Equifax Inc. (NYSE:EFX) Analysts Are Pretty Bullish On The Stock After Recent Results
Equifax Inc. (NYSE:EFX) Analysts Are Pretty Bullish On The Stock After Recent Results
The quarterly results for Equifax Inc. (NYSE:EFX) were released last week, making it a good time to revisit its performance. Equifax reported in line with analyst predictions, delivering revenues of US$1.4b and statutory earnings per share of US$1.31, suggesting the business is executing well and in line with its plan. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.
上周,艾可菲公司(纽交所:EFX)公布了季度财报,此时重新审视其表现是个好时机。艾可菲公司的报告符合分析师的预测,营业收入达到14亿美元,每股收益为1.31美元,这表明业务执行良好,符合其计划。分析师们通常会在每个财报发布后更新他们的预测,我们可以从他们的估计中判断他们的公司观点是否发生了变化或是否有什么问题需要注意。因此,我们收集了最新的财报法定共识预测,以了解下一年可能会有什么情况。
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Following the latest results, Equifax's 19 analysts are now forecasting revenues of US$5.73b in 2024. This would be a credible 4.9% improvement in revenue compared to the last 12 months. Per-share earnings are expected to grow 17% to US$5.53. In the lead-up to this report, the analysts had been modelling revenues of US$5.72b and earnings per share (EPS) of US$5.66 in 2024. So it looks like there's been a small decline in overall sentiment after the recent results - there's been no major change to revenue estimates, but the analysts did make a minor downgrade to their earnings per share forecasts.
在最新财报发布后,艾可菲公司的19位分析师现在预测2024年收入将达到57.3亿美元,这将是与过去12个月相比营业收入可靠的4.9%增长。每股收益预计将增长17%,达到5.53美元。在此报告之前,分析师一直在预测艾可菲公司2024年的营业收入为57.2亿美元,每股收益为5.66美元。因此,看起来在最近的结果之后,整体情绪有所下降—虽然收益预测没有发生重大变化,但分析师在每股收益预测方面进行了轻微的下调。
Althoughthe analysts have revised their earnings forecasts for next year, they've also lifted the consensus price target 7.7% to US$290, suggesting the revised estimates are not indicative of a weaker long-term future for the business. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. The most optimistic Equifax analyst has a price target of US$320 per share, while the most pessimistic values it at US$224. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation.
虽然分析师们为明年的收益预测进行了修订,但他们也将共识目标价提高了7.7%至290美元,这表明修订后的预测并不表示公司未来长期弱势。不过,过于专注于单个目标价可能是不明智的,因为共识目标价实际上是分析师目标价的平均值。因此,一些投资者喜欢查看估计范围,看看公司估值是否存在不同意见。最乐观的艾可菲分析师的目标价为320美元,而最悲观的则为224美元。这表明虽然估值存在着一定的差异,但分析师们并没有完全分歧,这并不是一个成功或失败的情况。
These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Equifax's past performance and to peers in the same industry. We can infer from the latest estimates that forecasts expect a continuation of Equifax'shistorical trends, as the 10.0% annualised revenue growth to the end of 2024 is roughly in line with the 9.5% annual growth over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenues grow 5.5% per year. So although Equifax is expected to maintain its revenue growth rate, it's definitely expected to grow faster than the wider industry.
这些预测是有趣的,但当比较预测时,看到更广泛的情况可能会更有用,既可以与艾可菲的过去表现相比,也可以与同行业板块中的其他公司相比。根据最新的预测,可以推断出分析师预计艾可菲公司的历史趋势将继续,到2024年底的年化营收增长率与过去五年的9.5%年增长率大致相同。相比之下,我们的数据表明,在同一行业板块中,其他受到分析师关注的公司预计每年营收增长率为5.5%。因此,尽管预计艾可菲公司将保持其营收增长率,但它无疑预计将比整个行业板块增长得更快。
The Bottom Line
最重要的事情是分析师增加了它对下一年每股亏损的估计。令人欣慰的是,营收预测未发生重大变化,业务仍有望比整个行业增长更快。共识价格目标稳定在28.50美元,最新估计不足以对价格目标产生影响。
The most important thing to take away is that the analysts downgraded their earnings per share estimates, showing that there has been a clear decline in sentiment following these results. Fortunately, they also reconfirmed their revenue numbers, suggesting that it's tracking in line with expectations. Additionally, our data suggests that revenue is expected to grow faster than the wider industry. We note an upgrade to the price target, suggesting that the analysts believes the intrinsic value of the business is likely to improve over time.
最重要的一点是分析师下调了每股收益预测,这表明随着这些结果的发布,情绪已经明显下降。幸运的是,他们还重新确认了他们的营收数字,表明它正在按预期进行跟踪。此外,我们的数据表明,预计营业收入增长速度将超过整个行业板块。我们注意到目标价有所提升,这表明分析师们认为该公司的内在价值可能会随着时间的推移而提高。
Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings. We have forecasts for Equifax going out to 2026, and you can see them free on our platform here.
在这种想法的基础上,我们认为业务的长期前景比明年的收益更具相关意义。我们对艾可菲公司的预测可延伸至2026年,您可以在我们的平台上免费查看。
Don't forget that there may still be risks. For instance, we've identified 1 warning sign for Equifax that you should be aware of.
不要忘记可能仍然存在风险。例如,我们已经确定了一项对艾可菲公司的警示信号,你应该意识到它。
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Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
对本文有任何反馈?对内容有任何疑虑?请直接与我们联系。或者,发送电子邮件至editorial-team@simplywallst.com。