aug 02, 2023 | 144 | Notice of Insider Sale Intent | |
Aug 02, 2023 | 144 | Notice of Insider Sale Intent |
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
VRSK | 34.3B | 2.3B | -2.25% | 36.12% | 68 | 14.88 | 2.52% | -51.89% |
EFX | 22.5B | 5.1B | -11.72% | 9.84% | 42.84 | 4.44 | -1.83% | -30.04% |
TRU | 13.9B | 3.8B | -12.58% | 20.53% | 56.05 | 3.66 | 11.54% | -80.59% |
MID-CAP | ||||||||
RHI | 7.9B | 6.9B | -3.06% | -3.04% | 14.48 | 1.14 | -3.41% | -20.61% |
TNET | 7.0B | 4.9B | 8.51% | 62.57% | 20.5 | 1.41 | 2.58% | -10.08% |
ASGN | 4.0B | 4.6B | -0.96% | -9.72% | 16.62 | 0.86 | 5.68% | -45.36% |
MAN | 3.7B | 19.2B | -8.26% | 13.52% | 12.15 | 0.19 | -7.34% | -28.30% |
CBZ | 2.6B | 1.5B | -8.50% | 20.70% | 22.36 | 1.72 | 18.15% | 14.33% |
KFRC | 1.2B | 1.7B | -5.48% | 1.72% | 18 | 0.7 | -0.85% | -26.15% |
SMALL-CAP | ||||||||
UPWK | 1.5B | 649.6M | -24.06% | -17.80% | -54.43 | 2.36 | 15.33% | 65.00% |
BBSI | 603.3M | 1.1B | -6.19% | 15.82% | 12.89 | 0.57 | 5.24% | 6.74% |
HSII | 500.6M | 1.0B | -8.12% | -3.79% | 8.15 | 0.49 | -11.09% | -22.81% |
TBI | 454.7M | 2.1B | -4.55% | -23.79% | 28.19 | 0.22 | -10.58% | -78.02% |
13.0%
5.5%
7.9%
5.7%
78.8%
60.8%
11.2%
Y-axis is the maximum loss one would have experienced if Equifax was unfortunately bought at previous high price.
Income Statement (Last 12 Months) | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
Revenue | 0.0% | 5,062 | 5,061 | 5,122 | 5,177 | 5,156 | 5,074 | 4,924 | 4,789 | 4,635 | 4,383 | 4,128 | 3,915 | 3,722 | 3,619 | 3,508 | 3,437 | 3,396 | 3,393 | 3,412 | 3,415 | 3,416 |
Costs and Expenses | 1.7% | 4,201 | 4,132 | 4,066 | 4,045 | 3,994 | 3,910 | 3,786 | 3,734 | 3,648 | 3,535 | 3,451 | 3,361 | 3,251 | 3,201 | 3,843 | 3,774 | 3,790 | 3,707 | 2,964 | 2,821 | 2,731 |
S&GA Expenses | 1.0% | 1,368 | 1,355 | 1,329 | 1,332 | 1,358 | 1,356 | 1,325 | 1,348 | 1,334 | 1,315 | 1,323 | 1,345 | 1,310 | 1,307 | 1,990 | 1,939 | 1,961 | 1,912 | 1,213 | 1,129 | 1,122 |
EBITDA | -100.0% | - | 1,552 | 1,673 | 1,643 | 1,653 | 1,636 | 1,575 | 1,499 | 1,526 | 1,353 | 1,218 | 1,144 | 909 | 846 | 29.00 | -3.90 | -71.20 | 3.00 | 770 | 908 | - |
EBITDA Margin | -100.0% | - | 0.31* | 0.33* | 0.32* | 0.32* | 0.32* | 0.32* | 0.31* | 0.33* | 0.31* | 0.30* | 0.29* | 0.24* | 0.23* | 0.01* | 0.00* | -0.02* | 0.00* | 0.23* | 0.27* | - |
Interest Expenses | 9.5% | 220 | 201 | 183 | 167 | 155 | 148 | 146 | 144 | 146 | 148 | 142 | 134 | 125 | 116 | 112 | 109 | 108 | 106 | 104 | 100 | 94.00 |
Earnings Before Taxes | -9.3% | 705 | 778 | 930 | 927 | 972 | 985 | 949 | 905 | 946 | 797 | 685 | 634 | 424 | 385 | -413 | -417 | -475 | -395 | 370 | 504 | 601 |
EBT Margin | -100.0% | - | 0.15* | 0.18* | 0.18* | 0.19* | 0.19* | 0.19* | 0.19* | 0.20* | 0.18* | 0.17* | 0.16* | 0.11* | 0.11* | -0.12* | -0.13* | -0.14* | -0.12* | 0.10* | 0.15* | - |
Net Income | -10.6% | 525 | 587 | 696 | 710 | 750 | 764 | 744 | 697 | 720 | 605 | 520 | 461 | 317 | 286 | -384 | -374 | -419 | -344 | 300 | 446 | 504 |
