EFX · NYQ · Industrials
Equifax Inc.
Also onShortfallConsensus DriftCrosscheck
Implied value per share
USD 62.77
Market price
USD 158.87
Implied upside
-60.5%
5-year forecast · Perpetuity growth terminal value · Mid-year discounting · Base case
Value Per Share
Same forecast, different terminal treatment. Percentages vs price.
Forecast Cashflows
Reporting currency (USD). Outflows negative.
| Line | FY26 | FY27 | FY28 | FY29 | FY30 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | USD 6.4bn | USD 6.8bn | USD 7.2bn | USD 7.6bn | USD 8.1bn | +5.8% |
| EBIT | USD 1.2bn | USD 1.3bn | USD 1.3bn | USD 1.4bn | USD 1.5bn | +5.8% |
| NOPAT | USD 948.9m | USD 1.0bn | USD 1.1bn | USD 1.1bn | USD 1.2bn | +5.8% |
| Add depreciation & amortisation | USD 752.6m | USD 796.6m | USD 843.2m | USD 892.5m | USD 944.7m | +5.8% |
| Less capital expenditure | USD -651.7m | USD -689.8m | USD -730.1m | USD -772.8m | USD -818.0m | +5.8% |
| Less increase in working capital | USD 18.7m | USD 19.8m | USD 21.0m | USD 22.2m | USD 23.5m | -5.8% |
| Free cashflow to firm | USD 1.1bn | USD 1.1bn | USD 1.2bn | USD 1.3bn | USD 1.3bn | +5.8% |
| Discount factor | 0.9536 | 0.8671 | 0.7884 | 0.7169 | 0.6518 | - |
| Present value | USD 1.0bn | USD 980.6m | USD 943.8m | USD 908.4m | USD 874.3m | -3.8% |
| Present Value Of The Forecast | USD 4.7bn | |||||
Discount Rate
Source shown per component. All overridable above.
| Risk-free rate | 5.00% | US 10-year Treasury (^TNX) |
| Equity risk premium | 5.50% | Market assumption |
| Beta | 1.204 | Reported 1.305, pulled toward 1.0 (Blume) |
| Cost of equity | 11.62% | Risk-free + beta x equity risk premium |
| Cost of debt | 5.00% | Floored at the risk-free rate (implied cost of debt was lower) |
| Market capitalisation | USD 18.7bn | 78.6% of capital |
| Total debt | USD 5.1bn | 21.4% of capital, book value as a proxy |
| Tax rate | 21.0% | Effective, capped at statutory |
| WACC | 9.98% | E/V x Re + D/V x Rd x (1 - t) |
Terminal Value
Perpetuity growth is intrinsic. The exit multiple defaults to the company's current EV/EBITDA, so it answers a different question - what the shares are worth if today's rating holds and EBITDA grows as forecast.
Perpetuity growth at 2.50%
63% of EV
- Forecast FCFF, final year
- USD 1.3bn
- Capex at depreciation, working capital in reinvestment
- USD 1.2bn
- Less reinvestment at g/ROIC (25.1% of NOPAT)
- USD -298.5m
- Capitalised
- USD 892.6m
- ROIC (WACC floor)
- 10.0%
- Terminal value, undiscounted
- USD 12.2bn
- Terminal value, discounted
- USD 8.0bn
- Enterprise value
- USD 12.7bn
- Less net debt
- USD 4.9bn
- Equity value
- USD 7.8bn
Exit at 12.9x EBITDA
81% of EV
- Terminal value, undiscounted
- USD 31.7bn
- Terminal value, discounted
- USD 20.7bn
- Enterprise value
- USD 25.4bn
- Less net debt
- USD 4.9bn
- Equity value
- USD 20.5bn
Spread between methods: 90%.
Sensitivity
Value per share (USD) by discount rate and long-run growth.
| Long-run growth | |||||
|---|---|---|---|---|---|
| Discount rate | 1.50% | 2.00% | 2.50% | 3.00% | 3.50% |
| 7.98% | 87.88 | 88.85 | 89.91 | 91.11 | 92.48 |
| 8.98% | 73.06 | 73.42 | 73.78 | 74.15 | 74.51 |
| 9.98% | 62.14 | 62.46 | 62.77 | 63.08 | 63.40 |
| 10.98% | 53.21 | 53.49 | 53.76 | 54.03 | 54.31 |
| 11.98% | 45.77 | 46.01 | 46.25 | 46.49 | 46.73 |
Outlined: this model. Green text: above today's price of 158.87. Shading: distance from this model's own value.
Priced In
What each input would have to be to justify the current price, one at a time.
| Input | Model | Implied | Gap |
|---|---|---|---|
| Revenue growth, every year | 5.8% | 22.9% | +17.1pp |
| EBIT margin | 18.7% | 37.0% | +18.3pp |
| Discount rate | 10.0% | 5.9% | -4.1pp |
Live formulas, not pasted numbers - edit a driver and the workbook reprices.
Yahoo Finance and RBA data. General information, not advice. Methodology.