Net Income Margin | -100.0% | - | 0.12* | 0.14* | 0.14* | 0.15* | 0.15* | 0.15* | 0.15* | 0.16* | 0.14* | 0.13* | 0.12* | 0.08* | 0.08* | -0.11* | -0.11* | -0.12* | -0.10* | 0.09* | 0.13* | - |
Free Cashflow | -100.0% | - | 1,107 | 757 | 817 | 861 | 993 | 1,335 | 1,247 | 1,215 | 1,059 | 946 | 880 | 348 | 314 | 314 | 248 | 565 | 584 | 672 | 715 | - |
Balance Sheet | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
Assets | -0.4% | 11,538 | 11,584 | 11,548 | 11,308 | 11,221 | 11,392 | 11,041 | 11,083 | 9,340 | 9,669 | 9,612 | 9,250 | 8,833 | 7,623 | 7,909 | 7,431 | 7,474 | 7,336 | 7,153 | 7,134 | 7,117 |
Current Assets | -4.9% | 1,315 | 1,384 | 1,371 | 1,295 | 1,353 | 1,264 | 1,121 | 2,890 | 1,330 | 1,665 | 2,478 | 2,312 | 2,105 | 1,149 | 1,209 | 853 | 814 | 865 | 902 | 888 | 949 |
Cash Equivalents | -29.4% | 164 | 233 | 285 | 242 | 224 | 201 | 225 | 2,026 | 458 | 766 | 1,685 | 1,536 | 1,347 | 370 | 401 | 168 | 136 | 133 | 224 | 253 | 327 |
Net PPE | 4.1% | 1,722 | 1,655 | 1,587 | 1,487 | 1,434 | 1,383 | 1,316 | 1,253 | 1,216 | 1,175 | 1,139 | 1,071 | 1,017 | 962 | 948 | 905 | 873 | 818 | 765 | 695 | 637 |
Goodwill | 0.1% | 6,401 | 6,396 | 6,384 | 6,304 | 6,239 | 6,378 | 6,258 | 5,169 | 5,085 | 5,089 | 4,496 | 4,366 | 4,323 | 4,157 | 4,308 | 4,227 | 4,283 | 4,170 | 4,130 | 4,163 | 4,136 |
Liabilities | -2.3% | 7,330 | 7,502 | 7,575 | 7,532 | 7,400 | 7,541 | 7,440 | 7,528 | 5,842 | 6,312 | 6,402 | 6,283 | 6,099 | 5,193 | 5,286 | 4,872 | 4,886 | 4,725 | 3,998 | 3,893 | 3,837 |
Current Liabilities | -39.1% | 1,092 | 1,792 | 2,015 | 2,019 | 2,633 | 2,343 | 2,291 | 1,887 | 1,875 | 2,342 | 2,483 | 2,391 | 1,656 | 1,144 | 1,359 | 1,492 | 1,498 | 1,523 | 827 | 744 | 678 |
LT Debt, Non Current | 10.3% | 5,503 | 4,988 | 4,820 | 4,819 | 4,074 | 4,472 | 4,470 | 4,969 | 3,281 | 3,279 | 3,277 | 3,275 | 3,872 | 3,505 | 3,380 | 2,835 | 2,833 | 2,657 | 2,631 | 2,629 | 2,628 |
Shareholder's Equity | 2.7% | 4,191 | 4,082 | 3,957 | 3,759 | 3,821 | 3,851 | 3,601 | 3,555 | 3,499 | 3,357 | 3,210 | 2,967 | 2,734 | 2,430 | 2,623 | 2,559 | 2,588 | 2,611 | 3,156 | 3,242 | 3,280 |
Retained Earnings | 1.7% | 5,411 | 5,320 | 5,256 | 5,196 | 5,078 | 4,926 | 4,752 | 4,677 | 4,506 | 4,342 | 4,185 | 4,423 | 4,248 | 4,197 | 3,855 | 4,170 | 4,136 | 4,115 | 4,718 | 4,740 | 4,748 |
Additional Paid-In Capital | 1.2% | 1,651 | 1,631 | 1,594 | 1,580 | 1,563 | 1,549 | 1,537 | 1,518 | 1,507 | 1,490 | 1,471 | 1,454 | 1,448 | 1,432 | 1,405 | 1,393 | 1,382 | 1,369 | 1,357 | 1,347 | 1,340 |
Accumulated Depreciation | 5.4% | 1,178 | 1,118 | 1,095 | 1,062 | 1,034 | 1,018 | 961 | 919 | 891 | 814 | 774 | 749 | 693 | 631 | 593 | 577 | 538 | 502 | 480 | 452 | 418 |
Shares Outstanding | 0.1% | 123 | 123 | 123 | 122 | 122 | 122 | 122 | 122 | 122 | 122 | 122 | 122 | 121 | 121 | 121 | 121 | 121 | 121 | 121 | 121 | 120 |
Minority Interest | -6.0% | 17.00 | 18.00 | 17.00 | 17.00 | 16.00 | 17.00 | 17.00 | 16.00 | 38.00 | 39.00 | 42.00 | 38.00 | 40.00 | 43.00 | 44.00 | 43.00 | 45.00 | 49.00 | 48.00 | 57.00 | 57.00 |
Cashflow (Last 12 Months) | (In Millions) | |||||||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Description | (%) Q/Q | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 |
Cashflow From Operations | -1.2% | 1,093 | 1,107 | 757 | 817 | 861 | 993 | 1,335 | 1,247 | 1,215 | 1,059 | 946 | 880 | 348 | 314 | 314 | 248 | 565 | 584 | 672 | 715 | 842 |
Share Based Compensation | -2.4% | 78.00 | 80.00 | 63.00 | 61.00 | 58.00 | 57.00 | 55.00 | 56.00 | 57.00 | 57.00 | 55.00 | 53.00 | 52.00 | 50.00 | 50.00 | 50.00 | 52.00 | 48.00 | 43.00 | 37.00 | 34.00 |
Cashflow From Investing | -11.2% | -949 | -853 | -959 | -2,765 | -2,631 | -2,692 | -3,398 | -1,552 | -1,337 | -1,330 | -492 | -512 | -480 | -669 | -697 | -701 | -780 | -556 | -461 | -448 | -398 |
Cashflow From Financing | 2.5% | -208 | -213 | 274 | 192 | 1,563 | 1,151 | 618 | 788 | -785 | 630 | 811 | 997 | 1,344 | 611 | 558 | 371 | 24.00 | -132 | -311 | -316 | -513 |
Dividend Payments | -0.1% | 191 | 191 | 191 | 191 | 191 | 190 | 190 | 190 | 190 | 190 | 190 | 189 | 189 | 189 | 189 | 189 | 188 | 188 | 188 | 188 | 187 |
Buy Backs | - | - | - | - | - | - | 36.00 | 70.00 | 70.00 | 70.00 | 34.00 | - | - | - | - | - | - | - | - | - | - | - |
CONSOLIDATED STATEMENTS OF INCOME - USD ($) shares in Millions, $ in Millions | 3 Months Ended | 6 Months Ended | ||
---|---|---|---|---|
Jun. 30, 2023 | Jun. 30, 2022 | Jun. 30, 2023 | Jun. 30, 2022 | |
Income Statement [Abstract] | ||||
Operating revenue | $ 1,317.6 | $ 1,316.7 | $ 2,619.6 | $ 2,680.0 |
Operating expenses: | ||||
Cost of services (exclusive of depreciation and amortization below) | 588.0 | 542.1 | 1,168.4 | 1,095.5 |
Selling, general and administrative expenses | 343.1 | 330.2 | 709.2 | 670.5 |
Depreciation and amortization | 149.6 | 139.8 | 299.8 | 276.9 |
Total operating expenses | 1,080.7 | 1,012.1 | 2,177.4 | 2,042.9 |
Operating income | 236.9 | 304.6 | 442.2 | 637.1 |
Interest expense | (60.7) | (41.6) | (118.3) | (81.4) |
Other income, net | 15.9 | 1.8 | 20.4 | 12.9 |
Consolidated income before income taxes | 192.1 | 264.8 | 344.3 | 568.6 |
Provision for income taxes | (52.7) | (63.4) | (91.4) | (144.4) |
Consolidated net income | 139.4 | 201.4 | 252.9 | 424.2 |
Less: Net income attributable to noncontrolling interests including redeemable noncontrolling interests | (1.1) | (0.8) | (2.3) | (1.8) |
Net income attributable to Equifax | $ 138.3 | $ 200.6 | $ 250.6 | $ 422.4 |
Basic earnings per common share: | ||||
Net income attributable to Equifax (in dollars per share) | $ 1.13 | $ 1.64 | $ 2.04 | $ 3.45 |
Weighted-average shares used in computing basic earnings per share (in shares) | 122.7 | 122.4 | 122.6 | 122.3 |
Diluted earnings per common share: | ||||
Net income attributable to Equifax (in dollars per share) | $ 1.12 | $ 1.63 | $ 2.03 | $ 3.42 |
Weighted-average shares used in computing diluted earnings per share (in shares) | 123.8 | 123.3 | 123.7 | 123.4 |
Dividends per common share (in dollars per share) | $ 0.39 | $ 0.39 | $ 0.78 | $ 0.78 |
CONSOLIDATED BALANCE SHEETS - USD ($) $ in Millions | Jun. 30, 2023 | Dec. 31, 2022 |
---|---|---|
Current assets: | ||
Cash and cash equivalents | $ 164.1 | $ 285.2 |
Trade accounts receivable, net of allowance for doubtful accounts of $17.0 and $19.1 at June 30, 2023 and December 31, 2022, respectively | 935.9 | 857.7 |
Prepaid expenses | 148.7 | 134.3 |
Other current assets | 66.7 | 93.3 |
Total current assets | 1,315.4 | 1,370.5 |
Property and equipment: | ||
Capitalized internal-use software and system costs | 2,350.9 | 2,139.1 |
Data processing equipment and furniture | 284.2 | 281.4 |
Land, buildings and improvements | 264.9 | 261.6 |
Total property and equipment | 2,900.0 | 2,682.1 |
Less accumulated depreciation and amortization | (1,178.0) | (1,095.1) |
Total property and equipment, net | 1,722.0 | 1,587.0 |
Goodwill | 6,401.2 | 6,383.9 |
Indefinite-lived intangible assets | 94.9 | 94.8 |
Purchased intangible assets, net | 1,699.1 | 1,818.5 |
Other assets, net | 305.3 | 293.2 |
Total assets | 11,537.9 | 11,547.9 |
Current liabilities: | ||
Short-term debt and current maturities of long-term debt | 169.1 | 967.2 |
Accounts payable | 148.3 | 250.8 |
Accrued expenses | 271.1 | 229.0 |
Accrued salaries and bonuses | 128.8 | 138.7 |
Deferred revenue | 109.7 | 132.9 |
Other current liabilities | 265.2 | 296.6 |
Total current liabilities | 1,092.2 | 2,015.2 |
Long-term debt | 5,503.0 | 4,820.1 |
Deferred income tax liabilities, net | 460.5 | 460.3 |
Long-term pension and other postretirement benefit liabilities | 97.4 | 100.4 |
Other long-term liabilities | 176.5 | 178.6 |
Total liabilities | 7,329.6 | 7,574.6 |
Commitments and Contingencies (see Note 6) | ||
Equifax shareholders' equity: | ||
Preferred stock, $0.01 par value: Authorized shares - 10.0; Issued shares - none | 0.0 | 0.0 |
Common stock, $1.25 par value: Authorized shares - 300.0; Issued shares - 189.3 at June 30, 2023 and December 31, 2022; Outstanding shares - 122.7 and 122.5 at June 30, 2023 and December 31, 2022, respectively | 236.6 | 236.6 |
Paid-in capital | 1,650.5 | 1,594.2 |
Retained earnings | 5,410.5 | 5,256.0 |
Accumulated other comprehensive loss | (445.9) | (473.7) |
Treasury stock, at cost, 66.0 shares and 66.2 shares at June 30, 2023 and December 31, 2022, respectively | (2,654.6) | (2,650.7) |
Stock held by employee benefit trusts, at cost, 0.6 shares at June 30, 2023 and December 31, 2022 | (5.9) | (5.9) |
Total Equifax shareholders’ equity | 4,191.2 | 3,956.5 |
Noncontrolling interests including redeemable noncontrolling interests | 17.1 | 16.8 |
Total equity | 4,208.3 | 3,973.3 |
Total liabilities and equity | $ 11,537.9 | $ 11,547.9 |